Fund Watch

What You Need to Know About Mutual Fund Returns
mutual funds

What You Need to Know About Mutual Fund Returns

A guide to the many ways these popular investments measure their performance.
May 26, 2022
9 Great Alternative-Strategy Funds for Volatility
mutual funds

9 Great Alternative-Strategy Funds for Volatility

These alternative-strategy funds can offer some shelter from stock and bond market turmoil.
May 26, 2022
Legg Mason Low Volatility High Dividend ETF (LVHD) Pays Off
ETFs

Legg Mason Low Volatility High Dividend ETF (LVHD) Pays Off

Low-volatility funds like the Legg Mason Low Volatility High Dividend ETF have held up well during this year's market turbulence.
May 25, 2022
FWRLX: Shopping the Telecommunications Bargain Bin
mutual funds

FWRLX: Shopping the Telecommunications Bargain Bin

This fund invests in stocks in the communications services sector, which have been drastically marked down.
May 25, 2022
100 Most Popular Mutual Funds in 401(k) Retirement Accounts for 2022
401(k)s

100 Most Popular Mutual Funds in 401(k) Retirement Accounts for 2022

These mutual funds have the most assets under management in 401(k) workplace retirement plans.
May 4, 2022

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BlackRock Event Driven Equity Profits from Corporate Change
mutual funds

BlackRock Event Driven Equity Profits from Corporate Change

BALPX capitalizes on mergers, executive turnover and other events.
April 29, 2022
Ukraine War Takes Toll on Vanguard FTSE Europe ETF (VGK)
Kip ETF 20

Ukraine War Takes Toll on Vanguard FTSE Europe ETF (VGK)

Russia's invasion of the neighboring country is weighing on European stocks.
April 27, 2022
T. Rowe Price Small-Cap Value (PRSVX) Stands Out
Kip 25

T. Rowe Price Small-Cap Value (PRSVX) Stands Out

In this turbulent market, value-priced, higher-quality small caps are holding up better than their fast-growing counterparts.
April 27, 2022
Kiplinger 25 Model Portfolios
mutual funds

Kiplinger 25 Model Portfolios

Reach your investment goals with these plans using our favorite no-load mutual funds.
March 29, 2022
TDV: A Fund Featuring Dividend-Paying Tech Stocks
ETFs

TDV: A Fund Featuring Dividend-Paying Tech Stocks

Tech was the biggest payer of dividends among all S&P 500 sectors in 2021, according to CFRA.
March 24, 2022
Double Your ESG Impact With Funds Tied to Charities
Financial Planning

Double Your ESG Impact With Funds Tied to Charities

A growing number of funds donate directly to causes you might care about. Are they good investments?
March 17, 2022
Capital Group's New ETFs: A Suite of Portfolio Building Blocks
ETFs

Capital Group's New ETFs: A Suite of Portfolio Building Blocks

The global asset manager remained true to itself, keeping actively managed core exposure at the center of the newly launched Capital Group ETFs.
March 1, 2022
Davenport Equity Opportunity Hunts for Cash Generators
mutual funds

Davenport Equity Opportunity Hunts for Cash Generators

This fund looks for firms that generate cash and know how to use it.
February 23, 2022
Fidelity Quality Factor ETF Flies Under the Radar
ETFs

Fidelity Quality Factor ETF Flies Under the Radar

Investors will likely benefit from a "flight to quality" in 2022 and this Fidelity fund offers higher rewards and lower risk than its peers.
February 23, 2022
Vanguard Short-Term Investment-Grade Fund Gets Cautious
mutual funds

Vanguard Short-Term Investment-Grade Fund Gets Cautious

The fund's managers are weatherproofing the portfolio against expected volatility.
February 23, 2022
Primecap Odyssey Growth Has a Rough Year
mutual funds

Primecap Odyssey Growth Has a Rough Year

The fund trailed the S&P by a wide margin, but over the long haul Primecap's managers have not disappointed shareholders.
January 26, 2022
New Leadership at One of Our Funds
Kip 25

New Leadership at One of Our Funds

Vanguard recently announced that longtime manager Michael Reckmeyer will retire in June.
December 22, 2021
Goldman Sachs’ GTEK: Cutting-Edge Tech
Becoming an Investor

Goldman Sachs’ GTEK: Cutting-Edge Tech

Goldman Sachs Future Tech Leaders Equity ETF amassed $260 million in its first three months.
December 22, 2021
Time for Small Companies to Shine
Becoming an Investor

Time for Small Companies to Shine

The environment is right for investing in small companies. These five managers divide and conquer the small-cap market.
December 22, 2021
Wasatch Emerging Markets Small Cap Goes Its Own Way
Foreign Stocks & Emerging Markets

Wasatch Emerging Markets Small Cap Goes Its Own Way

This emerging-markets stock fund isn't afraid to stray from the pack.
November 24, 2021
New Ways to Invest in Bitcoin
Becoming an Investor

New Ways to Invest in Bitcoin

ProShares Bitcoin Strategy and other ETFs offer an easier way to gain bitcoin exposure than buying the actual cryptocurrency.
November 24, 2021
3 Infrastructure ETFs to Harness the Spending Boom
ETFs

3 Infrastructure ETFs to Harness the Spending Boom

President Joe Biden has signed a $1.2 trillion infrastructure bill into law. These infrastructure ETFs should benefit as a result.
November 16, 2021
Mutual Fund Capital Gains Taxes Could Be a Handful
mutual funds

Mutual Fund Capital Gains Taxes Could Be a Handful

Investors in actively managed mutual funds could be facing significant capital gains distributions in 2021 ... and thus capital gains taxes.
November 8, 2021
TIAA-CREF Real Estate Securities Rides High on a Hot Market
Markets

TIAA-CREF Real Estate Securities Rides High on a Hot Market

This fund currently favors single family home rentals and data centers.
November 1, 2021
DF Dent Midcap Growth Should Rebound
Becoming an Investor

DF Dent Midcap Growth Should Rebound

The fund favors high-quality, growing companies, but in late 2020, investors started favoring low-quality firms at bargain prices.
October 28, 2021
Invesco S&P 500 Equal Weight Financials Rides the Recovery
Kip ETF 20

Invesco S&P 500 Equal Weight Financials Rides the Recovery

Some of the fund's best-performing stocks over the past year were regional banks with market values below $30 billion.
October 28, 2021