Stories by Stan Choe

Friday, Oct. 2, 2015

Of Mutual Interest: Many losers, few winners in 3Q mutual fund review

Bond funds offered a modicum of protection last quarter, while stock funds ran into a wall.
By Stan Choe

Thursday, Sept. 24, 2015

Mutual fund trends: Give stock pickers a chance?

NEW YORK — Bad news keeps piling up for stock pickers, but not everyone is giving up on them.
By Stan Choe

Friday, Sept. 11, 2015

Of Mutual Interest: 'Hedge funds for the masses' get a stress test

Mutual funds that use hedge-fund strategies aim for a smoother ride; they're getting tested.
By Stan Choe

Friday, Aug 7, 2015

Alternative-energy funds are better at absorbing oil's spill

NEW YORK — Even as the tumble in oil prices pummels the industry, one small -- and perhaps surprising -- group of energy stock funds has held up better than its peers: those investing in ...
By Stan Choe

Monday, Aug 3, 2015

Fearful of being left out to dry, bond funds hold more cash

Fund managers are bulking up on cash, Treasurys in preparation for a less liquid bond market.
By Stan Choe

Friday, June 12, 2015

Why it matters that so few mutual fund managers are women

Q&A: Why raising the percentage of mutual fund managers who are women could help investors.
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
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