Mutual Funds
News, insights and expert analysis on mutual funds from the team at Kiplinger.
Latest
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A Fidelity Fund Misses Out on Soaring Bank Stocks
The Fidelity International Growth Fund has outperformed over the long term, but its lagging exposure to bank stocks has weighed on more recent returns.
By Nellie S. Huang
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The 5 Best Actively Managed Fidelity Funds to Buy and Hold
mutual funds Sometimes it's best to leave the driving to the pros – and these actively managed Fidelity funds do just that, at low costs to boot.
By Kyle Woodley
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Mutual Funds Are About to Get the ETF Treatment. Here's What It Means for Investors
The SEC is expected to decide soon whether mutual funds from dozens of providers can be offered as ETF share classes.
By Charles Lewis Sizemore, CFA
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A Contrarian Approach Pays Off for This Small-Cap Fund
Small-cap stocks have been hit hard by tariff worries, but this T. Rowe Price fund has outperformed thanks to its manager's against-the-tide approach.
By Nellie S. Huang
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10 Best Target-Date Fund Families
mutual funds The best target-date funds are a "set it and forget it" approach to your retirement, but which fund family should you trust with your money?
By Coryanne Hicks
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Tech Stocks Drag This Growth Fund Down
A rough stretch for mega-cap tech and tech-adjacent names has put pressure on this Mairs & Powers mutual fund.
By Nellie S. Huang
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Are Brighter Days Ahead for This Fidelity Health Care Fund?
Health care stocks are showing signs of life after a lengthy period of underperformance. That bodes well for the Fidelity Select Health Care Portfolio.
By Nellie S. Huang
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Stocks vs Funds: Six Different Ways They Impact Your Portfolio
What are the key differences between stocks and mutual funds — and which would be better suited to your portfolio? Here are six distinctions you need to know.
By Robert H. Yunich
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Why You Need a Trusted Contact for Your Brokerage
Your brokerage or bank needs someone to reach out to if it's concerned you're experiencing fraud or cognitive decline. That's where a trusted contact can help.
By John Waggoner
