Barron\'s - April 6 2020

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 L7 (^1) Lowest cost claim based on fund expense ratios only. FCOM expense ratio, 0.084%. ...

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 L9 Inflation is another big factor that moves bond prices—and government bonds in particu ...

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 L11 less than their NAVs—yet more accu- rate than them—that means similar or identical mu ...

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 L13 others are fearful” approach, focusing mostly on cyclical companies where capacity is ...

L14 BARRON’S•Funds Quarterly April 6, 2020 ing the latest slide. Manager Scott Moore of the Nuance Concentrated Value fund (NCAV ...

April 6, 2020 BARRON’S•Funds Quarterly L15 s Copyright Lipper Barron’s Lipper Fund Listings Data provided by r meansthefundisonl ...

L16 BARRON’S•Funds Quarterly April 6, 2020 AMER CENT INC&GRO;INV LCVE 1375.3 30.70 –20.72 –12.59 1.42 3.57 8.69 30.08 –1.03 ...

April 6, 2020 BARRON’S•Funds Quarterly L17 BARON GLOBAL ADVTG;RTL GMLG 216.6 26.48 –7.67 6.22 18.06 12.78 I 25.54 –1.37 BARON GR ...

L18 BARRON’S•Funds Quarterly April 6, 2020 CB LARGE CAP VAL;A LCVE 360.1 25.68 –23.96 –13.18 –0.88 2.16 7.59 25.27 –1.34 CB LARG ...

April 6, 2020 BARRON’S•Funds Quarterly L19 s Copyright Lipper Stock Funds Data provided by DFA INTL REAL ESTATE;Ir IRE 4279.7 3. ...

L20 BARRON’S•Funds Quarterly April 6, 2020 FEDERATED KAUF LC;C MLGE 330.8 21.09 –15.61 –2.38 9.03 6.63 11.43 20.57 –0.85 FEDERAT ...

April 6, 2020 BARRON’S•Funds Quarterly L21 FIDELITY CONVERTIBLE CV 1214.4 27.47 –11.98 1.44 5.64 3.03 6.96 26.59 –0.96 FIDELITY ...

L22 BARRON’S•Funds Quarterly April 6, 2020 FIDELITY SEL DEFENSE ID 1880.9 12.33 –32.77 –23.28 2.33 4.58 10.65 11.91 –1.51 FIDELI ...

April 6, 2020 BARRON’S•Funds Quarterly L23 s Copyright Lipper Stock Funds Data provided by GALLERY MNDRN INTL VE ILCV 456.9 10.6 ...

L24 BARRON’S•Funds Quarterly April 6, 2020 HARTFD MODT ALLOC;A MTAM 274.7 10.05 –15.55 –8.42 1.15 1.41 3.79 9.91 –0.18 HARTFD MU ...