Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
03/14/25 • 12 min
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Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off.
What is the Downside Capture Ratio?
Why Funds with A Low Downside Capture Ratio Make Good Diversifiers
How Does a Fund’s Maximum Drawdown Line Up with Its Downside Capture?
Why Savers Should Look for Low-Risk Investments
Floating-Rate Funds to Help Protect a Bond-Heavy Portfolio Against Interest-Rate Risk
Alternative Funds for Diversification
What is Arbitrage?
Large-Blend Funds to Help Preserve Capital
Defensive Large-Value Funds to Consider
A Small-Value Fund That Can Serve as a Good Diversifier
How Can Risk-Averse Investors Get Zero Downside?
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Read about topics from this episode.
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How to Diversify Away From Large-Growth Funds
How to Diversify Your Portfolio to Handle a Market Correction
3 Super Risky Low-Risk Funds
A Practical Test for Contrarian Investing: When Should You Go Against the Grain?
Where to Invest in 2025 and Beyond
5 Mistakes to Avoid With Your Investment Portfolio in 2025
Can Growth Stocks Keep Powering the Market Higher?
What to watch from Morningstar.
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Read what our team is writing:
Follow us on social media.
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Russ Kinnel, senior principal of ratings for Morningstar Research Services, researched which alternative, equity, and value funds could provide a good hedge during a market sell-off.
What is the Downside Capture Ratio?
Why Funds with A Low Downside Capture Ratio Make Good Diversifiers
How Does a Fund’s Maximum Drawdown Line Up with Its Downside Capture?
Why Savers Should Look for Low-Risk Investments
Floating-Rate Funds to Help Protect a Bond-Heavy Portfolio Against Interest-Rate Risk
Alternative Funds for Diversification
What is Arbitrage?
Large-Blend Funds to Help Preserve Capital
Defensive Large-Value Funds to Consider
A Small-Value Fund That Can Serve as a Good Diversifier
How Can Risk-Averse Investors Get Zero Downside?
What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here.
Read about topics from this episode.
Subscribe to the FundInvestor Newsletter
How to Diversify Away From Large-Growth Funds
How to Diversify Your Portfolio to Handle a Market Correction
3 Super Risky Low-Risk Funds
A Practical Test for Contrarian Investing: When Should You Go Against the Grain?
Where to Invest in 2025 and Beyond
5 Mistakes to Avoid With Your Investment Portfolio in 2025
Can Growth Stocks Keep Powering the Market Higher?
What to watch from Morningstar.
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Read what our team is writing:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
Previous Episode
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Sheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and after a gray divorce.
Limiting the Financial Impact of a Gray Divorce
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Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
Read what our team is writing:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
Next Episode
Can Healthcare Stocks Keep Outperforming the Market?
Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors.
Key Takeaways:
Why Healthcare Stocks Have Been Resilient During the Market Downturn
How Regulatory Changes Could Affect the Healthcare Industry
Why Healthcare Stocks’ Valuations Look Attractive From a Bottom-Up View
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How Stock Valuations Differ Within the Healthcare Sector
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Regulatory Risks for Healthcare Stocks
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Healthcare Stock Picks
How Amgen Is Using AI in Healthcare
Read about topics from this episode.
Healthcare: Sector Looks Undervalued with Pullback After US Election and Obesity Data
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What to watch from Morningstar.
Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market
Read what our team is writing:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
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