Fund Watch Archive

Pimco Total Return's Hidden Risks

Bill Gross relies heavily on derivatives to execute his bets at this mammoth fund.

Schwab Launches Commission-Free ETFs

The expense ratios on the new exchange-traded funds from the nation's largest discount broker also are super low.

Loomis Sayles Bond Is Back

After a painful year of losses, this fund’s bet on corporate bonds has paid off. Now management is growing cautious.

4 Great Global Funds

Consider these funds if you can invest in them through a 401(k) or adviser so you can avoid the sales charge.

3 New Funds From Proven Managers

These tested individuals have launched new offerings for investing in currencies, global small caps and emerging markets.

Why We're Not Endorsing This Kid-Themed Fund

Bob Bacarella's Monetta Young Investor has some good features, including a tuition-reward program, but we're not sold on the fund or the manager.

5 Merger Funds With Steady Returns

If you want to dabble in merger arbitrage, leave it to the experts who run these funds.

Akre Focus Joins the Kiplinger 25

Chuck Akre’s experience is the key factor in our decision to replace FBR Focus.

A New Source for Mutual Fund Picks

Standard & Poor’s new fund-ranking system uses individual stock analysis to generate an opinion on funds.

Substitutes for Stable-Value Funds

If your employer's retirement plan doesn't offer a stable-value fund, consider one of these instead

The New Green Fund on the Block

Leuthold Global Clean Technology -- although from an established fund company -- might not be your best choice if you're looking to add a little green to your portfolio.

Funds Back From the Dead

These 12 funds that were down and out even before the bear market started have sprung back to life and should continue posting healthy returns.

A Formula for Bull and Bear Markets

Jensen Portfolio fund's performance has beaten the S&P 500 over the past ten years -- with less risk.

3 Funds That Fight Inflation

These funds invest in a blend of asset classes with an aim of delivering good after-inflation returns.

Commodities ETFs Squeezed by Uncertainty

Some exchange-traded funds have stopped issuing shares as regulators consider limits on commodities investing.

The Kiplinger 25 Recovers

As bad as 2008 was, our favorite funds are having a banner 2009.

Racing Toward Disaster?

Soaring budget deficits threaten the economy and the stock market, says veteran fund manager Bob Rodriguez.

A Fundamentally Better Index?

Index funds that weight companies by measures other than market value may offer better returns.

One Fund to Own It All

Consider a global balanced fund, which taps the world's stock and bond markets, if you want just a single fund for your portfolio.

Future of Top Fund Suddenly Out of Focus

The longtime manager of FBR Focus, a Kiplinger 25 fund, is leaving to start his own fund.

6 Funds That Cut Risk

Diversify your portfolio with these funds that don't move in tandem with the stock market.

3 Quirky ETFs Are Beating the Market

Exchange-traded funds that target insider buying, spinoffs and share buybacks have taken off.

5 Top Emerging-Markets Funds

These funds boast top-notch performance and low fees. Best of all: They let you tap future growth in developing countries.

Big Gains, Big Pain

Janus Overseas has been on a roll this year, but its heavy weighting in emerging markets might hurt you.

How to Tap Foreign Bonds and Currencies

Templeton Global Bond Fund gives investors exposure to up to 30 countries -- with good returns, too.

Three Simple, Successful Portfolios

In January, we asked the experts to recommend low-cost funds. Their portfolios have gained from 7% to 17% so far.

Going Abroad for Dividends

Tweedy, Browne Worldwide High Dividend Yield Value fund has a portfolio filled with high-yielding overseas stocks.

Funds That Profit From a Falling Dollar

Long-term the greenback is headed down. Insulate your wealth against its decline with these funds.

Baron Small Cap Gets a Makeover

Manager Cliff Greenberg has remade his fund's portfolio with battered shares of high-quality companies.

Balanced Funds Take the Edge Off Stocks

A fund that mixes stocks and bonds makes for a smoother ride. Here are six top picks.

Vanguard Shrinks Its Treasury Fund Offerings

But bond powerhouse Pimco recently launched an exchange-traded fund that invests in short-term Treasuries and plans to launch six more Treasury ETFs.

Low-Risk Commodities Investing

These two investments harness the stomach-churning ups and downs to deliver stable and solid returns.

A Tipping Point In Bonds?

Treasuries and municipal bonds could be on treacherous ground.

Tom Marsico Is Pound-the-Table Bullish

The veteran fund manager says he hasn't seen stocks this cheap since 1982 -- but he's still sticking to best-of-breed companies.

How We Pick the Kiplinger 25

Despite the past year's carnage, these funds remained our favorites. Here's why.

Betting on Asia and Europe

A new fund from the illustrious Mutual Series family aims to make a name for itself by digging up bargains in these markets.

Putnam Exec: Worst Is Likely Over

The president of Putnam Investments says there are reasons to be confident and encourages baby-boomers to get off the sidelines if they want to recoup their savings.

Bullish on Banks -- Again

The manger of FBR Large Cap Financial and FBR Small Cap Financial funds says the industry -- which he soured on two years ago -- should do well the next three to five years.

Should You Buy Toxic-Asset Funds?

The yields on busted mortgage bonds are alluring, but be careful.

First Eagle Global Ushers in a New Era

Jean-Marie Eveillard steps aside. Now what?

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