About this episode
Russel Kinnel, director of ratings for Morningstar Research Services, discusses large growth’s impressive run in 2024 and why it might be time to rebalance if you haven’t in a while. What is Driving Growth’s Impressive Run? Why Is it Important to Rebalance Now What Triggered Growth’s Largest Selloffs Since 2000 What Was Unusual About the Growth Correction in 2022 Top-Rated Bond Funds that Could Help with Saving for an Emergency Fund Bond Funds that are Defensive if Growth Gets Crushed Small-Value Funds Out of Sync With Large Growth Mid-Growth Funds that are Good Diversifiers Read about topics from this episode. Subscribe to the Morningstar FundInvestor newsletter. 6 Top-Performing Large-Growth Funds Is It Time to Diversify Beyond US Large-Cap Growth Stocks? How to Rebalance Your Portfolio Before 2025 The Best Funds for Rebalancing in 2025 The Best Bond Funds What to watch from Morningstar. What Higher Bond Yields Mean for Markets in 2025 Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money A Better Way to Use Leverage in Your ETF Portfolio Read what our team is writing: Russel Kinnel Ivanna Hampton Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.