- Seven conservative mutual funds and one exchange-traded fund are evaluated for defensive performance. The shortlist of funds is TMSRX, HSTRX, GAVIX, ADVNX, AEDNX, COTZX, FIXD, and SUBFX.
- These funds were selected from my last article on Seeking Alpha and shortlisted based on Portfolio Visualizer optimization, Mutual Fund Observer risk-adjusted performance, composition, and recent performance.
- Top-ranked funds, based on metrics from Mutual Fund Observer, for mutual funds from Charles Schwab, Fidelity, Vanguard, and other companies, exchange-traded funds, and closed-end funds are updated.
For further details see:
Short List Of Defensive Funds