Conduct due diligence on bond funds beyond a performance review
Position a portfolio to look forward and not just backward.
China equity exposure, already big in some funds, expected to increase in 2016
MSCI plans to add nearly two-dozen foreign-listed companies, including two of China's biggest, to its global indexes.
How much China is in your fund?
Many investors obtain direct exposure to China through diversified emerging market mutual funds and ETFs. Do you know your exposure?
Liquidity in bond ETFs: The real story
Past patterns show that Carl Icahn's worries about havoc in the market are not grounded in fact.
Why the Fed won’t raise rates this year
Regardless of what Friday's April jobs report suggests, the economy may not be strong enough to support higher rates.
Why the Fed won’t raise rates this year
Regardless of what Friday's April jobs report suggests, DoubleLine Capital thinks the economy is just not strong enough to support higher rates.
How to avoid the unexpected capital gain gift
Even if an investor didn't sell shares in a fund this year, if a manager took profits or sold to meet redemptions, the investor shares in the tax burden.
How to avoid the unexpected capital gains tax
Even if you didn't sell shares, the manager's actions within your fund may trigger a check to Uncle Sam
What Bill Gross’ departure means for Pimco’s funds
In an already rough year, exit of the Bond King could lead to more funds flowing out.
Not all strong dividend ETFs are the same
Two top-ranked iShares Core exchange-traded funds are both cheap, but their holdings and exposure are quite different.
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