Mutual Funds & ETFs

Mutual Funds & ETFs

Hidden Trap in Trading Exchange-Traded Funds (ETFs)

With exchange-traded fund (ETF) trades now commission-free at most brokerage firms, they make even more sense than investing in traditional…

Mutual Funds & ETFs

Mutual Fund Loyalty Program

A new breed of mutual fund automatically lowers its expense ratio if you hold it for multiple years. Is it worth investing in?

Mutual Funds & ETFs

New “Non-Transparent” ETFs Offer Top Managers

A new SEC rule has encouraged managers of top mutual funds to launch ETFs with similar portfolios. Are they worthwhile?

Mutual Funds & ETFs

Beware Private-Equity in Your 401(k)

Private-equity investments may sound tempting but can have hidden drawbacks.

Mutual Funds & ETFs

ETFs Of Stocks That Help You Get Through the Pandemic

The stocks in these funds range from coronavirus fighters to stay-at-home helpers.

Mutual Funds & ETFs

Active Fund Managers Are Drawing More Fans

This year’s market crash opened up opportunities for top fund managers to spot bargains while avoiding the most vulnerable sectors.

Mutual Funds & ETFs

Avoid These Mistakes When Investing in Target-Date Funds

Some target-date funds did much better than the stock market during this year’s crash but still may be too volatile if you’re close to retirement.

Mutual Funds & ETFs

Alternative Funds Help Balance Volatile Portfolios

When added to a mix of stocks and bonds, these funds can provide extra protection against volatility.

Mutual Funds & ETFs

Simplify Your Portfolio with One, Two or Three Funds

Instead of cramming your investment portfolio full of funds, consider consolidating.

Mutual Funds & ETFs

The Stock Sectors That Could Shine in 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 amo...

Mutual Funds & ETFs

Socially Responsible Funds May Not Be

Many socially responsible funds include investments that may not fit your definition of companies that are socially responsible.

Mutual Funds & ETFs

“Fund of Funds” ETFs Create an Easy Investment Portfolio for You

“Fund of Funds” ETFs provide one-stop shopping for investors seeking an easy way to create a portfolio.

Mutual Funds & ETFs

Some Foreign Funds Are Not Foreign Enough

Your foreign stock fund may have a heavy dose of US stocks, possibly throwing off your asset allocation plan

Mutual Funds & ETFs

10 Best Stock Funds for 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.

Mutual Funds & ETFs

These Balanced Funds Offer A Safer Bet

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