U.S. equity fund managers see reason to worry ahead of September

The rally in U.S. stocks since late June is prompting some mutual fund managers to prepare for a rocky September. In part, the concerns are seasonal: September has seen more monthly declines of 5 percent or more in the S&P 500 than any other month since 1945 and is tied with August for the worst month in average returns overall, according to S&P Capital IQ. Poor corporate earnings or outlooks for the upcoming year, mutual funds selling before the end of their fiscal years and reduced cap