We screen the top funds on a NAV basis year-to-date, one-year, and three-year quite frequently, for obviously reasons. This is especially the case in times when the market sees significant volatility as those instances provide great insight into the positioning of the portfolios.
One of the best funds this year has been Eaton Vance Risk Managed Diversified Equity (ETJ). We've highlighted this fund a lot in the last few years as it's a unique strategy allowing investors access to the S&P 500 with downside protection and an attractive yield.
Fund Characteristics:
- Total