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  • Ted October 2014
  • Tony October 2014
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Low-Beta Funds Better ? What To Do When SPY Is Falling

TedTed
in Fund Discussions
FYI: When the stock market is falling, mutual funds with low beta — sensitivity to movements in the benchmark index — should do better, right?
Not necessarily. Funds with the lowest 3-year beta have generated a variety of returns in the past three years and over shorter terms
Regards,
Ted
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