Barron\'s Magazine. April 06, 2020

ETFS, CLOSED-END, AND MUTUAL FUNDS Fund Quarterly Issue|Q APRIL 6, 2020 FindingaWayOut It’s been quite a month—and the worst is ...

L2 BARRON’S•Funds Quarterly April 6, 2020 % Fund Quarterly ETFS, CLOSED-END, AND MUTUAL FUNDS Fund Quarterly Issue|Q APRIL 6, 20 ...

April 6, 2020 BARRON’S•Funds Quarterly L Past performance is no guarantee of future results. Investing in a mutual fund involves ...

L4 BARRON’S•Funds Quarterly April 6, 2020 F rom his office in Minot, N.D., Mike Morey isn’t seeing much of the coronavirus pande ...

L6 BARRON’S•Funds Quarterly April 6, 2020 80% would lose 20% less than its index. Funds can reduce their down- side capture in a ...

April 6, 2020 BARRON’S•Funds Quarterly L (^1) Lowest cost claim based on fund expense ratios only. FCOM expense ratio, 0.084%. E ...

L8 BARRON’S•Funds Quarterly April 6, 2020 T he proverb “hindsight is 20/20” is fitting for the year 2020. Had we known what we k ...

April 6, 2020 BARRON’S•Funds Quarterly L Inflation is another big factor that moves bond prices—and government bonds in particul ...

L10 BARRON’S•Funds Quarterly April 6, 2020 says Collins, “we believe most credit spreads are extremely attractive and issuers ma ...

April 6, 2020 BARRON’S•Funds Quarterly L less than their NAVs—yet more accu- rate than them—that means similar or identical mutu ...

L12 BARRON’S•Funds Quarterly April 6, 2020 A s the coronavirus pan- demic curtails economic activity around the world and financ ...

April 6, 2020 BARRON’S•Funds Quarterly L others are fearful” approach, focusing mostly on cyclical companies where capacity is d ...

L14 BARRON’S•Funds Quarterly April 6, 2020 ing the latest slide. Manager Scott Moore of theNuance Concentrated Valuefund (NCAVX) ...

April 6, 2020 BARRON’S•Funds Quarterly L s Copyright Lipper Barron’s Lipper Fund Listings Data provided by r meansthefundisonlyo ...

AMER CENT REAL EST;INV RE 377.2 22.72 –23.79 –13.97 –0.24 0.52 8.15 21.25 –1. AMER CENT REAL EST;R6r RE 205.7 22.78 –23.72 –13.6 ...

BLACKROCK IS R2000;A SCCE 188.5 14.22 –30.60 –24.08 –4.85 –0.50 6.61 13.39 –1. BLACKROCK IS R2000;INSTr SCCE 154.3 14.21 –30.55 ...

DELAWARE EQ INC;A EIEI 299.7 5.33 –26.65 –17.77 –3.76 0.24 5.62 5.25 –0. LATEST LATESTWK’SDATA REPORTED NAV RETURNTHROUGH3/31 (a ...

April 6, 2020 BARRON’S•Funds Quarterly L s Copyright Lipper DFA US SM CP GR;INSTr SCGE 512.1 13.45 –30.33 –23.06 –4.39 –0.50 I 1 ...

FEDERATED KAUFMANN;A MCGE 1414.8 5.13 –14.21 –4.68 11.34 8.98 11.23 5.06 –0. FEDERATED KAUFMANN;INSTr MCGE 407.3 5.25 –14.22 –4. ...

April 6, 2020 BARRON’S•Funds Quarterly L FIDELITY FR BL 2025;K6r MATG 623.5 9.13 –13.21 –4.19 III9.01 –0. LATEST LATESTWK’SDATA ...