[This is the first change to our recommended bond fund since the new SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio. The other half of the bond portfolio is invested in a single upgrading recommendation. This is the selection being updated this month. For more details about how the SMI Bond Upgrading strategy works, see Introducing an Upgrading Approach to Bond Investing that Outperforms the Bond Market.]
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