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Fund Spy

Common Questions (and Answers) for Uncommon Markets

Five frequently asked questions for shell-shocked fund investors.

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Global markets took another beating on Jan. 20, continuing a volatile opening few weeks for global stocks in 2016. Many fundholders are wondering how much they should worry about or adjust their own portfolios in the midst of the turmoil. Here are some answers to common questions that have arisen during these tumultuous markets. 

How much is the typical fund down?
Stock funds, particularly those owning smaller, pricier, lower-quality U.S. shares and emerging-markets stocks, bore the brunt of the 2016 sell-off through Jan. 20. The average U.S. equity fund was down 10.2%. The average international-equity fund (including pure emerging-markets and world-stock funds) was down nearly 10.6%, and the typical taxable-bond fund was down 0.83%, with high-yield and developing-markets bond funds--down more than 3% each--accounting for much of the losses.

Dan Culloton has a position in the following securities mentioned above: POAGX, VDIGX. Find out about Morningstar’s editorial policies.

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