Home >Articles

Category: Mutual Funds / ETFs

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 8-31-19

SMI's Personal Portfolio Tracker and the monthly Fund Performance Rankings report are now available with performance data updated through Aug. 31, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's fund
Continue Reading

Is Indexing the New Subprime Crisis?

The rise of passive investing, or "indexing," has been going on since the first index funds were introduced back in the 1970s. But the bull market that began a decade ago in 2009 has really kicked the indexing trend into
Continue Reading

Don’t Be Surprised if Target-Date Funds Miss the Mark

A target-date fund offers a “one size fits all” investing approach based on a projected retirement date. Unfortunately, one size doesn’t fit all.
Continue Reading

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 7-31-19

SMI's Personal Portfolio Tracker as well our monthly Fund Performance Rankings report are now available with mutual fund performance data updated through July 31, 2019. The Portfolio Tracker: The online Tracker
Continue Reading

SMI on the Radio: The Pros and Cons of Passive Funds and Active Funds (audio and transcript)

More and more investors are choosing passive funds over active funds. SMI executive editor Mark Biller explained both the upside and downside of that approach last week on Moody Radio's MoneyWise Live. Mark also answered
Continue Reading

Tracking Your Portfolio

Tracking performance details for your overall portfolio usually requires gathering information from multiple accounts and trying to put it all together into a unified whole. An online tracking platform can make that task
Continue Reading

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 6-30-19

SMI's Personal Portfolio Tracker as well our monthly Fund Performance Rankings report are now available with mutual fund performance data updated through June 30, 2019. The Portfolio Tracker: The online Tracker
Continue Reading

Is Active Management Broken?

The S&P 500 has been on a great run, but market leadership doesn’t last forever. We don’t have to look far into the past for a vivid reminder that one decade’s leader can be the next decade’s
Continue Reading

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 5-31-19

SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report are now available with mutual fund performance data through May 31, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's fund
Continue Reading

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 4-30-19

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report with mutual-fund performance data through April 30, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's
Continue Reading