These funds may offer some downside protection at a time when stock and bond yields are low and valuations full.
Funds like Dodge & Cox Stock, Vanguard Equity-Income , and LSV Value Equity can help when high-flying large-growth stocks inevitably pull back.
Vanguard Wellesley Income's strong leadership, effective process, and low fees support the fund's Gold rating.
This ETF targets high-dividend payers that have offered a fairly smooth ride.
Morningstar's Russ Kinnel and Christine Benz highlight a more conservative, all-weather fund; a high-quality dividend-payer; and a higher-risk but well-managed bond fund as solid choices for an IRA.
When stocks have dropped, these funds tend to outperform their peers.
In their efforts to avoid certain risk factors, investors may be inadvertently exacerbating others.
Fund managers say dividend-paying stocks became a "crowded trade" in 2011, but they still have long-term appeal.
One story that has gone underreported in the popular press is just how challenging the past several years have been for those investing during their retirement. Sure, we've all read horror stories about retirees who were forced to return to work because they had staked their whole nest egg in Enron ...
We skinny down the number of holdings for this mid-50s couple who wants to make sure their ample portfolio is on the right track.