Best stock funds for the very nervous
It's a classic dilemma: You want to minimize losses without giving up future gains. Here's a classic solution: a balanced fund that holds both stocks and bonds - such as one of these three no-loads.
Ticker: VWELX
1-year return: -25.3%
5-year return: 0.7%
Expense ratio: 0.29%
Why we like it: One of the oldest funds around, Wellington consistently beats others in its category. More than 60% of its assets are in equities, yet it outpaced 87% of its peers last year. And fees are rock bottom.
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Last updated April 17 2009: 8:52 AM ET
Source: Morningstar.
One-year return is through March 30. Five-year return is annualized.
One-year return is through March 30. Five-year return is annualized.