Looking to Rebalance? Consider These Funds
Our analysts offer their picks among large-cap value, foreign, and high-quality stock funds.
Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar.com. As the year winds down, investors are thinking about rebalancing their portfolios. We've pulled together several video segments focusing some of our favorite funds in areas investors may find they need, or want, to dedicate dollars to.
First up, large-cap value stocks. Although large-cap growth funds have endured their share of volatility lately, they've nonetheless outperformed their value counterparts this year and for the past several years. For investors looking to add a large-value fund to their portfolios, here are a few of Morningstar's favorites.