Fund Watch
What Is a Closed-End Fund? The ABCs of CEFs
What Is a Closed-End Fund? The ABCs of CEFs
Closed-end funds (CEFs) are powerful retirement tools that don't get much attention. We'll show you the basics, including what a CEF is, how they work…
December 31, 2020
Kip 25 Update: Value Stocks Show Signs of Life
Kip 25 Update: Value Stocks Show Signs of Life
Dodge & Cox Stock (DODGX) has been among the beneficiaries of a resurgence in value stocks in 2020's later innings.
December 27, 2020
Davenport Small Cap Focus (DSCPX) Clobbers the Broader Market
Davenport Small Cap Focus (DSCPX) Clobbers the Broader Market
This small-cap stock fund has roughly doubled from its 2020 lows, but it has been delivering market-beating performance for far longer.
December 24, 2020
BCSVX: A Foreign Fund With Flair
BCSVX: A Foreign Fund With Flair
Brown Capital Management International Small Company's team of managers identifies exceptional growth companies.
November 24, 2020
Parnassus Mid Cap’s Bets on Industrials and Tech Take Off
Parnassus Mid Cap’s Bets on Industrials and Tech Take Off
This member of the Kiplinger 25 gained 9.5% over the past 12 months, beating 76% of its peers.
November 24, 2020
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Vanguard High-Yield Corporate Delivers the Cash
Vanguard High-Yield Corporate Delivers the Cash
It favors the highest-quality junk bonds, which fared much better over the past year than lower-quality debt.
October 21, 2020
Our ESG Pick Rocks: MSCI USA ESG Select
Our ESG Pick Rocks: MSCI USA ESG Select
This member of the Kiplinger ETF 20 held up better than the broad market during the recent bear-market sell-off, and the fund has rebounded faster, to…
October 20, 2020
The 100 Most Popular Mutual Funds for 401(k) Retirement Savings
The 100 Most Popular Mutual Funds for 401(k) Retirement Savings
These funds have the most assets under management in 401(k) workplace retirement plans
October 9, 2020
16 Best Sector Funds to Invest in Now
16 Best Sector Funds to Invest in Now
Jump on a trend or fine-tune your portfolio strategy with these targeted industry plays.
October 1, 2020
Janus Henderson Global Equity Income (HFQTX) Joins the Kip 25
Janus Henderson Global Equity Income (HFQTX) Joins the Kip 25
HFQTX's investments in dividend payers have helped it hold up better than its foreign-value peers.
September 30, 2020
Inside the New Work From Home ETF (WFH)
Inside the New Work From Home ETF (WFH)
The Direxion Work From Home ETF (WFH) puts investors in touch with dozens of companies benefiting from the suddenly accelerating trend of remote work.
September 30, 2020
Invest in Scandinavia
Invest in Scandinavia
A fund specializing in Nordic stocks has trounced international competitors.
September 30, 2020
Time to Buy Japanese Shares?
Time to Buy Japanese Shares?
In a weak global economy, T. Rowe Price Japan finds firms with healthy balance sheets.
August 27, 2020
Baron Emerging Markets Snaps Back
Baron Emerging Markets Snaps Back
Few expected a post-COVID rally in emerging-markets stocks, in part because of a belief that developing countries wouldn’t cope well with the pandemic…
August 19, 2020
Metropolitan West Corporate Bond Has a Bright Future
Metropolitan West Corporate Bond Has a Bright Future
This new-ish corporate bond fund is comanaged by familiar faces.
July 23, 2020
Oakmark International Disappoints Us
Oakmark International Disappoints Us
When this fund is good, it shines relative to peers, but when it is bad, it fares far worse.
July 23, 2020
Four Changes to the Kiplinger ETF 20
Four Changes to the Kiplinger ETF 20
Low-volatility strategies disappointed, leading to four changes in the lineup.
July 23, 2020
Cash In With This Gaming ETF
Cash In With This Gaming ETF
Cash in on the video gaming craze with this fund.
July 1, 2020
Dividend 15 Rally After Running Out of Gas
Dividend 15 Rally After Running Out of Gas
Stocks on our list tumbled in February, but they've mostly bounced back.
July 1, 2020
A Mid-Cap Fund With Big Gains
A Mid-Cap Fund With Big Gains
The fund’s best performers over the past year were software firms.
June 24, 2020
Buy Utilities for Defense and Income
Buy Utilities for Defense and Income
This fund bets big on utilities with good growth prospects.
June 24, 2020
Kiplinger 25: Our Green Fund Sees Some Red
Kiplinger 25: Our Green Fund Sees Some Red
But it has delivered over the long term since its 2012 inception.
June 5, 2020
Vanguard Target Retirement 2030 Keeps Its Eye on the Prize
Vanguard Target Retirement 2030 Keeps Its Eye on the Prize
With these retirement-focused funds, staying put is the best strategy.
June 5, 2020
Amplify Online Retail: A Bet on How We Will Shop
Amplify Online Retail: A Bet on How We Will Shop
This ETF invests in fast-growing internet retailers around the world.
June 5, 2020
The Fed Is Buying ETFs. Now What?
The Fed Is Buying ETFs. Now What?
The Federal Reserve's plan to hoover up $750 billion in bond funds could have some serious long-term consquences.
May 13, 2020