6 U.S. Equity Funds for Risk-Averse Investors
These funds won't keep you up at night if you're squeamish about exposing the bulk of your assets to the market.
Note: This article is part of Morningstar's May 2016 Risk Management Boot Camp special report.
When you hear the term "core holding," what do you think of? For many U.S. stock investors, an S&P 500 Index fund or total stock-market index fund is just the ticket: broad diversification for a slim fee. But for others, the idea of having the bulk of one's assets fully exposed to the market's gyrations is too nail-biting. Some investors will happily sacrifice the prospect of hitting all the markets highest notes if it means their savings is better protected when the index is falling like a stone.
Karen Wallace does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.