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Fund Spy

5 Mid-Cap Favorites With Attractive Downside Protection

Linda Abu Mushrefova

A version of this article was originally published in the November 2017 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor here.

The current bull market, the second-longest in history, raises concerns of lofty valuations and excessive risk-taking in some areas. However, we have identified five mid-cap funds that have used risk responsibly. The below list is not exhaustive but highlights Morningstar Medalists (some of which are closed to new investors) that have held up well in market pullbacks and have outperformed over the long term.

Linda Abu Mushrefova does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.