Top Funds for Year-End Rebalancing
Given the market's performance, investors may need to reconsider their asset allocations. These excellent mutual funds and ETFs can help fill in the gaps.
For many investors, reviewing the asset allocations of their portfolios sounds about as appealing as a visit to the dentist.
Is rebalancing really necessary?
"If you're in your 30s or 40s and you think you have at least 20, 25 years until retirement, you probably shouldn't do a lot of shifting around in terms of your portfolio's asset class exposures," says Morningstar director of personal finance Christine Benz.
Susan Dziubinski does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.