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  1. UPDATE: Are index -fund investors smarter?

    UPDATE: Are index - fund investors smarter?

  2. There's More to Fund Investing Than Mutual Funds

    Total return and risk-adjusted performance both support the view that mutual funds , closed - end funds, and exchange - traded funds are not created equal.

  3. Can the Bucket Retirement Portfolios Go on a Diet?

    Evaluating the pros and cons of various streamlining strategies.

  4. Are Mutual Fund and ETF Investors Leaving Money on the Table?

    We take a look at a tactical closed - end fund investing strategy.

  5. Fact or Fiction: Exchange -Traded Funds Are More Tax-Efficient Than Mutual Funds

    ETFs can offer better tax efficiency, but mainly in the domestic-equity realm.

  6. Schwab Reports Monthly Activity Highlights

    Schwab Reports Monthly Activity Highlights

  7. Untangling ETF Tax-Efficiency Myths

    In-kind redemptions give ETFs an edge in tax efficiency, but other factors are bigger when comparing them with mutual funds .

  8. Fed Action Keeping Bond Funds Popular

    The Federal Reserve's bond purchases are contributing to greater inflows into fixed-income funds, while demand for stock funds is near multiyear lows.

  9. Getting Religion With Faith-Based Mutual Funds

    There are more options than ever for investing in line with religious beliefs, writes Morningstar senior fund analyst David Kathman.

  10. Health-Care Funds: Hale and Hearty

    Health-care stocks' performance has amazed. Here's an outlook for the sector, along with some active and passive options for investors.

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