12 Battle-Tested, Low-Volatility Funds
When the going has gotten tough, these stock, bond, and allocation funds have held up better than their peers.
Note: This article is part of Morningstar's 2020 Portfolio Tuneup week. A version of this article appeared on Aug. 15, 2019.
Want to make sure your portfolio's risk level is in line with what you can handle? That's easy--check up on your portfolio's mix of stocks relative to safer assets like bonds and cash. A bad year for bonds, the saying goes, is like a bad day for stocks. So if you want your portfolio to have some insulation against big stock market drops--especially important as retirement approaches--the best way to do that is to get some bonds and/or cash.
Christine Benz has a position in the following securities mentioned above: TBGVX. Find out about Morningstar’s editorial policies.