Fund Watch
Latest
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Primecap Odyssey Growth Has a Rough Yearmutual funds The fund trailed the S&P by a wide margin, but over the long haul Primecap's managers have not disappointed shareholders.
By Nellie S. Huang
mutual funds -
New Leadership at One of Our FundsKip 25 Vanguard recently announced that longtime manager Michael Reckmeyer will retire in June.
By Nellie S. Huang
Kip 25 -
Goldman Sachs’ GTEK: Cutting-Edge TechBecoming an Investor Goldman Sachs Future Tech Leaders Equity ETF amassed $260 million in its first three months.
By Kyle Woodley
Becoming an Investor -
Time for Small Companies to ShineBecoming an Investor The environment is right for investing in small companies. These five managers divide and conquer the small-cap market.
By Nellie S. Huang
Becoming an Investor -
New Ways to Invest in BitcoinBecoming an Investor ProShares Bitcoin Strategy and other ETFs offer an easier way to gain bitcoin exposure than buying the actual cryptocurrency.
By Nellie S. Huang
Becoming an Investor -
Mutual Fund Capital Gains Taxes Could Be a Handfulmutual funds Investors in actively managed mutual funds could be facing significant capital gains distributions in 2021 ... and thus capital gains taxes.
By Charles Lewis Sizemore, CFA
mutual funds -
TIAA-CREF Real Estate Securities Rides High on a Hot MarketMarkets This fund currently favors single family home rentals and data centers.
By Nellie S. Huang
Markets -
DF Dent Midcap Growth Should ReboundBecoming an Investor The fund favors high-quality, growing companies, but in late 2020, investors started favoring low-quality firms at bargain prices.
By Nellie S. Huang
Becoming an Investor -
Invesco S&P 500 Equal Weight Financials Rides the RecoveryKip ETF 20 Some of the fund's best-performing stocks over the past year were regional banks with market values below $30 billion.
By Nellie S. Huang
Kip ETF 20
