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Finally, the asset class should be investible with low-cost index funds and ETFs, or a least a near-index type, broadly diversified actively managed fund.
FORBES: How To Harness The Power Of Passive Investing
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There is always debate among investors as to whether style investing using index funds or a style-based asset class fund is an active management strategy or a passive one.
FORBES: Investing in Style with Index Funds
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Today, there are many style-based index funds, exchange-traded funds (ETFs), and style-based asset class funds that can be used to create a tilt.
FORBES: Investing in Style with Index Funds
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During the same time frame high-yield bonds slumped 26% and bank loans fell 24%, while 5-year Treasuries gained 16%, according to our research (municipal bonds, another high-quality fixed income asset class, returned 9% over the same time span, as measured by the BarCap 5-year Municipal Bond Index).
FORBES: Are Your Bond Holdings Raising Your Portfolio's Risk Profile?