Mutual-funds
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The Best American Funds for 401(k) Retirement Savers
mutual funds American Funds has 13 actively managed mutual funds among the 100 most popular 401(k) offerings. We look at the best American Funds in that group … as well as some of the laggards.
By Nellie S. Huang Published
mutual funds -
Mutual Fund Capital Gains Taxes Could Be a Handful
mutual funds Investors in actively managed mutual funds could be facing significant capital gains distributions in 2021 ... and thus capital gains taxes.
By Charles Lewis Sizemore, CFA Published
mutual funds -
The Best T. Rowe Price Funds for 401(k) Retirement Savers
Kiplinger's Investing Outlook A dozen T. Rowe Price mutual funds enjoy a place among the nation's most popular 401(k) retirement products. Find out which ones are worth your investment dollars.
By Nellie S. Huang Published
Kiplinger's Investing Outlook -
TIAA-CREF Real Estate Securities Rides High on a Hot Market
Markets This fund currently favors single family home rentals and data centers.
By Nellie S. Huang Published
Markets -
The Best Funds to Buy for the Roaring ’20s
Economic Forecasts Stock market boom? Check. Economy on fire? For now. But this century isn't like the last in important ways.
By Nellie S. Huang Published
Economic Forecasts -
DF Dent Midcap Growth Should Rebound
Becoming an Investor The fund favors high-quality, growing companies, but in late 2020, investors started favoring low-quality firms at bargain prices.
By Nellie S. Huang Published
Becoming an Investor -
The Best Fidelity Funds for 401(k) Retirement Savers
Investing for Income Fidelity funds are renowned for their managers' stock-picking prowess. We rate Fidelity's best actively managed funds that are popular in 401(k) plans, including its target-date solutions.
By Nellie S. Huang Published
Investing for Income -
A Simple Portfolio Is All You Need
Financial Planning It’s possible to build wealth with only a few funds—or even just one.
By Adam Shell Published
Financial Planning -
A New Fund to Hedge Inflation
Becoming an Investor Horizon Kinetics Inflation Beneficiaries ETF, introduced in January, offers some tools to battle inflation.
By Kyle Woodley Published
Becoming an Investor