Morningstar, Inc. - March 17, 2026
Morningstar’s Guide to Fixed-Income Investing
Plus: How to find your withdrawal rate, use short-term bonds...
 Morning DigestTori Brovet, Emelia Fredlick Fixed-income strategies can protect and stabilize your portfolio. 
ADVERTISEMENT  Fixed-Income Spotlight  These 6 steps help you arrive at a spending method that fits your situation like a glove. Christine Benz  This edition of our Portfolio Basics series covers the value of short-term bonds in reducing risk and generating income. Amy Arnott  If you’ve decided to purchase an annuity, you’ll need to think through where to hold it, how much to annuitize, and when to make the buy. Christine Benz  These fixed-income exchange-traded funds earn Morningstar’s top rating. Tori Brovet  Annuities come in many forms. Understand what you’re getting from these products. Christine Benz, Margaret Giles Investing Insights What investors should expect from the March FOMC meeting. Sarah Hansen Plus, what to watch in the US stock market this week. David Sekera, Susan Dziubinski Mondelez and Diageo are now seen as signifcantly undervalued. Bella Albrecht Roche and Anheuser-Busch are among the stocks that fell into undervalued territory. Bella Albrecht ASML and Petrobas are among the stocks now rated as expensive. Bella Albrecht New Stock Analyst Reports New Fund Analyst Reports Fidelity Strategic Dividend & Income (FSDIX) benefits from effective collaboration between highly skilled managers and research teams. Comanager Ford O’Neil will retire in September 2026, but the remaining team is well prepared to execute the rigorous and repeatable investment process he helped set up. Combined with reasonable fees (depending on the share class), this strategy remains a compelling choice for investors who seek a nontraditional income portfolio. The Tools You Need to Invest Like an Analyst Stay connected:
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