Real estate ranked as one of the worst-performing categories of 2013. In a year when the S&P 500 returned 32 percent, real estate funds gained 1.6 percent, according to Morningstar. Rising interest rates have contrib...
Target-date retirement funds have attracted a flood of money. With 401(k) savers relentlessly investing, the funds have grown from $71 billion in assets in 2005 to more than $500 billion today. Now that millions of i...
The financial crisis crushed aggressive funds that focus on smaller stocks. During the downturn that began in November 2007 and lasted into March 2009, small growth funds lost more than 54 percent, according to Mo...
When the market crashed in 2008, most stock funds collapsed. But a handful avoided serious losses, shifting to cash or taking other defensive measures. The winners attracted assets. Fund companies took notice and ...
ETF companies have been rushing to introduce portfolios that weight holdings in unconventional ways. Popular choices give each stock an equal weighting or emphasize holdings with characteristics such as low volati...
One way to prepare for rate rises—without sacrificing much long-term performance—is to consider solid short-term bond funds that pay relatively rich yields.