20 Funds That Can Weather Downturns

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Well rounded portfolio

franc of TX 6:58PM June 14, 2012

Where does Oakmark equity & Income place in the balanced category?
Perhaps it is too large,asset-wise, to be considered in your listing.

Donald Meyer of MD 9:42PM April 20, 2012

GREAT ARTICLE!!!!!!!!!! GREAT WEBSITE!!!!!!!!!!

CHIP SMITH of GA 9:12AM December 10, 2011

What in the world are 10 year downside capture ratios?

E. K. Rose of VA 6:27PM October 28, 2011

I do not believe that any listing of bond funds based upon the last 10 years is overly useful.....since these funds have had the wind at their back for all these years, past records need to be coupled with the type of funds...I would be reluctant to base a guess as to how they will act in a period of rising interest rates based upon how they did in a period of falling rates.

Robert S. of NY 4:07AM October 20, 2011

Well lets just check the first fund on the list for FEES, shall we? WHOA, a 3.75% initial sales fee, WHOOSH there goes another .50% for administrative and management expenses and WHOOPS there goes another .25% into the gyrating g-string for the ever-popular 12b-1 pole dance.
But wait there's more! It's only a FUNNY MAE FUND!!
HAHAHAHAHAHAHAHAHAHAHA!!!

SUZE'S TUBE of KY 1:56AM October 02, 2011

For TX Bill, read the article: it starts with a screen for lowest downside capture. Why would you think that any Vanguard funds, which are index huggers if not index funds per se, thus being pretty much average across the board, could possibly be among the lowest (best) funds in downside capture percentage? It's essentially by definition impossible for a Vanguard fund to make this list.

Andy J. of WA 12:38PM September 23, 2011