As Fundamentals Shift, Rankings Can Change

May 31, 2010

The volatility in the S&P 500 Index over the past few weeks serves as a reminder of the importance of reviewing portfolio holdings on a regular basis because, as we have just seen, the fundamentals are fluid. Closely monitoring equity holdings is key to ensuring a portfolio continues to meet an investor's goals and tolerance for risk. Likewise, mutual funds, too, warrant ongoing analysis to see if their favorable characteristics are still intact following periods of volatility and in the face of shifting market conditions.

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