Fund Watch

Fund Watch

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

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

November 1, 2019

Buy Mid Caps on the Cheap

In spite of a rocky 12 months, mid-cap stocks are in a market sweet spot. And investors should consider snapping them up.

See More On: ETFs

November 1, 2019

American Century Equity Income Focuses on Value

This fund chooses high-quality but overlooked stocks.

See More On: ETFs | Mutual Funds

November 1, 2019

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.

See More On: Kip 25 | Mutual Funds

October 3, 2019

For This Stock Fund, a Focused Approach Pays Off

This young fund has bet big on tech and industrial companies.

See More On: Mutual Funds | Stocks & Bonds

October 3, 2019

Kiplinger 25 Update: Tepid Gains in a Hot Bond Rally

Jeffrey Gundlach says DoubleLine Total Return Bond has done well so far, but falling rates are causing slight bumps in the road.

See More On: Mutual Funds | Kip 25

October 3, 2019

Contrarian Funds: Charting Their Own Path

Funds that go against the flow have struggled lately but are due for a turnaround.

See More On: Mutual Funds | Investor Psychology

September 19, 2019

The 100 Most Popular Mutual Funds for 401(k) Retirement Savings

These funds have the most assets under management in 401(k) workplace retirement plans

See More On: 401(k)s | Mutual Funds | Saving for Retirement

August 29, 2019

T. Rowe Price Value Has an Eye for High-Quality Bargains

Manager Mark Finn made some wise purchases of beaten-down stocks in late 2018, including Air Products & Chemicals.

See More On: Mutual Funds

August 30, 2019

A REIT Fund Checks Out of Hotels

Real estate stocks are sizzling. But TIAA-CREF Real Estate Securities is playing defense.

See More On: REITs | Mutual Funds

August 28, 2019

Navigate Overseas Investing With Low-Volatility Funds

Low-vol funds can help you ride out the ups and downs of foreign markets.

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

August 1, 2019

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.

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

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