Fund Watch

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

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

From Kiplinger's Personal Finance, February 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

From Kiplinger's Personal Finance, February 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

From Kiplinger's Personal Finance, February 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

From Kiplinger's Personal Finance, January 2018

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

From Kiplinger's Personal Finance, January 2018

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

November 8, 2017

100 Most Popular Funds for Your 401(k) Retirement Savings

These mutual funds have the most assets under management in 401(k) workplace retirement plans.

See More On: Saving for Retirement | 401(k)s | Employee Benefits

From Kiplinger's Personal Finance, December 2017

This Health Care ETF Wins With More Exposure to Smaller Firms

Guggenheim S&P 500 Equal Weight Health Care approach to success is right there in its name.

See More On: ETFs | Mutual Funds

From Kiplinger's Personal Finance, December 2017

Scout Mid Cap Fund Hits the Market Sweet Spot

The managers of Scout Mid Cap aren’t afraid to make big sector bets.

See More On: Mutual Funds | Stocks & Bonds

From Kiplinger's Personal Finance, December 2017

3 Best International Mutual Funds to Play the Global Economic Recovery

Why you should look overseas to grow your portfolio.

See More On: Smart Buying | Mutual Funds

From Kiplinger's Personal Finance, November 2017

The Stodgy Vanguard Wellington Fund Still Delights Investors

Wellington, a balanced fund, is almost 100 years old.

See More On: Kip 25 | Mutual Funds

From Kiplinger's Personal Finance, December 2017

Emerging Markets Find Their Mojo

Two Chinese tech firms, Alibaba Group Holding and Tencent Holdings, are responsible for much of the growth.

See More On: Kip 25 | Mutual Funds

From Kiplinger's Personal Finance, September 2017

5 Super Low-Cost ETFs

Our choices aim to beat traditional benchmarks.

See More On: ETFs | Mutual Funds

From Kiplinger's Personal Finance, September 2017

Cashing In on Fast-Growing Small Caps

This fund’s goal: Invest in firms that can generate annual earnings gains of at least 15%.

See More On: Mutual Funds | Stocks & Bonds

From Kiplinger's Personal Finance, September 2017

What Happens to Your Target-Date Fund When You Hit Retirement Age

Target-date funds employ one of two basic asset-allocation strategies once you reach retirement age. Here’s why that matters.

See More On: Mutual Funds | Wealth Management

From Kiplinger's Personal Finance, September 2017

A Slow Year for Mairs & Power Growth Fund

Going light on tech meant missing the sector's big runup.

See More On: Kip 25 | Mutual Funds

From Kiplinger's Retirement Report, July 2017

Active Bond Funds on a Winning Streak

Active bond funds have an edge over stock-focused peers.

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

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