Fund Watch

Fund Watch

The Kiplinger investing team tracks the latest news and trends in mutual fund investing.

April 2, 2020

Most of the Kip 25 Stay Out of the Doghouse

Every year, we look back at how our favorite low-fee mutual funds performed.

See More On: Kip 25

April 3, 2020

BBH Limited Duration: More Income, a Bit More Risk

The short-term bonds in this fund are stress-tested.

See More On: Mutual Funds | Stocks & Bonds

March 21, 2017

Kiplinger 25 Model Portfolios

Reach your investment goals with these plans using our favorite no-load mutual funds.

See More On: Kip 25 | Mutual Funds

April 3, 2020

IQ Merger Arbitrage Is All About the Deals

This merger-focused ETF can zig when the market zags.

See More On: ETFs | Mutual Funds

March 6, 2020

A Deep Bench Bodes Well for Fidelity Intermediate Municipal Income

Another manager is retiring, but this fund is run by a dynamic team of mostly longtime members.

See More On: Kip 25 | Mutual Funds

March 6, 2020

Artisan Developing World Heads Off Emerging Challenges

A stake in multinationals buoys this fund when developing markets sink.

See More On: Mutual Funds | Foreign Stocks & Emerging Markets

March 6, 2020

Two Kiplinger Dividend 15 Picks Hit a Rough Patch

Giants 3M and ExxonMobil are on our watch list at the moment as lawsuits and sliding oil prices become potential hurdles to clear.

See More On: Mutual Funds | Dividends

March 6, 2020

Legg Mason’s LVHD: More Income, Less Turbulence

This ETF uses two tactics to smooth returns.

See More On: ETFs | Mutual Funds

January 30, 2020

Is a Debt Bomb Ticking?

Corporations have amassed a ton of debt. Protect yourself with these funds and ETFs.

See More On: Mutual Funds | ETFs | Stocks & Bonds

January 30, 2020

Health Care ETF Finishes Strong

Despite Invesco S&P 500 Equal Weight Health Care ETF lagging the S&P 500 most of the year, it still finished out 2019 up more than 20%.

See More On: ETFs | Mutual Funds

January 30, 2020

A Good Year for Most of the Kip 25 Funds

More winners than losers among our favorite low-cost mutual funds.

See More On: Kip 25 | Mutual Funds

December 27, 2019

AMG TimesSquare International Small Cap’s Turnaround

Two of the fund’s biggest losers became its biggest winners in 2019.

See More On: Kip 25 | Mutual Funds

December 27, 2019

Hoya Capital Housing (HOMZ): A Well-Built ETF

This fund invests in all aspects of the real estate market.

See More On: ETFs | Mutual Funds

December 27, 2019

Vanguard High-Yield Tax-Exempt: Don’t Call It Junk

Despite its name, this muni bond fund is keeping an eye on risk.

See More On: Mutual Funds | Stocks & Bonds

November 27, 2019

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.

See More On: Kip 25 | Mutual Funds | Stocks & Bonds

November 27, 2019

Wasatch Ultra Growth Targets Industry Disruptors

This fund invests in small firms intent on wiping out the competition.

See More On: Mutual Funds | Stocks & Bonds

October 31, 2019

Why Inflation Is All But Dead

And why your portfolio should be protected against it anyway

See More On: Mutual Funds | Stocks & Bonds

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