Mutual Funds & ETFs

A Rising Dollar
Mutual Funds & ETFs

A Rising Dollar

Neena Mishra, CFA | December 9, 2014

For investors, betting on the strength of the US dollar versus foreign currencies can be very risky at times, but…

“Un-Gross” Bond Funds
Mutual Funds & ETFs

“Un-Gross” Bond Funds

Ronald W. Rogé, CFP | November 12, 2014

The recent resignation of “bond king” Bill Gross as manager of the Pimco Total Return Fund, by far the biggest…

Closed-End Clones
Mutual Funds & ETFs

Closed-End Clones

October 28, 2014

When is a clone better than the original? When it’s a bargain-priced copy of a bond mutual fund. Mutual funds…

Faltering Funds
Mutual Funds & ETFs

Faltering Funds

David Snowball, PhD | August 27, 2014

Would you invest in a mutual fund that trailed more than three-quarters of its category over the past year? Slumps…

Focused Funds
Mutual Funds & ETFs

Focused Funds

Todd Rosenbluth | July 31, 2014

Within just three days in March, the Fairholme Fund plunged nearly 7% even though the overall stock market barely budged.…

3 Single-Country Funds with Long-Term Potential
Mutual Funds & ETFs

3 Single-Country Funds with Long-Term Potential

Neena Mishra, CFA | May 21, 2014

An exchange-traded fund that invests only in Indonesian stocks plunged by more than 23% last year as investors shunned the…

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…

Safer Target Funds
Mutual Funds & ETFs

Safer Target Funds

Craig L. Israelsen, PhD | January 21, 2014

Target-date funds are supposed to help prevent a stock market plunge from ruining your retirement. But if that market meltdown…

10 Best Mutual Funds for 2014
Mutual Funds & ETFs

10 Best Mutual Funds for 2014

Janet Brown | January 9, 2014

Going into the sixth year of a bull market, mutual funds will face greater challenges in 2014 as they try…

The Best Stock Funds When Interest Rates are Rising
Mutual Funds & ETFs

The Best Stock Funds When Interest Rates are Rising

Todd Rosenbluth | January 2, 2014

In the past few years, with interest rates so low, investors have flocked to mutual funds that focus on dividend-paying…

Low-Volatility Funds
Mutual Funds & ETFs

Low-Volatility Funds

Tom Lydon | December 13, 2013

Stock investors who want to smooth out the market's bumpy ride now can choose among roughly three dozen "low-volatility" funds.…

MLP Funds That Are More Tax-Friendly
Mutual Funds & ETFs

MLP Funds That Are More Tax-Friendly

Neena Mishra, CFA | December 9, 2013

Funds that invest in master limited partnerships (MLPs) are getting more tax-friendly. These funds, whose MLPs typically own oil and…

Better Junk
Mutual Funds & ETFs

Better Junk

December 2, 2013

An investment that is commonly referred to as "junk" is not for the faint-hearted. Junk bonds—also known as high-yield bonds—tend…

Convertible Funds
Mutual Funds & ETFs

Convertible Funds

October 22, 2013

Both bonds and stocks offer various advantages and drawbacks. This year, those drawbacks include falling prices for bonds in the…