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Category: Mutual Funds / ETFs

Did a Recommended Upgrading Fund Suffer a 25% Decline Last Week? No.

"What happened???!!!" We've learned to expect that question when one of SMI's recommended funds appears to drop like a rock — as happened on Friday. Fortunately, this is a matter of "appearances can be
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Beware the Mutual Funds’ End-of-the-Year Tax Trap

Many stock funds have had considerable gains this year — and that means taxable distributions for investors with taxable accounts.
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 10-31-21

We've just updated SMI's online Personal Portfolio Tracker with performance data through Oct. 31, 2021. And we've posted a new edition of our monthly Fund Performance Rankings (FPR). New to the Tracker and FPR? Here's an
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Schwab Increases Transaction Fees for Vanguard and Fidelity Funds

One reason Charles Schwab & Co. has been an SMI recommended broker for many years is the company's large fund selection. Schwab offers about 7,500 no-load mutual funds. More than 4,200 of those are "NTF" funds — they
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 9-30-21

We've just updated SMI's online Personal Portfolio Tracker with performance data through Sept. 30, 2021. And we've posted a new edition of our monthly Fund Performance Rankings (FPR). New to the Tracker and FPR? Here's an
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 8-31-21

We've just updated SMI's Personal Portfolio Tracker with performance data through Aug. 31, 2021, and we have posted a new edition of the monthly Fund Performance Rankings (FPR). New to the Tracker and FPR? Here's an
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SMI on the Radio: Going Steady With Your Investment Plan (audio & transcript)

"Slow and steady wins the race." You may have learned that phrase long ago from the fable, "The Tortoise and the Hare." It's certainly an apt phrase for investors.  SMI's executive editor Mark Biller (pictured) discussed
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 7-31-21

We've just updated SMI's Personal Portfolio Tracker with performance data through July 31, 2021, and also posted a new edition of our monthly Fund Performance Rankings (FPR). New to the Tracker and FPR? Here's an
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Are Traditional Mutual Funds Going the Way of the Eight-Track Tape?

Exchange-traded funds (ETFs) are surging in popularity — on pace to take in more money in just seven months this year than in any previous full year. ETFs are not exactly new kids on the investment products block, having
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 6-30-21

We've just updated SMI's Personal Portfolio Tracker with performance data through June 30, 2021, and we've posted a new edition of our monthly Fund Performance Rankings (FPR) as well. New to the Tracker and FPR? Here's an
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