3 Stock Funds for Retirees
Christine Benz explains the three stock funds she includes in her model portfolios for retirees.
Susan Dziubinski: I'm Susan Dziubinski for Morningstar.com. Stocks can play an important role in the portfolios of retirees. After all, if you are going to live off your portfolio for two decades or more, you will likely need stocks to provide some much needed growth during the drawdown phase. Morningstar's director of personal finance Christine Benz includes three stock funds in her model portfolios for retirees. She is here today to discuss them.
Christine, thanks for joining me.
Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.