Mutual Funds/Etfs

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    Fund of Information
    December 17

    Fewer Funds, More Focus in the Year Ahead

    Rising interest rates will help small-caps, and volatility will favor stockpickers.

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    Mutual Fund Profile
    December 17

    Health-Care REITs Rock

    Cohen & Steers’ Tom Bohjalian looks to health-care REITs for healthy gains in his Real Estate Securities fund, which is in the top 10%.

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    December 13

    The 3 Best Tech Stocks Are Still Underpriced

    The Eaton Vance Focused Growth Opportunities fund is high on Facebook, Amazon, and Alphabet.

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    Interview
    December 10

    Mohnish Pabrai: GM, Fiat, Southwest Air Look Cheap

    Pabrai finally embraces auto and airline stocks. What the stock market doesn’t understand.

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    Mutual Fund Profile
    December 10

    Islamic Principles Yield Strong Results for Amana

    In the past 15 years, the firm’s large-cap growth fund returned 8.3% annually, beating 96% of fund peers.

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    Fund of Information
    December 10

    Beating the Blues In
    Health-Care Funds

    Fidelity Select Medical Equipment and Systems Portfolio is a winner this year, even as other health-care funds sink. Here’s why.

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    ETF Focus
    December 10

    Factor Funds Seek a Footing in the Crowd

    Multifactor and sector multifactor funds are two of the newest flavors in exchange-traded funds. Will they catch on?

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    December 6

    Tax Planning in Advance of the Trump Presidency

    A Barron’s Top 100 advisor offers steps that investors can take ahead of probable 2017 tax changes.

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    Profile
    December 3

    At Hartford Schroders It’s Steady as She Goes

    Jenny Jones splits her small- and mid-cap fund between mispriced growth companies and steady Eddies.

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    Interview
    December 3

    The Catalyst Seekers

    Levin Capital’s John Levin and Jack Murphy look for value-priced stocks with potential catalysts. They think Nokia, which yields 7%, could double.

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    Fund of Information
    December 3

    A Dearth of Women in the Fund Industry

    Studies have found that women run just 2% of the mutual fund industry’s assets. That’s a problem.

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    ETF Focus
    December 3

    ETF Tax Strategies

    Exchange-traded funds can be a boon for investors who want to sell some loser investments to avoid paying tax on the winners.

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    November 8

    Value Fund Buys Stocks On Sale After Bad News

    The Polaris Global Value fund is betting big on U.K. homebuilders and likes JP Morgan and Samsung.

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    Profile
    November 5

    Balanced Income Fund For the Cautious

    The Hartford Balanced Income fund’s 2.4% yield is more enticing than the yield of long-term government bonds.

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    Fund of Information
    November 5

    Eaton Vance Buys Calvert

    Eaton Vance is buying Calvert. For very little money, it’s bolstering its sustainable investing business, and Calvert gets to revive its brand.

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    ETF Focus
    November 5

    Morningstar Announces Free Use of Its Indexes

    Morningstar just announced that its suite of indexes will be available to money managers for free to use as a benchmark. It also plans to enter the ETF business with very low licensing fees.

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    November 1

    Finding Tomorrow’s Star Growth Stocks Today

    Brown Capital Management Small Company beats 99% of its peers: “We know what we are looking for.”

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    Interview
    October 29

    Elliott Management Favors Samsung

    Co-CEO Jon Pollock explains the firm’s activist-investing strategy and the allure of six undervalued stocks.

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    Fund of Information
    October 30

    Interval Funds: Making the Best of Illiquid Assets

    A fast-growing class of mutual funds invests in high-yielding illiquid assets, then offers regular opportunities to get liquid.

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    ETF Focus
    October 29

    Commodity ETFs Pose
    A Challenge

    Exchange-traded products make investing in commodities cheap and liquid. But that doesn’t mean it’s easy.

Focus on Funds

Funds Toolbox

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    A table showing the performance of several interesting mutual funds selected by the editors.

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    Weekly listings for stocks and funds on the NYSE, AMEX and the Nasdaq.

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