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Fund Spy

How Badly Did Funds Get Hit in the Past 3 Bear Markets?

All the gory details on losses at some of the biggest funds.

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A version of this article first appeared in the June 2020 issue of Morningstar FundInvestor. Performance figures have been updated. Download a complimentary copy of FundInvestor by visiting the website. 

Russel Kinnel has a position in the following securities mentioned above: OAKLX, PTTRX, JENSX, LSBRX, RYSEX. Find out about Morningstar’s editorial policies.