Fund Watch

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

March 21, 2017

Kiplinger 25 Model Portfolios

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

See More On: Kip 25 | Mutual Funds

April 4, 2018

Balanced Funds Help Investors Weather Stormy Markets

Vanguard Star Fund takes a big bite of bonds to provide some calm.

See More On: Mutual Funds

April 4, 2018

How The Kip 25 Funds Performed

Our actively managed funds turned in mixed results over the past year. But they are in the race for the long haul.

See More On: Kip 25 | Mutual Funds

March 8, 2018

Primecap Odyssey Growth Is All Action, No Talk

The managers of this Kiplinger 25 fund prefer to stay out of the limelight.

See More On: Kip 25 | Mutual Funds

March 8, 2018

Plumb Equity Fund Looks for Bargains in Large Growth Stocks

This small fund looks for big stocks with staying power.

See More On: Stocks & Bonds | Mutual Funds

March 5, 2018

Run, Don’t Walk, From Leveraged ETFs

Leveraged ETFs may make exciting moves, but these trading instruments are perilous for most portfolios.

See More On: ETFs

February 20, 2018

Boost the Returns on Your Cash in Retirement

Safe places to stash your cash, from money market funds to stable value funds, are yielding more than they have in years. It pays for retirees to look around.

See More On: Making Your Money Last | Banking | Dividends

February 6, 2018

Commodities: A “Golden” Way to Play the Improving Economy

If you don’t own commodities, add them. If you do … add a little more.

See More On: Commodities | ETFs

February 1, 2018

Earn Up to 9% With These Closed-End Funds

Closed-end funds are complicated, but their yields make them worth a look.

See More On: Mutual Funds

February 1, 2018

The Perils of Investing in Index Funds

Index funds have been the stars of the bull market. But investors may get a nasty surprise in the next bear market.

See More On: Mutual Funds | Index Funds

January 31, 2018

The Case for Investing in Industrial Stocks

Tax cuts passed late last year are among the factors that will juice returns for industrials in 2018.

See More On: ETFs | Stocks & Bonds

January 17, 2018

Do You Own ETFs? Heed the GICS Shakeup

Coming changes to how stocks are classified by industry and sector could have repercussions for investors in many exchange-traded funds.

See More On: ETFs | Index Funds | Mutual Funds

January 8, 2018

Consider Alternative Funds to Hedge Against a Market Downturn

These funds can smooth out the ride in a bumpy market.

See More On: Mutual Funds | Stocks & Bonds

January 8, 2018

Cash In on Tech Trends With Fidelity Select Technology Fund

This fund can be volatile, but patient investors have been rewarded.

See More On: Mutual Funds | Stocks & Bonds

January 8, 2018

T. Rowe Price Small-Cap Value Takes the Long View

This fund's managers look for high-quality stocks that have stumbled or troubled companies with a fix in sight.

See More On: Kip 25 | Mutual Funds

December 8, 2017

A Mutual Fund That Invests in China's Growth

Managers at Matthews China wait for reasonable prices before they buy.

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

December 6, 2017

Pimco Income Has a Playbook for Rising Interest Rates

Pimco's managers have tremendous latitude to invest wherever the yield is.

See More On: Kip 25 | Stocks & Bonds

Show More Stories