Skip to Content
Fund Spy

5 Cash-Heavy Funds for the Cautious Investor

Cash is not trash.

Mentioned: , , , , , , , , ,

Following up on my theme of downside protection, I've gathered a few funds with big cash stakes that you might want to give a second look.

Funds with big cash stakes can lag in rallies, but I wouldn't pull the trigger on a good fund just for a bit of a slump. Funds with big cash stakes can do wonders in a downturn. But it goes beyond the cash stake itself.

To view this article, become a Morningstar Basic member.

Register for Free

Russel Kinnel does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.