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How an Upstart Fund Beat Its Daddy
WSJ.comBill Gross is beating himself up—in more ways than one.In the monthly investment outlook he released this past week, the co-founder of Pimco, who oversees $2 trillion in investments, asked: "Am I a great investor?" His answer: "No, not ...
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Went to Omaha, all I got was a Buffett bobblehead; Bigger crowds, less face time at Berkshire Hathaway’s annual meeting
MarketWatchAs attendance at the annual Berkshire Hathaway Inc. shareholders’ meeting has ballooned over the years, mutual-fund managers say it’s become trickier to land some personal time with Warren Buffett—but easier to take a piece of him home.
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Investment Strategy; A 401(k) Defense Against Rising Rates; 'Stable value' accounts are likely to fare better than bond funds when interest rates head up again
WSJ.comThey're as boring as they sound. They're more complex than they seem. But stable-value accounts can be a smart option for the most conservative slice of a 401(k) portfolio, especially in the current interest-rate environment.
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Managers Trek to Omaha In a Crush of Buffett Fans
WSJ.comAs attendance at the annual Berkshire Hathaway Inc. shareholders' meeting has ballooned over the years, mutual-fund managers say it's become trickier to land some personal time with Warren Buffett—but easier to take a piece of him home.
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When funds play the blame game, you lose; Commentary: Worrying about mistakes leads managers to make them
MarketWatchLONG BEACH, Calif. (MarketWatch) — If you own a mutual fund that consistently underperforms and you’re looking for someone to blame, perhaps the managers’ bosses are eager to find a scapegoat, too. If so, that could be where they went wrong ...
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Financial Advisers; Questions to Ask Your Adviser About Fees; The way compensation is set up can create conflicts and raise your costs. So know how you're paying.
WSJ.comWhen opening an account with a financial adviser, investors typically receive a stack of documents that explain, among other details, how the adviser gets paid. But it seems few people understand this information.
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Retirement Planning; Job Hoppers: Don't Forget Saving; As 20-something workers move around, focusing on the long term can be tough
WSJ.comSometimes it's graduate school. Sometimes it's restlessness. Sometimes it's simply layoffs.Whatever the reason, millennials tend to hopscotch between jobs early in their careers. And that can pose a challenge to retirement savings.
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Mutual Funds Take In More Investor Dollars
WSJ.comLong-term mutual funds drew in $9.12 billion in the latest week, as equity, bond and hybrid funds all posted growth, according to the Investment Company Institute.
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Index Mutual Funds Challenge ETFs on Costs
WSJ.comMarketed for years as the low-cost alternative, exchange-traded funds are facing a rising challenge from an old foe--index mutual funds.It is an ironic twist for a fast-evolving market that traces its roots to such traditional funds, notes ...
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'Unapologetically Bullish'? Not Quite
Barrons.comThe problem with satire is that it sometimes isn't recognized as such. No doubt some readers of Jonathan Swift's "A Modest Proposal" took literally his endorsement of eating babies as a solution to Ireland's poverty. The dim-witted are ...
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Blended Funds Keep Investors Put, But Performance Varies
WSJ.comNEW YORK--Investors in so-called asset allocation funds, such as target-date and absolute-return funds, suffer less often from the chronic condition that affects others: a nervous impulse to jump in and out of the markets.
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Why sharp fund, ETF gains can cut both ways; Strong second quarter for stocks hinges on improved U.S., global growth
MarketWatchSAN FRANCISCO (MarketWatch) — With U.S. stocks setting records and many international markets suffering setbacks, investors in mutual funds and exchange-traded funds begin the second quarter of 2013 with more concerns and less clarity than ...
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Should you buy a stock fund from a bond guru? Commentary: It’s like ordering a steakhouse’s catch of the day
MarketWatchIf Jeffrey Gundlach were a famous chef, he’d be the star behind a famous steakhouse.Instead, he’s a star mutual fund manager, running the hottest bond shop in the business, DoubleLine Funds, a firm that has attracted more than $55 billion ...
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Former Morgan Keegan Fund Directors to Settle With SEC
WSJ.comEight former directors of Morgan Keegan Inc. mutual funds have agreed to a deal with the Securities and Exchange Commission to settle a civil enforcement action that attracted attention because of the agency's wider efforts to hold fund ...
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S&P Milestone Marks Investors' Embrace of Stocks
WSJ.comThe Standard & Poor's 500-stock index's grind to a record high marks a milestone after a long slog back from financial-crisis lows.It comes as investors appear to be warming up to stocks for the first time in many years, as good news in ...
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How Funds Massage Numbers, Legally
WSJ.comMost investors are familiar with the boilerplate disclaimer that past performance doesn't guarantee future results. Far fewer are aware of how past performance numbers themselves can be misleading.
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Fishing for Value
Barrons.comSpend a few minutes talking with GoodHaven managers Larry Pitkowsky and Keith Trauner, and it's quickly apparent that these two have been working together closely for a while. "It's a bit like a marriage," says Trauner. "After 10 years, ...
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Japanese Investors Start to Cut the Cord
WSJ.comAs global investors load up on Japanese stocks in a bet that the economy will break out of a two-decadelong slump, the country's affluent mom-and-pop investors are venturing into global markets at the fastest pace in years.
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Hedge-Fund Folly
Barrons.comFund Scope | ScoreboardHedge-fund replication ought to be a straightforward way for mutual-fund investors to get a taste of hedge-fund returns. But the strategy is confusing and about as black-box as the strategies they're trying to mimic.
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SEC Spares UBS a Worse Fate
Barrons.comFund Scope | ScoreboardThe Securities and Exchange Commission on March 13 granted UBS Financial an exemption that generated little attention. The firm's application for this forbearance had been duly published in the Federal Register in ...
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Taking an Alternative Approach to Index Funds
WSJ.comInvesting's "new normal" is spurring more portfolio managers to say they're willing to try alternative ways to tap into low-cost index funds.
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'Junk' Bonds Signal Trouble
WSJ.comHigh-yield bond prices are perched at record highs, but there are signs of trouble ahead.That means investors must keep a keen eye on the high-yield bond mutual funds they own—and should favor actively managed mutual funds over passively ...
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Beware the Bond Liquidity Trap
WSJ.comWhat Great Rotation? Despite rallying equities, retail investors are still pouring cash into bonds. But if sentiment turns, investors could be in for a nasty surprise: Regulatory changes designed to make the banking system safer may have ...
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Stock Funds Draw More Buying
WSJ.comWASHINGTON—Long-term mutual funds attracted $7.57 billion for the latest week, the Investment Company Institute reported, as investors continued to warm up to stock investments.
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Kansas City Chief
Barrons.comZack Shafran was a born shareholder. At birth, His godparents gave him 25 shares of Cole National, a key maker, which also owned the optical department in the local Montgomery Ward. Now 47, Shafran, manager of the Ivy Science & ...
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Investors win Schwab, Fidelity ETF war; Commentary: The mutual fund business will never be the same
MarketWatchA previous version of this story, published March 15, misstated the extent of Vanguard’s response to Schwab’s lowering expenses on its ETFs. The story has been corrected.
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What You Can Do to Steer Clear of a 'Custody' Battle
WSJ.comFirst, it was money-market funds that lost their aura of invulnerability, then auction-rate securities. Could the ultimate assurance of investment safety also be shaken?
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Fund Directors Are Feeling the Heat; SEC Case Against Former Board Members of Morgan Keegan Signals Tighter Scrutiny, Lawyers Say
WSJ.comThey met 14 times in three months. They received daily updates on the value of five mutual funds they oversaw. They even peppered an auditor with questions about subprime bonds.
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Why Laggards Stay Too Long
Barrons.comFund Scope | ScoreboardIf you're like most investors, you looked at your 401(k) plan when you were hired, grumbled about the options, and then forgot about it. According to a new study, you've been suffering ever since.
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Don't Stop Believin'
Barrons.comEven by Wall Street's buoyant standards, the exchange-traded-fund business is a standout. Ask virtually anyone in the industry about its future and you'll hear projections of double-digit asset growth, the eventual overtaking of mutual ...
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The Patient Investor
Barrons.comKathleen Gaffney had her sights set on a job at Fidelity when she graduated from the University of Massachusetts at Amherst in 1983. But that was at the height of the fund industry's heyday; competition was fierce, and the economy was ...
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Amid the Dow's Record, Time for Stock Pickers
WSJ.comThe Dow Jones Industrial Average is reaching new records as corporate earnings seem to be returning to steady, if slow, growth. That means it could be time for stock-picker funds to shine.
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The Experts: Are Higher-Than-Average Fees Worth It for Funds With Great Track Records?
WSJ.comShould investors accept higher-than-average expenses to get a fund with a great track record? The Wall Street Journal put this question to The Experts, an exclusive group of industry and thought leaders who engage in in-depth online ...
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The Best ETF Strategies for Japan
Barrons.comInvestors are anticipating a historic shift in Japan's monetary policy—a shift they expect to finally shake Japanese stocks out of a 20-year slumber. Prime Minister Shinzo Abe had signaled his intent for aggressive monetary stimulus even ...
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BlackRock lawsuit shines light on hidden fund fees; When funds lend out securities, do investors get fair share?
MarketWatchDespite recent regulatory efforts, fund fees remain murky to most regular investors. But a high-profile investor lawsuit against BlackRock, whose iShares funds dominate the business of exchange-traded funds, may finally shine a light on one ...
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Investing for Income; Investors Seek Yield in Emerging Markets; Those frustrated with low rates in the U.S. can choose bonds issued in dollars or in local currencies
WSJ.comWeary of low interest rates at home, bond-fund investors have been heading to emerging markets.Within this niche, investors can choose funds that primarily buy bonds denominated in local currencies or those that focus on bonds denominated ...
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ETNs Take Off. But…; …the popularity of these notes still pales in comparison to exchange-traded funds
WSJ.comIn this year when the exchange-traded fund turned 20, the exchange-traded note will soon celebrate its eighth birthday. While the ETF has taken its place as an adult among financial products, the ETN is still more of a gawky kid trying to ...
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10 things mutual fund companies won’t say; Pay, lobbies and fees cut value of mutual funds
MarketWatch1. “Cheap funds often outperform pricey ones.”If there’s one thing people assume when shopping, it’s that the more something costs, the better it is. It may not always be wise to shell out top dollar for that storm-cloud-silver Bentley ...
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What You Get for "2 and 20"
Barrons.comHedge funds can't catch a break. After posting lousy returns last year, the industry is getting left far behind in the frothy start of 2013. The average fund has boosted its leverage this year, but eked out returns of just 3%, less than ...
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Talking Stock Investors 'Off the Cliff'
WSJ.comAs budget battles in Washington and austerity debates in Rome flare up, advisers are under increasing pressure to keep nervous investors from bailing out of stock funds.
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Dow Leaps to Record
WSJ.comThe Dow Jones Industrial Average jumped to a record Tuesday, marking a key milestone in the long slog to recovery from the financial crisis.
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SEC Official in Talks With Prudential About Job
WSJ.comA top Securities and Exchange Commission lawyer who oversees enforcement of hedge funds and mutual funds is in talks to leave the regulator for a fund-compliance job with Prudential Financial Inc., the insurance and asset-management firm, ...
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By Jason Zweig; Emerging Markets: Should You Bond With Azerbaijan?
WSJ.comWhen you reach for yield, think about how far around the globe you should stretch.Lately, investors haven't been able to get enough emerging-market bonds, issued by governments and companies in dozens of countries in Latin America, Europe, ...
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Supreme Court Rules Against SEC on Relaxed Time Limits
WSJ.comWASHINGTON—The U.S. Supreme Court handed a unanimous legal defeat to the Securities and Exchange Commission on Wednesday, ruling the agency can't relax time limits for seeking civil penalties in fraud cases.
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Fidelity Set to Expand Menu of Rival's ETFs
WSJ.comExchange-traded funds are a rare bright spot in the money-management industry—but Fidelity Investments is reluctant to dive in on its own.Instead, the second-largest mutual-fund company in the U.S. by assets said Wednesday it will expand an ...
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By Laura Saunders; When Your Broker 'Outs' You
WSJ.comLast year, did you sell stocks, mutual funds or exchange-traded funds held in a taxable account?If so, read this before you file your 2012 tax return.
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20 ways to make the most of capital gains; Not just stock and fund shares are eligible for favorable tax treatment
MarketWatchIf you’re a stock or mutual-fund investor, then you probably know that investments held for more than a year and sold for a profit are subject to lower tax rates as long-term capital gains. Generally speaking, if you’re in the 25% tax ...
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The 'Other' College-Savings Account
WSJ.comAn education savings account that recently won permanent status could offer an extra boost to families facing big school bills in the future.
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Spotlight: Bruce Fund; Top-Ranked Fund Keeps a Low Profile
WSJ.comBruce Fund has kept one of the lowest profiles in the fund industry, while notching one of the strongest track records in Morningstar Inc.'s conservative-allocation category.
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Bargain Hunters
Barrons.comMany people credit their parents for their sense of discipline, but when you grow up in the mutual-fund business, as Sarah Ketterer did, that discipline can take on an entirely different meaning. Ketterer's father, John Hotchkis, co-founded ...
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The Experts: Finding Income Despite Low Interest Rates
WSJ.comWith interest rates so low, where can investors look for decent income? The Wall Street Journal put this question to The Experts, an exclusive group of industry and thought leaders who engage in in-depth online discussions of topics from ...
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Portfolio Strategy; Note to Self: Don't Repeat The Mistakes of 2008; As money pours back into stock mutual funds, focus on your objectives and the long term
WSJ.comInvestors once again are plowing money into stock mutual funds. Are they setting themselves up to get burned like it's 2008 all over again?Some $65.4 billion flowed into equity mutual funds and exchange-traded funds in January, the largest ...
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Outside Managers: A Mixed Bag; Here's why some firms pay others to run their fund portfolios
WSJ.comWhen a fund is managed by an outside gun—someone not from the company whose name is on the fund—is that good or bad for investors?Yes.Some fund companies say contracting with an outsider makes it easier to create new funds in response to ...
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When Preferred Securities Make Sense; They are a cross between stocks and bonds—and an interesting alternative for income investors
WSJ.comInvestors seeking income might want to take a peek at preferred-stock funds.Buyers may reap handsome yields of around 6% with advantageous tax treatment on distributions. Still, you need to understand the nuances of preferred stock to get ...
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Financial advisers’ new conflict of interest? Credit cards, mortgages, and loans now a lucrative side business
MarketWatchWall Street’s army of financial advisers has long told clients which stocks, bonds and mutual funds to buy. Now many of those pros are adding mortgages to their pitch list.
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How to Spread Your Bets Around the World
Barrons.comFund Scope | ScoreboardBaking requires remarkable precision, discipline and patience to attain even adequate results. That's why most of us look to the professionals for our flaky croissants, crusty boules, and divine chocolate cake.
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Fundamentals of Investing; Are High-Priced Managers Worth It? Some stock pickers get paid a lot more than others. Here's how to decide if they are right for you.
WSJ.comInvestors know they have to pay higher fees for actively managed mutual funds than for index funds.But those portfolio-management fees vary greatly from fund to fund, and investors often wonder if they will get enough bang from a costlier ...
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ANALYSIS; History Lesson: Buying High, Selling Low
WSJ.comWith stocks hitting a high, everyone wants a piece of the action. Stockbrokers say clients are phoning in orders. Mutual-fund data show investors buying U.S.-stock funds, after fleeing them for years.
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Tax breaks for mutual-fund investors; Invest in international shares? Don’t pay the IRS more than necessary
MarketWatchPart of being a smart mutual-fund investor is making sure you walk away with as much profit in your pocket as possible. This means avoiding load funds (usually, anyway) and funds with ridiculously high expense ratios.
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Weighing Product Choices; The Problem With All Things Being Equal; Equal-weight indexing may be getting more attention from investors than the strategy deserves
WSJ.comEqual-weight indexing has been getting more attention lately. But perhaps it's time investors scaled back their enthusiasm: This niche strategy may not deserve equal billing with traditional index strategies.
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Now Let's All Raise Our Glasses to Risk-Modeling and Optimization
WSJ.comBack in the 1980s, a group of quantitative financial analysts with a penchant for enlivening wonky topics poured their collective talents into finding a name for their organization.
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Investors Seek Safety in Treasurys
WSJ.comAfter initially dumping Treasury bonds, investors rushed back to the safe-haven market as uncertainty over Italy's election outcome reminded investors that the euro zone's sovereign-debt crisis is not over.
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Master Market Timer Had Front-Row Seat
WSJ.comMartin Zweig was a hedge-fund and mutual-fund investment guru who famously predicted the crash of 1987 from his prominent seat on TV's "Wall Street Week."
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In Translation; Price/Earnings Ratio
WSJ.comThe price of a stock doesn't tell you anything about whether it's a good deal, but the so-called price/earnings ratio can help. The trick is figuring out which P/E ratio to use.
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The Experts: Is It Time to Dive Into the Stock Market?
WSJ.comIt looks like January has broken the pattern of 20 consecutive months in which investors pulled more money out of U.S.-stock mutual funds than they put in. So we ask: Is now the time to dive into the stock market? ...
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It Isn't Any Easier for Income Investors
WSJ.comMutual funds aimed at providing retirement income may be offering meager yields, but they can still offer retirees a lesson in managing their savings.
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Venezuela Gets Volatile
Barrons.comEmerging MarketsVenezuela has been gripped by uncertainty because of President Hugo Chávez's illness. And if you own an emerging-market bond fund, you most likely have a stake in the outcome.
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Income Winners
Barrons.comEven as the Federal Reserve holds short-term interest rates near zero for the fourth year in a row, there are plenty of places to find decent income in the U.S. stock and bond markets. You just have to know where to look.
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Industry Watch; New Kids on a Tough Block; Firms launch active stock funds even as investors look elsewhere
WSJ.comInvestors have shown little love for U.S.-stock mutual funds in the past few years. But that hasn't stopped some companies from launching funds into this market for the first time.
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Peltz on Legg: Sullivan Is the Clear Winner
Barrons.comFund Scope | ScoreboardIt's far from a clean bill of health, but at least ailing fund firm Legg Mason (ticker: LM) has the prescription in hand. The $654 billion asset manager on Wednesday announced the conclusion to its five-month search ...
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Is That a Condo in Your IRA?
WSJ.comMost investors use individual retirement accounts to buy stocks, bonds and mutual funds. Gordon Berger uses one to buy distressed homes and apartment buildings, which he fixes up and rents out.
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In a Low-Yield World, Money Funds Lose Luster; Poor Returns and Looming Rules Spur Interest in Alternatives
WSJ.comIt might be time for money-market investors to consider taking their assets elsewhere.With money-market mutual funds yielding almost nothing and potential new industry regulations looming, bank accounts and short-term bond funds are looking ...
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Mapping Out a Muni Strategy
Barrons.comMunicipal bonds just got a last-minute reprieve from Congress -- and some added appeal for 2013.A year-end deal to raise tax revenue left a century-old tax perk for munis intact. The deal also increased taxes on high earners, making munis ...
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EVO to Get $250 Million in Funds From Madison Dearborn
WSJ.comMadison Dearborn Partners LLC is committing $250 million to privately held EVO Payments International LLC in a deal that gives the credit processor more fuel for acquisitions, said people familiar with the investment.
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What's Hot…And What's Not; Some newer categories of funds and ETFs are posting impressive results—while others are off to a rockier start
WSJ.comFashions come and go, and the fund industry is no exception.In the years since the financial meltdown, the industry has rushed out new kinds of mutual and exchange-traded funds that aim to help reduce investors' sense of powerlessness in ...
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Retirement Planning; How Good Is Your Company's 401(k)? Before deciding where to stash your retirement savings, make sure you put your company plan to the test
WSJ.comBefore you stuff the bulk of your retirement savings in your 401(k), it's worth taking a close look under the hood.Some companies are tinkering with their retirement plans in ways that raise questions about whether a 401(k) is a worker's ...
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Ahead of the Curve
Barrons.comWhile many of her peers are thinking about retirement, Penny Foley, 67, shows little interest in winding down her decades-long career navigating the colorful world of emerging-markets debt. Not only are the opportunities as good as they've ...
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Is Your Fund Manager Active Enough?
Barrons.comTables: The Real Deals The Great PretendersIn 2004, Antti Petajisto and Martijn Cremers, then colleagues in the finance department at the Yale School of Management, took particular interest in an article in The Wall Street Journal about the ...
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Spain, Ireland Funding Costs Fall
WSJ.comSpanish and Irish funding costs continued to ease at debt auctions Thursday, with investors increasingly confident that both euro-zone countries may be over the worst of their financial problems.
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Exchange-Traded Funds; What ETF Managers Do; These funds are typically easier to run than most mutual funds. But they require a kind of precision.
WSJ.comThey make it look so easy—partly because it is.At 30 years of age, Hao-Hung (Peter) Liao leads a handful of portfolio managers at Van Eck Global who oversee some $24 billion in investor assets around the world. Mr. Liao's rapid ascent—and ...
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Letting Fido Off the Leash
Barrons.comActively managed ETFs may be the biggest story that never quite happened in 2012. But thanks to a significant regulatory change and moves by three of the biggest fund firms, the playing field is about to change dramatically.
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SAC Is Bracing for Big Exodus of Funds
WSJ.comHedge-fund group SAC Capital Advisors has told employees and business partners it is bracing for client withdrawals of at least $1 billion this year—nearly 17% of the money it manages for outside investors—amid intense regulatory scrutiny ...
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Portfolio Strategy; Buy Stocks or Bonds? Yes. Some funds seek the best deal among a company's equity and debt
WSJ.comThere are plenty of fund managers who focus on stocks when weighing an investment in any one company. There are others who focus on bonds.And then there are the rare managers who look at both types of securities in search of the most ...
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The Patient Shows Signs of Improvement
Barrons.comAlexander Friedman and Mark Haefele first crossed paths on a camping trip in 1989 organized for incoming freshmen at Princeton. Now 42, they are together again, playing a major role in overseeing about $1.7 trillion of assets held by ...
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Wasatch: Little Fund Shop With Big Results
Barrons.comWhen University of Chicago economist Eugene Fama visited Salt Lake City in the mid-1970s to talk about his efficient-market hypothesis, Sam Stewart sat in the audience, shaking his head.
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Retirement Income; New Annuity Guarantees Raise Questions; The latest products from insurers are less expensive. But regulators—and consumers—remain wary.
WSJ.comWith millions of baby boomers headed to retirement without old-fashioned pension plans as safety nets, here is a product that would seem to have big appeal: a guarantee of lifetime income from a portfolio of ordinary mutual funds—however ...
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Fund Fiend; Calculated Risks at a Top Income Fund; Here's how Pimco Income delivers a yield that beats peers
WSJ.comThe search for yield in a world of rock-bottom interest rates has become a challenge for many investors. For Daniel Ivascyn, it's his job.Mr. Ivascyn runs the $21 billion Pimco Income fund. Its goal is paying out a consistent, high level of ...
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Yes, Fees to Brokers Do Affect Performance
Barrons.comFund Scope | ScoreboardThe debate over the responsibilities brokers have to clients when selling them mutual funds is a pretty colorful one. Brokers are often demonized as craven salespeople, putting clients into the funds that offer the ...
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Junk Bond Decline: Should You Be Afraid?
Barrons.comThe sudden downturn in high-yield corporate bonds should give investors a wake-up call. While it is not unusual for any market to pull back after a few months of strong gains, this market's departure from other so-called "risk assets" could ...
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Stocks' Draw Is Biggest Since 1996
WSJ.comAfter years of barely toeing the water, stock buyers are jumping into the deep end.Stock mutual funds and exchange-traded funds saw their biggest four-week influx of cash since 1996 in the four weeks through Jan. 30, according to ...
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Fund Outflows? Blame the 'Cliff'
WSJ.comMutual-fund investors spooked by the fiscal-cliff saga in Washington turned their backs on money managers T. Rowe Price Group Inc. and Waddell & Reed Financial Inc. in the fourth quarter.
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How to Find a Fund Manager Who Can Beat the Market
WSJ.comThink picking stocks is hard? Try picking a good mutual-fund manager.Last year, fully 65% of U.S. large-capitalization core stock funds trailed the Standard & Poor's 500-stock index after fees, according to Goldman Sachs Group—in line ...
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Quarterly Monitor; A Good Year for Stock Funds; Still, investors continued to pull money out of U.S.-stock portfolios
WSJ.comLackluster Ending, But a Robust YearThe final quarter of 2012 saw a mix of small gains and small losses for many types of stock mutual funds. But overall, last year was a good one for stock investors, with returns solidly in the double ...
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Another Strong Year
WSJ.comTarget-date funds for retirement got a boost from the stock market's strong advance in 2012. With the Standard & Poor's 500-stock index up 16% (including dividends), most investors pocketed double-digit returns on these ...
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Winners' Circle; Big Names Bounce Back; Miller and Berkowitz are tops in our performance survey for 2012
WSJ.comBeing contrarian really paid off for fund managers Bill Miller and Bruce Berkowitz last year.A rebound in battered stocks propelled them to No. 1 and No. 2, respectively, in The Wall Street Journal's Winners' Circle performance ranking for ...
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U.S. Stocks Look Pricey, but Bargains Beckon Overseas
WSJ.comStocks are cheap—just not U.S. stocks.After climbing 5.2% in January, the Standard & Poor's 500-stock index is again nearing all-time highs, spurring many small investors to pile into U.S. stock funds. More than $36 billion flowed into ...
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Are Sales Loads for Suckers?
Barrons.comFund Scope | ScoreboardFor a product that's supposed to simplify investing, mutual funds can be downright perplexing.How, for instance, can the American Funds American Balanced Fund (ticker: ABALX) have a three-star Morningstar rating and a ...
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By Jason Zweig; Value Stocks Are Hot—But Most Investors Will Burn Out
WSJ.com"Most people aren't cut out for value investing, because human nature shrinks from pain," the money manager Jean-Marie Eveillard told me this past week. His words are a reminder that making money on cheap stocks—the goal of every value ...
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Leaders & Laggards -- Fourth-Quarter 2012
Barrons.comCATEGORY RETURN BEST FUND RETURN WORST FUND RETURN Large-Cap Core 0.41 Hartfd:Cap Appr;Y/HCAYX 6.60 Guggenhm Russell Tp50 MC -3.20 Large-Cap Growth ...
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On Top of the World
Barrons.comThe JPMorgan Income Builder fund had an inauspicious start. Created in 2007, it immediately had to contend with the worst financial crisis since the Great Depression as investors fled the capital markets. Before long, however, its income ...
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How to Find a Good Financial Adviser
Ask the right questions before you hand over your money
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How to Create an Investment Portfolio
A balanced portfolio can have a bigger impact on long-term performance than individual stock picking
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How to Invest for Retirement
Investing for retirement is more complicated than opening an IRA or maxing out your 401(k)
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How to Choose a Stock Mutual Fund
When choosing a stock mutual fund, consider performance, manager track record and cost before investing.
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How to Invest in a CD
Even in times of interest rate uncertainty, a certificate of deposit (CD) can still be part of your cash strategy.