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Eric Jacobson

Eric Jacobson

Eric Jacobson is a strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. As a senior member of the fixed-income team, he shares responsibility for determining coverage and research priorities. Jacobson focuses on a variety of taxable, tax-exempt, and nontraditional fixed-income strategies, including several from asset managers such as Pimco, PGIM, and Guggenheim. He has also covered strategies from BlackRock, J.P. Morgan, Fidelity, Goldman Sachs, TCW, Vanguard, Loomis Sayles, Putnam, T. Rowe Price, American Century, Eaton Vance, FPA, and American Funds. He is the team's lead analyst on Pimco and sits on the Morningstar Analyst Ratings Committee.

From 2006 through mid-2008, Jacobson was director of fixed-income strategies for Morningstar Indexes and was responsible for the design and launch of Morningstar's original suite of U.S., global, and emerging-markets bond indexes. Before assuming that role, he was a senior analyst, associate director, and fixed-income editorial director for the fund research team. Before joining the company in 1995 as a closed-end fund analyst, he worked for Kemper Financial Services.

Jacobson holds degrees in political science, Hebrew and Semitic studies, and integrated liberal studies from the University of Wisconsin. Follow Eric on Twitter: @MstarEJacobson


With little valuation difference between riskier and safer credits, Mike Collins and Mike Lillard of Prudential Total Return Bond Fund are taking the opportunity to upgrade their portfolio.