Mutual Funds – Page 5

Investing When Your Time Horizon Is Short

Cut back on stock and bond holdings, and focus on money market funds, C.D.s, Treasury bills and other options that are now offering high yields, our columnist says.

By Jeff Sommer

Exchange Traded Funds Federal Budget (US) Government Bonds Interest Rates Jones, Kathy A (Financial Executive) Mutual Funds Stocks and Bonds

After a Terrible Year for Bonds, the Outlook Is Better

October capped their worst 12-month period ever, and the economy is under pressure. Yet the fundamental math of bond returns bodes well for 2023, our columnist says.

By Jeff Sommer

Mutual Funds S & P Dow Jones Indices Samuelson, Paul A Standard & Poor's 500-Stock Index Stocks and Bonds

Actively Managed Mutual Funds Consistently Fail to Beat Markets, Study Finds

No actively managed stock or bond funds outperformed the market convincingly and regularly over the last five years. Index funds have generally been better.

By Jeff Sommer

Capital Gains Tax Derivatives (Financial Instruments) Exchange Traded Funds Government Bonds Mutual Funds Personal Finances Securities and Exchange Commission

New E.T.F.s Turn the Funds’ Virtue of Low Risk on Its Head

Using a variety of means to bet on the direction of a single stock, they add a layer of complexity that worries some investment professionals.

By Brian J. OConnor