Rising interest rates have increased the long-term expected dividends and returns of most bonds and bond funds. There is a simple way to estimate the long-term expected returns of these securities, ...

Interest rates have skyrocketed YTD, leading to wild swings in bond fund yields. Yields can be measured in several different ways too, which further complicates matters. Thought an article looking at ...

Money market yield measures the annualized return on short-term, low-risk investments like Treasury bills and commercial paper. It helps investors compare the earnings potential of different money ...

Breakeven yield is the crucial return needed to match the cost of marketing financial products, enabling informed decision-making in banking services.

When investing in debt mutual funds, one of the most important — and often misunderstood — indicators is Yield to Maturity (YTM). For many investors, YTM is just a number on a factsheet. But ...

Perpetual bonds have no maturity date, allowing them to pay interest indefinitely, making them appealing for long-term income. They come in different types, such as government and corporate bonds, ...

A version of this article was published in the November 2015 issue of Morningstar ETFInvestor. Download a complimentary copy of ETFInvestor here. Flaw of Averages Duration, by itself, is a crude ...