Kip 25
Baron Emerging Markets Snaps Back
Baron Emerging Markets Snaps Back
Few expected a post-COVID rally in emerging-markets stocks, in part because of a belief that developing countries wouldn’t cope well with the pandemic…
August 19, 2020
Oakmark International Disappoints Us
Oakmark International Disappoints Us
When this fund is good, it shines relative to peers, but when it is bad, it fares far worse.
July 23, 2020
Kiplinger 25: Our Green Fund Sees Some Red
Kiplinger 25: Our Green Fund Sees Some Red
But it has delivered over the long term since its 2012 inception.
June 5, 2020
Kiplinger 25 Model Portfolios
Kiplinger 25 Model Portfolios
Reach your investment goals with these plans using our favorite no-load mutual funds.
April 3, 2020
Most of the Kip 25 Stay Out of the Doghouse
Most of the Kip 25 Stay Out of the Doghouse
Every year, we look back at how our favorite low-fee mutual funds performed.
April 2, 2020
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A Good Year for Most of the Kip 25 Funds
A Good Year for Most of the Kip 25 Funds
More winners than losers among our favorite low-cost mutual funds.
January 30, 2020
AMG TimesSquare International Small Cap’s Turnaround
AMG TimesSquare International Small Cap’s Turnaround
Two of the fund’s biggest losers became its biggest winners in 2019.
December 27, 2019
Fidelity Advisor Strategic Income Invests in a Tepid Economy
Fidelity Advisor Strategic Income Invests in a Tepid Economy
The fund has evolved a bit over time, and is positioned to do well in a moderately growing U.S. economy.
November 27, 2019
Wasatch Small Cap Value Holds Its Head Up
Wasatch Small Cap Value Holds Its Head Up
Wasatch Small Cap Value smashes both the Russell 2000 and S&P 500, even as small-company stocks have experienced more turbulence.
November 1, 2019
Rising Dividends Lift This Fund
Rising Dividends Lift This Fund
T. Rowe Price Dividend Growth is staying ahead thanks to big gains at Ball, Air Products & Chemicals and Danaher, among others.
August 1, 2019
With Oakmark International, Patience Pays Off
With Oakmark International, Patience Pays Off
This Kiplinger 25 member has stumbled recently along with foreign stock markets at large, but the fund's strategy has delivered over the long term.
June 6, 2019
Primecap Odyssey Growth Stumbles
Primecap Odyssey Growth Stumbles
Primecap’s return trails the competition as well as the Standard & Poor’s 500-stock index, which returned 9.4%. What gives?
May 9, 2019
The Kiplinger 25: How We Did in a Very Contrary Year
The Kiplinger 25: How We Did in a Very Contrary Year
Also, we move to rebalance our stock portfolio with a midcap offering.
April 4, 2019
Fidelity Strategic Income Bets on U.S. Economic Growth
Fidelity Strategic Income Bets on U.S. Economic Growth
This member of the Kiplinger 25, the collection of our favorite no-load mutual funds, balances government bonds and high-grade corporates with higher-…
November 29, 2018
4 Funds Worth Making the Extra Effort to Buy
4 Funds Worth Making the Extra Effort to Buy
These members of the Kiplinger 25, the collection of our favorite no-load mutual funds, require new investors to jump some hurdles in order to buy ini…
November 1, 2018
Fidelity Strategic Income
Fidelity Strategic Income
Expense Ratio: 0.68%Fidelity Strategic Income balances higher quality, investment-grade bonds with junkier, higher-yielding bonds to deliver protectio…
October 5, 2018
Vanguard High-Yield Corporate
Vanguard High-Yield Corporate
Manager Michael Hong, who works for Wellington Management, tilts toward higher-quality junk and likes to buy and hold.
October 5, 2018
Parnassus Mid Cap Fund Suffers a Toothache
Parnassus Mid Cap Fund Suffers a Toothache
This Kiplinger 25 member is in a slump.
October 5, 2018
Vanguard Wellington
Vanguard Wellington
Wellington Management’s Ed Bousa does the stock picking.
October 5, 2018
Oakmark International
Oakmark International
Oakmark's managers are classic bargain hunters.
October 5, 2018
Fidelity International Growth
Fidelity International Growth
Growth and price matter to manager Jed Weiss.
October 5, 2018
Baron Emerging Markets
Baron Emerging Markets
Manager Michael Kass favors fast-growing businesses with sustainable competitive advantages and a high return on invested capital (a measure of profit…
October 5, 2018
AMG TimesSquare International Small Cap Fund
AMG TimesSquare International Small Cap Fund
Magnus Larsson and Robert Madsen run the fund with three analysts.
October 5, 2018