Home >Articles

Category: Mutual Funds / ETF’s

Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 9-30-18

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings to reflect mutual-fund performance data through Sept. 30, 2018. The Portfolio Tracker is our most popular web tool. It
Continue Reading

Fund Companies Continue to Drop Prices, Reduce Cost of Entry

In autumn, many of us enjoy watching the falling leaves. Mutual-fund investors, meanwhile, are enjoying falling fees. Although the fund industry’s “race to the bottom” probably isn’t over (more prices may yet drop), two
Continue Reading

October Sightings

Sighting: The Case for Actively Managed Funds In the United States, assets have shifted away from actively managed funds and towards passively managed index funds and ETFs; specifically, less than 8% of the assets in
Continue Reading

Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 8-31-18

We've just updated SMI's Personal Portfolio Tracker and also our monthly Fund Performance Rankings to reflect mutual-fund performance data through August 31, 2018. The Portfolio Tracker is our most popular web tool. It
Continue Reading

Cash, Money Markets, & SHY

We've written a fair amount recently about money market funds and other cash options. While that might seem like a boring subject in the midst of a bull run to new stock market highs, the reality is that interest rates
Continue Reading

Managed Payout Funds: Mutual Funds That Pay Like an Annuity

Building your retirement nest egg is a years-long challenge. Then comes another challenge: managing your retirement money in such a way that it lasts for the rest of your life (or even longer) and withstands the corrosive
Continue Reading

Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 7-31-18

Heads up! We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings (FPR) to reflect mutual-fund performance data through July 31, 2018. The Personal Portfolio Tracker is our most
Continue Reading

Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 6-30-18

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings (FPR) to reflect final mutual-fund performance data through June 30, 2018. (We try to post the Tracker and FPR updates between
Continue Reading

The Real Cost of Mutual Funds

At first glance, the cost of investing in a mutual fund seems straightforward. The net asset value (NAV) is the price of each share. For example, the NAV of the Allianz International Small Cap fund (AOPAX) as of this
Continue Reading

EFA’s Wild Ride Yesterday

Yesterday was a great illustration of a few principles SMI frequently preaches: Watching your investments too closely can cause heartburn Distributions can cause deceptive price action in specific funds/ETFs Relying
Continue Reading