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?

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Read about topics from this episode.  

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Russel Kinnel

Ivanna Hampton

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