Fund Watch

Fund Watch

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

June 6, 2019

With Oakmark International, Patience Pays Off

This Kiplinger 25 member has stumbled recently along with foreign stock markets at large, but the fund's strategy has delivered over the long term.

See More On: Kip 25 | Mutual Funds

June 6, 2019

Royce Special Equity Fund Wins by Losing Less

A hefty chunk of cash has helped this small-company fund’s performance.

See More On: Mutual Funds | Stocks & Bonds

May 9, 2019

Janus Henderson Contrarian Fund Gets a Promising New Manager

For this mid-cap fund, a twist on contrarian investing is paying off.

See More On: Mutual Funds | Kip 25

May 9, 2019

Primecap Odyssey Growth Stumbles

Primecap’s return trails the competition as well as the Standard & Poor’s 500-stock index, which returned 9.4%. What gives?

See More On: Kip 25 | Mutual Funds

May 10, 2019

Here Come the Zero-Fee ETFs

A fund that pays you to invest? That’s coming, too.

See More On: ETFs | Mutual Funds

April 4, 2019

Vanguard's New ESG Fund Offering

An actively managed fund focused on sustainable investing will debut soon.

See More On: Stocks & Bonds | Mutual Funds

March 7, 2019

Currency Hedges Serve FMI International Well

This fund may lag when foreign stocks are on a tear, but it holds steady when they slide.

See More On: Mutual Funds | Family Finances

March 7, 2019

Changes Happening at Fidelity Intermediate Municipal Income Fund

The veteran manager of this Kiplinger 25 fund has retired, but the new leaders have proven ready since taking the reins last year.

See More On: Mutual Funds | Financial Planning

March 6, 2019

The Best and Worst Mutual Funds of the Market Correction

A look at what worked in both directions ... and what went hopelessly wrong

See More On: Mutual Funds | Kip 25

February 12, 2019

Schwab Program Nearly Doubles Commission-Free ETFs to 503 Funds

Schwab adds 246 funds to commission-free ETF OneSource program, brings iShares into the fold

See More On: ETFs

January 31, 2019

2019 Mutual Fund Guide: Profit from These Trends

Funds are lowering expense ratios — and more than ever are free. Here’s how to take advantage of this changing landscape.

See More On: Mutual Funds | Financial Planning

January 31, 2019

Adding Caution to the Kiplinger ETF 20

We've traded VanEck Vectors Fallen Angels High Yield for iShares Ultra Short-Term Bond to tamp down risk among our favorite exchange-traded funds.

See More On: ETFs | Mutual Funds

January 3, 2019

Smead Value Fund Focuses on the Long Term

This concentrated fund looks for a few high-quality stocks at bargain prices.

See More On: Mutual Funds | Stocks & Bonds

January 3, 2019

T. Rowe Price Fund Plays Defense With Small Caps

This member of the Kiplinger 25 — the collection of our favorite no-load mutual funds — has had a bumpy year, but managed to do a bit better than its benchmark.

See More On: Mutual Funds | Stocks & Bonds

December 13, 2018

The 5 Best Stock Funds for Retirement Savers in 2019

The key to picking actively managed funds for the year ahead: Think defense

See More On: Mutual Funds | 401(k)s | Dividends

November 29, 2018

Play Defense With Utilities Funds

After years in the cold, this sector is starting to heat up.

See More On: Mutual Funds | Stocks & Bonds

November 29, 2018

Fidelity Strategic Income Bets on U.S. Economic Growth

This member of the Kiplinger 25, the collection of our favorite no-load mutual funds, balances government bonds and high-grade corporates with higher-yielding picks to beat its benchmark.

See More On: Kip 25 | Mutual Funds

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