Mutual Funds & ETFs

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.

Finding the Best Active ETFs
Mutual Funds & ETFs

Finding the Best Active ETFs

Neena Mishra, CFA | May 17, 2018

A growing number of ETFs are actively managed instead of simply tracking an index. Here are some of the best ones.

Cheaper ETFs
Mutual Funds & ETFs

Cheaper ETFs

Todd Rosenbluth | February 1, 2018

Several of the best and largest ETFs have expense ratios two to five times as high as some less well-known and smaller ETFs that track similar indexes.

One-Country ETFs
Mutual Funds & ETFs

One-Country ETFs

Neena Mishra, CFA | December 18, 2017

Investors have been getting market-beating returns from some single-country ETFs. Here are two of the best from our ETF expert.

Some Unique ETFs Are Attractive
Mutual Funds & ETFs

Some Unique ETFs Are Attractive

Neena Mishra, CFA | November 30, 2017

There are many unusual ETFs, but many are too volatile and only some are attractive.

Best Undiscovered Funds
Mutual Funds & ETFs

Best Undiscovered Funds

Greg Carlson | August 31, 2017

Some funds have yet to be discovered by investors but offer appealing strategies. They could help boost your investment returns for years to come.

Forever Funds for the Long Term
Mutual Funds & ETFs

Forever Funds for the Long Term

Michelle Swartzentruber | August 3, 2017

Warren Buffett is fond of saying that the ideal period to hold a stock is “forever.” Not everyone, however, has…

ETFs That Boost Your Income
Mutual Funds & ETFs

ETFs That Boost Your Income

Ben Johnson, CFA | July 13, 2017

Not every income-oriented investor can commit to a 10-year investment. But if you can, there is a strategy that uses…

Attractive South Korean Investment
Mutual Funds & ETFs

Attractive South Korean Investment

Neena Mishra, CFA | June 16, 2017

The Korea Stock Exchange KOSPI index was up 13% for 2017 as of mid-May, hitting record highs, and still has…

Lower Fees on Index Funds
Mutual Funds & ETFs

Lower Fees on Index Funds

Pam Krueger | June 9, 2017

Mutual fund providers are jockeying to compete with low fees on index funds. Examples: In March, Charles Schwab dropped the…

The New Communications Services Stock Sector Debuts
Mutual Funds & ETFs

The New Communications Services Stock Sector Debuts

Todd Rosenbluth | May 21, 2017

Companies ranging from AT&T and Google to Facebook, Netflix and Disney will likely be in the new sector.

ETF That Invests in Robots
Mutual Funds & ETFs

ETF That Invests in Robots

Neena Mishra, CFA | May 5, 2017

When you think of robots, you might picture C-3PO in Star Wars or Arnold Schwarzenegger as the Terminator. But if…

Expect Big Tax on Fund Gains
Mutual Funds & ETFs

Expect Big Tax on Fund Gains

Russel Kinnel | October 10, 2016

With US stock indexes hitting record highs this year, investors in many mutual funds will be facing big tax bills.…

Six Top Defensive Funds to Protect Your Portfolio
Mutual Funds & ETFs

Six Top Defensive Funds to Protect Your Portfolio

Todd Rosenbluth | October 10, 2016

No matter how buoyant the stock market has been through much of this year, many investors have continued to worry…