It should be interesting how their earnings do in this environment. There product line is less sensitive to the economic cycle which most investors don't know. when companies start reporting their earnings is when reality will set in and the market will eventually go listless and only those companies that can show some life will do well in the new environment. if i was a mutual fund investor who was 100 percent invested, i would take 50 percent and moved it into cash. the market ain't going to do much for quite a while, and the two most likely scenarios is the market does nothing or keeps going down and being fully invested in the later is a pretty miserable way to play the market.