Stories by Stan Choe

Saturday, May 23, 2015

Of Mutual Interest: Taxes matter in fund investing, even when there's no bill

NEW YORK — Tax-efficient mutual funds have had even better before-tax returns than their rivals.
By Stan Choe

Friday, May 15, 2015

Regaining strength: Emerging-market funds cruising again

NEW YORK — Emerging-market stock funds are making big moves again, and this time it’s in the good way.
By Stan Choe

Friday, April 17, 2015

REITs and rising rates: Pushing against conventional wisdom

NEW YORK — Are real-estate mutual funds going to see a price drop? Real-estate investment trusts have been on a tremendous run since the financial crisis. 
By Stan Choe

Friday, April 3, 2015

Of Mutual Interest: Nearly everything was a winner for 1Q mutual funds

NEW YORK — Sometimes, nearly everyone wins. Stock and bond mutual funds of all types racked up more gains in first 3 months of the year.
By Stan Choe

Friday, March 27, 2015

Of Mutual Interest: Muni bond returns to be more muted

After a stellar 2014, municipal-bond mutual funds are likely to offer more moderate returns.
By Stan Choe

Saturday, Feb. 7, 2015

Investors can have foreign bonds and not know it

NEW YORK - It would be nice - and so, so easy - to ignore what bond markets are doing in Germany, Japan and Zambia. But you shouldn't.
By Stan Choe

Friday, Jan. 23, 2015

Stock funds gaining more believers

Last year was the second in a row that investors put more money into U.S. stock funds than they took out. Now that stocks have roughly tripled since hitting a bottom in March 2009, faith is building.
By Stan Choe

Sunday, Jan. 18, 2015

Wait for energy stocks to hit bottom

Unless you can commit to energy stocks for the next two or three years, it's a good idea to wait on purchases for now.
By Stan Choe

Friday, Dec. 19, 2014

Of mutual interest: Investors see benefit of stock pickers

NEW YORK - Stock pickers are still getting a chance in at least one area: Actively managed foreign-stock funds continue to attract billions of dollars in new investment.
By Stan Choe

Friday, Nov. 7, 2014

Investors seek balance for 401(k) nest eggs

NEW YORK - Fewer investors are going all-in with their retirement savings. Less than 10 percent of 401(k) accounts administered by Fidelity Investments were invested entirely in stocks last quarter.
By Stan Choe

Monday, Oct. 27, 2014

Bond mutual funds are the key to stability

NEW YORK - Oh, right. Stability. That's what bond mutual funds are for. When stock markets tumbled around the world last week, bond funds remained solid once again.
By Stan Choe

Monday, Sept. 8, 2014

Managers seek bonds that make difference

NEW YORK — Instead of lending to just the government or a faceless corporation, what if your bond mutual fund helped to vaccinate kids around the world? Or financed a clean-water project or ...
By Stan Choe

Friday, Aug 22, 2014

Chinese stocks grow amid economic slowdown

NEW YORK - Surprise: One of the summer's hottest investments was also one of the most anxiety-inducing a few months earlier.
By Stan Choe

Friday, Aug 15, 2014

Worries are increasing over selling bond funds

NEW YORK - If bonds start to tumble, should I sell my bond mutual fund? It’s a question investors are asking. But a better question may be: How difficult will it be for my fund manager to sell?
By Stan Choe

Friday, Aug 8, 2014

Funds are going smaller-game hunting for dividends

NEW YORK — In the hunt for dividends, biggest doesn’t always mean best. Big, blue chip stocks are often the first stop for many dividend investors. But smaller companies pay dividends too.
By Stan Choe

Friday, July 18, 2014

Corporate eye on expansion could benefit funds

NEW YORK - After years of funneling cash to investors, companies may be looking to spend more on themselves. Mutual fund managers are cheering.
By Stan Choe

Friday, July 4, 2014

Bull run continues for most mutual funds

Nearly all types of mutual funds made money last quarter, powered by continued gains in stock and bond markets around the world.
By Stan Choe

Monday, June 16, 2014

Long-term bonds see increase in popularity

NEW YORK - It took less than six months for some of the most feared investments to get investors to reconsider. At the start of this year, much of Wall Street expected trouble for long-term bonds.
By Stan Choe

Friday, May 23, 2014

Figuring out how your mutual fund manager votes

Investors can see how their mutual funds voted on issues over the prior year: Funds typically list their voting results on their Web sites, and they also file documents with the Securities and ...
By Stan Choe

Sunday, April 27, 2014

Minding the tax bite in fund investing

Now that April 15 has passed, investors have a chance to reflect on what drove their tax bills and rejigger their portfolios.
By Stan Choe
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