Funds


Money-Market ETFs Have Arrived. Should You Buy One?

Money-market ETFs follow the same rules as money-market mutual funds, but there are some important differences.

3 minute read

Go to article

Tariffs Be Damned. These Latin America Funds Are Buys.

Part of the rally in Latin America stock funds is currency-related. But another driver is that the stocks are exceptionally cheap.

Long Read

Go to article

Why One Top International Fund Likes Novo Nordisk Stock

Thornburg International Equity also sees opportunities in European utilities.

Long Read

Go to article

What One Top Small-Cap Growth Fund Is Buying Now

Fed rate cuts and a positive earnings cycle could power a small-cap rally. The Calamos Timpani Small Cap Growth fund stands to benefit.

Long Read

Go to article

Vanguard Is Dipping Into Active Stock ETFs. What Investors Should Know.

Vanguard plans to add three actively managed stock ETFs, and it’s turning to a trusted partner to manage the funds.

3 minute read

Go to article

How a New Breed of Active Commodity Funds Is Beating Indexers

Actively managed funds tend to have an edge over indexers when it comes to investing in commodities. Here are some of their strategies.

4 minute read

Go to article

This T. Rowe Fund Manager Works Magic. 3 New Ones He Runs.

T. Rowe Price’s David Giroux is a top-performing manager whose fund is closed to new investors. But now he’s running three other funds. See how they measure up.

Long Read

Go to article

This Dividend Fund Owns Nvidia and Broadcom. It’s Crushing the Market.

Capital Group Dividend Value’s portfolio resembles what many might expect to find in a growth fund, with Microsoft, Nvidia, and Broadcom as the top three holdings.

4 minute read

Go to article

Interval Funds Charge Big Fees. Vanguard Is Looking to Challenge That.

The low-cost fund manager’s entry into the fray could help retail investors gain access to illiquid assets without getting gouged.

3 minute read

Go to article

What This Top Emerging Markets Fund Is Betting on Now

Artisan Developing World’s Lewis Kaufman focuses on urban consumers. How he views opportunities in India and China.

Long Read

Go to article

Are Index Funds Ruining Small-Cap Investing?

Small-cap stocks traditionally have led the market coming out of economic downturns. That hasn’t been the case since the 2008 crash.

3 minute read

Go to article

Why These Active Bond Funds Are Worth a Premium

It’s a good time to consider active funds with flexible mandates to play offense and defense amid uncertainty about the macroeconomic environment.

4 minute read

Go to article

Investors Are Searching for the Next Gold. Don’t Get Burned.

Silver, platinum, and palladium aren’t just substitutes for gold. The right way to build a precious metals portfolio.

3 minute read

Go to article

Leveraged ETFs Dominated a Wild Quarter

As the market rebounded from the Liberation Day tariffs, gold miners, crypto, and, yes, tech were among the winners.

Long Read

Go to article

Momentum Funds Are Beating the Market. How They Do It.

Momentum wasn’t only the best-performing domestic market factor in 2024, but also in non-U.S. developed markets and emerging markets.

3 minute read

Go to article

Cheap Foreign Small-Caps Offer Big Gains in a Trade War

It pays to have an active manager to navigate this sector. Vanguard’s indexed ETF holds 4,794 stocks. Many are illiquid or poorly run, and most have little or even no coverage by Wall Street analysts.

4 minute read

Go to article

The Great ETF Fee War Is Over. You Can Still Get Burned.

Last year, the average asset-weighted fee for index funds stood at 0.11%, essentially flat with 2023. A decade ago, the average fee was 0.19%.

4 minute read

Go to article

Bridgewater’s New ‘All Weather’ ETF: Will Its Hedge Fund Approach Work in This Market?

The ‘All Weather’ ETF’s approach is similar to one the hedge fund firm has used since 1996.

3 minute read

Go to article

This Vanguard Bond Fund Is Taking Some Calculated Risks

Corporate bonds, securitized debt, and foreign bonds are among the $13.8 billion Vanguard Core Bond fund’s recent buys.

4 minute read

Go to article

These Funds Offer Low Volatility and 10% Yields. There’s a Trade-Off.

Hefty yields and can offset some losses when stock prices decline. But investors can pay a steep price when stocks zoom ahead.

4 minute read

Go to article

How Fund Managers Grapple With ‘Autocracy Risk’

Leaders with unchecked power can reward or punish companies at their whim, creating an uneven playing field and leading to market uncertainty. There are still investment opportunities.

Long Read

Go to article

Leading Fund Group ICI to Lobby for Expanded Access to Private Markets

The Investment Company Institute is asking the second administration of President Donald Trump to ease restrictions that have blocked retail investors from investing in private companies.

Long Read

Go to article

These Funds Can Help You Lower Your Tax Bill

This year’s tariff-induced volatility has provided opportunities to sell your losing stock positions to capture a tax write-off. What to know.

4 minute read

Go to article

Is Your International Fund a U.S. Fund in Disguise? Why It Matters.

There’s a difference in the types of funds that invest overseas. Make sure you know what you’re getting into.

3 minute read

Go to article

10 Defensive Stock Funds That Bucked the Tariff Selloff

Forrester Value gained a remarkable 17% from Feb. 19 through April 11.

3 minute read

Go to article

of 3 pages