Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk скачать в хорошем качестве

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk

A look at funds from Vanguard, Fidelity, and others that offer downside protection. Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off. 00:45 What is the Downside Capture Ratio? 01:35 Why Funds with A Low Downside Capture Ratio Make Good Diversifiers 02:09 How Does a Fund’s Maximum Drawdown Line Up with Its Downside Capture? 02:55 Why Savers Should Look for Low-Risk Investments 03:27 Floating-Rate Funds to Help Protect a Bond-Heavy Portfolio Against Interest-Rate Risk 04:03 Alternative Funds for Diversification 05:26 What is Arbitrage? 06:24 Large-Blend Funds to Help Preserve Capital 07:35 Defensive Large-Value Funds to Consider 08:36 A Small-Value Fund That Can Serve as a Good Diversifier 09:13 How Can Risk-Averse Investors Get Zero Downside? What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. https://www.morningstar.com/business/... Read about topics from this episode. Subscribe to the FundInvestor Newsletter https://newsletters.morningstar.com/ How to Diversify Away From Large-Growth Funds https://www.morningstar.com/funds/how... How to Diversify Your Portfolio to Handle a Market Correction https://www.morningstar.com/funds/how... 3 Super Risky Low-Risk Funds https://www.morningstar.com/funds/3-s... A Practical Test for Contrarian Investing: When Should You Go Against the Grain? https://www.morningstar.com/funds/pra... Where to Invest in 2025 and Beyond https://www.morningstar.com/funds/whe... The Thrilling 36 https://www.morningstar.com/funds/thr... 5 Mistakes to Avoid With Your Investment Portfolio in 2025 https://www.morningstar.com/portfolio... Can Growth Stocks Keep Powering the Market Higher? https://www.morningstar.com/stocks/ca... What to watch from Morningstar. Gray Divorce: How to Avoid Triggering a Costly Tax Bill    • Gray Divorce: How to Avoid Triggering...   Why the Bond Market Looks Brighter Than It Did in 2022    • Why the Bond Market Looks Brighter Th...   Where to Find Bargain Stocks in an Expensive Market    • Where to Find Bargain Stocks in an Ex...   These 4 Dividend ETFs Strike the Right Balance for Income Investors    • These 4 Dividend ETFs Strike the Righ...   Read what our team is writing: Russel Kinnel https://www.morningstar.com/people/ru... Ivanna Hampton https://www.morningstar.com/people/iv... Follow us on social media. Facebook:   / morningstarinc   X: https://x.com/MorningstarInc Instagram:   / morningstar.  . LinkedIn:   / 5161