Funds & ETF Investing

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ETF Guide

Exchange-traded funds (ETFs) continue to grow in popularity. There are now approximately 330 ETFs that each manage more than $200 million in assets.

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Top Mutual Funds

Our annual Individual Investor’s Guide to the Top Mutual Funds has a brand new format this year. The change allows us to cover 66% more funds and get the information to you sooner.

Fund/ETF Investing Know-How

Beyond the Numbers: Getting to Know a Manager

Performance statistics are probably the single most scrutinized feature of any stock mutual fund.

These figures are, of course, important indicators of how well a portfolio manager has performed in the past. As such, they can serve as useful flags of a possibly good manager or a possibly bad manager.

But the question facing any prospective investor is: Will a stock fund manager with good past performance be able to sustain his or her track record?

Good past performance can be the result of sheer luck, or it can be due to a well-thought-out approach that is consistently applied. If it was due to luck, chances are the good performance will not continue. But if the performance was due to a consistent approach, there is at least the possibility of good performance continuing.

That means...

Donor-Advised Charitable Mutual Funds

Giving to charity is important to many individuals for a variety of reasons. But an added incentive is the tax benefits.

Donor-advised funds are mutual fund-sponsored programs that administer charitable-giving programs on behalf of individual participants, who can direct which charities should receive their contributions. The funds offer one way for you to maximize your charitable deductions, allowing you the opportunity to take a deduction upfront before choosing...

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