Fund Watch

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

April 7, 2017

The Trouble with Target-Date Funds in Retirement

They may not make sense once you're past the target date.

See More On: Mutual Funds

From Kiplinger's Personal Finance, May 2017

MFS Utilities: Not Your Average Utility Fund

This fund’s veteran manager also invests in cable stocks and energy partnerships.

See More On: Mutual Funds | Markets

From Kiplinger's Personal Finance, May 2017

How The Kip 25 Funds Performed

Our favorite low-fee mutual funds rely on managers with their own money invested alongside yours.

See More On: Kip 25 | Mutual Funds

From Kiplinger's Personal Finance, May 2017

2 Great New Mutual Funds for the Kip 25

We turn to offerings from Primecap and T. Rowe Price to tweak our no-load lineup.

See More On: Kip 25 | Mutual Funds

Updated March 11, 2017

Is a Bitcoin ETF a Good Investment?

Main Street investors will need to wait longer to find out after the SEC rejects the proposed exchange-traded fund.

See More On: ETFs | Banking | Technology

From Kiplinger's Personal Finance, April 2017

Harding Loevner Delivers Two Winning Foreign-Stock Funds

Both focus on firms with above-average growth and shareholder-friendly execs.

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

From Kiplinger's Personal Finance, April 2017

Vanguard Health Care Hit Hard by Politics

This Kiplinger 25 fund is looking to get back on track with firms that push innovation.

See More On: Mutual Funds | Health Care & Insurance

February 14, 2017

Should You Invest in Actively Managed or Index Funds?

Low-cost index funds tend to outperform most actively managed funds over time. One smart solution: Strike a balance between the two.

See More On: Index Funds

From Kiplinger's Personal Finance, March 2017

Why This REIT Is the Only Real-Estate Fund to Crack the Kiplinger ETF 20

We say goodbye to iShares U.S. Preferred Stock and hello to Schwab U.S. REIT.

See More On: ETFs

From Kiplinger's Personal Finance, March 2017

U.S.'s Biggest Bond Fund Fears U.S. Economy Is Peaking

Metropolitan West Total Return Bond, flush with new investors, opts for super-safe assets.

See More On: Kip 25

From Kiplinger's Personal Finance, February 2017

A Value Fund Leaps Ahead of Its Rivals

TCW Relative Value Mid Cap's manager seeks cheap stocks with a catalyst that could spark annual returns of 15%.

See More On: Mutual Funds | Stocks & Bonds

From Kiplinger's Personal Finance, February 2017

Dodge & Cox Stock Comes Roaring Back

The trick to making money with this Kiplinger 25 veteran is sticking by it.

See More On: Mutual Funds | Stocks & Bonds

From Kiplinger's Personal Finance, January 2017

An Investment Poised to Benefit from Infrastructure Spending

iShares Global Infrastructure joins the Kiplinger ETF 20, bringing steady income and rising dividends to the mix.

See More On: ETFs

From Kiplinger's Personal Finance, January 2017

A New Dividend Fund Joins the Kiplinger 25

Vanguard Equity-Income benefits from two stock-picking teams with quite different strategies.

See More On: Kip 25 | Mutual Funds

From Kiplinger's Personal Finance, January 2017

Fund Fee Wars Heat Up

Expense ratios for some funds are rapidly approaching zero.

See More On: Mutual Funds | ETFs

From Kiplinger's Personal Finance, January 2017

Get a 6.5% Yield With a Stew of Junk Bonds

Three shops, each using a different recipe, pick the bonds at Northern Multi-Manager High Yield Opportunity.

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

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