Mutual Funds

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Target Funds: Too Simple?

Submitted by Jason Lina on Friday, July 10, 2015 - 3:00pm

My toddler son spends long stretches every day hitting a foam golf ball around the yard; occasionally we visit a local pitch-putt course where he brings just his putter and his driver clubs. This simplistic approach to the game has drawbacks, of course, and in that way parallels a popular investment vehicle: the target date mutual fund.

The Virtue of Staying Put

Submitted by Lewis J. Walker on Monday, July 6, 2015 - 9:00am

The psychological urge to move on is ingrained in the American character. As investors, this compulsion does us no favors when the stock market is hot and we chase the top performers, or when it’s plunging and we flee longstanding holdings.

Funds: Similar; Results: Not

Submitted by Jared Kizer on Monday, June 29, 2015 - 9:00am

Fortunes change for mutual funds, even the best ones. That’s true for funds that seem to be alike. Subtle differences, however, can spell a noteworthy divergence in performance. A case in point is the contrast between good funds from Dimensional Fund Advisors and Vanguard Investments.

The Science of Rebalancing

Submitted by David John Marotta and Megan Russell on Monday, June 8, 2015 - 9:00am

Rebalancing is the process of buying and selling assets to move your portfolio in alignment with its original target allocation. Restoring your mix can both boost returns and lower volatility, but most investors do not understand how.

How to Figure Real Returns

Submitted by Sheri Iannetta Cupo on Wednesday, June 17, 2015 - 3:00pm

How are your holdings doing? To know for sure, do more than compare what you paid for a stock originally and its current value. Also examine how much you pay to keep your investments growing and how that growth matches your long-term money needs.

Investing to Do Good

Submitted by Kimberly J. Howard on Thursday, June 11, 2015 - 3:00pm

Environmental and social issues loom larger in our lives. If you’re like many people, you alter your consumer decisions to do some good in the world. You can do the same when investing.

Stock Ownership, Social Change

Submitted by David John Marotta and Megan Russell on Tuesday, May 26, 2015 - 9:00am

The philosophy called socially responsible investing claims that your investments should reflect your values. The most common implementation of SRI is to refuse to invest in certain companies because you disagree with one or all of their practices.