Fund Watch

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

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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
BCSVX: A Foreign Fund With Flair
Foreign Stocks & Emerging Markets

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
Kip 25

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
Investing in an Economic Recovery
Becoming an Investor

Investing in an Economic Recovery

This member of the Kiplinger ETF 20 holds more than 330 stocks, including top weightings in railroad Union Pacific and United Parcel Service.
November 24, 2020
Vanguard High-Yield Corporate Delivers the Cash
Kip 25

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
Markets

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
401(k)s

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
mutual funds

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
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)
ETFs

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