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Fund Watch Archive

Fidelity Low-Priced Stock Fund's Star Manager Returns

Joel Tillinghast is back from a three-month sabbatical, but, in his absence, his six co-managers ran the fund like he was never gone.

Guggenheim BulletShares 2014 High Yield Corporate Bond ETF

You can get high yields plus your money back at a preset termination date.

Tomorrow's Biotech Winners Fuel Fidelity Funds

Fidelity Select Biotechnology and Fidelity Advisor Biotechnology contain a mix of the tried-and-true and the speculative.

Live Chat on the Kiplinger 25

Investing editors Manny Schiffres and Nellie Huang will be online on Thursday, April 26, from 12:30 p.m. to 1:30 p.m. ET to answer your questions about our favorite no-load mutual funds.

Merger Fund Treads Water

As expected, this Kiplinger 25 fund outperforms in down markets, lags in weak markets. A rise in deal activity could boost returns.

Kiplinger 25 Model Portfolios

Reach your investment goals with these plans using our favorite no-load mutual funds.

The Mysterious Oceanstone Fund

This fund's performance has been impressive, but its manager's silence makes it hard to recommend.

Bye Bye, Bear Market

Outsize three-year mutual fund returns are no longer dragged down by the 2008 stock market crash.

The 2012 Kiplinger 25: The Best No-Load Mutual Funds to Meet Your Goals

This year’s picks for the Kiplinger 25 include new ways to generate income.

Betterment.com: This Online Investing Tool Just Got Better

For little cost, get help managing your investment portfolios, no matter how small.

Should You Invest in Fairholme Fund?

After a miserable 2011, Bruce Berkowitz’s fund has bounced back sharply this year. But we still think it’s too risky for most investors.

The Return of American Century Legacy Large Cap

American Century returns to the leaders list with a fund that uses computers to pick stocks.

WisdomTree Hunts Bargains with MidCap Earnings ETF

By weighting firms by their profits, WisdomTree creates a a list of stocks that are cheaper than those in the S&P 400 index.

Artisan Small Cap Stalks Companies with Big Potential

Artisan Small Cap invests in firms with accelerating profits.

Great Deals in Munis

The little-known Managers AMG GW&K Municipal Bond Fund looks for bargains among the highest-quality tax-free bonds.

For T. Rowe Price Equity Income, It's Good Riddance to 2011

Its fund manager continues to look for large, high-quality, dividend-paying companies with growth potential.

Artisan's Yockey Sees a Better Year for Foreign Stocks

The veteran manager of Artisan International is loading his fund with multinational companies that benefit from growing wealth in Asia.

How Small Investors Can Invest in Private-Equity Firms

Small-time investors can get in on the private-equity action, but don't expect Romney-level returns.

6 Great ETF Portfolios

Pick one of our exchange-traded fund portfolios to suit your goals, time horizon and tolerance for risk -- or mix and match.

A Strange 2011 for the Kiplinger 25

Our favorite no-load fund picks included a few winners, but most of our domestic stock funds delivered returns in a narrow range that trailed the market slightly. One other positive: We had no disasters.

The Case for Investing in Emerging-Markets Bonds

These once-risky investments are gaining favor among investors as developing nations are becoming more stable. Here's how to invest.

Should You Dump These Former Mutual Fund Stars?

One of these funds deserves another chance, but the other three have got to go.

Morningstar Shakes Up Its Mutual Fund Ratings System

The czar of star ratings unveils a new system that it hopes will better identify future winners.

Dodge & Cox Sticks with Its Strategy

Despite a few recent hard years at Dodge & Cox, the Kiplinger 25 funds' managers remain confident in their long-term approach.

How Taxes Work for Different Exchange-Traded Investments

The structure of each type of exchange-traded product determines how your earnings are taxed.

7 Pitfalls of Exchange-Traded Funds

ETFs have a lot going for them, but they are not without shortcomings.

The Cook & Bynum Fund's 10-Stock Portfolio

This large blend fund is off to a fine start. But its concentrated approach carries big risks.

A Lousy Year for Bond Ace Bill Gross

Harbor Bond, a Kiplinger 25 member, stumbled in 2011, but Gross has reshaped the fund’s portfolio to put it in line with current trends.

Market Vectors Intermediate Muni Index

This exchange-traded fund has delivered solid gains, despite a shaky economy.

How to Be a Better Fund Investor

Understand the fund-investing fundamentals of how to buy and when to sell.

Mixed Results for the Kiplinger 25

Here's how our favorite no-load funds have performed through the recent market rout.

Nicholas Equity Income Fund

A focus on yield and cheap stocks helps this fund hold down risk.

How Foreign Funds in the Kiplinger 25 Are Faring

With foreign stock markets in turmoil, the international picks among our favorite funds have fallen further than their domestic brethren.

Index Fund War: Fidelity vs. Vanguard

The mutual fund giants' dueling means lower costs and more investment options for you.

5 Hedge-Fund Lookalikes

Hedge your portfolio without taking on the risks and costs of hedge funds.

Are Hedge Funds Right for You?

They generate a lot of headlines but not great returns. Here’s how to get the best of what they offer and pay a lot less.

Emerging Markets on the Cheap

Vanguard MSCI Emerging Markets ETF carries a super-low expense ratio.

5 Foreign Funds for Income

Take the yield, but leave the stock-picking to the professionals with these funds.

Our 7 Favorite Actively Managed Vanguard Funds

The mutual fund behemoth is most famous for its indexing approach, but the company also offers a stable of actively managed funds.

Fidelity Magellan Gets Another New Skipper

This once-storied fund has been a mediocre performer for years. Can Jeffrey Feingold right the ship?

Value Line Asset Allocation: Cut Risk By Shifting Assets

This fund uses the Value Line Investment Survey to pick stocks.

Fidelity Contrafund Holds Up Through Hard Times

This fund's recent performance, one of the best of the Kiplinger 25, is being boosted by cheap blue chips and gold mining companies.

Should You Invest in Gold?

The shiny stuff has been sparkling. But when the economy and the stock market pick up, gold prices are likely to head down.

Finding Opportunities When Other Investors Are Pessimistic

The managers of BBH Core Select, a member of the Kiplinger 25, added three new stocks to the fund during the late summer market dip.

This SPDR ETF Answers the Lure of Rising Dividends

Only companies that have boosted payouts for at least 25 straight years qualify.

2011 Mutual Fund Rankings

We list which funds have performed best and which are worth owning now.

5 Investing Strategies to Protect Your Portfolio

The approaches of these mutual funds can help you defend your wealth against a bear market.

4 Hidden Surprises Lurking in Your Mutual Funds

Closet index funds, foreign funds with big U.S. stakes and other surprises may be hiding in your portfolio.

Dodge & Cox Stock Loads Up On Drug Stocks

The managers of this Kiplinger 25 fund see good deals in the pharmaceutical sector.

Rice Hall James Small Cap Portfolio: Small Stocks, Less Risk, Big Rewards

The managers of this fund have a game plan and stick to it.

Get a Boost with Medical Stocks and First Trust Health Care Alphadex Fund

A souped-up health care index tilts toward midsize firms.

A Fund That Bets Against Congress

It’s kind of a gimmick—a fund that’s in cash when Congress is in session and owns stocks when legislators leave town. But is it a gimmick that can make you money?

When Exchange-Traded Notes Trump Exchange-Traded Funds

ETNs offer access to unusual strategies, but be aware of their special risk.

Fee Shuffle at Fidelity Fund

The Boston behemoth wants to give with one hand but take with the other at its original fund.

What I Learned at the Morningstar Conference

Top fund managers and investment gurus shared their outlooks on everything from emerging markets to municipal bonds.

This Rydex ETF Gives an Industrial-Strength Performance

This unusual exchange-traded fund doesn't let big companies dominate.

2011 Midyear Investing Outlook: What Now for Bonds?

Consider bond funds run by seasoned pros to navigate this tricky fixed-income environment.

A Balanced Fund With Attitude

The little-known Villere Balanced Fund scores in a conservative category by focusing on small companies.

4 Low-Volatility Stock Funds

These exchange-traded funds and one mutual fund will soothe your nerves while sticking with stocks.

Vanguard Mega Cap 300 Growth ETF

If you’re partial to huge firms with solid growth credentials, you’ll love this fund.

New ETFs for Offbeat Niches

You can now buy ag stocks and bet against junk bonds through exchange-traded funds.

Vanguard Dividend Growth: In Search of New Income Sources

The manager of this Kiplinger 25 fund looks for "high-quality" companies that regularly boost dividends. But what is "high quality" these days?

Fund Managers Reveal 6 Traits of a Good Investor

Learn the pros' secrets to successful investing.

What Now for Precious Metals?

Gold still glows, but even after a selloff, silver looks pricey.

4 Funds for Investing in Energy

Buying into energy through mutual funds may be safer and more convenient than purchasing individual stocks.

Where This Value Investor Is Finding a Few Compelling Stock Opportunities

Concerned about America's economy, FPA Crescent manager Steve Romick is building up cash and favoring companies with strong overseas profits.

Royce European Smaller Companies Fund Managers Scoop Up Bargain Stocks

The European debt crisis has driven down share prices, creating buying opportunities for these value hunters.

Do Mutual Funds that Treat Shareholders Fairly Deliver Better Returns?

A new Morningstar study suggests that funds with high "stewardship" grades tend to perform better than those with low grades.

Our 5 Favorite Mutual Fund Managers

All of these leaders have produced excellent records with their respective funds, and we expect they'll continue to do well for their shareholders.

TCW Emerging Markets Income Fund: Big Gains With Exotic Bonds

This manager expects to see rising interest rates in developing nations trying to combat inflation, and he’s betting on corporate debt to benefit in the long-term.

Kiplinger 25: Our Favorite No-Load Mutual Funds for 2011

Four new funds join this year's list of our top choices.

4 Great Mutual Funds That Emulate Warren Buffett

Get in with these fund managers who pick stocks the same way the master does.

Energy Select Sector SPDR ETF

This low-cost fund lets you own all of the energy stocks in the S&P 500.

How the Kiplinger 25 Performed Over the Past Year

Our 2010 picks for the list of our favorite no-load mutual funds have delivered solid gains.

This Kiplinger 25 Fund Continues Its Long, Winning Record

Meridian Growth's managers did well by scooping up high-quality stocks on the cheap after the market tumbled.

5 Excellent ETFs for Emerging Markets

Developing-markets stocks have been struggling in 2011, but that’s no reason to avoid investing in them.

3 Funds for Investing in Frontier Markets

Comfortable with emerging-markets stocks? If so, you may be ready to boldly go where few investors have gone before.

Cambiar Aggressive Value: A Small Fund with Big Gains

This so-called large-company value fund scores with a concentrated global strategy.

Wasatch Wins With Small Overseas Companies

International Growth has performed well with emerging-markets stocks.

Kiplinger 25 Funds Run Up with the Bull Market

Our favorite no-load, stock mutual funds give a stellar performance in the two years since the market's bottom in March 2009.

Is Permanent Portfolio a Fleeting Success?

The fund is hot, but its focus on gold and Treasury bonds could turn it into a laggard.

Where a Top Fund Manager Is Finding Opportunities

Will Danoff, the manager of Fidelity Contrafund, favors the technology sector and companies that capitalize on emerging markets.

Don't Give Up on This Kiplinger 25 Fund

Baron Small Cap has struggled recently, but its long-term record is good.

DoubleLine Total Return Fund Gets Off to a Fast Start

Manager Jeffrey Gundlach balances risks in this unusual mortgage fund.

A Real Estate Fund With Focus

This ETF holds only 30 real estate investment trusts.

A Mid-Cap Investor is Thinking Bigger

This Perkins Mid Cap Value fund manager is finding good values in large-company stocks. He shares four stock picks and his economic outlook for 2011.

Diversify Your Portfolio with This Kiplinger 25 Fund

Pimco CommodityRealReturn Strategy fund will help you invest in a broad basket of commodities and hedge against inflation.

3 Great Global Funds

Invest around the world with these top no-load stock funds.

Hedge-Fund Manager Lauren Templeton on How to Play This Market

A fund manager who learned from one of the greats says investors should make the most of "maximum pessimism."

5 ETFs for the Dividend Investor

Put more cash in your pocket investing in these dividend-focused exchange-traded funds.

A Low-Risk Way to Tap the Risky Muni-Bond Market

The manager of Fidelity Intermediate Municipal Income, a Kiplinger 25 fund, says the muni market isn't as scary as it seems.

Get Stock-Like Gains Without the Stock-Like Risks

Vanguard Convertible Securities fund excels at picking these tricky hybrid investments.

4 Stock Picks from a Manager of a Kiplinger 25 Fund

The managers of Vanguard Selected Value fund find an eclectic mix of investing opportunities among midsize companies.

How to Invest in Silver

Silver's dizzying ascent isn't over. But you're better off investing in a basket of commodities.

Parnassus Small-Cap Fund Blends Ethics With Success

This socially screened fund looks for growing firms at cheap prices.

Bill Miller Sees Better Times Ahead

If the once-revered Legg Mason fund manager is right about the future, his funds should continue their rebound.

The Merger Fund Replaces the Arbitrage Fund in the Kiplinger 25

Arbitrage Fund has closed to new investors, but Merger Fund is a worthy replacement.

Tocqueville Gold Goes Global

The fund loads up on small and midsize mining companies.

Jensen Adds a Second Fund -- Finally

The original Jensen Portfolio has delivered respectable returns. Will Jensen Value perform as well?

This Fast-Moving Fund Scores Overseas

Marsico Flexible keeps cash handy to pounce on firms with rich prospects.

Harbor International Loses a Manager, but We Stay with the Fund

The late Hakan Castegren leaves his surviving co-managers a successful strategy to continue employing with this Kiplinger 25 fund.

DoubleLine Total Return Bond Fund Pairs High Yield with Low Volatility

Manager Jeffrey Gundlach continues his stellar record after splitting from TCW and starting his own firm.

2 Pimco Funds for Adding Foreign Bonds and Currencies to Your Portfolio

Which one you choose depends on your outlook for the U.S. dollar.

A Slow Start for Akre Focus Fund

But the youngest Kiplinger 25 member is picking up steam now that veteran manager Chuck Akre has put more cash to work.

A Funky Real Estate Fund Excels

Pimco RealEstateRealReturn Strategy uses derivatives and Treasury inflation-protected securities to beat its rivals.

A Hedge That Actually Works

Adding one of these funds could boost your returns and reduce your portfolio’s risk.

This Kiplinger 25 Fund Manager Navigates New Turf for Tax-Free Bonds

Municipal-bond issuers face lower ratings and greater risk of default, but investors can still find good values and tax advantages.

Don't Be Scared of Emerging-Markets Bonds

Fidelity New Markets Income fund offers high returns with low volatility and costs.

BlackRock Funds Worth a Look

You might consider these pricey funds if you invest through an adviser who waives the extra fees.

Why Mutual Fund Fee Reform Misses the Mark

New rules on 12b-1 fees won’t change much. However, another proposal could dramatically cut what you pay to buy certain funds.

Fairholme Fund Loads Up on Bank Stocks

Top manager Bruce Berkowitz is pouncing on financial companies he thinks are stronger after surviving the recession.

This Emerging-Markets Fund Wins Big with Small Companies

The managers of Wasatch Emerging Markets Small Cap fund find opportunities to benefit from the growing middle class abroad.

A New Favorite Gold ETF

Fee cuts make iShares Comex Gold Trust the best choice for now.

Find Opportunity Amid Crisis with This Kiplinger 25 Fund

The manager of T. Rowe Price Small-Cap Value picks up unfairly crushed stocks and sticks with old favorites.

ETFs With Hands-On Managers

These exchange-traded funds do more than track indexes.

6 Top Mutual Fund Managers See Hard Times Ahead

The bears came out in Chicago to report sobering views of the market and offer attractive stocks to seize now.

2 Health-Care Funds Find Innovative Opportunities

New products and emerging markets promise great growth in a changing industry.

Global Funds to Fight the Gloom

Three go-anywhere managers find opportunities amid the turmoil of the world’s markets.

How to Play Treasuries in Response to U.S. Deficit and Deflation Fears

Jeffrey Gundlach says the U.S.’s enormous debt load spells deflationary pressures for some time to come. That’s why he likes Treasuries.

A Different Kind of Rising-Dividend Fund

Despite the fund’s name, many of the holdings inside Fidelity Dividend Growth stiff shareholders.

A Worthy Replacement for a Star Manager

The once-revered Bill Miller is expected to hand the reins of Legg Mason Value to his soon-to-be co-manager Sam Peters.

Secrets of a Top Fund Manager

The longtime manager of Fidelity Low-Priced Stock tells how he built his fabulous record and how he’s reacting to wild markets.

The Vanguard Dog That Just Won’t Die

For the past decade, Vanguard U.S. Growth has puttered along with poor to mediocre performance. But Vanguard stands by the fund.

A Fund That Focuses on Financially Strong Companies

Buffalo Mid Cap's holdings have rock-solid balance sheets and many have no debt.

Farewell to a Kiplinger 25 Fund

Meridian Growth replaces T.Rowe Price Mid-Cap Growth, which is closing to new investors.

A Bear Turns Bullish

The manager of Baron Small Cap is buying shares of stocks that should do well as the economy rebounds.

Lower Your Expectations for Bonds

The manager of Dodge & Cox Income says last year's stellar returns are unlikely to recur.

This Emerging Markets Fund Is on Fire

T. Rowe Price Emerging Markets Stock has posted stellar returns by favoring developing nations with strong finances and domestic consumption.



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