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.
Guides »
Data downloads and “how-to” editorial are the perfect companion to our annual book.
Many people hop in and out of investments all too frequently. That's due in part to the fact that mutual fund advice and information are so freely available that individuals often are persuaded to switch from their more prosaic funds to those that have been delivering more exciting short-term returns. At the opposite extreme, others take the attitude that, once bought, mutual funds can practically be held for a lifetime. That can be true in some instances, but it's often not—you really must rethink your portfolio periodically.
What are the legitimate reasons for selling funds, and when should you stay put?
Continuing poor performance of a fund relative to a relevant benchmark and its peers is the number one fund-related reason for selling a mutual fund. You should focus on a fund's returns over...
Are you looking for an investment that has the potential to produce a growing income stream and long-term capital appreciation along with reasonable risk? Bond funds won’t suffice; their income is a prisoner of prevailing interest rates, and their capital appreciation in the long term is essentially zero, a combination that is exposed to inflation risk.
REITs (real estate investment trusts) come close, but the dividends from REITs...
Closed-end muni bond funds or muni bond ETFs may make sense for those in high tax brackets in search of income.
The top 25 and bottom 25 exchange-traded funds (ETFs) and mutual funds for the second quarter of 2026.
An examination of the ETF and mutual fund options that can fill the mid-cap domestic equity portion of a portfolio.
Selecting bond ETFs and mutual funds with varying levels of category risk, duration and yield can help align your portfolio with changing investing goals.
The top 25 and bottom 25 exchange-traded funds (ETFs) and mutual funds for the first quarter of 2026.
