BOSTON ( TheStreet) -- Taking advantage of equities' poor second-quarter performance, highly rated investment funds are bulking up on select stocks in three recently out-of-favor sectors: financials, technology and oil-and-gas firms, according to Morningstar.With the S&P 500 down 3% in the second quarter after the first quarter's 12% gain, the managers of these funds apparently viewed the dip as a buying opportunity.
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