Mutual Funds & ETFs

Misleading Fund Returns
Mutual Funds & ETFs

Misleading Fund Returns

Christine Benz | September 20, 2016

Investors are notoriously bad at choosing when to buy and sell mutual fund shares. And certain funds make it especially…

Attractive Alternatives to a Closed Vanguard Fund
Mutual Funds & ETFs

Attractive Alternatives to a Closed Vanguard Fund

Mark Salzinger | September 6, 2016

Since the tremendously popular Vanguard Dividend Growth Fund closed its doors to new accounts in July, many investors have scrambled…

Don’t Pick a Fund Before Checking This Number
Mutual Funds & ETFs

Don’t Pick a Fund Before Checking This Number

Tom Roseen | August 22, 2016

Few Investors Even Know About It You may be choosing funds for your portfolio the wrong way. Many investors overlook…

“Raw” Rebound
Mutual Funds & ETFs

“Raw” Rebound

Neena Mishra, CFA | July 20, 2016

Oil is not the only commodity that has seen prices soar this year, handing big profits to investors. As of…

ETFs for Value Investors
Mutual Funds & ETFs

ETFs for Value Investors

Neena Mishra, CFA | May 25, 2016

These exchange-traded funds (ETFs) provide an easy way to invest in a diversified mix of value stocks… Schwab US Large-Cap…

Prepare for ETF Liquidations
Mutual Funds & ETFs

Prepare for ETF Liquidations

Todd Rosenbluth | May 18, 2016

Exchange-traded funds have soared in popularity over the past decade…but more and more are shutting down now, and not always…

Near-Zero Fees on ETFs
Mutual Funds & ETFs

Near-Zero Fees on ETFs

Allan S. Roth, CFP, CPA | March 9, 2016

Investment firms have been slashing the management fees that they charge investors for some exchange-traded funds (ETFs)—lowering the amounts to…

Dump Your Funds?
Mutual Funds & ETFs

Dump Your Funds?

Mark Salzinger | February 24, 2016

There Are Steadier Choices for This Troubled Market Are your mutual funds the right ones for a rocky stock market?…

Invest in the Rest of the Market
Mutual Funds & ETFs

Invest in the Rest of the Market

Larry E. Swedroe | January 13, 2016

When investors want to invest in the broad stock market, many use funds that track the Standard & Poor’s 500…

Asset-Allocation Mutual Funds
Mutual Funds & ETFs

Asset-Allocation Mutual Funds

Christine Benz | December 28, 2015

Do you have trouble creating a portfolio with a great mix of stocks and bonds—and keeping it on track? Many…

Bond Funds With End Dates
Mutual Funds & ETFs

Bond Funds With End Dates

Greg Neer | December 2, 2015

There’s a unique type of bond fund that picks a date in the future…sells all its bonds by that date…then…

Smarter ETFs
Mutual Funds & ETFs

Smarter ETFs

Neena Mishra, CFA | November 17, 2015

For the most part, exchange-traded funds (ETFs) blindly track indexes that give the greatest weight to stocks with the highest…

10 Best Stock Funds for 2016
Mutual Funds & ETFs

10 Best Stock Funds for 2016

Janet M. Brown | November 9, 2015

The stock market’s turbulence this year has caused many investors to question how much risk they are willing to take.…

Alternatives to Closed Funds
Mutual Funds & ETFs

Alternatives to Closed Funds

Mark Salzinger | September 1, 2015

Many of the best mutual fund managers don’t want your money anymore. About 9% of stock funds currently don’t accept…

Big Pain for Muni Bond Funds
Mutual Funds & ETFs

Big Pain for Muni Bond Funds

August 19, 2015

Investors in hundreds of bond funds have been shaken by Puerto Rico’s recent default on most of a $58 ­million…