Home >Articles

Category: Mutual Funds / ETFs

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 10-31-19

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings are now available with performance data updated through Oct. 31, 2019. The Portfolio Tracker: The Tracker can personalize SMI's fund rankings to your
Continue Reading

What’s Not to Like? As Commissions Drop to Zero, Already Low-Cost ETFs Become Even More Attractive

Many brokers have now eliminated commissions for online ETF trades. That makes investing via exchange-traded funds cheaper than ever.
Continue Reading

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 9-30-19

SMI's Personal Portfolio Tracker and the monthly Fund Performance Rankings report are now available with performance data updated through Sept. 30, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's fund
Continue Reading

In the Battle of the Brokers, the Gloves Are Off

Two titans of the brokerage business climbed into the ring this week for another round of the investing industry's long-standing price fight — this time with the gloves off. On Monday, Charles Schwab announced it would
Continue Reading

SMI on the Radio: The Pros and Cons of Target-Date Funds (audio and transcript)

SMI executive editor Mark Biller joined MoneyWise Live hosts Rob West and Steve Moore yesterday to explain the basics of "target-date funds," which are available via many workplace-based retirement
Continue Reading

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