Funds & ETF Investing

Guides »

ETF Guide

Exchange-traded funds (ETFs) continue to grow in popularity. There are now approximately 330 ETFs that each manage more than $200 million in assets.

Guides »

Top Mutual Funds

Data downloads and “how-to” editorial are the perfect companion to our annual book.

Fund/ETF Investing Know-How

How Many Mutual Funds Should You Have in Your Investment Portfolio?

Time to take an inventory of your mutual funds. How many are there? What are their investment styles? Is your mutual fund portfolio cluttered just like your closet? Have you owned some funds so long that you have forgotten why you bought them? Are there some funds on the top shelf, way in the back of your financial closet you haven't even looked at in a while?

Adding a new fund to your portfolio is far easier than reorganizing your fund portfolio and discarding inappropriate, redundant, or simply poor-performing funds. The answer to the question of how many mutual funds you should have in your portfolio is not just a number. But if you have many more than eight mutual funds in your closet, chances are you need to do some...

Life Cycle Funds

Life cycle funds are marketed as a maintenance-free way for individuals to invest for retirement. They were created under the assumption that many individuals needed a one-stop investment vehicle that properly rebalances their portfolios over their investment lives, as their investment needs change. Typically, in an individual’s younger years, riskier but higher-return potential assets should be emphasized, but as the individual approaches retirement, the percentage commitment to these types...

Funds/ETF Investing Articles

See more Funds/ETFs Articles »