Investors May Have Sold These Cautious Funds Too Soon

These three funds delivered in 2018 but had sizable outflows.

Mar 4, 2019

Mentioned: Parnassus Core Equity Investor (PRBLX) , AMG Yacktman I (YACKX) , FMI Large Cap Investor (FMIHX) , Waste Management Inc (WM) , Starbucks Corp (SBUX) , The Walt Disney Co (DIS) , Procter & Gamble Co (PG) , Clorox Co (CLX) , Comcast Corp (CMCSA) , Novartis AG (NVS)

A version of this article was published in the January 2019 issue of Morningstar FundInvestor. Download a complimentary copy of Morningstar FundInvestor by visiting the website.

If you owned a conservatively run fund in 2018, you were probably glad you did. Many held up much better than the market and peers amid the fourth-quarter sell-off. Yet, because these cautious funds lagged during the long bull market, too many investors got out in advance of the sell-off. Let’s look at a few Morningstar Medalists that proved their mettle.

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

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