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I can't comment on the bond funds, since I have not looked at that particular fund. However, be sure you understand the difference between individual bonds and bond funds before buying one. They are quite different. In fact it would be interesting if anyone has studies on the impact of each when studying asset allocation. I have seen a number of Equity/Bond studies, and haven't looked into bond vs. bond fund assumptions in them, but am starting to. I currently have a mostly equity with a bond ladder to get me thru my SEPP program.
Anyone have pointers to studies that compare bond and bond fund asset allocation performance?
Wayne
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