These funds have lost less in downturns than the S&P 500.
Perkins Small Cap Value may lag in strong market rallies, but this Silver-rated fund's long-term risk-adjusted returns are very competitive.
Brown Brothers Harriman launches a concentrated large-blend fund investing in U.S. and foreign stocks; Vanguard reopens its Capital Opportunity fund to individual investors; Franklin Templeton rolls out an emerging-markets bond fund; USAA seeks permission to create actively managed ETFs; and ...
These managers were stalwarts in a horrific market.
Plus, Perkins tries its hand at a global all-cap strategy and more.
Running two small funds in North Carolina, Steven Scruggs knows how to find promising, out-of-the way firms at bargain prices.
Plus, news on Washington Mutual, Comerica, Vanguard, Fidelity, and more.