Fund Watch

Fund Watch

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

August 29, 2019

T. Rowe Price Value Has an Eye for High-Quality Bargains

Manager Mark Finn made some wise purchases of beaten-down stocks in late 2018, including Air Products & Chemicals.

See More On: Mutual Funds

August 30, 2019

A REIT Fund Checks Out of Hotels

Real estate stocks are sizzling. But TIAA-CREF Real Estate Securities is playing defense.

See More On: REITs | Mutual Funds

August 28, 2019

Navigate Overseas Investing With Low-Volatility Funds

Low-vol funds can help you ride out the ups and downs of foreign markets.

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

August 1, 2019

Rising Dividends Lift This Fund

T. Rowe Price Dividend Growth is staying ahead thanks to big gains at Ball, Air Products & Chemicals and Danaher, among others.

See More On: Kip 25 | Mutual Funds | Stocks & Bonds

August 1, 2019

Navigate the Universe of ETFs

Use the Kiplinger ETF 20 to build a solid core for your portfolio. Our list also includes funds to explore satellite strategies.

See More On: ETFs | Stocks & Bonds

July 3, 2019

Good Funds in Bad Markets

These managers have stellar track records, delivering strong gains in weak categories.

See More On: Mutual Funds | Stocks & Bonds

July 3, 2019

International Fund Follows in the Family Tradition

This new-ish international fund continues Grandeur Peak’s winning ways.

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

July 3, 2019

Midwest Fund Mairs & Power Growth Hangs Tough

Mairs & Power Growth favors firms that are headquartered in the upper Midwest, on the theory that proximity gives them an edge.

See More On: Mutual Funds | Markets

June 6, 2019

With Oakmark International, Patience Pays Off

This Kiplinger 25 member has stumbled recently along with foreign stock markets at large, but the fund's strategy has delivered over the long term.

See More On: Kip 25 | Mutual Funds

June 6, 2019

Royce Special Equity Fund Wins by Losing Less

A hefty chunk of cash has helped this small-company fund’s performance.

See More On: Mutual Funds | Stocks & Bonds

May 9, 2019

Janus Henderson Contrarian Fund Gets a Promising New Manager

For this mid-cap fund, a twist on contrarian investing is paying off.

See More On: Mutual Funds | Kip 25

May 9, 2019

Primecap Odyssey Growth Stumbles

Primecap’s return trails the competition as well as the Standard & Poor’s 500-stock index, which returned 9.4%. What gives?

See More On: Kip 25 | Mutual Funds

May 10, 2019

Here Come the Zero-Fee ETFs

A fund that pays you to invest? That’s coming, too.

See More On: ETFs | Mutual Funds

April 4, 2019

Vanguard's New ESG Fund Offering

An actively managed fund focused on sustainable investing will debut soon.

See More On: Stocks & Bonds | Mutual Funds

March 7, 2019

Currency Hedges Serve FMI International Well

This fund may lag when foreign stocks are on a tear, but it holds steady when they slide.

See More On: Mutual Funds | Family Finances

March 7, 2019

Changes Happening at Fidelity Intermediate Municipal Income Fund

The veteran manager of this Kiplinger 25 fund has retired, but the new leaders have proven ready since taking the reins last year.

See More On: Mutual Funds | Financial Planning

March 6, 2019

The Best and Worst Mutual Funds of the Market Correction

A look at what worked in both directions ... and what went hopelessly wrong

See More On: Mutual Funds | Kip 25

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