A Look at Balanced Funds and Go-Anywhere Funds

Plus, some low-cost alternatives to sector funds and three ways to calculate a bond's interest-rate sensitivity.
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A compilation of this week's daily Dear Dagen and Fixed-Income Forum columns.

Tuesday

Dear Dagen: Merrill Adds Telecom and Drug Stocks to HOLDRs Lineup

By

Dagen McDowell

These baskets of stocks are low-cost alternatives to sector funds.

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Wednesday

Dear Dagen: Time to Rebalance Attitudes About Balanced Funds

By

Dagen McDowell

They're a good choice for investors who want bonds in their portfolios, but they don't make for easy comparisons.

More

Thursday

Dear Dagen: Go-Anywhere Funds Can Wander Onto the Wrong Path

By

Dagen McDowell

And they're hard to fit into a carefully allocated portfolio.

More

Friday

Measuring a Bond's Interest-Rate Sensitivity

By

Elizabeth Roy

Duration, effective duration and average life are three ways to calculate it.

More