These mutual funds lost the least in the bear market.
High equity prices mean you might want to get conservative.
Funds for the cautious investor.
In their efforts to avoid certain risk factors, investors may be inadvertently exacerbating others.
Funds that held up better than their peers in 2008 soon may not compare as favorably, as five-year returns move forward.
On May 1, two new Morningstar international fund categories appeared on the scene: foreign small/mid-blend and India equity.
It's not a simple story.
Plus, changes at Evergreen, Janus, and more.
If you think this story sounds familiar, you're absolutely right.
The importance of downside protection knows no borders.