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

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Manage episode 471331280 series 2753
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

What is the Downside Capture Ratio?

Why Funds with A Low Downside Capture Ratio Make Good Diversifiers

How Does a Fund’s Maximum Drawdown Line Up with Its Downside Capture?

Why Savers Should Look for Low-Risk Investments

Floating-Rate Funds to Help Protect a Bond-Heavy Portfolio Against Interest-Rate Risk

Alternative Funds for Diversification

What is Arbitrage?

Large-Blend Funds to Help Preserve Capital

Defensive Large-Value Funds to Consider

A Small-Value Fund That Can Serve as a Good Diversifier

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. Get tickets here.

Read about topics from this episode.
Subscribe to the FundInvestor Newsletter
How to Diversify Away From Large-Growth Funds

How to Diversify Your Portfolio to Handle a Market Correction
3 Super Risky Low-Risk Funds
A Practical Test for Contrarian Investing: When Should You Go Against the Grain?

Where to Invest in 2025 and Beyond

The Thrilling 36

5 Mistakes to Avoid With Your Investment Portfolio in 2025

Can Growth Stocks Keep Powering the Market Higher?

What to watch from Morningstar.
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors

Read what our team is writing:

Russel Kinnel

Ivanna Hampton

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

  continue reading

427 episodes

Artwork
iconShare
 
Manage episode 471331280 series 2753
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

What is the Downside Capture Ratio?

Why Funds with A Low Downside Capture Ratio Make Good Diversifiers

How Does a Fund’s Maximum Drawdown Line Up with Its Downside Capture?

Why Savers Should Look for Low-Risk Investments

Floating-Rate Funds to Help Protect a Bond-Heavy Portfolio Against Interest-Rate Risk

Alternative Funds for Diversification

What is Arbitrage?

Large-Blend Funds to Help Preserve Capital

Defensive Large-Value Funds to Consider

A Small-Value Fund That Can Serve as a Good Diversifier

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. Get tickets here.

Read about topics from this episode.
Subscribe to the FundInvestor Newsletter
How to Diversify Away From Large-Growth Funds

How to Diversify Your Portfolio to Handle a Market Correction
3 Super Risky Low-Risk Funds
A Practical Test for Contrarian Investing: When Should You Go Against the Grain?

Where to Invest in 2025 and Beyond

The Thrilling 36

5 Mistakes to Avoid With Your Investment Portfolio in 2025

Can Growth Stocks Keep Powering the Market Higher?

What to watch from Morningstar.
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors

Read what our team is writing:

Russel Kinnel

Ivanna Hampton

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

  continue reading

427 episodes

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