Fund Watch

How to Play the High-Yield Rally
Becoming an Investor

How to Play the High-Yield Rally

Junk bonds have been on a tear, so this fund has shifted to defense.
July 29, 2021
The Case for Investing Overseas
Kip 25

The Case for Investing Overseas

Fidelity International Growth fund tends to thrive during stretches of market uncertainty.
July 29, 2021
A Comeback for Dividends
Investing for Income

A Comeback for Dividends

The biggest hikes in the Kiplinger Dividend 15 were 10% increases from Home Depot and Procter & Gamble.
June 24, 2021
Healthcare Stocks Are Bargains Now
Becoming an Investor

Healthcare Stocks Are Bargains Now

Healthcare shares are about as cheap as they have been in 40 years, yet expectations for earnings growth are strong.
June 24, 2021
Buy Low, Sell High with Invesco S&P SmallCap 600 Revenue ETF
Becoming an Investor

Buy Low, Sell High with Invesco S&P SmallCap 600 Revenue ETF

Consumer discretionary companies – makers of nonessential consumer goods and services – compose 27% of the fund's assets.
June 24, 2021

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Vanguard Money Market Funds: What You Need to Know
investing

Vanguard Money Market Funds: What You Need to Know

Vanguard money market funds are a notable asset storage tool. Here, we break down what you need to know about the firm's six offerings.
June 9, 2021
Principal Healthcare Innovators: Earnings Not Wanted
Becoming an Investor

Principal Healthcare Innovators: Earnings Not Wanted

This stock fund uses "counterintuitive" criteria to target small and midsize healthcare companies focused on innovation.
May 27, 2021
Vanguard Short-Term Investment-Grade Keeps It Short and Sweet
Kip 25

Vanguard Short-Term Investment-Grade Keeps It Short and Sweet

This member of the Kiplinger 25 focuses on debt with one- to five-year maturities, making it less sensitive to interest-rate shifts.
May 25, 2021
Get Weekly Dividends With SoFi's New WKLY ETF
ETFs

Get Weekly Dividends With SoFi's New WKLY ETF

The fresh-faced SoFi Weekly Dividend ETF (WKLY) ups the ante on dividend frequency by paying its investors every seven days.
May 11, 2021
American Century Small Cap Value (ASVIX) Joins Kip 25
Kip 25

American Century Small Cap Value (ASVIX) Joins Kip 25

American Century's small-cap-focused ASVIX consistently delivers high returns with average risk, and bears little resemblance to its benchmark.
April 30, 2021
Get Dividends Every Month
Investing for Income

Get Dividends Every Month

The idea is to assemble 12 stocks with alternating distribution dates, so you never wait long for cash.
April 29, 2021
Ark Innovation ETF Delivers a Bumpy Ride
ETFs

Ark Innovation ETF Delivers a Bumpy Ride

Some of the fund's growth stocks, including Tesla, suffered recently as investors turned toward value-priced shares.
April 28, 2021
Buffered ETFs Can Limit Your Losses
Becoming an Investor

Buffered ETFs Can Limit Your Losses

The catch: You'll give up some gains in return.
April 28, 2021
Go Worldwide with T. Rowe Price Global Allocation
Foreign Stocks & Emerging Markets

Go Worldwide with T. Rowe Price Global Allocation

This one-stop fund provides instant diversification.
April 28, 2021
3 Infrastructure ETFs to Capture Trillions in Spending
ETFs

3 Infrastructure ETFs to Capture Trillions in Spending

Congress will negotiate President Biden's $2.25 trillion infrastructure bill this summer. These infrastructure ETFs could benefit from the huge spendi…
April 19, 2021
Fidelity Magellan ETF (FMAG): A Legend at a Lower Cost
ETFs

Fidelity Magellan ETF (FMAG): A Legend at a Lower Cost

Fidelity recently turned its Magellan Fund and a few other strategies into actively managed ETFs, joining a growing trend in the fund arena.
March 11, 2021
The Social-Tracking BUZZ ETF: What It Is, What It Isn't
ETFs

The Social-Tracking BUZZ ETF: What It Is, What It Isn't

The VanEck Vectors Social Sentiment ETF (BUZZ) taps into social media's growing voice and David Portnoy's popularity. But the exposure it provides isn…
March 5, 2021
T. Rowe Price Financial Services Banks on a Turnaround
Stock Market Today

T. Rowe Price Financial Services Banks on a Turnaround

This fund is a good way to bet on an economic rebound.
February 24, 2021
DSTL: A Value Fund With a Twist
Becoming an Investor

DSTL: A Value Fund With a Twist

The fund’s 51.3% return since its inception in 2018 has more than tripled that of traditional value funds.
February 24, 2021
Earth-First Funds Are Soaring
Markets

Earth-First Funds Are Soaring

Funds with sustainability in mind are super popular these days; these six are ready to deliver returns.
February 24, 2021
How Green Are Your Bonds?
Becoming an Investor

How Green Are Your Bonds?

Fixed-income investors can make an environmental impact, too.
February 23, 2021
The 10 Best Closed-End Funds (CEFs) for 2021
CEFs

The 10 Best Closed-End Funds (CEFs) for 2021

Even the best closed-end funds (CEFs) don't get much media attention. That's OK. Strong results and typically high distributions are reward enough.
January 28, 2021
What Is a Closed-End Fund? The ABCs of CEFs
Investing for Income

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
mutual funds

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
mutual funds

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