Fine-Tuning Your U.S. Equity Fund Portfolio
Let the Morningstar Style Box be your guide.
Do your U.S. stock funds provide you the kind of exposure to which you aspire?
In my initial column, which covered minimizing clutter in your mutual fund portfolio, I flagged several topics for future consideration. Today, I’ll pick up the threads of one of those topics, namely, how to fine-tune your allocation to U.S. equities. Most U.S. investors hold the majority of their stock portfolios in domestic stocks, so it’s important to keep your eye on the ball in this portion of your portfolio.
Josh Charlson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.