Mutual Funds & E.T.F.s

In South Korea, it’s common for friends to form what are known as gyemoim to save for vacations, meals and other social activities.

Russia’s invasion of Ukraine, along with governments’ reactions to that, might mean that prices rise. Or they could fall on fears of a global economic slowdown.

Socially conscious funds often hold lots of growth stocks, especially tech shares. That’s been painful this year, as the stock market has favored value stocks like energy and industrial companies.

After falling sharply for weeks, the stock market recovered much of its lost ground, though bonds have kept falling. With major risks unresolved, there may well be worse to come.

A TIPS fund can shield investors from inflation to some extent, but so can other choices, like real estate, dividend-paying stocks and commodities.

Inflation and the coronavirus did not hold back the stock market last year, but in 2022, investors face new worries.

Stocks keep hitting new highs and getting more expensive, as if nothing could go wrong, and that’s when it often does.

The world’s highways, ports, electric wires and roads need repair and upgrades. That could be an opportunity for funds investing in infrastructure.

Three fund managers found winners in such diverse small-cap niches as energy, consumer electronics and auto sales.

The conversion of the first few mutual funds into cheaper, simpler exchange-traded vehicles could herald a broader trend.

After years of lagging performance, practitioners of an old approach to investing are hoping their time is nigh.

Various types of exchange-traded funds aim to reduce stock market volatility; some work well, but there may be better ways to smooth returns

Diverse investing styles yielded winners, with funds investing in Latin American, clean energy and value stocks all toting up big gains.

Once you have set up your stock and bond portfolio, avoiding further action is the most important and also the hardest task, our columnist says.

Our columnist is searching for his own niche in a universe dominated by giants.

Many stocks in developing nations have underperformed for years, but they could thrive in a post-pandemic world.

Low interest rates and paltry yields prompt money-market managers to waive fees and close funds.

Does the latest twist herald the end of a bull run or the beginning of a shift toward long-neglected niches?

Managers of three of the third quarter’s top-performing mutual funds bet on a music streamer, a solar-panel installer and a beverage-can maker.

Once, exchange-traded funds all tried to mirror the market. Now some are trying to beat it, in some cases by concealing their day-to-day trades.

Yes, you need to do some math if you want to handle your finances well. But don’t forget your heart. Two new books show you how to use both.

The yield from a dividend fund can beat the scant rates paid these days by Treasuries and investment-grade bonds, if you can stomach the ups and downs of the underlying stocks.

U.S. Treasuries have been the bonds of choice for safe retirement income. But they could deliver no real return for the next decade.

After decades of striving for money, our columnist says he is focusing on other things.

One of the worst stretches in market history has included one of the most rapid stock rallies. How can investors get through this ordeal?

As a defensive part of a portfolio, health care has been reasonably solid — and that is a mixed blessing, some analysts say.

Making money in a crisis never goes out of style, our columnist says.

The founder of Vanguard, who died on Wednesday, changed how ordinary people invested. Here are some of his tips.

After a big year for stocks in China and India, emerging market stock funds are now attracting attention from bargain hunters.

We’ve pulled together some of the biggest issues in investing in a quarterly report that can help you navigate the murky waters of finance, with some laughs and lessons along the way.

The stock market has remained strong, despite hurricanes, earthquakes, tensions in Asia and political turbulence in the U.S., Spain and Germany.

Low-carbon mutual and exchange-traded funds shun fossil-fuel producers like companies that drill for oil and mine coal, and those that emit excessive amounts of greenhouse gas.

Dodge & Cox is an old school investment manager that does not advertise or promote its funds, which have some the lowest fees in the industry.

A sportscaster and a financial planner have started an exchange-traded fund aimed at enabling avid sports fans to invest in what they know.

Three mutual funds crimped the number of their holdings in hopes of plumping up their total returns. It worked in the third quarter.

A surge in new assets can create economies of scale for a fund, but it can also lead to poor decisions by managers, hurting performance

Is an inability to talk openly and honestly about money and investments hurting you in the proverbial pocketbook? A new book argues that it is.

The prospect of further interest rate increases, despite signs of economic softening, makes investors nervous. Yet the stock market has been buoyant.

Fund fees have hit record lows. So why are many investors still stuck in high-cost funds?

Where do you go when stocks and bonds are too rich? Commodities, at least price-wise, might offer an answer despite their volatility.