Mutual Funds & ETFs

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 among many companies in particular industries.

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

10 Best Stock Funds for 2020
Mutual Funds & ETFs

10 Best Stock Funds for 2020

Janet M. Brown | January 9, 2020

As the bull market tries to extend its record-long run, here are 10 stock mutual funds and ETFs that can meet the challenges.

These Balanced Funds Offer A Safer Bet
Mutual Funds & ETFs

These Balanced Funds Offer A Safer Bet

Thomas Lancereau, CFA | November 18, 2019

These three mutual funds offer a balance of stocks and bonds that provide strong returns with less volatility.

Beyond Stars: Morningstar Seeks Gold Medal For New Fund Ratings
Mutual Funds & ETFs

Beyond Stars: Morningstar Seeks Gold Medal For New Fund Ratings

Donald DeMuth, CFA, CPA | October 4, 2019

Research firm Morningstar Inc. is adjusting its medals rating system to reflect the impact of fees.

Best Stock Funds You Never Heard Of
Mutual Funds & ETFs

Best Stock Funds You Never Heard Of

David Snowball, PhD | September 20, 2019

These funds that are small and less well known than other funds have been beating the crowd.

Artificial Intelligence Fuels These Two ETFs
Mutual Funds & ETFs

Artificial Intelligence Fuels These Two ETFs

August 19, 2019

Spending on Artificial Intelligence is expected to soar, creating opportunities for investors in these two ETFs.

New ETFs Limit Losses
Mutual Funds & ETFs

New ETFs Limit Losses

July 22, 2019

A new type of ETF limits your possible losses. One version won’t let you lose more than 10%.

Beware Mutual Fund Fees That May Bias Your Adviser
Mutual Funds & ETFs

Beware Mutual Fund Fees That May Bias Your Adviser

July 8, 2019

Before investing in a fund, make sure your adviser doesn’t have a conflict of interest in recommending it and that it doesn’t have unnecessary fees.

More Money for Mutual Fund and ETF Investors
Mutual Funds & ETFs

More Money for Mutual Fund and ETF Investors

June 18, 2019

A new report shows that it is less expensive than ever to invest in mutual funds and ETFs.

Great Alternatives to Closed Funds
Mutual Funds & ETFs

Great Alternatives to Closed Funds

Mark Salzinger | May 28, 2019

When great funds are closed, look for funds with similar investment styles and portfolios. Plus: Three copycat funds to consider.

These Attractive Funds Focus on Overlooked Midcap Stocks
Mutual Funds & ETFs

These Attractive Funds Focus on Overlooked Midcap Stocks

David Snowball, PhD | April 22, 2019

Medium-sized companies get ignored by investors, but they often combine the best attributes of large and small companies.