Mutual Funds & ETFs

Mutual Funds & ETFs

Great Alternatives to Closed Funds

When great funds are closed, look for funds with similar investment styles and portfolios. Plus: Three copycat funds to consider.

Mutual Funds & ETFs

These Attractive Funds Focus on Overlooked Midcap Stocks

Medium-sized companies get ignored by investors, but they often combine the best attributes of large and small companies.

Mutual Funds & ETFs

What to Do When Your Fund Manager Leaves

Ask these five questions before deciding whether to abandon the fund

Mutual Funds & ETFs

Low-Volatility ETFs Prove They Work in Down Markets

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

Mutual Funds & ETFs

Are the Cheapest Index Funds the Best?

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

Mutual Funds & ETFs

These Stock Funds Avoid Big Market Dips

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

Mutual Funds & ETFs

Avoid This Extra Fee on Funds

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

Mutual Funds & ETFs

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

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

Mutual Funds & ETFs

The 10 Best Stock Funds for 2019

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

Mutual Funds & ETFs

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

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

Mutual Funds & ETFs

Microcap Funds

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

Mutual Funds & ETFs

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

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

Mutual Funds & ETFs

When Funds Stumble

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

Mutual Funds & ETFs

Short-Term Bond Funds

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.

Mutual Funds & ETFs

5 Big ETF Mistakes to Avoid

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