The company’s fixed-income funds are thriving, but its stock funds remain a mixed bag.
4 minute read
Four months in, crypto ETFs are proving an awkward fit at Vanguard.
Long Read
The Heartland Value is snapping up regional banks and consumer-discretionary stocks.
Long Read
Don’t be shocked, but the past year has been one of the best periods for renewable-energy stocks funds.
3 minute read
The Lazard International Dynamic Equity ETF has beaten its peers and the benchmark for a decade. It converted from a traditional mutual fund last year.
Long Read
The top fund families of 2025 had exquisite timing—and managers with strong stomachs. How they navigated a tumultuous year.
Long Read
There’s a strong case for hedging your bets with alts. The question is which kind to buy.
Long Read
Convertible bond funds have beaten the S&P 500 index in recent months. Can the good times continue?
3 minute read
Hedge fund strategies have been slow to take off among ETFs. BlackRock hopes to change that with a new entry.
3 minute read
The REIT sector yields 3.4%, three times the S&P 500’s historically stingy yield of 1.1%.
4 minute read
Investors want their ETFs cheap, even though researching tiny companies can be more time-consuming and expensive.
Long Read
The iShares U.S. Equity Factor Rotation Active ETF has taken huge bets on tech and communications stocks.
3 minute read
Fed rate cuts could boost mid-cap companies—and the earnings outlook is strong. The T. Rowe Price Diversified Mid Cap Growth fund stands to gain.
Long Read
Emerging market funds are beating the S&P 500. The rally Is real.
3 minute read
Cathie Wood’s ARK funds are on track to beat the market in 2025. She's already looking ahead to next year.
2 minute read
The line between investing and gambling is blurring further as leveraged single-stock ETFs take off. Some worry that naive investors don’t know what they’re getting into.
Long Read
Investors are piling into new ETFs from Wedbush’s Dan Ives and Fundstrat’s Tom Lee. Caution is warranted.
Long Read
The $4.4 billion Pimco Municipal Bond fund has acquitted itself well against its peers over the past decade. What it’s buying now.
Long Read
Funds that protect you against the downside also tend to have less upside.
3 minute read
The simplest way to get overseas exposure is to buy an all-in-one global balanced fund that makes the allocation decisions for you.
Long Read
Recent bond market dynamics make mortgage-backed securities especially attractive for risk-averse investors. Here are three funds to consider.
4 minute read
We searched for funds that follow the Oracle of Omaha’s time-tested investing principles.
Long Read
Slow-and-steady funds with a traditional 60% stocks/40% bonds mix are getting renewed attention for their recent outperformance. How to buy in.
Long Read
Investors use dividend-paying funds for portfolio diversification, viewing these companies as more trustworthy and better capital stewards.
3 minute read
Single-country funds can reduce overall portfolio risk by acting differently than the S&P 500, offering diversification beyond broad international indexes.
3 minute read