Funds & ETF Investing
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Guides »
Exchange-traded funds (ETFs) continue to grow in popularity. There are now approximately 330 ETFs that each manage more than $200 million in assets.
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Guides »
Data downloads and “how-to” editorial are the perfect companion to our annual book.
Fund/ETF Investing Know-How
The EZ Approach to ETF Portfolio Building
As investment products increase in number, complexity and cost, many individuals are plaintively searching for an investment approach guided by two very basic principles:
- Keep it simple, and
- Keep it cheap.
Exchange-traded funds (ETFs) offer a useful starting point for such an investment approach.
But with hundreds of different exchange-traded funds to choose from, and an infinite number of ETF portfolio combinations, how can you keep it simple?
In fact, building a diversified portfolio of exchange-traded funds is not nearly as complicated as it may at first seem.
The Low-Hassle Approach
Traditional portfolio-building strategies tend to assume that investors all have similar levels of time, effort and knowledge to devote to their portfolios. But, of course, these traits vary tremendously.
One option is...
Archives »
Offbeat Offerings: Closed-End Funds
Most investors are quite familiar with open-end mutual funds, portfolios of securities that offer diversification and professional management at a low cost even for smaller-sized investors.
Closed-end funds, however, are a sometimes-overlooked alternative. Closed-end funds differ from mutual funds in that once the fund issues shares, those shares are bought and sold in the open market; unlike a mutual fund, the closed-end fund does not itself stand ready to...
Funds/ETF Investing Articles
- State-Based Exchange-Traded Funds
- Donor-Advised Charitable Mutual Funds
- Taking Aim at Your Retirement: A Look at Target Date Mutual Funds
- Life Cycle Funds
- The Dividend Yield: Stock Mutual Funds and ETFs That Generate Income
- Offbeat Offerings: Closed-End Funds
- Rolling the Currency Dice: Investing in International Bond Funds
- The Individual Investor's Guide to Exchange-Traded Funds 2011
