1. Before she adopts it she should note that while it reduces losses in a sour market, it also reduces gains if the market continues to head north. 2. Both of these are solid funds that have built good long-term records, and both have held up pretty well in sour markets. 3. But it should provide higher long-term capital growth while also providing some of the buffer against sour markets afforded by Evergreen Total Return. 4. But this process also enhances risk, and in a sour market causes values to fall more quickly. 5. Even private bankers to the very rich are not immune to sour markets, and must adapt to survive. 6. In sour markets it allows you to buy shares at lower prices, bringing your average cost down. 7. Index Value will likely perform much better in a sour market, and we are long overdue for such a season. 8. Its virtue is its ability to hold up in sour markets rather than to shine when the bulls are running. 9. Its biggest holding is Equity Income II, with a value-oriented portfolio of dividend-paying stocks likely to hold up relatively well in sour markets. 10. Moreover, with its value-oriented portfolio, Massachusetts Investors is certainly better positioned to weather a sour market. |