Fund Spy

Investors May Have Sold These Cautious Funds Too Soon

Connor Young

A version of this article was published in the January 2019 issue of Morningstar FundInvestor. Download a complimentary copy of Morningstar FundInvestor by visiting the website.

If you owned a conservatively run fund in 2018, you were probably glad you did. Many held up much better than the market and peers amid the fourth-quarter sell-off. Yet, because these cautious funds lagged during the long bull market, too many investors got out in advance of the sell-off. Let’s look at a few Morningstar Medalists that proved their mettle.

Connor Young does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.