Investing Insights These 8 Funds Could Help Steady Portfolios During Rough Markets
Apr 3, 2026
Russ Kinnel, senior principal of ratings at Morningstar and editor of Morningstar FundInvestor, guides listeners through balanced and allocation funds. He discusses mixing stocks and bonds to lower volatility. He compares funds with foreign exposure, income and inflation protections, and highlights specific offerings like Vanguard, PIMCO, T. Rowe Price, and tactical approaches.
AI Snips
Chapters
Transcript
Episode notes
Use Allocation Funds To Simplify Your Mix
- Simplify your portfolio by using allocation funds if you don't want to pick exact stock/bond allocations.
- Russ Kinnel recommends these for investors who prefer lower-maintenance, lower-risk 'sleep-at-night' holdings.
Allocation Funds Tilt Toward Dividend Value
- Allocation funds often tilt to value and income because dividend-paying value stocks supply yield.
- Kinnel notes growth stocks usually pay little or no dividend, so balanced funds commonly prioritize dividend-producing value names.
Add Foreign Exposure For Diversification
- Many U.S. investors are underweight foreign equities and bonds, so adding foreign exposure increases diversification.
- Kinnel selected funds with higher foreign stock and bond allocations to boost currency and market diversification.