Mutual Funds & ETFs

Avoid the Fund Tax Trap
Mutual Funds & ETFs

Avoid the Fund Tax Trap

Russel Kinnel | July 29, 2015

The six-year-old bull market is taking a big tax bite out of mutual fund investors. As fund managers sell off…

The Less Is More Portfolio
Mutual Funds & ETFs

The Less Is More Portfolio

Todd Rosenbluth | July 20, 2015

Why Now Is the Time to Invest in a Focused Fund This is the right time for investors to focus…

Similar ETFs Can Confuse You
Mutual Funds & ETFs

Similar ETFs Can Confuse You

Anton Dorokhin, CFA | June 16, 2015

The explosive growth of exchange-traded funds (ETFs)—there are now more than 1,400 with $2 trillion in total assets—often makes it…

Top Large-Cap Growth Funds
Mutual Funds & ETFs

Top Large-Cap Growth Funds

Jason Browne | May 13, 2015

Stocks of big companies with powerful earnings growth often outperform the overall market. The trouble is, large-cap growth stocks also…

Money-Market Fund Warning
Mutual Funds & ETFs

Money-Market Fund Warning

Dan Geller, PhD | May 6, 2015

For many investors, recently issued SEC rules are making money-market funds even less attractive than their low interest rates have…

Foreign Real Estate Beckons
Mutual Funds & ETFs

Foreign Real Estate Beckons

Neena Mishra, CFA | May 4, 2015

You may never have considered investing in Tokyo office buildings, British shopping malls or luxury condos in Singapore. But funds…

Which Funds Are Better Now…Actively Managed or Index?
Mutual Funds & ETFs

Which Funds Are Better Now…Actively Managed or Index?

Grant ­Rawdin, CFP, JD | April 21, 2015

Which are better—actively managed funds whose managers pick which stocks to buy and sell…or a passive investment such as an…

Internet Funds Are Back
Mutual Funds & ETFs

Internet Funds Are Back

Neena Mishra, CFA | April 14, 2015

Companies focused on the Internet have come a long way since the dot-com bubble burst in the early 2000s. Many…

Spread the Risk: IPO Funds
Mutual Funds & ETFs

Spread the Risk: IPO Funds

Paul Britt, CFA | March 24, 2015

To spread out your bets (and your risk), you can buy shares in ­exchange-traded funds (ETFs) that invest in dozens…

The Small-Cap Funds That Can Boost Your Returns
Mutual Funds & ETFs

The Small-Cap Funds That Can Boost Your Returns

Todd Rosenbluth | March 24, 2015

They’re Not As Risky As You Might Think Mutual funds that invest in stocks of small companies can boost your…

Balanced Funds
Mutual Funds & ETFs

Balanced Funds

Janet M. Brown | March 3, 2015

Many investors never bother adjusting their portfolios to restore their desired balance of stocks versus bonds, even when stocks have…

How to Invest in Health Care Now
Mutual Funds & ETFs

How to Invest in Health Care Now

Todd Rosenbluth | January 19, 2015

This type of fund has topped all others One type of stock fund has outperformed all others over the past…

The Right Bond Funds for a Rough Year Ahead
Mutual Funds & ETFs

The Right Bond Funds for a Rough Year Ahead

January 5, 2015

(And the Funds to Avoid) Will US interest rates ever start to rise? Of course they will, although investors and…

New Mutual Funds
Mutual Funds & ETFs

New Mutual Funds

David Snowball, PhD | December 30, 2014

It may be enticing to jump into a new mutual fund. A new fund’s small size and its ability to…

9 Best Mutual Funds for 2015…and One Great ETF, Too
Mutual Funds & ETFs

9 Best Mutual Funds for 2015…and One Great ETF, Too

Janet M. Brown | December 16, 2014

The party’s not over yet. But fears of a nasty hangover are growing among investors as they prepare to enter…