Fund Watch

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

February 14, 2017

Should You Invest in Actively Managed or Index Funds?

Low-cost index funds tend to outperform most actively managed funds over time. One smart solution: Strike a balance between the two.

See More On: Index Funds

From Kiplinger's Personal Finance, March 2017

Why This REIT Is the Only Real-Estate Fund to Crack the Kiplinger ETF 20

We say goodbye to iShares U.S. Preferred Stock and hello to Schwab U.S. REIT.

See More On: ETFs

From Kiplinger's Personal Finance, March 2017

U.S.'s Biggest Bond Fund Fears U.S. Economy Is Peaking

Metropolitan West Total Return Bond, flush with new investors, opts for super-safe assets.

See More On: Kip 25

From Kiplinger's Personal Finance, February 2017

A Value Fund Leaps Ahead of Its Rivals

TCW Relative Value Mid Cap's manager seeks cheap stocks with a catalyst that could spark annual returns of 15%.

See More On: Mutual Funds | Stocks & Bonds

From Kiplinger's Personal Finance, February 2017

Dodge & Cox Stock Comes Roaring Back

The trick to making money with this Kiplinger 25 veteran is sticking by it.

See More On: Mutual Funds | Stocks & Bonds

From Kiplinger's Personal Finance, January 2017

An Investment Poised to Benefit from Infrastructure Spending

iShares Global Infrastructure joins the Kiplinger ETF 20, bringing steady income and rising dividends to the mix.

See More On: ETFs

From Kiplinger's Personal Finance, January 2017

A New Dividend Fund Joins the Kiplinger 25

Vanguard Equity-Income benefits from two stock-picking teams with quite different strategies.

See More On: Kip 25 | Mutual Funds

From Kiplinger's Personal Finance, January 2017

Fund Fee Wars Heat Up

Expense ratios for some funds are rapidly approaching zero.

See More On: Mutual Funds | ETFs

From Kiplinger's Personal Finance, January 2017

Get a 6.5% Yield With a Stew of Junk Bonds

Three shops, each using a different recipe, pick the bonds at Northern Multi-Manager High Yield Opportunity.

See More On: Mutual Funds | Stocks & Bonds

From Kiplinger's Personal Finance, December 2016

4 Great Mutual Funds You Can Invest in for $125 or Less

Some fund families are willing to take on tiny accounts in the hope a long-term relationship will eventually blossom.

See More On: Mutual Funds

From Kiplinger's Personal Finance, December 2016

4 Best Mutual Funds for Dividend Investors

Dividends have accounted for some 40% of overall U.S. market returns, so don't miss out.

See More On: Mutual Funds | Dividends

From Kiplinger's Personal Finance, December 2016

6 Best Mutual Funds for Investing in Value Stocks

These funds will benefit from the shift away from growth and toward value stocks.

See More On: Mutual Funds

From Kiplinger's Personal Finance, December 2016

A Cheap Way to Own Tech Stocks

Vanguard Information Technology gives you access to the heavy hitters of the technology sector.

See More On: ETFs | Mutual Funds

From Kiplinger's Personal Finance, December 2016

6 Best Mutual Funds for Rising Interest Rates

The Fed has held rates artificially low for years. Investors need to prepare for their inevitable rise.

See More On: Mutual Funds | Economic Forecasts

From Kiplinger's Personal Finance, December 2016

Sequoia Fund Tries to Recover from Valeant Misstep

Damaged by a huge bet gone awry, a fund once endorsed by Warren Buffett seeks to regain its glory.

See More On: Mutual Funds | Saving for Retirement

October 2016

105 Most Popular Funds for Your Retirement Savings

These mutual funds have the most assets under management in 401(k) plans, according to BrightScope.

See More On: Saving for Retirement | 401(k)s | Mutual Funds

From Kiplinger's Personal Finance, November 2016

Invest in This Index Fund for Bonds From Exotic Locales

Vanguard scores with a fund that owns long-term government debt from emerging markets.

See More On: Index Funds

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