Mutual Funds & ETFs

What to Do When Your Fund Manager Leaves
Mutual Funds & ETFs

What to Do When Your Fund Manager Leaves

Russel Kinnel | April 8, 2019

Ask these five questions before deciding whether to abandon the fund

Low-Volatility ETFs Prove They Work in Down Markets
Mutual Funds & ETFs

Low-Volatility ETFs Prove They Work in Down Markets

Neena Mishra, CFA | February 19, 2019

Low-volatility stock ETFs lag in times of rising markets but make up for that when the market sinks.

Are the Cheapest Index Funds the Best?
Mutual Funds & ETFs

Are the Cheapest Index Funds the Best?

Allan S. Roth, CFP, CPA | February 7, 2019

When choosing an index fund, there are other factors to consider besides the lowest fee.

These Stock Funds Avoid Big Market Dips
Mutual Funds & ETFs

These Stock Funds Avoid Big Market Dips

David Snowball, PhD | February 7, 2019

Worried about stock market volatility? Invest in funds that are resistant to corrections and are strong performers overall. We found the best ones.

Avoid This Extra Fee on Funds
Mutual Funds & ETFs

Avoid This Extra Fee on Funds

Pam Krueger | January 21, 2019

This sneaky fee is still around even though many other investing costs have dropped. Don’t pay it.

These Mutual Funds Choose Countries So You Don’t Have To
Mutual Funds & ETFs

These Mutual Funds Choose Countries So You Don’t Have To

Kevin McDevitt, CFA | January 7, 2019

Why not leave it to the experts in the form of a global stock fund to shift bets between US and foreign stocks?

The 10 Best Stock Funds for 2019
Mutual Funds & ETFs

The 10 Best Stock Funds for 2019

Janet M. Brown | January 1, 2019

The best stock funds for 2019 can meet the challenges of rising interest rates, slower global economic growth and greater volatility.

There’s a New Kind of Socially Conscious ETF, and It’s Outperforming the Market
Mutual Funds & ETFs

There’s a New Kind of Socially Conscious ETF, and It’s Outperforming the Market

Neena Mishra, CFA | January 1, 2019

This type of stock fund pays attention to “ESG”—environmental, social and corporate governance standards.

The Market’s New Sweet Spot: Small-Cap Growth Funds
Mutual Funds & ETFs

The Market’s New Sweet Spot: Small-Cap Growth Funds

Todd Rosenbluth | September 10, 2018

After sitting out much of the bull market, small-cap growth stock funds have taken center stage.

5 Big ETF Mistakes to Avoid
Mutual Funds & ETFs

5 Big ETF Mistakes to Avoid

Larry E. Swedroe | July 26, 2018

Investment expert Larry Swedroe explains how to use ETFs more effectively.

Six Top Defensive Funds to Protect Your Portfolio
Mutual Funds & ETFs

Six Top Defensive Funds to Protect Your Portfolio

Todd Rosenbluth | October 10, 2016

No matter how buoyant the stock market has been through much of this year, many investors have continued to worry…

Dump Your Funds?
Mutual Funds & ETFs

Dump Your Funds?

Mark Salzinger | February 24, 2016

There Are Steadier Choices for This Troubled Market Are your mutual funds the right ones for a rocky stock market?…

Alternatives to Closed Funds
Mutual Funds & ETFs

Alternatives to Closed Funds

Mark Salzinger | September 1, 2015

Many of the best mutual fund managers don’t want your money anymore. About 9% of stock funds currently don’t accept…

Is Your Money Still Safe at Pimco?
Mutual Funds & ETFs

Is Your Money Still Safe at Pimco?

Scott B. Tiras, CPA, CFP | April 30, 2014

In a stunning turnaround, many investors have soured on Pimco, the world's largest bond fund manager. They have raised questions…

Tax-Efficient Funds
Mutual Funds & ETFs

Tax-Efficient Funds

Mark Salzinger | March 26, 2014

When mutual fund managers sell shares of stocks in their portfolios after prices have risen, investors in those funds may…