{"id":180,"date":"2007-06-26T13:48:33","date_gmt":"2007-06-26T17:48:33","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/2007\/06\/26\/safe-funds\/"},"modified":"2016-09-20T03:01:23","modified_gmt":"2016-09-20T07:01:23","slug":"safe-funds","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2007\/06\/26\/safe-funds\/","title":{"rendered":"Mutual Funds for Uncertain Times"},"content":{"rendered":"

As the market moves higher, it is difficult to continually commit money to new investments. Concern over the potential for a market fall is ever present and this is when a select group of mutual funds may make sense. In total they are called Market-Neutral funds. Each will approach the strategy differently, but overall the goal is to have exposure to markets (Usually the S&P 500 index) and at the same time, hedge the portfolio to maintain a low risk profile.<\/p>\n

Instead of trying to time the markets, these allow for an investor to continue to have an investment in the market without the usual risk to principal.<\/p>\n

These funds usually have a low correlation to any market and therefore can be included in a portfolio to help with diversification. Below is a list of some of the funds in this sector that may help in uncertain times.<\/p>\n

Here are a few that may be a good fit for a portfolio allocation that is focussed on diversification and is looking to limit downside risk…<\/p>\n

These include funds that are considered market neutral. Examples are Gateway Fund, TFS Market Neutral Fund , Laudus Rosenberg Value Long\/Short Equity, Hussman Strategic Growth, Highbridge Statistical Market Neutral and Caldwell & Orkin Market Opportunity.<\/p>\n

Below are charts as examples of how these perform in various market conditions over the years.<\/p>\n

Fund – RED
\nCategory – Orange
\nS&P 500 – Green <\/em><\/strong><\/p>\n

Caldwell & Orkin Market Opportunity<\/p>\n

\"Caldwell<\/p>\n

Hussman Strategic Growth<\/p>\n

\"Hussman<\/p>\n","protected":false},"excerpt":{"rendered":"

Here are a few that may be a good fit for a postfolio allocation that is focussed on diversifiction and is looking to limit downside risk…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[12],"tags":[3,16,6,486],"class_list":["post-180","post","type-post","status-publish","format-standard","hentry","category-markets","tag-disciplines","tag-mutual-funds","tag-newsletters","tag-short-ideas","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/180","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=180"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/180\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=180"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=180"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=180"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}