Strategies for Protecting Against Interest Rate Risk

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?

What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis. Get tickets here. 

Read about topics from this episode.  

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How to Diversify Away From Large-Growth Funds

How to Diversify Your Portfolio to Handle a Market Correction
3 Super Risky Low-Risk Funds
A Practical Test for Contrarian Investing: When Should You Go Against the Grain?
 

Where to Invest in 2025 and Beyond

The Thrilling 36

5 Mistakes to Avoid With Your Investment Portfolio in 2025

Can Growth Stocks Keep Powering the Market Higher?

What to watch from Morningstar. 
Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Why the Bond Market Looks Brighter Than It Did in 2022
Where to Find Bargain Stocks in an Expensive Market 
These 4 Dividend ETFs Strike the Right Balance for Income Investors

Read what our team is writing:

Russel Kinnel

Ivanna Hampton

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