Fund Watch

The Kiplinger investing team tracks the latest news and trends in mutual fund investing.

From Kiplinger's Personal Finance, October 2016

A Value Line Fund Breaks With Tradition

The manager of Value Line Mid Cap Focused goes for companies with rising profits and climbing share prices.

See More On: Mutual Funds | Stocks & Bonds

From Kiplinger's Personal Finance, September 2016

4 Great ETFs Loaded With Value Stocks

Exchange-traded funds with a value tilt are another way to invest in the shift toward bargain stocks.

See More On: ETFs

August 2, 2016

2 New Funds Join the Kiplinger 25

Baron Emerging Markets and T. Rowe Price Dividend Growth take the place of funds that have closed their doors to new investors.

See More On: Kip 25 | Mutual Funds

from Kiplinger's Personal Finance, September 2016

3 New Funds Join the Kiplinger ETF 20

A year after launching the Kiplinger ETF 20, it’s time for some changes.

See More On: ETFs

from Kiplinger's Personal Finance, September 2016

Dividends From Tiny Companies

North Star Dividend Fund has chalked up solid results by investing in micro-cap stocks.

See More On: Dividends

June 13, 2016

The Hidden Dangers of Index Funds

There are plenty of good reasons for owning passively managed funds. But that doesn’t mean index funds are flawless -- or harmless.

See More On: Index Funds | ETFs | Mutual Funds

From Kiplinger's Retirement Report, June 2016

Target-Date Funds Creating New Risks for Older Investors

Fund providers are adjusting glide paths to overcome new retirement saving challenges

See More On: Mutual Funds

From Kiplinger's Personal Finance, July 2016

A Value-Stock ETF Joins the Kiplinger ETF 20

Powershares Dynamic Large Cap Value favors stocks with earnings momentum, strong balance sheets and rising dividend payouts.

See More On: ETFs | Mutual Funds

From Kiplinger's Personal Finance, July 2016

A Less-Volatile Way to Invest in Asia

Favoring Japan and avoiding India and China spared Matthews Asian Growth and Income some of the bloodbath in Asian markets over the past 12 months.

See More On: Mutual Funds | Foreign Stocks & Emerging Markets

From Kiplinger's Personal Finance, July 2016

How Different Target-Date Funds Shift Assets as Retirement Nears

Firms have varying timetables for moving clients’ assets into retirement-income funds.

See More On: Mutual Funds | Saving for Retirement

From Kiplinger's Personal Finance, August 2016

Invest in Foreign Stocks Without the Currency Risk

FMI International stays ahead of its peers with the help of a dollar-hedging strategy.

See More On: Stocks & Bonds | Foreign Stocks & Emerging Markets

From Kiplinger's Personal Finance, August 2016

This Mutual Fund Yields 5.5% With a Focus on Preferred REITs

Salient Select Income hunts for undervalued real estate investment trusts.

See More On: Mutual Funds | REITs

From Kiplinger's Retirement Report, May 2016

Covered-Call Funds Offer Big Payouts

By selling call options on the stocks in their portfolios, these funds earn extra income.

See More On: Mutual Funds | Making Your Money Last | Markets

From Kiplinger's Personal Finance, June 2016

When Stocks Falter, This Mutual Fund Shines

With a lot of consumer stocks and cash, Symons Value is positioned for a weak economy.

See More On: Mutual Funds | Stocks & Bonds

From Kiplinger's Personal Finance, June 2016

3 ETFs for Cheap Stocks

Get the best bargain on bargain stocks.

See More On: ETFs | Mutual Funds

April 14, 2016

13 Great Funds for Income in Retirement

Our picks cover the gamut, from retirement-income funds to preferred stocks and dividend-paying common stocks.

See More On: Making Your Money Last

From Kiplinger's Personal Finance, May 2016

7 No-Load Mutual Funds to Add to Your Portfolio

We get off the mat by adding seven new funds that match up well against hostile markets.

See More On: Kip 25 | Mutual Funds

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