mutual funds
2022's Best Mutual Funds in 401(k) Retirement Plans
2022's Best Mutual Funds in 401(k) Retirement Plans
A key to smart retirement saving: spreading your portfolio across a few of the best mutual funds in your 401(k) plan. Here are the 29 top options avai…
May 24, 2022
The 25 Best Low-Fee Mutual Funds You Can Buy
The 25 Best Low-Fee Mutual Funds You Can Buy
The key to building wealth long-term is buying high-quality (but low-fee) mutual funds run by seasoned stock pickers who have skin in the game. Here a…
January 16, 2021
10 Great Mutual Funds to Invest In for the Long Haul
10 Great Mutual Funds to Invest In for the Long Haul
These top mutual funds to invest in for a long time horizon don't all have the same goals, but they share a number of advantages.
October 19, 2020
15 Best ESG Funds for Responsible Investors
15 Best ESG Funds for Responsible Investors
ESG, SRI ... call it what you want, but it can take many forms, and stand for different values. These 15 funds give you options.
April 20, 2021
Latest
Primecap Odyssey Growth Has a Rough Year
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
New Leadership at One of Our Funds
Vanguard recently announced that longtime manager Michael Reckmeyer will retire in June.
December 22, 2021
India Is on a Tear
India Is on a Tear
Massive modernization presents opportunities for investors.
December 21, 2021
Patience Pays for Investing Decisions
Patience Pays for Investing Decisions
I maintain my fervor for high-yielding investments despite their credit risk.
December 21, 2021
The 10 Best Schwab Funds for 2022
The 10 Best Schwab Funds for 2022
Whether you're looking to build a core portfolio or position yourself for 2022, Schwab funds offer diversified exposure for a song.
December 11, 2021
Where to Find Yield in 2022
Where to Find Yield in 2022
I am sold on leveraged closed-end debt funds, junk bonds and floating-rate bank loan funds.
November 29, 2021
When Actively Managed Funds Are Worth It
When Actively Managed Funds Are Worth It
For some investment categories, choosing an actively managed fund makes sense.
November 24, 2021
Wasatch Emerging Markets Small Cap Goes Its Own Way
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
Where to Invest in 2022
Where to Invest in 2022
Investors will have to curb their enthusiasm as markets get back to normal.
November 24, 2021
The Best American Funds for 401(k) Retirement Savers
The Best American Funds for 401(k) Retirement Savers
American Funds has 13 actively managed mutual funds among the 100 most popular 401(k) offerings. We look at the best American Funds in that group … as…
November 12, 2021
Mutual Fund Capital Gains Taxes Could Be a Handful
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
The Best T. Rowe Price Funds for 401(k) Retirement Savers
The Best T. Rowe Price Funds for 401(k) Retirement Savers
A dozen T. Rowe Price mutual funds enjoy a place among the nation's most popular 401(k) retirement products. Find out which ones are worth your invest…
November 4, 2021
TIAA-CREF Real Estate Securities Rides High on a Hot Market
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
The Best Funds to Buy for the Roaring ’20s
The Best Funds to Buy for the Roaring ’20s
Stock market boom? Check. Economy on fire? For now. But this century isn't like the last in important ways.
October 28, 2021
DF Dent Midcap Growth Should Rebound
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
The Best Fidelity Funds for 401(k) Retirement Savers
The Best Fidelity Funds for 401(k) Retirement Savers
Fidelity funds are renowned for their managers' stock-picking prowess. We rate Fidelity's best actively managed funds that are popular in 401(k) plans…
October 25, 2021
A Simple Portfolio Is All You Need
A Simple Portfolio Is All You Need
It’s possible to build wealth with only a few funds—or even just one.
October 4, 2021
A New Fund to Hedge Inflation
A New Fund to Hedge Inflation
Horizon Kinetics Inflation Beneficiaries ETF, introduced in January, offers some tools to battle inflation.
September 30, 2021
Coming Soon to an ETF: Your Favorite Fund Manager
Coming Soon to an ETF: Your Favorite Fund Manager
Some portfolio managers are bringing their star power to exchange-traded versions of their funds. Also, four “nontransparent” ETFs to keep your eye on…
September 30, 2021
We Welcome a Tech Fund to the Kip 25
We Welcome a Tech Fund to the Kip 25
T. Rowe Price Global Technology sees promise in smaller tech companies leading changes to consumer services.
September 29, 2021
ETFs and Mutual Funds with Todd Rosenbluth
ETFs and Mutual Funds with Todd Rosenbluth
Which is better: ETFs or mutual funds? And how do you decide where to put your investments? CFRA fund expert Todd Rosenbluth has some answers. Also, h…
September 22, 2021
Is a Target Date Fund Right for You?
Is a Target Date Fund Right for You?
You're busy, and poring over investments is a pain. Wouldn't a target date fund be easier? Take a look at their pros and cons to see if incorporating …
September 14, 2021
Water Investing: 5 Funds You Should Tap
Water Investing: 5 Funds You Should Tap
As the importance of water sustainability becomes ever more apparent, so too do the potential rewards of investing in water.
September 10, 2021
10 Terrific Retirement Funds That Tackle Every Need
10 Terrific Retirement Funds That Tackle Every Need
Retirees and those nearing the end of their careers must consider growth, income and safety for their investments. Here are 10 mutual funds and ETFs t…
September 3, 2021
5 High-Yield Mutual Funds With a Human Touch
5 High-Yield Mutual Funds With a Human Touch
Seasoned management can make a difference in junk bonds. We put a spotlight on five actively run high-yield mutual funds.
August 27, 2021
The Truth About Index Funds
The Truth About Index Funds
You may think you're diversified by buying an S&P 500 Index fund, but you're making a substantial wager on a handful of stocks.
August 27, 2021