Category Archives: Mutual Funds & ETFs

What Are Balanced and Allocation Mutual Funds?



While mutual funds provide investors with a relatively simple way to add variety to their portfolios, there are certain funds that combine the features of the different mutual fund categories to offer even more diversification. Read More

What is an ETF? An Art Collection Analogy

Aren’t exchange traded funds and mutual funds pretty much the same thing? In this video we try to address this question and point out some of the differences with assistance from some artistic friends.

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Wait, bond funds are posting gains?

What bear market for bonds? A funny thing has happened since investors pulled more than $100 billion from bond mutual funds this summer as they worried that the 30-year run for bonds was coming to an end. Bond funds are no longer losing money, at least not recently. Almost every kind has made money over the last month. Read More

University: Balanced & Allocation Funds

Not all mutual funds stick to one specific asset class, like stocks or bonds. Balanced and asset allocation funds combine different asset types to offer more investment options, based on your level of risk, time horizon and other factors. Read More

How much risk to take? Assessing fund volatility

The stock market is in a groove. The Standard & Poor’s 500 has climbed six months in a row and finished April at another record high. So far this year the index is up roughly 12 percent. That sounds good, right? A qualified “yes” might be the best answer. Consider that the past three years in a row, stocks began to tumble in May, and rallies turned into routs by mid-summer. Read More

Fund costs come down again, but is it enough?

It’s easy to overlook what’s important when it comes to saving money. Many people would sooner clip a coupon for shampoo than review the expenses they’re paying to invest in mutual funds. Read More

Study sheds light on funds’ hidden trading costs

There is no shame in being cost-conscious. Price is often the critical factor when mutual fund companies compete for business. They want to be able to tout the lowest expense ratios for their funds. That’s the figure that shows how much investors pay to cover operational costs. But it isn’t the only cost you should be thinking about.
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4 tax tips for mutual fund investors

Duncan Richardson routinely keeps a quarter in his pocket, but it’s not spending money. The chief equity investment officer of investment manager Eaton Vance frequently digs the coin out and uses it as a prop to illustrate the drain that taxes can have on investments. Read More

Tech dividends: What fund investors should know

Investing is about give and take. Consider growth-oriented companies, which are focused on building business and expanding market share. When the economy improves, their stocks are likely to rise more sharply than those of well-established companies. Read More

5 ETF developments for investors to watch in 2012

Total investments in exchange-traded funds surpassed $1 trillion last year. It’s a significant milestone considering that ETFs were unfamiliar to most investors just a few years ago. Read More

7 year-end tax tips for mutual fund investors

A surge of cashflow into a business can make it seem like a powerhouse. Yet its bottom line might be underwhelming after taxes and other expenses are figured in. The same can hold true with investing. Read More

4 tips for older investors in target-date funds

Target-date mutual funds offer a simple premise. Their mix of investments is adjusted periodically to try to strike a proper balance between risk and reward. Read More

3 experts debunk mutual fund investing myths

BOSTON (AP) — Whether you follow Wall Street or not, odds are you’re a mutual fund investor. Mutual funds are the foundation of 401(k) plans and individual retirement accounts. Yet many investors lack the patience to learn the finer points … Read More

Fixed-income ETFs make sense, but in moderation

Investors have been increasingly pouring cash into exchange-traded funds specializing in fixed income. That gives them the quick-trading capability of ETFs while retaining the more conservative position of bonds.

Many financial analysts think the flight to safety is overdone. They say investors need to be in stocks for the long run… Read More