Mutual Funds & ETFs

Mutual Funds & ETFs

The Small-Cap Funds That Can Boost Your Returns

They’re Not As Risky As You Might Think Mutual funds that invest in stocks of small companies can boost your…

Mutual Funds & ETFs

Balanced Funds

Many investors never bother adjusting their portfolios to restore their desired balance of stocks versus bonds, even when stocks have…

Mutual Funds & ETFs

How to Invest in Health Care Now

This type of fund has topped all others One type of stock fund has outperformed all others over the past…

Mutual Funds & ETFs

The Right Bond Funds for a Rough Year Ahead

(And the Funds to Avoid) Will US interest rates ever start to rise? Of course they will, although investors and…

Mutual Funds & ETFs

New Mutual Funds

It may be enticing to jump into a new mutual fund. A new fund’s small size and its ability to…

Mutual Funds & ETFs

9 Best Mutual Funds for 2015…and One Great ETF, Too

The party’s not over yet. But fears of a nasty hangover are growing among investors as they prepare to enter…

Mutual Funds & ETFs

A Rising Dollar

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

Mutual Funds & ETFs

“Un-Gross” Bond Funds

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

Mutual Funds & ETFs

Closed-End Clones

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

Mutual Funds & ETFs

Faltering Funds

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

Mutual Funds & ETFs

Focused Funds

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

Mutual Funds & ETFs

3 Single-Country Funds with Long-Term Potential

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

Mutual Funds & ETFs

Is Your Money Still Safe at Pimco?

In a stunning turnaround, many investors have soured on Pimco, the world's largest bond fund manager. They have raised questions…

Mutual Funds & ETFs

Tax-Efficient Funds

When mutual fund managers sell shares of stocks in their portfolios after prices have risen, investors in those funds may…

Mutual Funds & ETFs

Safer Target Funds

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