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A Framework for Evaluating Low-Volatility Funds

Alex Bryan, CFA (alex.bryan@morningstar.com)

A version of this article was published in the May 2018 issue of Morningstar ETFInvestor. Download a complimentary copy of Morningstar ETFInvestor by visiting the website. Well-constructed low-volatility stock funds should offer better downside protection, a smoother ride, and better risk-adjusted performance than the market over the long term.