Post by fred495 on May 3, 2021 14:11:01 GMT
FYI, just came across this very informative and well researched article by Charles Lynn Bolin that appeared in the May issue of the Mutual Fund Observer (MFO). It may be of interest to "a conservative investor nearing retirement" or already in retirement:
One Stop Mutual Funds with Good Multi-Year Metrics (CTFAX, FMSDX, JABAX, PRSIX, RBBAX, TRRIX, VTINX, VWINX)
By Charles Lynn Bolin
"As I imagine retirement in a few years here, my personal investing goals have been to simplify. I built my Ranking System around MFO Metrics to determine the best funds for a conservative investor nearing retirement considering long-term performance, momentum, consistency, downside volatility, risk-adjusted returns, quality, and income. These funds are in line with my preference to have diversified low-risk funds where the manager has the discretion to change allocations to reduce risk."
www.mutualfundobserver.com/2021/05/one-stop-shop-mutual-fund-options-with-good-multi-year-metrics/
One Stop Mutual Funds with Good Multi-Year Metrics (CTFAX, FMSDX, JABAX, PRSIX, RBBAX, TRRIX, VTINX, VWINX)
By Charles Lynn Bolin
"As I imagine retirement in a few years here, my personal investing goals have been to simplify. I built my Ranking System around MFO Metrics to determine the best funds for a conservative investor nearing retirement considering long-term performance, momentum, consistency, downside volatility, risk-adjusted returns, quality, and income. These funds are in line with my preference to have diversified low-risk funds where the manager has the discretion to change allocations to reduce risk."
www.mutualfundobserver.com/2021/05/one-stop-shop-mutual-fund-options-with-good-multi-year-metrics/