Of the U.S. equity funds available, there are none better at protecting capital in down markets than this one. While most other U.S. equity funds tend to fall more than the S&P 500, this gem has only fallen between 60% and 70% of the broader market. Even in 2008 when the S&P was off by nearly 30%, this fund was only down 11%. A drawback is that it will lag when markets are rising. But if you are looking for a U.S. equity fund that is likely to hold up in volatile times, this is one you should take a look at.
