Public investment fund
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John Rogers: The Value Investing Philosophy of Ariel Investments' Founder
©2017 Powell Photography, Inc.John Rogers is a double anomaly. At a time when investors are increasingly turning to index funds, he picks individual stocks. And at a time when the market prefers growt
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Wasatch Small Cap Value Added to Kiplinger 25 Portfolio
We don’t remove funds from the Kiplinger 25 lightly. But after struggling since late 2014, Homestead Small Company Stock (HSCSX) is out. To be fair, shares in small firms were lackluster for part of t
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Tax-Advantaged Municipal Bonds: A Smart Investment Strategy
It’s easy to see the appeal of municipal bonds for investors in the highest tax brackets. These IOUs, issued by state and local governments, are typically exempt from federal taxes as well as from mos
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Protect Your Investments: Understanding Abandoned Account Laws
MarcoMarchiMy mutual fund company sent a letter saying that if it doesn’t hear from me soon, it will turn over my account assets to the state. My address hasn’t changed. How could this happen? - G.P.,
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Dodge & Cox Stock Fund (DODGX): Overview & Analysis
Symbol: DODGXExpense Ratio: 0.52%Dodge & Cox Stock is a midsize- and large-company stock fund and a member of the Kiplinger 25, the annual list of our favorite no-load funds.A nine-member team pic
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Fidelity New Millennium Fund (FMILX): Analysis & Investment Strategy
Symbol: FMILXExpense Ratio: 0.54%Fidelity New Millennium invests in out-of-favor, growing firms of all sizes that benefit from trends in technology and demographics.Manager John Roth describes himself
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Mairs & Power Growth Fund (MPGFX) - Analysis & Overview
Symbol: MPGFXExpense Ratio: 0.66%Mairs & Power Growth invests in fast-growing firms of any size trading at reasonable prices.Managers Mark Henneman and Andrew Adams like to invest close to their u
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T. Rowe Price QM U.S. Small-Cap Growth Equity (PRDSX) - Investment Overview
Symbol: PRDSXExpense Ratio: 0.81%T. Rowe Price Diversified Sm Cap Growth invests in profitable, growing small firms with reasonably priced stocks.The QM stands for quantitative management, which means
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T. Rowe Price Small-Cap Value (PRSVX) - Investment Analysis
Symbol: PRSVX Expense ratio: 0.93%T. Rowe Price Small-Cap Value invests in small businesses with good long-term growth prospects and stocks trading at cheap prices.Manager David Wagner's hunt for
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T. Rowe Price Value (TRVLX): Investment Analysis & Overview
Symbol: TRVLXExpense Ratio: 0.82%T. Rowe Price Value invests in bargain-priced shares of midsize to giant companies.When the shares of high-quality firms trade at a discount to their historical averag
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Primecap Odyssey Growth (POGRX): Investing in High-Growth Stocks
Symbol: POGRXExpense Ratio: 0.67%Primecap Odyssey Growth invests in fast-growing companies of all sizes that trade at temporarily low prices.Five managers pick firms that are under pressure but have a
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DoubleLine Total Return Bond Fund (DLTNX) - Investment Overview
Symbol: DLTNXExpense Ratio: 0.73%DoubleLine Total Return Bond is a bond fund that invests in ortgage-backed securities with intermediate-term maturities.Bond gurus Jeffrey Gundlach and Philip Barach p
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Fidelity New Markets Income Fund (FNMIX): Analysis & Yield
Symbol: FNMIXExpense Ratio: 0.82%Fidelity New Markets Income invests in emerging-markets government bonds issued in U.S. dollarsJohn Carlson blends big-picture economics with security-specific analysi
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Parnassus Mid Cap Fund: Recent Performance & Key Holdings
A member of the Kiplinger 25, our favorite no-load mutual funds, Parnassus Mid Cap (PARMX), which invests in growing midsize firms and boasts a 10-year record that beats 94% of mid-cap growth funds, i
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Vanguard High-Yield Corporate Fund (VWEHX): Overview & Performance
Symbol: VWEHX Expense Ratio: 0.23%Vanguard High-Yield Corp is a bond fund generating income from corporate debt rated double-B or lower.Manager Michael Hong, who works for Wellington Management, tilts
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Vanguard Short-Term Investment-Grade (VFSTX): Yield, Expense Ratio & Overview
Symbol: VFSTXExpense Ratio: 0.20%Vanguard Short-Term Investment-Grade invests in high-quality bonds maturing in one to five years.Manager Gregory Nassour delivers a 2.8% yield by playing around with t
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Navigating Market Corrections: Lessons from the Recent Bear Market
Lori LabrecqueI’m a long-term stock bull. Over the long-term, U.S. stocks have returned close to an annualized 10%. Foreign stocks have returned about 8%. Virtually no other unleveraged investment has
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Understanding Tax Implications of Mutual Fund Distributions
This content is subject to copyright.This can be a taxing time of year for mutual fund investors. Toward the end of each year, mutual funds generally distribute to shareholders their net capital gains
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Top 4 Funds Requiring Direct Purchase: Is the Effort Worth It?
Most of the Kiplinger 25 funds come with no strings attached. But four of them come with purchase constraints if you’re new to the funds. Here’s a review of the limitations, along with the reasons we
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Merger Fund (MERFX): Consistent Returns in Volatile Markets
A 3.8% annualized return over the past decade would qualify as disastrous for most stock mutual funds, considering Standard & Poor’s 500-stock index returned an annualized 14.3% over that period.
Public investment fund
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Sustainable Crypto: How Green Initiatives Are Shaping the Future of Digital FinanceFind out why crypto companies are switching to greener options as they look to remain sustainable in the future and at the top. Sustainable Energy Will Drive the Crypto Revolution Sustainability is ...
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Adulting 101: A Practical Guide for New Graduates...
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Water Damage Coverage: Does Your Homeowners Insurance Apply?Does homeowners insurance cover water damage? Usually, but not always. Heres how to find out if your insurance covers water damage. (iStock) Homeowners insurance covers losses to your property and ou...
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Buy and Hold Investing: Pros & Cons - A Comprehensive GuideTHIS POST MAY CONTAIN AFFILIATE LINKS. PLEASE SEE MY DISCLOSURES. FOR MORE INFORMATION.There is a lot of debate surrounding the buy and hold investment strategy. Some people swear by it, while oth...