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Time to Rebalance Into Large and Low-Volatility Funds

High-beta funds as well as funds with a small-company bent have been on a tear in 2013, which means right now could be a good time to adjust your allocations elsewhere.

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Christine Benz: Hi. I'm Christine Benz for Equity markets have been on a tear so far in 2013. Joining me to discuss some of the key success factors influencing fund performance is Shannon Zimmerman. He is associate director of fund analysis with Morningstar.

Shannon, thank you so much for being here.

Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.