Mutual Funds & ETFs

Japanese ETFs
Mutual Funds & ETFs

Japanese ETFs

Todd Rosenbluth | August 20, 2023

Warren Buffett is bullish on Japan. In the past few months, his company, Berkshire Hathaway, boosted its investment in five…

Covered Call ETFs
Mutual Funds & ETFs

Covered Call ETFs

Neena Mishra, CFA | July 6, 2023

Many analysts are predicting we won’t see a bull or a bear market this year. Instead, stocks could remain unpredictable,…

Hidden Trap in Trading Exchange-Traded Funds (ETFs)
Mutual Funds & ETFs

Hidden Trap in Trading Exchange-Traded Funds (ETFs)

Ben Johnson, CFA | July 15, 2021

With exchange-traded fund (ETF) trades now commission-free at most brokerage firms, they make even more sense than investing in traditional…

Mutual Fund Loyalty Program
Mutual Funds & ETFs

Mutual Fund Loyalty Program

Jeff DeMaso, CFA | June 1, 2021

A new breed of mutual fund automatically lowers its expense ratio if you hold it for multiple years. Is it worth investing in?

New “Non-Transparent” ETFs Offer Top Managers
Mutual Funds & ETFs

New “Non-Transparent” ETFs Offer Top Managers

Ben Johnson, CFA | January 29, 2021

A new SEC rule has encouraged managers of top mutual funds to launch ETFs with similar portfolios. Are they worthwhile?

Beware Private-Equity in Your 401(k)
Mutual Funds & ETFs

Beware Private-Equity in Your 401(k)

Ric Lager | January 4, 2021

Private-equity investments may sound tempting but can have hidden drawbacks.

ETFs Of Stocks That Help You Get Through the Pandemic
Mutual Funds & ETFs

ETFs Of Stocks That Help You Get Through the Pandemic

Neena Mishra, CFA | December 4, 2020

The stocks in these funds range from coronavirus fighters to stay-at-home helpers.

Active Fund Managers Are Drawing More Fans
Mutual Funds & ETFs

Active Fund Managers Are Drawing More Fans

Andrew Rosen, CFP | November 5, 2020

This year’s market crash opened up opportunities for top fund managers to spot bargains while avoiding the most vulnerable sectors.

Avoid These Mistakes When Investing in Target-Date Funds
Mutual Funds & ETFs

Avoid These Mistakes When Investing in Target-Date Funds

Leo Acheson, CFA | October 22, 2020

Some target-date funds did much better than the stock market during this year’s crash but still may be too volatile if you’re close to retirement.

Alternative Funds Help Balance Volatile Portfolios
Mutual Funds & ETFs

Alternative Funds Help Balance Volatile Portfolios

Janet M. Brown | October 22, 2020

When added to a mix of stocks and bonds, these funds can provide extra protection against volatility.

Simplify Your Portfolio with One, Two or Three Funds
Mutual Funds & ETFs

Simplify Your Portfolio with One, Two or Three Funds

David Snowball, PhD | August 25, 2020

Instead of cramming your investment portfolio full of funds, consider consolidating.

The Stock Sectors That Could Shine in 2020
Mutual Funds & ETFs

The Stock Sectors That Could Shine in 2020

Neena Mishra, CFA | June 15, 2020

These four exchange-traded funds (ETFs) that are focused on what are likely to be the most attractive sectors of the market in 2020. Investing in them lets you spread your bets amo...

Socially Responsible Funds May Not Be
Mutual Funds & ETFs

Socially Responsible Funds May Not Be

Mitch Goldberg | June 15, 2020

Many socially responsible funds include investments that may not fit your definition of companies that are socially responsible.

“Fund of Funds” ETFs Create an Easy Investment Portfolio for You
Mutual Funds & ETFs

“Fund of Funds” ETFs Create an Easy Investment Portfolio for You

Neena Mishra, CFA | May 15, 2020

“Fund of Funds” ETFs provide one-stop shopping for investors seeking an easy way to create a portfolio.

Some Foreign Funds Are Not Foreign Enough
Mutual Funds & ETFs

Some Foreign Funds Are Not Foreign Enough

David Snowball, PhD | April 12, 2020

Your foreign stock fund may have a heavy dose of US stocks, possibly throwing off your asset allocation plan