Skip to Content
US Videos

Why This Options-Based Fund Imploded During the Sell-Off

We downgraded LJM Preservation and Growth to Negative from Neutral, and think Silver-rated Gateway is a better choice in the category.

Why This Options-Based Fund Imploded During the Sell-Off
Mentioned: ,

Karen Wallace: Though last week's market volatility may have come as a surprise to many investors, it registers as only a small blip in the context of a longer-term market cycle. But short-term dislocations like these can be helpful in that they allow investors to get a sense of where a fund's bets and risk exposures are. Here to discuss one fund in particular that we recently downgraded is Gretchen Rupp. She covers multi-asset and alternative strategies on our manager research team.

Gretchen, thanks for being here.

To view this article, become a Morningstar Basic member.

Register for Free

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