Mutual Funds & ETFs

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.

Microcap Funds
Mutual Funds & ETFs

Microcap Funds

David Snowball, PhD | October 1, 2018

Funds focused on the smallest stocks have taken the lead, offering investors new opportunities.

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.

When Funds Stumble
Mutual Funds & ETFs

When Funds Stumble

David Kathman, CFA, PhD | August 12, 2018

Today’s struggling funds are often tomorrow’s top-performing funds. Here’s why—plus 3 “cold” funds that could come roaring back.

Short-Term Bond Funds
Mutual Funds & ETFs

Short-Term Bond Funds

Neena Mishra, CFA | July 29, 2018

Short-term bond funds are waking from a long coma with higher payouts…and look like good alternatives to dividend stocks and long-term bonds.

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.

Socially Conscious Emerging Market Funds
Mutual Funds & ETFs

Socially Conscious Emerging Market Funds

Neena Mishra, CFA | June 11, 2018

There are now at least 10 mutual funds and ETFs that focus on emerging-market stocks that meet socially-conscious standards.

The 7 Best Funds for Volatile Times
Mutual Funds & ETFs

The 7 Best Funds for Volatile Times

Russel Kinnel | June 8, 2018

Bottom Line asked five leading investment experts to choose the best mutual funds and exchange-traded funds for today’s extremely volatile market.

Guess Which Fund Managers Outperform: Those from Poor Backgrounds or Those From Rich Backgrounds?
Mutual Funds & ETFs

Guess Which Fund Managers Outperform: Those from Poor Backgrounds or Those From Rich Backgrounds?

June 7, 2018

Fund managers who come from the top 20% of wealthiest families trailed those who come from the poorest 20% of families.

Target-Date Funds Get Riskier
Mutual Funds & ETFs

Target-Date Funds Get Riskier

Ron Surz | May 25, 2018

Investors in Fidelity target-date funds face higher risks than they might realize.