Tailoring a portfolio to a client's risk/reward profile is a matter of capturing how funds perform in up and down markets.
Past performance doesn't predict future returns, but these funds all have virtues that give them a leg up.
Funds with big industrial and energy stakes that may be on Warren's wavelength.
These funds have become more concentrated among top holdings during the past three years.
Three funds that have seen big shifts in sector allocations in the past three years.
The average active fund is a loser. So, don’t buy the average active fund.
How one fund turned its Morningstar Analyst Rating from Gold to Neutral and other recent ratings changes.
A handful of analyst-recommended equity funds have kept more than 10% of assets liquid and could be poised to pounce in the case of a downturn.
A handful of diversified equity funds are positioned to benefit from companies in two sectors that are trading at discounts.
Plus, Putnam considers hedge funds, and more.