Fund Watch

March 28, 2013

A Little-Known Small-Cap Value Fund With a Fine Record Bets on Japan

Advisory Research International Small Cap Value Fund managers look for small companies that sell at bargain prices and that can withstand downturns.

See More On: Mutual Funds

March 26, 2013

The Case for Buying Treasuries

Jeffrey Gundlach, manager of DoubleLine Total Return, believes interest rates could stay low for years to come, making government bonds a safe bet.

See More On: Kip 25 | Mutual Funds | Stocks & Bonds

March 19, 2013

Emerging-Markets Bonds: A Good Source for High Income

But, says the manager of Kip 25 fund Fidelity New Markets Income, don't expect debt from exotic lands to deliver big price gains.

See More On: Foreign Stocks & Emerging Markets | Kip 25 | Mutual Funds

March 5, 2013

Powershares S&P 500 Low Volatility Portfolio

Cut market gyrations with an ETF that owns the 100 least-volatile stocks in the S&P 500.

See More On: ETFs | Mutual Funds

April 5, 2013

The Kip 25: Our Favorite Mutual Funds, 2013

An emerging-markets stock fund and two nontraditional bond funds join the Kiplinger 25.

See More On: Kip 25 | Mutual Funds | Stocks & Bonds

February 19, 2013

The Doctor is Out at T. Rowe Price Health Sciences Fund

The fund’s manager and two analysts depart, leaving a void at this top-notch sector fund.

See More On: Kip 25 | Mutual Funds

February 19, 2013

Loomis Sayles Bond Preps for Rising Interest Rates

The managers of this Kip 25 fund own a lot of junk bonds and foreign debt and even a few dividend-paying stocks.

See More On: Mutual Funds

February 15, 2013

An Impressive First Year for Bill Gross's ETF

Pimco Total Return ETF has churned out superb returns in its debut year -- and has done so without using derivatives

See More On: ETFs | Mutual Funds

February 14, 2013

High-Yield Munis Are Due to Cool

Bonds of less-creditworthy municipal issuers have surged in the last year. Investors should temper their expectations for future returns.

See More On: Mutual Funds

February 5, 2013

An ETF That Focuses on Large-Company Bargains

This fund holds the cheapest stocks in the Russell 1000 index.

See More On: ETFs | Mutual Funds | Stocks & Bonds

February 5, 2013

Best-Performing Mutual Fund Category, 2012

Global real estate funds still have room to run.

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

February 5, 2013

Fidelity Select Consumer Finance Makes a Comeback

Fidelity Select Consumer Finance rides to the top of the charts in a recovering sector.

See More On: Mutual Funds | Saving for Retirement

January 23, 2013

7 Top Funds from T. Rowe Price

Consistency and a focus on the long haul are hallmarks of this 76-year-old firm.

See More On: Mutual Funds

January 18, 2013

An Asia Fund that Goes Against the Crowd

Matthews Asia Dividend, a member of the Kip 25, is moving away from consumer stocks and toward more economically sensitive companies.

See More On: Kip 25

January 16, 2013

Risks Gathering in Municipal Bonds

The manager of Fidelity Intermediate Municipal Income says he has grown cautious following munis' strong returns and large inflows into muni funds.

See More On: Kip 25 | Mutual Funds

January 10, 2013

DoubleLine Total Return Bond Fund: A Potent Mix of Mortgage Securities

Lead manager Jeffrey Gundlach's "secret sauce" seeks to increase returns while lowering risk.

See More On: Mutual Funds

January 2013

Low-Minimum Mutual Funds From the Wizards of Wall Street

Four top-notch managers who have historically required big bucks to open accounts now offer mutual funds with modest minimums.

See More On: Mutual Funds | Saving for Retirement

January 2013

A Wonderful Year for the Kip 25

Our favorite no-load mutual funds had a banner 2012, with all but six of our picks delivering double-digit returns.

See More On: Mutual Funds

December 28, 2012

Dodge & Cox Picks Up Steam

Its Balanced fund reaches the top of the charts with an unusually heavy allotment to stocks.

See More On: Mutual Funds

December 19, 2012

The 7 Best Pimco Funds

Bond-management powerhouse Pimco has more than Bill Gross to crow about. We profile its seven best mutual funds.

See More On: Mutual Funds

December 11, 2012

Solid Yield, Impressive Return From Pimco Income

One of Pimco's less well-known funds generates a spiffy yield by investing in all sorts of bonds.

See More On: Mutual Funds

November 19, 2012

Mairs & Power Growth: A Worthy Substitute for BBH Core Select

With the BBH fund closing its doors, we've replaced it on the list of our favorite no-load mutual funds, the Kiplinger 25.

See More On: Mutual Funds

November 16, 2012

6 Best Vanguard Mutual Funds

Of course, the index funds of this venerated family are legendary. But here are our favorite actively-managed picks.

See More On: Mutual Funds

November 15, 2012

Cashing In on the Euro Crisis

Causeway International Value fund bought European stocks when everyone was selling them.

See More On: Mutual Funds

November 8, 2012

This Guggenheim ETF Invests in Small Firms With Big Returns

This exchange-traded fund owns fast-growing small-company stocks with strong price momentum.

See More On: ETFs

November 1, 2012

Top Fund Managers Fade Over Time

A new study finds that investors can’t count on experience.

See More On: Mutual Funds

October 26, 2012

Profit from "Anti-Momentum Investing" with Baron Small Cap

The manager of this Kiplinger 25 fund looks for underappreciated companies that are poised for a turnaround.

See More On: Mutual Funds

October 24, 2012

Should You Follow Kathleen Gaffney Out of Loomis Sayles Bond Fund?

The veteran bond picker is leaving for another firm. But three co-managers remain with the Kiplinger 25 fund, so don’t bail yet.

See More On: Mutual Funds

October 18, 2012

A Bumpy Year for Harbor Commodity Real Return Strategy Fund

Sagging commodity prices hurt this Kiplinger 25 fund earlier in the year, but it's gotten a boost from the Fed's latest round of quantitative easing.

See More On: Mutual Funds

October 17, 2012

Last Call for BBH Core Select

One of our favorite no-load mutual funds is planning to close to new investors soon.

See More On: Mutual Funds

October 11, 2012

3 Strategies for Simple Mutual Fund Investing

Follow these basics when you consider buying shares of mutual funds.

See More On: Mutual Funds | Saving for Retirement

September 27, 2012

A Manager's Winning First Season at the TCW Value Opportunities Fund

She sticks to the playbook when buying and selling midsize stocks.

See More On: Mutual Funds

September 18, 2012

For Vanguard Selected Value, Two Heads Function As One

This Kiplinger 25 fund is managed by two separate companies with different bargain-hunting strategies.

See More On: Mutual Funds

September 10, 2012

2012 Mutual Fund Rankings

We list which funds did best and which are worth owning now. Funds that focus on dividends and stability should thrive in a tough environment.

See More On: Mutual Funds

September 7, 2012

Funds for Foreign Dividend-Growth Stocks

Get extra yield from foreign firms that pay more and more dividends

See More On: Mutual Funds | ETFs

September 2012

Should You Invest in New Mutual Funds Right Away?

A fresh fund can have its advantages, as long as it has a manager you trust.

See More On: Mutual Funds

September 2012

Trusted Managers, New Funds

These funds are run by managers who went out on their own after achieving fine records elsewhere.

See More On: Mutual Funds

August 27, 2012

Great Funds for Growing Dividends

They buy stocks that boost payouts year in and year out.

See More On: Mutual Funds

August 24, 2012

Best-Performing Fidelity Mutual Funds

We review ten leaders and laggards from the shop's hundreds of funds.

See More On: Mutual Funds

August 16, 2012

Seeking True Value in Money Market Funds

We should stop pretending that a dollar invested in a money market fund will always be worth a dollar. Let prices float as they do with other mutual funds.

See More On: Mutual Funds

August 15, 2012

Pass on Wasatch/Hoisington U.S. Treasury and Other Treasury Funds

These sizzling funds top the charts, but opportunities are limited, and they carry a lot of risk.

See More On: Mutual Funds | Stocks & Bonds

August 9, 2012

T. Rowe Price Small-Cap Value Fund Makes Money from Cheap Stocks

The bargain-hunting manager of this Kiplinger 25 fund holds on for the long-haul after he uncovers a good pick.

See More On: Mutual Funds

August 2, 2012

Best Funds for Blue-Chip Stocks

These funds own household names that should continue to perform well and pay dividends in any economy.

See More On: Mutual Funds | Stocks & Bonds

July 24, 2012

Should You Invest in Pimco's Stock Index Funds?

The big bond manager combines derivatives with its fixed-income expertise to create funds designed to better their indexes.

See More On: Mutual Funds

July 19, 2012

iShares Barclays Aggregate Bond ETF

To invest in the U.S. bond market, buy an exchange-traded fund that tracks Barclays Capital U.S. Aggregate Bond index.

See More On: ETFs

July 5, 2012

BBH Core Select Buys Businesses, Not Stocks

The managers of this Kiplinger 25 fund focus on finding and holding good companies that will gain value over the long haul.

See More On: Mutual Funds

July 2012

The Skinny on Spinoff Funds

If you want to take the fund route to invest in spinoffs, your choices are limited.

See More On: ETFs | Stocks & Bonds | Mutual Funds

June 28, 2012

BlackRock Multi-Asset Income Fund

The managers of this fund navigate a tricky bond environment, seeking safety with a reasonable yield.

See More On: Mutual Funds

June 22, 2012

The Other Oracle of Omaha

Veteran fund manager Wally Weitz seeks big cash-producing companies selling at discount prices.

See More On: Mutual Funds

June 15, 2012

Loomis Sayles Bond Looks Across the Pond

This Kiplinger 25 fund's managers are buying European bonds to prepare for rising interest rates.

See More On: Mutual Funds | Stocks & Bonds

June 11, 2012

SPDR Standard and Poor's China ETF

This exchange-traded fund is ideal for riding what remains one of the world’s fastest-growing economies.

See More On: ETFs | Mutual Funds

June 1, 2012

CSC Small Cap Value Fund: Investing Like Buffett and Graham

This fund's manager pays homage to the two investing gurus by buying cheap and cheaper stocks.

See More On: Mutual Funds

May 24, 2012

Vanguard Mega Cap 300 Growth ETF

If you’re partial to huge firms with solid growth credentials, you’ll love this fund.

See More On: ETFs

May 15, 2012

Fidelity Low-Priced Stock Fund's Star Manager Returns

Joel Tillinghast is back from a three-month sabbatical, but, in his absence, his six co-managers ran the fund like he was never gone.

See More On: Mutual Funds

May 9, 2012

Guggenheim BulletShares 2014 High Yield Corporate Bond ETF

You can get high yields plus your money back at a preset termination date.

See More On: ETFs

May 1, 2012

Tomorrow's Biotech Winners Fuel Fidelity Funds

Fidelity Select Biotechnology and Fidelity Advisor Biotechnology contain a mix of the tried-and-true and the speculative.

See More On: Mutual Funds

April 26, 2012

Live Chat on the Kiplinger 25

Investing editors Manny Schiffres and Nellie Huang will be online on Thursday, April 26, from 12:30 p.m. to 1:30 p.m. ET to answer your questions about our favorite no-load mutual funds.

See More On: Mutual Funds

April 25, 2012

Merger Fund Treads Water

As expected, this Kiplinger 25 fund outperforms in down markets, lags in weak markets. A rise in deal activity could boost returns.

See More On: Mutual Funds

April 5, 2013

Kiplinger 25 Model Portfolios

Reach your investment goals with these plans using our favorite no-load mutual funds.

See More On: Mutual Funds

April 19, 2012

The Mysterious Oceanstone Fund

This fund's performance has been impressive, but its manager's silence makes it hard to recommend.

See More On: Mutual Funds | Stocks & Bonds

April 13, 2012

Bye Bye, Bear Market

Outsize three-year mutual fund returns are no longer dragged down by the 2008 stock market crash.

See More On: Mutual Funds | Stocks & Bonds | Markets

April 12, 2012

The 2012 Kiplinger 25: The Best No-Load Mutual Funds to Meet Your Goals

This year’s picks for the Kiplinger 25 include new ways to generate income.

See More On: Mutual Funds

April 9, 2012

Betterment.com: This Online Investing Tool Just Got Better

For little cost, get help managing your investment portfolios, no matter how small.

See More On: Financial Planning

March 27, 2012

Should You Invest in Fairholme Fund?

After a miserable 2011, Bruce Berkowitz’s fund has bounced back sharply this year. But we still think it’s too risky for most investors.

See More On: Mutual Funds

February 26, 2012

WisdomTree Hunts Bargains with MidCap Earnings ETF

By weighting firms by their profits, WisdomTree creates a a list of stocks that are cheaper than those in the S&P 400 index.

See More On: ETFs

February 26, 2012

Artisan Small Cap Stalks Companies with Big Potential

Artisan Small Cap invests in firms with accelerating profits.

See More On: Mutual Funds

February 2012

Great Deals in Munis

The little-known Managers AMG GW&K Municipal Bond Fund looks for bargains among the highest-quality tax-free bonds.

See More On: Mutual Funds

January 27, 2012

For T. Rowe Price Equity Income, It's Good Riddance to 2011

Its fund manager continues to look for large, high-quality, dividend-paying companies with growth potential.

See More On: Mutual Funds

January 22, 2012

Artisan's Yockey Sees a Better Year for Foreign Stocks

The veteran manager of Artisan International is loading his fund with multinational companies that benefit from growing wealth in Asia.

See More On: Mutual Funds

January 20, 2012

How Small Investors Can Invest in Private-Equity Firms

Small-time investors can get in on the private-equity action, but don't expect Romney-level returns.

See More On: ETFs | Stocks & Bonds

January 9, 2012

6 Great ETF Portfolios

Pick one of our exchange-traded fund portfolios to suit your goals, time horizon and tolerance for risk -- or mix and match.

See More On: ETFs

January 3, 2012

A Strange 2011 for the Kiplinger 25

Our favorite no-load fund picks included a few winners, but most of our domestic stock funds delivered returns in a narrow range that trailed the market slightly. One other positive: We had no disasters.

See More On: Mutual Funds

December 27, 2011

The Case for Investing in Emerging-Markets Bonds

These once-risky investments are gaining favor among investors as developing nations are becoming more stable. Here's how to invest.

See More On: Mutual Funds | Stocks & Bonds | ETFs

December 23, 2011

Should You Dump These Former Mutual Fund Stars?

One of these funds deserves another chance, but the other three have got to go.

See More On: Mutual Funds

December 20, 2011

Morningstar Shakes Up Its Mutual Fund Ratings System

The czar of star ratings unveils a new system that it hopes will better identify future winners.

See More On: Mutual Funds

December 14, 2011

Dodge & Cox Sticks with Its Strategy

Despite a few recent hard years at Dodge & Cox, the Kiplinger 25 funds' managers remain confident in their long-term approach.

See More On: Mutual Funds

December 9, 2011

How Taxes Work for Different Exchange-Traded Investments

The structure of each type of exchange-traded product determines how your earnings are taxed.

See More On: ETFs | Tax Planning

December 8, 2011

7 Pitfalls of Exchange-Traded Funds

ETFs have a lot going for them, but they are not without shortcomings.

See More On: ETFs

December 2011

A Preferred ETF for a Fat Payout

This PowerShares fund generates a 6.5% yield by investing in preferred stocks.

See More On: ETFs | Stocks & Bonds

December 2011

Cheaper Indexes, Cheaper Funds

Vanguard will change the benchmarks it uses for index funds and exchange-traded funds to cut costs and save money for investors.

See More On: Mutual Funds | ETFs

December 2011

Vanguard Health Care Fund Gets a New Boss

Don't expect major changes at the nation's largest health care fund.

See More On: Mutual Funds

December 2011

5 Jewels Among Junk-Bond Funds

Some funds yield better than 6%. It's hard to top that these days.

See More On: Stocks & Bonds

December 2012

5 Funds to Catch a Rally in Emerging Markets

The stocks are cheap, and growth prospects for developing nations dwarf those of established countries.

See More On: Mutual Funds | Stocks & Bonds

November 29, 2011

The Cook & Bynum Fund's 10-Stock Portfolio

This large blend fund is off to a fine start. But its concentrated approach carries big risks.

See More On: Mutual Funds

November 22, 2011

A Lousy Year for Bond Ace Bill Gross

Harbor Bond, a Kiplinger 25 member, stumbled in 2011, but Gross has reshaped the fund’s portfolio to put it in line with current trends.

See More On: Mutual Funds

November 15, 2011

Market Vectors Intermediate Muni Index

This exchange-traded fund has delivered solid gains, despite a shaky economy.

See More On: ETFs

November 9, 2011

How to Be a Better Fund Investor

Understand the fund-investing fundamentals of how to buy and when to sell.

See More On: Mutual Funds

November 4, 2011

Mixed Results for the Kiplinger 25

Here's how our favorite no-load funds have performed through the recent market rout.

See More On: Mutual Funds

October 24, 2011

Nicholas Equity Income Fund

A focus on yield and cheap stocks helps this fund hold down risk.

See More On: Mutual Funds

October 18, 2011

How Foreign Funds in the Kiplinger 25 Are Faring

With foreign stock markets in turmoil, the international picks among our favorite funds have fallen further than their domestic brethren.

See More On: Mutual Funds

October 14, 2011

Index Fund War: Fidelity vs. Vanguard

The mutual fund giants' dueling means lower costs and more investment options for you.

See More On: Mutual Funds

October 11, 2011

5 Hedge-Fund Lookalikes

Hedge your portfolio without taking on the risks and costs of hedge funds.

See More On: Mutual Funds

October 5, 2011

Are Hedge Funds Right for You?

They generate a lot of headlines but not great returns. Here’s how to get the best of what they offer and pay a lot less.

See More On: Mutual Funds

September 28, 2011

Emerging Markets on the Cheap

Vanguard MSCI Emerging Markets ETF carries a super-low expense ratio.

See More On: ETFs

September 19, 2011

5 Foreign Funds for Income

Take the yield, but leave the stock-picking to the professionals with these funds.

See More On: Mutual Funds | ETFs

September 16, 2011

Our 7 Favorite Actively Managed Vanguard Funds

The mutual fund behemoth is most famous for its indexing approach, but the company also offers a stable of actively managed funds.

See More On: Mutual Funds

September 14, 2011

Fidelity Magellan Gets Another New Skipper

This once-storied fund has been a mediocre performer for years. Can Jeffrey Feingold right the ship?

See More On: Mutual Funds

September 12, 2011

Value Line Asset Allocation: Cut Risk By Shifting Assets

This fund uses the Value Line Investment Survey to pick stocks.

See More On: Mutual Funds

September 9, 2011

Fidelity Contrafund Holds Up Through Hard Times

This fund's recent performance, one of the best of the Kiplinger 25, is being boosted by cheap blue chips and gold mining companies.

See More On: Mutual Funds | Stocks & Bonds

September 7, 2011

Should You Invest in Gold?

The shiny stuff has been sparkling. But when the economy and the stock market pick up, gold prices are likely to head down.

See More On: ETFs | Mutual Funds

August 31, 2011

Finding Opportunities When Other Investors Are Pessimistic

The managers of BBH Core Select, a member of the Kiplinger 25, added three new stocks to the fund during the late summer market dip.

See More On: Mutual Funds

August 26, 2011

This SPDR ETF Answers the Lure of Rising Dividends

Only companies that have boosted payouts for at least 25 straight years qualify.

See More On: ETFs

August 19, 2011

2011 Mutual Fund Rankings

We list which funds have performed best and which are worth owning now.

See More On: Mutual Funds

August 11, 2011

5 Investing Strategies to Protect Your Portfolio

The approaches of these mutual funds can help you defend your wealth against a bear market.

See More On: Mutual Funds | Markets

August 5, 2011

4 Hidden Surprises Lurking in Your Mutual Funds

Closet index funds, foreign funds with big U.S. stakes and other surprises may be hiding in your portfolio.

See More On: Mutual Funds

August 2011

New Findings on Fund Fees

A new study shows that no one data point, including the expense ratio, will dictate the performance of a mutual fund.

See More On: Mutual Funds

July 28, 2011

Dodge & Cox Stock Loads Up On Drug Stocks

The managers of this Kiplinger 25 fund see good deals in the pharmaceutical sector.

See More On: Mutual Funds | Stocks & Bonds

July 22, 2011

Rice Hall James Small Cap Portfolio: Small Stocks, Less Risk, Big Rewards

The managers of this fund have a game plan and stick to it.

See More On: Mutual Funds

July 21, 2011

Get a Boost with Medical Stocks and First Trust Health Care Alphadex Fund

A souped-up health care index tilts toward midsize firms.

See More On: ETFs | Stocks & Bonds

July 14, 2011

A Fund That Bets Against Congress

It’s kind of a gimmick—a fund that’s in cash when Congress is in session and owns stocks when legislators leave town. But is it a gimmick that can make you money?

See More On: Mutual Funds

July 8, 2011

When Exchange-Traded Notes Trump Exchange-Traded Funds

ETNs offer access to unusual strategies, but be aware of their special risk.

See More On: ETFs

June 28, 2011

Fee Shuffle at Fidelity Fund

The Boston behemoth wants to give with one hand but take with the other at its original fund.

See More On: Mutual Funds

June 15, 2011

What I Learned at the Morningstar Conference

Top fund managers and investment gurus shared their outlooks on everything from emerging markets to municipal bonds.

See More On: Mutual Funds

June 13, 2011

This Rydex ETF Gives an Industrial-Strength Performance

This unusual exchange-traded fund doesn't let big companies dominate.

See More On: ETFs

June 12, 2011

2011 Midyear Investing Outlook: What Now for Bonds?

Consider bond funds run by seasoned pros to navigate this tricky fixed-income environment.

See More On: Mutual Funds | Stocks & Bonds | Economic Outlooks

June 2, 2011

A Balanced Fund With Attitude

The little-known Villere Balanced Fund scores in a conservative category by focusing on small companies.

See More On: Mutual Funds

June 2011

4 Low-Volatility Stock Funds

These exchange-traded funds and one mutual fund will soothe your nerves while sticking with stocks.

See More On: ETFs | Making Your Money Last | Stocks & Bonds

May 27, 2011

New ETFs for Offbeat Niches

You can now buy ag stocks and bet against junk bonds through exchange-traded funds.

See More On: ETFs | Stocks & Bonds

May 20, 2011

Vanguard Dividend Growth: In Search of New Income Sources

The manager of this Kiplinger 25 fund looks for "high-quality" companies that regularly boost dividends. But what is "high quality" these days?

See More On: Mutual Funds | Stocks & Bonds

May 17, 2011

Fund Managers Reveal 6 Traits of a Good Investor

Learn the pros' secrets to successful investing.

See More On: Mutual Funds | Stocks & Bonds | Investor Psychology

May 13, 2011

What Now for Precious Metals?

Gold still glows, but even after a selloff, silver looks pricey.

See More On: Economic Outlooks | Mutual Funds | ETFs

May 6, 2011

4 Funds for Investing in Energy

Buying into energy through mutual funds may be safer and more convenient than purchasing individual stocks.

See More On: Mutual Funds

May 5, 2011

Where This Value Investor Is Finding a Few Compelling Stock Opportunities

Concerned about America's economy, FPA Crescent manager Steve Romick is building up cash and favoring companies with strong overseas profits.

See More On: Mutual Funds

April 28, 2011

Royce European Smaller Companies Fund Managers Scoop Up Bargain Stocks

The European debt crisis has driven down share prices, creating buying opportunities for these value hunters.

See More On: Mutual Funds | Stocks & Bonds

April 22, 2011

Do Mutual Funds that Treat Shareholders Fairly Deliver Better Returns?

A new Morningstar study suggests that funds with high "stewardship" grades tend to perform better than those with low grades.

See More On: Mutual Funds

April 11, 2011

Our 5 Favorite Mutual Fund Managers

All of these leaders have produced excellent records with their respective funds, and we expect they'll continue to do well for their shareholders.

See More On: Mutual Funds

April 5, 2011

TCW Emerging Markets Income Fund: Big Gains With Exotic Bonds

This manager expects to see rising interest rates in developing nations trying to combat inflation, and he’s betting on corporate debt to benefit in the long-term.

See More On: Mutual Funds | Markets | Stocks & Bonds

April 1, 2011

Kiplinger 25: Our Favorite No-Load Mutual Funds for 2011

Four new funds join this year's list of our top choices.

See More On: Mutual Funds

April 1, 2011

4 Great Mutual Funds That Emulate Warren Buffett

Get in with these fund managers who pick stocks the same way the master does.

See More On: Mutual Funds

April 2011

Harbor Commodity Real Return

See More On: Mutual Funds

April 2011

Energy Select Sector SPDR ETF

This low-cost fund lets you own all of the energy stocks in the S&P 500.

See More On: ETFs

April 2011

How the Kiplinger 25 Performed Over the Past Year

Our 2010 picks for the list of our favorite no-load mutual funds have delivered solid gains.

See More On: Mutual Funds

March 23, 2011

This Kiplinger 25 Fund Continues Its Long, Winning Record

Meridian Growth's managers did well by scooping up high-quality stocks on the cheap after the market tumbled.

See More On: Mutual Funds | Stocks & Bonds

March 18, 2011

5 Excellent ETFs for Emerging Markets

Developing-markets stocks have been struggling in 2011, but that’s no reason to avoid investing in them.

See More On: ETFs | Mutual Funds | Markets

March 10, 2011

3 Funds for Investing in Frontier Markets

Comfortable with emerging-markets stocks? If so, you may be ready to boldly go where few investors have gone before.

See More On: Stocks & Bonds

March 8, 2011

Cambiar Aggressive Value: A Small Fund with Big Gains

This so-called large-company value fund scores with a concentrated global strategy.

See More On: Mutual Funds

March 2011

Wasatch Wins With Small Overseas Companies

International Growth has performed well with emerging-markets stocks.

See More On: Mutual Funds

February 24, 2011

Kiplinger 25 Funds Run Up with the Bull Market

Our favorite no-load, stock mutual funds give a stellar performance in the two years since the market's bottom in March 2009.

See More On: Mutual Funds

February 17, 2011

Is Permanent Portfolio a Fleeting Success?

The fund is hot, but its focus on gold and Treasury bonds could turn it into a laggard.

See More On: Mutual Funds

February 7, 2011

Where a Top Fund Manager Is Finding Opportunities

Will Danoff, the manager of Fidelity Contrafund, favors the technology sector and companies that capitalize on emerging markets.

See More On: Mutual Funds

February 1, 2011

Don't Give Up on This Kiplinger 25 Fund

Baron Small Cap has struggled recently, but its long-term record is good.

See More On: Mutual Funds

February 1, 2011

ETFs That Bet Against Bonds

See More On: ETFs | Stocks & Bonds

February 2011

DoubleLine Total Return Fund Gets Off to a Fast Start

Manager Jeffrey Gundlach balances risks in this unusual mortgage fund.

See More On: Mutual Funds

February 2011

A Real Estate Fund With Focus

This ETF holds only 30 real estate investment trusts.

See More On: ETFs

January 27, 2011

A Mid-Cap Investor is Thinking Bigger

This Perkins Mid Cap Value fund manager is finding good values in large-company stocks. He shares four stock picks and his economic outlook for 2011.

See More On: Mutual Funds | Stocks & Bonds

January 21, 2011

Diversify Your Portfolio with This Kiplinger 25 Fund

Pimco CommodityRealReturn Strategy fund will help you invest in a broad basket of commodities and hedge against inflation.

See More On: Mutual Funds

January 6, 2011

3 Great Global Funds

Invest around the world with these top no-load stock funds.

See More On: Mutual Funds

January 2011

Hedge-Fund Manager Lauren Templeton on How to Play This Market

A fund manager who learned from one of the greats says investors should make the most of "maximum pessimism."

See More On: Mutual Funds | Stocks & Bonds

January 2011

5 ETFs for the Dividend Investor

Put more cash in your pocket investing in these dividend-focused exchange-traded funds.

See More On: ETFs

December 30, 2010

A Low-Risk Way to Tap the Risky Muni-Bond Market

The manager of Fidelity Intermediate Municipal Income, a Kiplinger 25 fund, says the muni market isn't as scary as it seems.

See More On: Mutual Funds

December 21, 2010

Get Stock-Like Gains Without the Stock-Like Risks

Vanguard Convertible Securities fund excels at picking these tricky hybrid investments.

See More On: Mutual Funds | Stocks & Bonds

December 9, 2010

4 Stock Picks from a Manager of a Kiplinger 25 Fund

The managers of Vanguard Selected Value fund find an eclectic mix of investing opportunities among midsize companies.

See More On: Mutual Funds | Stocks & Bonds

December 3, 2010

How to Invest in Silver

Silver's dizzying ascent isn't over. But you're better off investing in a basket of commodities.

See More On: Mutual Funds

November 24, 2010

Parnassus Small-Cap Fund Blends Ethics With Success

This socially screened fund looks for growing firms at cheap prices.

See More On: Mutual Funds

November 17, 2010

Bill Miller Sees Better Times Ahead

If the once-revered Legg Mason fund manager is right about the future, his funds should continue their rebound.

See More On: Mutual Funds | Stocks & Bonds | Economic Outlooks

November 12, 2010

The Merger Fund Replaces the Arbitrage Fund in the Kiplinger 25

Arbitrage Fund has closed to new investors, but Merger Fund is a worthy replacement.

See More On: Mutual Funds

November 4, 2010

Tocqueville Gold Goes Global

The fund loads up on small and midsize mining companies.

See More On: Mutual Funds

October 26, 2010

Jensen Adds a Second Fund -- Finally

The original Jensen Portfolio has delivered respectable returns. Will Jensen Value perform as well?

See More On: Mutual Funds

October 19, 2010

This Fast-Moving Fund Scores Overseas

Marsico Flexible keeps cash handy to pounce on firms with rich prospects.

See More On: Mutual Funds

October 12, 2010

Harbor International Loses a Manager, but We Stay with the Fund

The late Hakan Castegren leaves his surviving co-managers a successful strategy to continue employing with this Kiplinger 25 fund.

See More On: Mutual Funds

September 30, 2010

DoubleLine Total Return Bond Fund Pairs High Yield with Low Volatility

Manager Jeffrey Gundlach continues his stellar record after splitting from TCW and starting his own firm.

See More On: Mutual Funds | Stocks & Bonds

September 23, 2010

2 Pimco Funds for Adding Foreign Bonds and Currencies to Your Portfolio

Which one you choose depends on your outlook for the U.S. dollar.

See More On: Mutual Funds | Stocks & Bonds

September 16, 2010

A Slow Start for Akre Focus Fund

But the youngest Kiplinger 25 member is picking up steam now that veteran manager Chuck Akre has put more cash to work.

See More On: Mutual Funds | Stocks & Bonds

September 12, 2010

A Funky Real Estate Fund Excels

Pimco RealEstateRealReturn Strategy uses derivatives and Treasury inflation-protected securities to beat its rivals.

See More On: Mutual Funds | Buying & Selling a Home

September 1, 2010

A Hedge That Actually Works

Adding one of these funds could boost your returns and reduce your portfolio’s risk.

See More On: Mutual Funds | Stocks & Bonds

August 25, 2010

This Kiplinger 25 Fund Manager Navigates New Turf for Tax-Free Bonds

Municipal-bond issuers face lower ratings and greater risk of default, but investors can still find good values and tax advantages.

See More On: Mutual Funds | Stocks & Bonds

August 19, 2010

Don't Be Scared of Emerging-Markets Bonds

Fidelity New Markets Income fund offers high returns with low volatility and costs.

See More On: Mutual Funds | Stocks & Bonds

August 17, 2010

BlackRock Funds Worth a Look

You might consider these pricey funds if you invest through an adviser who waives the extra fees.

See More On: Mutual Funds | Saving for Retirement

August 13, 2010

Why Mutual Fund Fee Reform Misses the Mark

New rules on 12b-1 fees won’t change much. However, another proposal could dramatically cut what you pay to buy certain funds.

See More On: Mutual Funds

August 6, 2010

Fairholme Fund Loads Up on Bank Stocks

Top manager Bruce Berkowitz is pouncing on financial companies he thinks are stronger after surviving the recession.

See More On: Mutual Funds | Stocks & Bonds

July 30, 2010

This Emerging-Markets Fund Wins Big with Small Companies

The managers of Wasatch Emerging Markets Small Cap fund find opportunities to benefit from the growing middle class abroad.

See More On: Mutual Funds | Stocks & Bonds | Economic Outlooks

July 22, 2010

A New Favorite Gold ETF

Fee cuts make iShares Comex Gold Trust the best choice for now.

See More On: ETFs

July 15, 2010

Find Opportunity Amid Crisis with This Kiplinger 25 Fund

The manager of T. Rowe Price Small-Cap Value picks up unfairly crushed stocks and sticks with old favorites.

See More On: Mutual Funds

June 28, 2010

6 Top Mutual Fund Managers See Hard Times Ahead

The bears came out in Chicago to report sobering views of the market and offer attractive stocks to seize now.

See More On: Mutual Funds | Economic Outlooks | Stocks & Bonds

June 25, 2010

2 Health-Care Funds Find Innovative Opportunities

New products and emerging markets promise great growth in a changing industry.

See More On: Mutual Funds

June 24, 2010

Global Funds to Fight the Gloom

Three go-anywhere managers find opportunities amid the turmoil of the world’s markets.

See More On: Mutual Funds

June 23, 2010

How to Play Treasuries in Response to U.S. Deficit and Deflation Fears

Jeffrey Gundlach says the U.S.’s enormous debt load spells deflationary pressures for some time to come. That’s why he likes Treasuries.

See More On: Mutual Funds | Economic Outlooks

June 22, 2010

A Different Kind of Rising-Dividend Fund

Despite the fund’s name, many of the holdings inside Fidelity Dividend Growth stiff shareholders.

See More On: Mutual Funds | Stocks & Bonds

June 16, 2010

A Worthy Replacement for a Star Manager

The once-revered Bill Miller is expected to hand the reins of Legg Mason Value to his soon-to-be co-manager Sam Peters.

See More On: Mutual Funds

June 10, 2010

Secrets of a Top Fund Manager

The longtime manager of Fidelity Low-Priced Stock tells how he built his fabulous record and how he’s reacting to wild markets.

See More On: Mutual Funds

May 26, 2010

The Vanguard Dog That Just Won’t Die

For the past decade, Vanguard U.S. Growth has puttered along with poor to mediocre performance. But Vanguard stands by the fund.

See More On: Mutual Funds

May 20, 2010

A Fund That Focuses on Financially Strong Companies

Buffalo Mid Cap's holdings have rock-solid balance sheets and many have no debt.

See More On: Mutual Funds

May 14, 2010

Farewell to a Kiplinger 25 Fund

Meridian Growth replaces T.Rowe Price Mid-Cap Growth, which is closing to new investors.

See More On: Mutual Funds

April 20, 2010

A Bear Turns Bullish

The manager of Baron Small Cap is buying shares of stocks that should do well as the economy rebounds.

See More On: Mutual Funds

April 13, 2010

Lower Your Expectations for Bonds

The manager of Dodge & Cox Income says last year's stellar returns are unlikely to recur.

See More On: Mutual Funds

April 6, 2010

This Emerging Markets Fund Is on Fire

T. Rowe Price Emerging Markets Stock has posted stellar returns by favoring developing nations with strong finances and domestic consumption.

See More On: Mutual Funds

March 29, 2010

The Case for Low-Turnover Funds

Funds that hold onto stocks longer tend to let investors hang on to more of their assets.

See More On: Mutual Funds

March 16, 2010

Buy Load Funds Without the Load

A new Web site, InvestForLess, lets you skip the sales charge on funds, for a reasonable annual fee.

See More On: Mutual Funds

March 10, 2010

Three Simple, Stellar Portfolios

All of our simple portfolios -- assembled 14 months ago by a variety of investing gurus -- have done well, but two have cleaned up, with one trouncing the S&P 500 and the other beating a bond benchmark.

See More On: Mutual Funds

February 17, 2010

Investing Insights From a Top Fund Manager

Morningstar's 2009 manager of the year, Bruce Berkowitz, says that his best investments have been those shunned by the crowd.

See More On: Mutual Funds

February 4, 2010

The Glitter of Precious-Metals ETFs

These five exchange-traded funds give investors a stake in gold, silver, platinum and palladium.

See More On: ETFs

February 2, 2010

Discount Brokers Lower Fees in Battle Over ETFs

Fidelity lowers its commissions, raises the stakes in its rivalry with Charles Schwab.

See More On: ETFs | Mutual Funds

January 26, 2010

A Two-Fund Portfolio?

Investment guru Charles Ellis says the simpler, the better.

See More On: Mutual Funds

January 20, 2010

The Dangers of Leveraged ETFs

There are plenty, but these funds can have a place in your portfolio.

See More On: ETFs

January 19, 2010

Time to Trim Junk-Bond Holdings

The leading high-yield manager of 2009 says these bonds are getting expensive.

See More On: Mutual Funds

January 14, 2010

When a Manager Leaves a Fund Should You?

Before you head for the exit, see who’s waiting in the wings.

See More On: Mutual Funds

December 31, 2009

The Best Funds of 2009

Birmiwal Oasis and Aegis Value take top honors among actively managed, diversified, domestic stock funds.

See More On: Mutual Funds

December 23, 2009

ETFs for a Falling Dollar

Exchange-traded funds that invest in foreign currencies, commodities and overseas stocks can help protect your portfolio when greenback falls again.

See More On: ETFs

December 14, 2009

Steer Clear of Hedge-Fund ETFs

These relatively new exchange-traded funds don’t have long enough track records for us to recommend them.

See More On: ETFs | Mutual Funds

December 2, 2009

The Secret of Pimco Commodity's Success

Investing in Treasury inflation-protected securities has paid off for this member of the Kiplinger 25.

See More On: Mutual Funds

November 30, 2009

Muhlenkamp Fund Is Redeemed

A top fund that hit a rough patch is back in form, and the manager is bullish on high-quality technology and health-care stocks.

See More On: Mutual Funds

November 20, 2009

Pimco Total Return's Hidden Risks

Bill Gross relies heavily on derivatives to execute his bets at this mammoth fund.

See More On: Mutual Funds

November 5, 2009

Schwab Launches Commission-Free ETFs

The expense ratios on the new exchange-traded funds from the nation's largest discount broker also are super low.

See More On: ETFs | Mutual Funds

October 25, 2009

Loomis Sayles Bond Is Back

After a painful year of losses, this fund’s bet on corporate bonds has paid off. Now management is growing cautious.

See More On: Mutual Funds | Stocks & Bonds

October 23, 2009

4 Great Global Funds

Consider these funds if you can invest in them through a 401(k) or adviser so you can avoid the sales charge.

See More On: Mutual Funds

October 23, 2009

3 New Funds From Proven Managers

These tested individuals have launched new offerings for investing in currencies, global small caps and emerging markets.

See More On: Paying for College

October 22, 2009

Why We're Not Endorsing This Kid-Themed Fund

Bob Bacarella's Monetta Young Investor has some good features, including a tuition-reward program, but we're not sold on the fund or the manager.

See More On: Mutual Funds

October 21, 2009

5 Merger Funds With Steady Returns

If you want to dabble in merger arbitrage, leave it to the experts who run these funds.

See More On: Mutual Funds

October 15, 2009

Akre Focus Joins the Kiplinger 25

Chuck Akre’s experience is the key factor in our decision to replace FBR Focus.

See More On: Mutual Funds

October 7, 2009

A New Source for Mutual Fund Picks

Standard & Poor’s new fund-ranking system uses individual stock analysis to generate an opinion on funds.

See More On: Mutual Funds

October 1, 2009

Substitutes for Stable-Value Funds

If your employer's retirement plan doesn't offer a stable-value fund, consider one of these instead

See More On: Mutual Funds

September 28, 2009

The New Green Fund on the Block

Leuthold Global Clean Technology -- although from an established fund company -- might not be your best choice if you're looking to add a little green to your portfolio.

See More On: Mutual Funds

September 23, 2009

Funds Back From the Dead

These 12 funds that were down and out even before the bear market started have sprung back to life and should continue posting healthy returns.

See More On: Mutual Funds

September 17, 2009

A Formula for Bull and Bear Markets

Jensen Portfolio fund's performance has beaten the S&P 500 over the past ten years -- with less risk.

See More On: Mutual Funds

September 14, 2009

3 Funds That Fight Inflation

These funds invest in a blend of asset classes with an aim of delivering good after-inflation returns.

See More On: Mutual Funds

September 9, 2009

Commodities ETFs Squeezed by Uncertainty

Some exchange-traded funds have stopped issuing shares as regulators consider limits on commodities investing.

See More On: ETFs

September 8, 2009

The Kiplinger 25 Recovers

As bad as 2008 was, our favorite funds are having a banner 2009.

See More On: Mutual Funds

September 2, 2009

Racing Toward Disaster?

Soaring budget deficits threaten the economy and the stock market, says veteran fund manager Bob Rodriguez.

See More On: Mutual Funds

August 31, 2009

A Fundamentally Better Index?

Index funds that weight companies by measures other than market value may offer better returns.

See More On: Mutual Funds

August 12, 2009

One Fund to Own It All

Consider a global balanced fund, which taps the world's stock and bond markets, if you want just a single fund for your portfolio.

See More On: Mutual Funds

August 6, 2009

Future of Top Fund Suddenly Out of Focus

The longtime manager of FBR Focus, a Kiplinger 25 fund, is leaving to start his own fund.

See More On: Mutual Funds

August 5, 2009

6 Funds That Cut Risk

Diversify your portfolio with these funds that don't move in tandem with the stock market.

See More On: Mutual Funds

August 5, 2009

3 Quirky ETFs Are Beating the Market

Exchange-traded funds that target insider buying, spinoffs and share buybacks have taken off.

See More On: Mutual Funds | ETFs

July 21, 2009

5 Top Emerging-Markets Funds

These funds boast top-notch performance and low fees. Best of all: They let you tap future growth in developing countries.

See More On: Mutual Funds

July 20, 2009

Big Gains, Big Pain

Janus Overseas has been on a roll this year, but its heavy weighting in emerging markets might hurt you.

See More On: Mutual Funds

July 15, 2009

How to Tap Foreign Bonds and Currencies

Templeton Global Bond Fund gives investors exposure to up to 30 countries -- with good returns, too.

See More On: Mutual Funds

July 12, 2009

Three Simple, Successful Portfolios

In January, we asked the experts to recommend low-cost funds. Their portfolios have gained from 7% to 17% so far.

See More On: Mutual Funds

June 22, 2009

Going Abroad for Dividends

Tweedy, Browne Worldwide High Dividend Yield Value fund has a portfolio filled with high-yielding overseas stocks.

See More On: Mutual Funds

June 18, 2009

Funds That Profit From a Falling Dollar

Long-term the greenback is headed down. Insulate your wealth against its decline with these funds.

See More On: Mutual Funds

June 16, 2009

Baron Small Cap Gets a Makeover

Manager Cliff Greenberg has remade his fund's portfolio with battered shares of high-quality companies.

See More On: Mutual Funds

June 15, 2009

Balanced Funds Take the Edge Off Stocks

A fund that mixes stocks and bonds makes for a smoother ride. Here are six top picks.

See More On: Mutual Funds

June 11, 2009

Vanguard Shrinks Its Treasury Fund Offerings

But bond powerhouse Pimco recently launched an exchange-traded fund that invests in short-term Treasuries and plans to launch six more Treasury ETFs.

See More On: Mutual Funds

June 2, 2009

Low-Risk Commodities Investing

These two investments harness the stomach-churning ups and downs to deliver stable and solid returns.

See More On: Mutual Funds

May 29, 2009

A Tipping Point In Bonds?

Treasuries and municipal bonds could be on treacherous ground.

See More On: Mutual Funds

May 28, 2009

Tom Marsico Is Pound-the-Table Bullish

The veteran fund manager says he hasn't seen stocks this cheap since 1982 -- but he's still sticking to best-of-breed companies.

See More On: Mutual Funds

May 18, 2009

How We Pick the Kiplinger 25

Despite the past year's carnage, these funds remained our favorites. Here's why.

See More On: Mutual Funds

May 15, 2009

Betting on Asia and Europe

A new fund from the illustrious Mutual Series family aims to make a name for itself by digging up bargains in these markets.

See More On: Mutual Funds

May 13, 2009

Putnam Exec: Worst Is Likely Over

The president of Putnam Investments says there are reasons to be confident and encourages baby-boomers to get off the sidelines if they want to recoup their savings.

See More On: Mutual Funds

May 12, 2009

Bullish on Banks -- Again

The manger of FBR Large Cap Financial and FBR Small Cap Financial funds says the industry -- which he soured on two years ago -- should do well the next three to five years.

See More On: Mutual Funds

April 30, 2009

Should You Buy Toxic-Asset Funds?

The yields on busted mortgage bonds are alluring, but be careful.

See More On: Mutual Funds

April 21, 2009

First Eagle Global Ushers in a New Era

Jean-Marie Eveillard steps aside. Now what?

See More On: Mutual Funds

April 1, 2009

A Portfolio of Great Companies at Cheap Prices

The manager of Longleaf Partners says his fund holds stocks with the potential for big returns.

See More On: Mutual Funds

March 24, 2009

A Dividend ETF Goes Astray

A fund based on a perfectly reasonable strategy performed miserably over the past year because it gorged on financial stocks.

See More On: Mutual Funds

March 13, 2009

In Pursuit of Rising Dividends

Looking for companies that actually are boosting distributions in this economic slump? You'll find plenty in Vanguard Dividend Growth's portfolio.

See More On: Mutual Funds

March 12, 2009

Avoid This Principal-Protection Fund

The new S&P 500 Capital Appreciation sounds great ... until you read the fine print.

See More On: Mutual Funds

March 9, 2009

A One-Stop Investing Solution

Looking for a balanced fund with consistent performance? Consider Oakmark Equity & Income.

See More On: Mutual Funds

March 6, 2009

Another Fund Favorite Falls on Tough Times

Once-stellar Northeast Investors Trust now is at the bottom 10% of its category. Can the managers turn things around?

See More On: Mutual Funds

March 4, 2009

Play Rising Gold Prices With This Fund

John Hathaway, manager of Tocqueville Gold, says fretful investors could drive the price of this precious metal higher for years to come.

See More On: Mutual Funds

February 18, 2009

Believe It or Not, Bulls Still Exist

Jerry Jordan, manager of Jordan Opportunity fund, expects a big market rally in the second quarter. But he's not so optimistic about the economy.

See More On: Mutual Funds

February 11, 2009

Two Fidelity Funds Reopen

Their managers have been gravitating toward defensive stocks and companies generating good cash flows.

See More On: Mutual Funds

February 2, 2009

Three Sectors for the Recovery

These areas -- and funds that focus on them -- should do well when the recession ends. Plus, two sectors to weather the downturn.

See More On: Mutual Funds

January 30, 2009

Place a Bet Against Uncle Sam

If you think easy money and staggering deficits will lead to inflation, consider investing in an inverse bond fund.

See More On: Mutual Funds

January 27, 2009

Three Simple Portfolios

We asked the experts to recommend low-cost funds for the long term.

See More On: Mutual Funds

January 26, 2009

Play the REIT Rebound

Real estate investment trusts could rally once credit markets start to heal. Here are two funds to ride the recovery.

See More On: Mutual Funds

January 15, 2009

A Contrarian Fund Hangs Tough

Royce Special Equity had a bang-up 2008, compared with the competition, by following its time-tested approach.

See More On: Mutual Funds

December 22, 2008

The Miracle of Treasury-Bond Funds

Not everything lost in 2008, but Treasuries' winning streak will end when the economy improves.

See More On: Mutual Funds

October 31, 2008

A Disastrous Year for the Kiplinger 25

We dropped one fund that performed especially bad and replaced it with a less-risky one.

See More On: Mutual Funds

October 16, 2008

A Fund With Low Volatility

Permanent Portfolio is having a rough year, but not nearly as bad as the rest of the market.

See More On: Mutual Funds

October 15, 2008

Outrageous Opportunities in Closed-End Funds

Some of these funds have jaw-dropping yields now and are trading at deep discounts, but they'll take you on a wild ride.

See More On: Mutual Funds

October 9, 2008

Why This Kiplinger 25 Fund Has Tumbled

Big stakes in Russia and medium-size companies have sent the usually consistent T. Rowe Price Emerging Markets Stock down 50% over the past year.

See More On: Mutual Funds

October 6, 2008

A Fund That's Actually Making Money

Hussman Strategic Growth is in the black thanks to its long-short positions.

See More On: Mutual Funds

October 2, 2008

Avoiding the Temptation of Beaten-Down Stocks

The managers of First Eagle Overseas -- a fund that's never had a losing year -- aren't finding cheap shares of battered financial companies appealing.

See More On: Mutual Funds

September 25, 2008

No Tax Bill if You Hold This Fund

Fidelity Tax Managed Stock uses several strategies to avoid generating capital-gains distributions.

See More On: Mutual Funds

September 24, 2008

Money-Market Funds: Now a Safer Haven

New insurance coverage will add an extra layer of protection for investors -- but only if fund managers opt to participate in the temporary program.

See More On: Mutual Funds

September 23, 2008

A Fund That Beats Inflation

If you want the value of your savings to stay ahead of rising prices, consider Pimco All Asset.

See More On: Mutual Funds

September 22, 2008

Ken Heebner Is Bullish on Bank Stocks

The famed fund manager says consolidation in the financial sector should lead to higher profit margins for some companies.

See More On: Mutual Funds

September 18, 2008

Advice From a Bear Fund Manager

Buy gold, save money and cut expenses, says David Tice, whose fund is up 10% in this volatile market.

See More On: Mutual Funds

September 17, 2008

Is Your Money-Market Fund Still Safe?

Most likely yes. But these steps will lessen the likelihood that your money will be at risk.

See More On: Mutual Funds

September 15, 2008

The Bright Side of the Financial Fallout

T. Rowe Price Capital Appreciation fund's David Giroux is finding companies that will emerge stronger from the current crisis.

See More On: Mutual Funds

September 11, 2008

Gulf Coast Stocks Hold Strong

Hancock Horizon Burkenroad fund continues to thrive on its narrow geographic focus -- largely thanks to oil stocks.

See More On: Mutual Funds

September 9, 2008

Two Value Funds to Watch

The relatively new Prospector Capital Appreciation Fund and Prospector Opportunity Fund are faring well in this lousy market.

See More On: Mutual Funds

September 4, 2008

Winning With Out-of-Favor Stocks

The Sound Shore fund succeeds by picking companies with beaten down shares poised for a rebound.

See More On: Mutual Funds

August 28, 2008

Three Winning Portfolios

These index funds will help you meet your short-, medium- and long-term savings goals.

See More On: Mutual Funds

August 25, 2008

Jensen Portfolio Keeps It Simple

Leave the market frenzy behind. This fund looks for durable businesses, holds them for the long haul and delivers decent returns.

See More On: Mutual Funds

August 21, 2008

Little Dogs With Big Fight

In a losing market, Heartland Value Plus is winning with cheap, small-company stocks.

See More On: Mutual Funds

August 18, 2008

Two Great Asian Funds to Reopen

If you have an appetite for risk, go with Matthews Pacific Tiger. Otherwise, stick with Matthews Asian Growth & Income.

See More On: Mutual Funds

August 14, 2008

Finding Survivors in the Financial-Sector Wreckage

David Ellison, who manages FBR Large Cap Financial and FBR Small Cap Financial, is using formulas he hasn't used since the savings-and-loan crisis to find stocks.

See More On: Mutual Funds

August 11, 2008

Where Oakmark's Bill Nygren Went Wrong

The manager of this former Kiplinger 25 fund admits that investing in housing and mortgage-related stocks was a mistake. Can he repair the damage?

See More On: Mutual Funds

August 7, 2008

Where Deals in Oil Stocks Are

The manager of Guinness Atkinson Global Energy looks for companies with relatively cheap share prices that will rise faster than oil prices.

See More On: Mutual Funds

August 4, 2008

Winning With Smaller, Unloved Companies

The managers of Delafield Fund produce good results in down markets by using a contrarian approach to stock picking.

See More On: Mutual Funds

July 31, 2008

Forester Value: Making a Comeback

After several years of poor performance, this large-company value fund now is number one in its class.

See More On: Mutual Funds

July 28, 2008

Finding Value in Natural Resource Stocks

The managers of RS Global Natural Resources look for bargains and produce an impressive record doing so.

See More On: Mutual Funds

July 24, 2008

The Turnaround in Financial Stocks

One fund manager says he's never seen so many opportunities in the U.S. financial sector as he does today.

See More On: Mutual Funds

July 21, 2008

A Fund That Does It All

Want to own both stocks and bonds from around the world? BlackRock Global Allocation is great for doing just that.

See More On: Mutual Funds

July 17, 2008

A Stock Fund That Rarely Loses Money

TFS Market Neutral is beating the market with a fraction of the volatility.

See More On: Mutual Funds

July 15, 2008

A Seasoned Fund Manager

When shopping for a mutual fund, it's the manager that matters. And with 35 years of experience, the head of UMB Scout International is one worth investing in.

See More On: Mutual Funds

July 10, 2008

T. Rowe Price Small-Cap Value Reopens

Investors can now get in on this benchmark-beating fund that knows how to minimize risk.

See More On: Mutual Funds

July 7, 2008

Bridgeway Balanced: Steady Performer

This unusual balanced fund from a first-rate firm grinds out consistent returns with low volatility.

See More On: Mutual Funds

July 3, 2008

Three Value Managers Talk Stocks

Diane Jaffee, John Osterweis and Ralph Shive share their insights on the market.

See More On: Mutual Funds

June 30, 2008

Betting on Continued Growth in Asia

The manager of Wells Fargo Advantage Asia Pacific expects the markets in China and India to bounce back from a rotten year.

See More On: Mutual Funds

June 27, 2008

An Inflation-Combating Fund

Fidelity Strategic Real Return has produced impressive returns this year by building protection against rising prices into its portfolio.

See More On: Mutual Funds

June 26, 2008

Where the Bargains Are

Two veteran fund managers talk at the Morningstar Investing Conference about what stock deals they're buying now -- and what to avoid.

See More On: Mutual Funds

June 23, 2008

5 Questions for a Global Fund Manager

Emerging Markets Portfolio manager Simon Hallett shares his outlook for emerging markets and what stocks he likes now.

See More On: Mutual Funds

June 19, 2008

Fidelity Jumps on the 130/30 Bandwagon

There's no rush to climb aboard a new fund that leverages and sells short.

See More On: Mutual Funds

June 16, 2008

Global Balanced ETFs: Worth a Look

Because of the lack of choices among global balanced funds, consider these three exchange traded funds from PowerShares.

See More On: Mutual Funds

June 15, 2008

Vanguard's Problem Child

Why can't the fund company get U.S. Growth to perform better?

See More On: Mutual Funds

June 9, 2008

A Low-Risk Fund for This Market

The cautious approach of FPA Crescent's manager has generated great returns for this no-load fund, which recently reopened to new investors.

See More On: Mutual Funds

June 4, 2008

A Growth Trifecta

By investing in stocks that pay dividends in foreign currencies, Matthews Asia Pacific Equity Income gives you three ways to win.

See More On: Mutual Funds

June 3, 2008

Tackle Inflation with These Funds

Inverse treasury funds offer a direct bet on rising interest rates, but proceed with caution.

See More On: Mutual Funds

May 29, 2008

Third Avenue Small-Cap Value Reopens

Investors now have a chance to get in on a fund that minimizes the downside risk and provides plenty of upside.

See More On: Mutual Funds

May 22, 2008

Low Risk But Not Always Safe

Despite a cautious approach to stockpicking, FAM Equity Income has had a rough time lately.

See More On: Mutual Funds

May 20, 2008

Unconventional Holdings for a Growth Fund

Brandywine Blue produces solid results with stocks you usually wouldn't expect for this type of fund.

See More On: Mutual Funds

May 16, 2008

Parnassus: Doing Well by Doing Good

This fund, which avoids tobacco and similar companies, outpaces the market.

See More On: Mutual Funds

May 12, 2008

Ivy Asset Strategy's Hot Streak

The talented Mike Avery gets great returns for his fund with his picks from around the world.

See More On: Mutual Funds

May 8, 2008

New Way to Ride Nuclear's Revival

A recently launched ETF provides access to an industry that's making a comeback.

See More On: Mutual Funds

May 5, 2008

This Fund Is on Fire

Pimco CommodityRealReturn Strategy's outstanding results so far this year aren't the only reason to like this Kiplinger 25 member.

See More On: Mutual Funds

May 2, 2008

Al Frank Fund: Long-Term Winner

This fund's well-diversified portfolio holds more than 200 stocks and had only one down year over the past nine years.

See More On: Mutual Funds

April 28, 2008

Dodge & Cox Goes Global

The firm's fifth fund will combine the best of its domestic and international funds.

See More On: Mutual Funds

April 24, 2008

Three Small-Company Value Funds Reopen

Once high fliers, these funds are having to seek new investors to compensate for an exodus of shareholders.

See More On: Mutual Funds

April 21, 2008

Not Your Usual Fund

Once the managers of Kinetics Paradigm find a company they like, they often end up investing in pretty much the entire industry.

See More On: Mutual Funds

April 17, 2008

Superb Record Put to the Test

The father-son team behind Auer Growth tries to extend their amazing personal performance to a new mutual fund.

See More On: Mutual Funds

April 14, 2008

Bob Rodriquez's Gloomy View

The ace fund manager expects a subdued economic recovery and mediocre returns from both stocks and bonds over the next few years.

See More On: Mutual Funds

April 10, 2008

For a Limited Time Only: A Legendary Manager

Investors in First Eagle Global may not be able to count on Jean-Marie Eveillard running the fund for much longer.

See More On: Mutual Funds

April 7, 2008

Jim Barrow's Take on the Market

The veteran manager of Vanguard Windsor II and Vanguard Selected Value tells us where he sees bargains.

See More On: Mutual Funds

April 4, 2008

AlphaTrak 500: Trying to Beat the Market

This enhanced index fund is lagging this year but it could be a good choice if you expect stocks to rebound soon.

See More On: Mutual Funds

March 31, 2008

Dodge & Cox Stock Joins the Kiplinger 25

We're glad this fund, with a superb long-term record and rock-bottom fees, reopened its doors to new investors.

See More On: Mutual Funds

March 27, 2008

Fidelity Mega Cap: Investing in Giants

The fund's new manager brought with him a new investment process that he hopes will boost returns.

See More On: Mutual Funds

March 24, 2008

A Smooth Sailing Muni Fund

Mark Sommer has skillfully steered Fidelity Intermediate Municipal Income through a volatile market.

See More On: Mutual Funds

March 20, 2008

Bear Funds: Worth the Risk?

Like the name implies, these funds aim to make money when the market tanks, but they have varying success.

See More On: Mutual Funds

March 18, 2008

Three Funds That Cut Risk

These hedge-like mutual funds should hold up well in a bear market.

See More On: Mutual Funds

March 10, 2008

T. Rowe Price Equity Income: Solid Returns

This Kiplinger 25 fund has a long history of beating the Standard & Poor's 500-stock index.

See More On: Mutual Funds

March 6, 2008

Bullish on Eastern Europe

The manager of Julius Baer International Equity II sees plenty of growth opportunities in Russia, Poland and Hungary.

See More On: Mutual Funds

March 3, 2008

A Generational Change at Baron Asset

After 21 years at the helm, Ron Baron has handed over management of one of his funds.

See More On: Mutual Funds

March 2008

Two Wasatch Funds Reopen

Small Cap Growth and Core Growth have struggled lately, but we think they should get their mojo back.

See More On: Mutual Funds

February 28, 2008

Marsico 21st Century: Outstanding Returns

Cory Gilchrist, manager of this Kiplinger 25 member, hit some home runs in the past year with his stock picking. Will his winning streak continue?

See More On: Mutual Funds

February 25, 2008

Don't Worry About Vanguard's Manager Turnover

A seasoned pro is stepping down, but some well-qualified replacements are lined up to take over his three funds.

See More On: Mutual Funds

February 22, 2008

The High Price of Precious Metals

Gold, silver and platinum have surged lately. If your portfolio has funds that invest in them, it might be time to sell and lock in some gains.

See More On: Mutual Funds

February 21, 2008

More Ways to Invest in India

Two exchange-traded funds focusing on this fast-growing nation debut this month.

See More On: Mutual Funds

February 19, 2008

Castro No, CUBA Sí

A closed-end fund gets a boost from word that the dictator has resigned as president.

See More On: Mutual Funds

February 18, 2008

Say Goodbye to Another Kip 25 Fund

Buy Excelsior Value & Restructuring soon, before it converts to a load fund.

See More On: Mutual Funds

February 14, 2008

A Fund That's Actually Up

Wasatch Strategic Income has eked out a gain while most funds have taken a hit this year.

See More On: Mutual Funds

February 11, 2008

Selected American Shares: Stocking up on Financials

Chris Davis, manager of this Kiplinger 25 fund, says now is the time to buy the stock of banks and insurance companies.

See More On: Mutual Funds

February 7, 2008

Growth Fund of America: Defying the Rules

Employing a unique stock-picking approach, the nation's largest mutual fund delivers impressive performance.

See More On: Mutual Funds

February 5, 2008

A Patient Approach at Harbor International

Holding stocks for the long term has helped this fund outpace its peers.

See More On: Mutual Funds

January 31, 2008

Bill Gross on the Markets and the Economy

A recession is probably under way, says the Pimco bond guru, so the best deal today may be in municipal bonds.

See More On: Mutual Funds

January 29, 2008

Where to Place Bond Bets

In this turbulent market, the manager of Loomis Sayles Bond favors foreign bonds, investment-grade U.S. corporate IOUs and Treasuries.

See More On: Mutual Funds

January 24, 2008

Chasing Cheap Stocks

Pinnacle Value manager John Deysher uses a successful strategy of buying out-of-favor shares of small companies.

See More On: Mutual Funds

January 22, 2008

No Love for Junk Bond Funds

Pax World High Yield may be poised to outperform its peers, but it faces strong headwinds.

See More On: Mutual Funds

January 17, 2008

Running out of Momentum

Driehaus International Discovery racked up great returns in 2007 but could be out of steam for the near term.

See More On: Mutual Funds

January 15, 2008

Fidelity Magellan Reopens

Investors now have a shot at experiencing at least a little bit of this famous fund's former glory.

See More On: Mutual Funds

January 14, 2008

Tap Into Commodities With ETFs and ETNs

Diversify your portfolio with these three picks that should benefit from rising demand for agricultural products.

See More On: Mutual Funds

January 10, 2008

Loomis Sayles Mid Cap Growth's Winning Streak

This risky fund scored big in 2007, but it's no one-hit wonder.

See More On: Mutual Funds

January 7, 2008

A Red Hot Momentum Fund

American Century Legacy Focused Large Cap returned a whopping 47% last year. Can it continue its success?

See More On: Mutual Funds

January 3, 2008

The Case for Global Funds

If you think there are better values overseas than at home, consider these five picks for foreign exposure.

See More On: Mutual Funds

January 2, 2008

An Investor's Guide to CGM Focus

Ken Heebner's flagship, one of the Kiplinger 25, is the talk of the fund world. Before investing, though, know its risks.

See More On: Mutual Funds

December 27, 2007

Most Disappointing Funds of '07

These three performed poorly and failed to live up to expectations.

See More On: Markets

December 21, 2007

Third Avenue International Value Reopens

Add to your portfolio's diversification with a fund that holds stocks few others own.

See More On: Mutual Funds

December 20, 2007

New Management for T. Rowe Price Growth Stock

Rob Bartolo is already putting his stamp on this Kiplinger 25 member by overhauling the fund's holdings.

See More On: Mutual Funds

December 17, 2007

An Under-the-Radar Overseas Fund

Thomas White International's low-key approach has proved consistent and rewarding.

See More On: Mutual Funds

December 13, 2007

Bruce Fund Falls Back to Earth

Investing in this fund takes a leap of faith, especially given its poor performance this year.

See More On: Mutual Funds

December 10, 2007

Update on Hedge Fund-Like Funds

Here's how our picks for funds that use hedging strategies have weathered the recent stormy markets.

See More On: Mutual Funds

December 3, 2007

Two Worthy Funds Re-Open

Wasatch Ultra Growth and Wasatch Small Cap Value excel at finding quality in small companies.

See More On: Mutual Funds

December 2007

Two Morgan Keegan Funds Crash and Burn

After years of flying high, Jim Kelsoe's bond funds have lost half their value this year.

See More On: Mutual Funds

November 29, 2007

Low-Risk Stock Funds Revisited

A year ago, we picked seven stock funds we thought could fare well in a downturn. Let's see how they have done.

See More On: Mutual Funds

November 26, 2007

High Price to Pay for a Green Fund

The new DWS Climate Change applies a much broader approach to stock picking than other green-minded funds, but watch out for its hefty fees.

See More On: Mutual Funds

November 21, 2007

A Better Way of Indexing?

Jason Hsu, one of the creators of fundamental indexing, answers our questions about the origins of this method and how it is holding up in the real world.

See More On: Mutual Funds

November 19, 2007

Fidelity Launches Three New Funds

Two of the fund giant's latest offerings give investors international exposure, while the other gives instant asset allocation.

See More On: Mutual Funds

November 15, 2007

Chicken Little Growth Gets Cooked

The rapid rise and fall of this gimmicky fund illustrates all the traits of a classic bad investment.

See More On: Mutual Funds

November 12, 2007

Three Top Tech Funds

These funds are worth a look even if the year's rally continues to fizzle.

See More On: Mutual Funds

November 8, 2007

How Have the Kiplinger 25 Fared?

It's been a tough year for the markets, but our picks for the top no-load funds have held up well.

See More On: Mutual Funds

November 5, 2007

ETFs That Let You Short Sell

You can bet on a stock's decline with these ProShares funds -- but tread with caution.

See More On: Mutual Funds

November 1, 2007

Muhlenkamp Fund Falls on Hard Times

The performance of this Kiplinger 25 member has lagged lately, but it still has a fine long-term record.

See More On: Mutual Funds

October 29, 2007

Fidelity Growth Discovery Soars

This fund has taken off since it gained a new manager and new strategy earlier this year.

See More On: Mutual Funds

October 25, 2007

Tapping Truly Emerging Markets

The new T. Rowe Price Africa & Middle East fund gives investors access to stock exchanges that only recently opened to foreign investors.

See More On: Mutual Funds

October 22, 2007

Great Plays for a Weak Dollar

These two bond funds that invest in foreign debt get a boost from the greenback's decline.

See More On: Mutual Funds

October 18, 2007

Best Ways to Invest in BRICs

These two exchange-traded funds let you profit from the booming economies of Brazil, Russia, India and China.

See More On: Mutual Funds

October 15, 2007

A Small Growth Fund on a Roll

Aston/Veredus Aggressive Growth has a choppy history, but the timing may be right for daring investors.

See More On: Mutual Funds

October 11, 2007

The Kiplinger 25 Says Goodbye to Champlain

Here are two worthy replacements for a stellar fund that will fall off our top mutual fund list as it closes to new investors.

See More On: Mutual Funds

October 8, 2007

A New Breed of Retirement Fund

The latest offerings from Fidelity and Vanguard will give investors the opportunity to collect a monthly payout while their assets continue to grow.

See More On: Mutual Funds

October 4, 2007

A No-Load Clone of a Top-Notch Fund

With Harbor Large Cap Value, investors can get the same winning strategy Rick Helm uses for Cohen & Steers Dividend Value fund -- but without the hefty sales load.

See More On: Mutual Funds

October 2, 2007

Excelsior Under New Management

Value & Restructuring, as well as the 35 other Excelsior funds, are still commission-free despite being sold to an adviser that levies sales charges.

See More On: Mutual Funds

September 28, 2007

Champlain Small Company Closing Its Doors

This Kiplinger 25 fund won't be open to new investors soon.

See More On: Mutual Funds

September 28, 2007

A Little-Known Fund from a Proven Outfit

The manager of Lazard International Strategic Equity expects this fund to shine with the same investment approach Lazard Asset Management has used successfully for ten years.

See More On: Mutual Funds

September 24, 2007

FBR Small Cap's Controversial Change

This successful fund has created a stir by announcing it will become FBR Focus and modify its prospectus. The investment style will remain the same, though.

See More On: Mutual Funds

September 20, 2007

Extensive Research at New River Small Cap

The managers of this fund will travel across the world to investigate a company before adding it to their holdings.

See More On: Mutual Funds

September 17, 2007

Avoid a Weak Dollar With Merk Hard Currency

As the value of the greenback declines, Americans ought to consider diversifying some of their savings out of their own currency, the manager of this fund says.

See More On: Mutual Funds

September 14, 2007

A New Opportunity With Masters International

With a stable of well-regarded money managers, this top performer has opened up its doors again.

See More On: Mutual Funds

September 13, 2007

Janus Twenty in New, Steady Hands

Don't expect big changes as Ron Sachs takes over the reigns of this fund from Scott Schoelzel.

See More On: Mutual Funds

September 10, 2007

Tweedy, Browne's New Fund

Worldwide High Dividend Yield Value offers investors several reasons to be optimistic its prospects.

See More On: Mutual Funds

September 6, 2007

Merger Fund Feels Credit Squeeze

This fund took a hit as financing troubles put a damper on the buyout boom, but it still is worthy of consideration.

See More On: Mutual Funds

August 30, 2007

A Simple Strategy for Fidelity Value Strategies

Matt Friedman's sound and disciplined stock-picking approach has produced solid results for this fund.

See More On: Mutual Funds

August 27, 2007

A Go-Anywhere Fund

Legg Mason Partners Capital cuts across company sizes and investment styles.

See More On: Mutual Funds

August 24, 2007

The Insightful Ken Heebner

Not only did the manager of CGM Focus foresee the subprime mortgage mess, but he also realized there would be a bright side to it. So he picked his stocks accordingly.

See More On: Mutual Funds

August 23, 2007

Closed-End Bargains Beckon

Many of these funds are selling at a deep discount. Here are three good buys for growth or income.

See More On: Mutual Funds

August 20, 2007

Fly to Quality on These Funds

High quality growth companies are due for a comeback, particularly in light of a weakening economy.

See More On: Mutual Funds

August 17, 2007

Five More Funds for Tough Times

The market volatility isn't over yet. So here are funds that will offer a smoother ride.

See More On: Mutual Funds

August 13, 2007

A Consistent Performer

Keeping cash on hand has helped Fairholme fund seize opportunities in bear and bull markets.

See More On: Mutual Funds

August 9, 2007

Junk Bond Funds Take a Beating

Northeast Investors has a solid record, but you should invest only if you can handle some volatility.

See More On: Mutual Funds

August 8, 2007

Controlling Risk With International Stocks

Thornburg International Value has a history of holding up relatively well during downturns.

See More On: Mutual Funds

August 6, 2007

How the Kiplinger 25 Are Handling the Market Turbulence

Some of our favorites have taken a beating over the past couple of weeks. Others are little affected.

See More On: Mutual Funds

August 3, 2007

Socially Screened Alternative Energy

Producing green power isn't enough to get a company into Calvert Global Alternative Energy. It also has to meet the fund's lofty standards for goodness.

See More On: Mutual Funds

July 31, 2007

Take Shelter in a Top-Notch Muni Fund

This muni fund harnesses Fidelity's research machine to generate low-risk tax-favored income.

See More On: Mutual Funds

July 27, 2007

Investing According to GARP (With a Twist)

Rainier Large Cap Equity uses its own tricks to find stocks of fast-growing companies selling at reasonable prices.

See More On: Mutual Funds

July 24, 2007

Third Avenue Real Estate Value Looks Abroad

This excellent real estate fund now scouts for growth in Britain and Asia. There's every reason why its noted discipline can travel well.

See More On: Mutual Funds

July 23, 2007

T. Rowe Price Emerging Markets Surges

Can the fund keep up its outsized returns?

See More On: Mutual Funds

July 19, 2007

Fidelity's Standout

Tom Soviero, manager of three Fidelity funds, is on a roll.

See More On: Mutual Funds

July 16, 2007

Buffalo Small Cap: Window of Opportunity

Investors temporarily have a new way to jump into this solid small-cap fund. Like other Buffalo offerings, it takes a thematic approach to investing.

See More On: Mutual Funds

July 12, 2007

A New Approach to Bond Investing

Making big-picture calls on the economy and bond market has proved problematic this year. Putnam says it's better to put the focus on individual bond selection.

See More On: Mutual Funds

July 9, 2007

Spot Closet Indexers

If your actively managed fund is hewing too closely to its benchmark index, you may be better off with a cheaper index fund.

See More On: Mutual Funds

July 6, 2007

Rough Month for a Smooth Fidelity Fund

Despite its recent dip, Fidelity Floating Rate High Income should weather any further turmoil.

See More On: Mutual Funds

July 3, 2007

Filling Up on Energy Funds

At the Morningstar conference, two veteran fund managers discuss the oil market.

See More On: Mutual Funds

July 2, 2007

The Trouble With Japanese Stocks

Fund manager David Herro says that for many Japanese companies, shareholder interests aren't a big enough priority.

See More On: Mutual Funds

July 2, 2007

Selected American Shares: Eye on Big Trends

Co-manager Ken Feinberg discusses key investment themes now. One idea: Look for global leaders.

See More On: Mutual Funds

June 29, 2007

Bonds: Time to Cut Risk

Fund manager Jeffery Gundlach told the Morningstar Investment Conference that the subprime mess is far from over.

See More On: Mutual Funds

June 29, 2007

Three Stars on the Horizon

These young managers at Janus, Vanguard and RiverSource have caught Morningstar's attention.

See More On: Mutual Funds

June 25, 2007

A Truly Imaginative Go-Anywhere Fund

Kinetics Paradigm marches to its own beat -- and has beaten the S&P every year since its inception.

See More On: Mutual Funds

June 21, 2007

Tight Times for Deep Value Investing

Scott Barbee, manager of Aegis Value, conserves cash when buying opportunities are scarce.

See More On: Mutual Funds

June 18, 2007

Profiting From Long-Term Trends Around the World

The managers of Julius Baer International Equity II look for big economic and industry trends. One place they're bullish: Eastern Europe.

See More On: Mutual Funds

June 14, 2007

Their Steady Strategy Has Paid Off

The managers of FMI Large Cap study a stock inside and out before adding it to their concentrated portfolio.

See More On: Mutual Funds

June 14, 2007

Loomis Sayles Bond Leads the Pack

How our bond fund picks are holding up in the face of rising interest rates.

See More On: Mutual Funds

June 11, 2007

Fairholme: Not Just a Fair-Weather Fund

This new member of the Kiplinger 25 has whipped the S&P 500 in good times and bad.

See More On: Mutual Funds

June 7, 2007

Screening the World's Bargain Bins

Polaris Global Value uses computer models to find underpriced stocks around the world. Manager Bernard Horn reveals where he sees value now.

See More On: Mutual Funds

June 6, 2007

Pax World Balanced Fund Lets You Start Small

This socially screened fund offers a ready-made stock-and-bond portfolio and requires as little as $250 to invest.

See More On: Mutual Funds

June 2007

The 25 Best Mutual Funds -- 2007

Why settle for less? These funds bear our mark of excellence.

See More On: Mutual Funds

May 31, 2007

Payback Time for Fund Investors

If you lost money because of the mutual fund rapid-trading scandal of the late 1990s and early 2000s, you may soon find a check in your mailbox. Investors are finally starting to receive compensation.

See More On: Mutual Funds

May 25, 2007

Cohen & Steers Utility Fund at Full Power

Increasing demand is fueling growth in the utility sector.

See More On: Mutual Funds

May 22, 2007

Three Large-Cap Stars in the Kiplinger 25

The S&P returned an impressive 23% over the past year, and three of our favorite big-company funds did as well or better.

See More On: Mutual Funds

May 21, 2007

Banking on the Urge to Merge

Merger fund profits by investing in takeover stocks after the deal has been announced. It's also a good way to add diversification to your portfolio.

See More On: Mutual Funds

May 17, 2007

FBR Small Cap: In Search of Compounding Machines

Chuck Akre uses a value-investing discipline to buy stocks of small growth companies.

See More On: Mutual Funds

May 14, 2007

Old-School Value Fund Re-Opens

Tweedy, Browne Value invests in companies the managers deem significantly undervalued. And it's again taking new investors.

See More On: Mutual Funds

May 10, 2007

Finding Value in Mega-Caps

Matrix Advisors Value's decision to load up on undervalued giants is finally paying off.

See More On: Mutual Funds

May 7, 2007

Foreign Small Caps: Choose Actively Managed Funds or ETFs?

ETFs turn their eyes to the international market. But they may not be the best choice for investing in small foreign companies.

See More On: Mutual Funds

May 3, 2007

Portfolio 21: A World of Green

This global fund invests nearly two-thirds of assets in overseas companies it deems environmentally friendly.

See More On: Mutual Funds

April 30, 2007

Index Funds With a Conscience

If you like the idea of socially screened funds but are bothered by their tendency to underperform the market, you may be a candidate for a socially screened index fund.

See More On: Mutual Funds

April 26, 2007

Investing Like Buffett and Graham

The managers of Oak Value aim to achieve excellence by following the examples of Warren Buffett and Benjamin Graham.

See More On: Mutual Funds

April 23, 2007

The World According to Oakmark International

For this overseas fund, bigger is better.

See More On: Mutual Funds

April 19, 2007

Bearish on Oil

The manager of this natural resources fund is looking at commodities other than crude now.

See More On: Mutual Funds

April 16, 2007

Seeking Value in Large Growth Stocks

Fund manager Bob Smith says he won't overpay for companies that can keep up the pace in a weaker economy.

See More On: Mutual Funds

April 12, 2007

Safe Harbor in Emerging Market Debt?

With newfound discipline and quality, developing nation bonds can be a good investment. We like Fidelity New Markets Income.

See More On: Mutual Funds

April 9, 2007

Right Time for Value Investing

Vanguard Selected Value's manager says he is finding quality companies at good prices now.

See More On: Mutual Funds

April 6, 2007

Growth Still in Emerging Markets?

Fund manager Chris Alderson thinks so. Brisk economic growth, plus better corporate management, could keep the run-up going.

See More On: Mutual Funds

April 3, 2007

What It Means to Be Green

Spectra Green takes a broader view of environmentally-friendly investing.

See More On: Mutual Funds

April 2, 2007

A Fund That Keeps It Steady

The manager of 1st Source Monogram Equity has guided investors smoothly through rough waters in the past.

See More On: Mutual Funds

March 29, 2007

Bargains Among Emerging-Markets Funds

These three closed-end funds look cheap compared with the value of their underlying holdings.

See More On: Mutual Funds

March 26, 2007

Long-Short Funds Can Steady Your Portfolio

These funds offer an alternative for investors looking to reduce volatility without giving up the benefits of stocks. They're also good diversifiers because they don't move in tandem with either stocks or bonds.

See More On: Mutual Funds

March 22, 2007

Looking for Dividend Stars

Vanguard Dividend Growth seeks out companies with the ability to boost payouts to shareholders.

See More On: Mutual Funds

March 19, 2007

Simple Formulas for Success

The Hennessy funds use a computer models to pick stocks. And their recipes are surprisingly straightforward.

See More On: Mutual Funds

March 15, 2007

Bill Miller's Value Bets

Where in the market does the manager of Legg Mason Value see opportunity? His answers may surprise you.

See More On: Mutual Funds

March 12, 2007

A Strong Start for This Muni Bond Fund

Dreyfus High Yield Municipal Bond fund has performed well in a hot sector of the bond market thanks to extensive research and a fresh start.

See More On: Stocks & Bonds

March 8, 2007

An Exciting Bond Fund (Seriously)

If you need to beef up on bonds, take a look at Loomis Sayles Bond fund, which has actually beaten the stock market over the past decade.

See More On: Mutual Funds

March 2, 2007

5 Questions for a Gold Bug

Thomas Winmill, manager of the Midas fund, discusses investing in mining stocks and how he identifies quality companies.

See More On: Mutual Funds

March 1, 2007

This Tiny Fund Focuses on the Numbers

From their home base in Texas, the managers of Hester Total Return practice old-fashioned stock-picking.

See More On: Mutual Funds

February 28, 2007

Ken Heebner's World View

The manager of CGM Focus fund discusses what's happening with the economy and specific stocks he likes now.

See More On: Mutual Funds

February 26, 2007

An Obscure, Intriguing Fund Worth Discovering

Pennsylvania Avenue Event-Driven fund is a one-man show with an appealing investing strategy.

See More On: Mutual Funds

February 23, 2007

Small-Company Fund Looks for Big Trends

The managers of TrendStar Small-Cap fund consider demographic data and technological developments when picking stocks.

See More On: Mutual Funds

February 19, 2007

DWS Global Thematic: World-Class Performance

This fund has impressive returns and is run by a manager who picks stocks based on themes.

See More On: Mutual Funds

February 15, 2007

Vanguard's Newest Quant Fund Gets a Strong Start

Launched in April 2006, Vanguard Strategic Small Cap Equity uses computer models to pick a broad range of small-company stocks.

See More On: Mutual Funds

February 8, 2007

Vanguard Total Stock Market Index: Simple Approach

This index fund gives you broad exposure to small-, midsize- and large-company stocks.

See More On: Mutual Funds

February 6, 2007

Fidelity Low-Priced Stock: Impressive But Hefty

Veteran manager Joel Tillinghast has produced strong returns investing in stocks priced under $35.

See More On: Mutual Funds

February 1, 2007

Fidelity Blue Chip Growth: Uninspiring

Large, growing companies are poised to step into the spotlight, but we're not sure this fund will shine.

See More On: Mutual Funds

January 29, 2007

Dodge & Cox Balanced: The Best of Both Worlds

This fund, which invests in both stocks and bonds, has delivered superior returns with relatively low volatility.

See More On: Mutual Funds

January 24, 2007

Fidelity Puritan: In Balance

This balanced fund invests largely in blue-chip dividend-paying stocks and a mix of bonds.

See More On: Mutual Funds

January 22, 2007

Dodge & Cox International Stock: Steady Excellence

The newest offering from this fund stalwart could help you build up your foreign holdings.

See More On: Mutual Funds

January 18, 2007

Dodge & Cox Stock: Focused on Consistency

The fund managers' discipline has led to impressive performance.

See More On: Mutual Funds

January 15, 2007

Janus Mid Cap Value: Mid Caps and More

Managers Tom Perkins and Jeff Kautz invest mainly in mid caps, but they also seek bargains elsewhere in the market.

See More On: Mutual Funds

January 11, 2007

Vanguard Primecap: Growth With an Eye to Value

The team of managers identifies well-positioned winners and hangs on for the long term.

See More On: Mutual Funds

January 8, 2007

Fidelity Equity-Income: Low-Key Value

The fund isn't a show-stopper, but manager Stephen Petersen produces solid returns by investing in undervalued, dividend-paying stocks.

See More On: Mutual Funds

January 4, 2007

Fidelity Contrafund: Big Companies, Huge Fund

Manager Will Danoff has an excellent record identifying underestimated companies. His success has attracted a lot of investor money.

See More On: Mutual Funds

January 2, 2007

T. Rowe Price Equity Income: Long Term Excellence

Consistent, steady performance makes Brian Roger's fund appealing for retirement savings.

See More On: Mutual Funds

December 29, 2006

A Case of Asset Bloat?

Fidelity Diversified International has swelled to $46 billion, but the manager says the fund's growth isn't the reason for its lagging performance.

See More On: Mutual Funds

December 28, 2006

Research Reigns at Fidelity Balanced

An army of analysts helps the manager of this fund find the right mix of companies.

See More On: Mutual Funds

December 27, 2006

Overseas Investing Made Easy

Low fees have helped Vanguard Total International Stock Index outpace the average foreign fund.

See More On: Mutual Funds

December 20, 2006

Vanguard 500: Granddaddy of Index Funds

The nation's largest no-load fund tracks the S&P 500 and charges ultralow fees.

See More On: Mutual Funds

December 18, 2006

Quant Funds Succeed Without Emotion

These three funds have put up impressive numbers by using computer models to pick stocks.

See More On: Mutual Funds

December 14, 2006

Contrarian Ideas at Fidelity Growth & Income

Manager Tim Cohen looks for opportunity in beaten-down stocks.

See More On: Mutual Funds

December 11, 2006

Stock-Picking by Free Cash Flow Yield

Richard Dahlberg knows the value of experience and a sound long-haul strategy.

See More On: Mutual Funds

December 7, 2006

Value Management at Vanguard Windsor II

This low-risk, low-fee fund has had the same manager -- and has returned 12% annualized -- since its launch 20 years ago.

See More On: Mutual Funds

December 4, 2006

How Some Funds Benefit From a Weaker Dollar

The ups and downs of the dollar can help or hurt a fund that invests in foreign securities.

See More On: Mutual Funds

November 30, 2006

High-Octane Growth at Fidelity Growth Company

Manager Steve Wymer invests in a range of stocks but favors fast-growing tech health-care companies.

See More On: Mutual Funds

November 27, 2006

This Fund Heeds the Oracle of Omaha

Douglas Davenport, manager of the immodestly named Wisdom fund, tries to mimic the holdings of Warren Buffett's Berkshire Hathaway.

See More On: Mutual Funds

November 20, 2006

The Well-Balanced Vanguard Wellington

Vanguard's oldest fund offers a ready-made mix of stocks and bonds.

See More On: Mutual Funds

November 16, 2006

Fidelity Magellan on Its New Course

Manager Harry Lange aims to mend Fidelity's flagship fund. His first move: steering the fund toward growth stocks.

See More On: Mutual Funds

November 13, 2006

Five Questions for Ron Muhlenkamp

The manager of the fund that bears his name shares his outlook for the economy and his stock-picking strategy.

See More On: Mutual Funds

November 9, 2006

New Sector ETFs, With a Twist

ETFs are proliferating rapidly. Check out nine equal-weighted sector funds from Rydex that made their debut on November 7.

See More On: Mutual Funds

November 6, 2006

In Search of Stocks, Will Travel

Michael Cook, co-manager of New River Small Cap, does his homework by scoping out companies in person.

See More On: Mutual Funds

November 2, 2006

A Go-Anywhere Fund With a Style All Its Own

John Osterweis, manager of the fund that carries his name, shifts investments based on where the opportunities are.

See More On: Mutual Funds

October 30, 2006

Growth With an Emphasis on Safety

Jay Sekelsky, co-manager of Mosaic Investors fund, favors shares of high-quality, consistent growers selling at a reasonable price.

See More On: Mutual Funds

October 26, 2006

Screen This: Stratton Small Cap Value

Manager Gerald Van Horn puts up impressive performance with help from computer screens.

See More On: Mutual Funds

October 23, 2006

Mid-Cap Thrills

Westcore Select rises to the top as it focuses on the managers' favorite picks.

See More On: Mutual Funds

October 19, 2006

Five Questions for Arjun Divecha

An emerging-markets fund manager discusses investing in India, China, Brazil, Taiwan, Russia and other developing economies.

See More On: Mutual Funds

October 16, 2006

Under-the-Radar Small-Cap Fund

Dreman Contrarian Small Cap Value fund looks intriguing: It's built an impressive three-year record and assets are still small enough to provide flexibility.

See More On: Mutual Funds

October 12, 2006

Will Oakmark's New Fund Hit the Mark?

Managers Bill Nygren and David Herro are launching Oakmark Global Select.

See More On: Mutual Funds

October 9, 2006

Impressive Real Estate Fund Performance

T. Rowe Price Real Estate fund has been on a tear.

See More On: Mutual Funds

October 6, 2006

A Fund That Focuses on Women

Women's Equity cherishes companies that promote women.

See More On: Mutual Funds

October 2, 2006

An Investment Guide to the Midterm Elections

What would a divided government mean for stocks and bonds?

See More On: Mutual Funds

September 25, 2006

Heartland Select's Wide, Open Spaces

This fund has freedom to roam for value no matter what market cap.

See More On: Mutual Funds

September 21, 2006

Chicken Little Growth Goes Sky High

This risky little new fund has enjoyed a year to crow about. But will it stand the test of time?

See More On: Mutual Funds

September 18, 2006

Five Questions for Marketocracy's Ken Kam

Marketocracy Master 100 harnesses ideas from a pool of amateur stock pickers -- but with a twist.

See More On: Mutual Funds

September 14, 2006

What Do Morningstar's Stars Really Tell Us?

Morningstar's famous fund rating system turns out to have been surprisingly predictive, according to one study. Good to know, but the future isn't necessary written in those stars.

See More On: Mutual Funds

September 11, 2006

A New Twist for Fidelity Asset Manager Funds

Managers of these Fidelity funds have a new way to invest in particular sectors.

See More On: Mutual Funds

September 7, 2006

Gulf Coast Fund Thrives After Hurricane Katrina

Hancock Horizon Burkenroad invests in small companies in Louisiana and other Southern states. Judging from its growth, investors are optimistic.

See More On: Mutual Funds

August 30, 2006

A Conservative, Income-Focused Fund

Adams Express, a closed-end fund, focuses on solid companies and solid performance.

See More On: Mutual Funds

August 28, 2006

The Case for Small Caps

The manager of Excelsior Small Cap explains why he thinks shares of small company are still attractive -- despite the prevailing view.

See More On: Mutual Funds

August 24, 2006

Five Questions for Craig Scholl

The co-manager of SSgA International Stock Selection fund discusses his strategy.

See More On: Mutual Funds

August 21, 2006

Focused on Dividend Growers

The manager of Cohen & Steers Dividend Value highlights all-weather companies.

See More On: Mutual Funds

August 17, 2006

A Bad Year for a Great Fund

Masters' Select Equity combines some of the best investing talent around. Do poor results this year make the fund less attractive? Probably not.

See More On: Mutual Funds

August 10, 2006

Cuba Bet

This fund focuses on stocks that could excel if the U.S.-Cuba trade embargo is lifted.

See More On: Mutual Funds

August 7, 2006

Momentum Newsletters on Top

For mutual fund newsletters, it's all about what's hot now. Take a look at some of the best performers.

See More On: Mutual Funds

August 3, 2006

Flying Under the Radar

This small fund quietly puts up solid returns.

See More On: Mutual Funds

July 31, 2006

Could Muni Bonds Be Exciting?

Some closed-end muni bond funds could hold promise should interest rates fall.

See More On: Mutual Funds

July 27, 2006

Ave Maria: Value With Values

A Catholic-themed fund puts up above-average returns.

See More On: Mutual Funds

July 24, 2006

Gold for the Really Bold

A new exhange-traded fund tracks the shares of gold-mining companies.

See More On: Mutual Funds

July 20, 2006

Index Funds With Style

Two new designer indexes will track unique slices of the market.

See More On: Mutual Funds

July 17, 2006

Tech Fund on Its Toes

Jacob Internet Fund did not disappear with the 2000-02 bear market. In fact, its manager is now back in the groove.

See More On: Mutual Funds

July 12, 2006

Longleaf Partners International: Reopening to New Investors

Managers at this overseas fund say they're spotting good investment opportunities, and they're ready to take new money.

See More On: Mutual Funds

July 10, 2006

Three Nice and Unfamiliar No-Loads

In a final dispatch from Morningstar's annual conference, our writer reports on three interesting and often overlooked no-load stock funds.

See More On: Mutual Funds

July 6, 2006

Dispatch From Morningstar, Part 5

Three fund managers discuss investing abroad.

See More On: Mutual Funds

July 3, 2006

Dispatch From Morningstar, Part 3

For years, Oakmark manager Bill Nygren has insisted that big-company stocks hold the best value in the market, even as shares of small and midsize companies have outperformed. Could he finally be right?

See More On: Mutual Funds

June 30, 2006

Dispatch From Morningstar, Part 2

High risk funds cause investors to buy high, sell low.

See More On: Mutual Funds

June 29, 2006

Dispatch From Morningstar, Part 1

At the annual Morningstar conference in Chicago, financial pros discuss mutual funds and investing trends.

See More On: Mutual Funds

June 26, 2006

A New Go-Anywhere Fund

Keeley All Cap Value gives its bargain-hunting manager the flexibility to invest in companies of all sizes.

See More On: Mutual Funds

June 22, 2006

Funds Intended to Stretch Retirees' Savings

Money-management firms are introducing funds of funds that cater to retiring baby boomers.

See More On: Mutual Funds

June 19, 2006

Profits From Bucking the Market

The managers of RiverSource Diversified Equity Income discuss their bargain-hunting strategy.

See More On: Mutual Funds

June 15, 2006

Five Questions for Philip Tasho

The manager of ABN Amro/TAMRO Small Cap discusses market trends and a couple of his favorite stocks.

See More On: Mutual Funds

June 12, 2006

A Secret About Buying Funds Through an Online Broker

The ins and outs of no-transaction fee fund programs.

See More On: Mutual Funds

June 8, 2006

Opportunities in Real Estate Companies

The manager of Ivy Real Estate Securities discusses his favorite industrial, hotel, storage and shopping-mall stocks.

See More On: Mutual Funds

June 5, 2006

Funds for Green Energy Investors

As alternative energy picks up speed, a pioneering green fund has some company.

See More On: Mutual Funds

June 1, 2006

A Little-Known Fund Gem

Paradigm Value is a top performer that keeps a low profile.

See More On: Mutual Funds

May 30, 2006

Growth Ideas From a Value Investor

The manager of JohnsonFamily Large Cap Value is finding bargains among large, fast-growing companies. He discusses four.

See More On: Mutual Funds

May 25, 2006

What's Going on With Emerging Markets?

Emerging markets have great promise, but they're also notoriously volatile. Here's how to invest prudently.

See More On: Mutual Funds

May 22, 2006

A Simpler Path to International Diversity

Multi-manager funds such as Charles Schwab's Laudus International MarketMasters offer a simple way to diversify your foreign stock holdings.

See More On: Mutual Funds

May 18, 2006

Five Questions for Tom Atteberry

The co-mananger of FPA New Income fund discusses the outlook for bonds.

See More On: Mutual Funds

May 15, 2006

The Virtues of Vice

The manager of the Vice fund explains why so-called sin stocks tend to be good defensive investments during economic downturns and discusses a few of his favorites.

See More On: Mutual Funds

May 11, 2006

Harboring Optimism

The manager of Harbor Capital Appreciation discusses why his fund -- historically a top performer among large-company growth funds -- is lagging this year.

See More On: Mutual Funds

May 8, 2006

The Best Bond Fund Strategy Now

If you're disappointed with the performance of your bond funds, think twice before bailing out. We offer a more sensible approach.

See More On: Mutual Funds

January 2000

The Best Ways to Profit from Emerging Markets

To make money, go where the growth is.

See More On: Mutual Funds