Mutual Fund Holders Face Double Trouble

If you’re a stock-mutual fund holder, you may face a double whammy this year. First, the value of your holding has likely dropped along with the overall market.  As shareholders have exited mutual fun...

Value Stocks Poised For “Outperformance” Everywhere — GMO Report

Upward arrow made of dollar banknotes on white background – Concept of growing and upward trend of … [+] dollar currency getty For years growth stocks were hot, right up until they were no...

BDCs Sport Lofty Yields, But the Risks Are Growing

Business development companies lend to midsize private companies at high interest rates. They have proven popular with retail investors in recent years by offering dividend yields of around 10%. Total...

These money and investing tips can help your portfolio sail through December

Don’t miss these top money and investing features: Sign up here to get MarketWatch’s best mutual funds and ETF stories emailed to you weekly! INVESTING NEWS & TRENDS The only thing investors have ...

It’s Been a Rough Year for Stocks and Bonds. What to Do in 2023.

With more than a month to go, 2022 is all but certain to go down as an annus horribilis for both stocks and bonds. The crucial question for investors: What does that portend for the year ahead? The re...

Grayscale Bitcoin Trust Has Gotten Too Cheap. ARK’s Cathie Wood Noticed.

The price of Bitcoin has plunged this year but shares of a trust that has been an easy way for investors to get access to the cryptocurrency have fallen even further. Tech investor Cathie Wood has tak...

These money and investing tips can help you see this bear market more clearly

Don’t miss these top money and investing features: Sign up here to get MarketWatch’s best mutual funds and ETF stories emailed to you weekly! INVESTING NEWS & TRENDS Bitcoin owners are bellyaching...

Market Losses Can Reduce Your Tax Bill for Years. Here’s How.

This year’s market mayhem could shave your tax bill for years to come. With just weeks to go, 2022 is poised for steep negative annual returns in both stocks and bonds, a correlated collapse that has ...

Cash key for Chevron and Exxon Mobil as Truist raises stock price targets

Chevron Corp. and Exxon Mobil Corp.’s strong cash positions have prompted Truist Securities to raise its price targets for the oil and gas giants, as the stocks of both companies rallied toward fresh ...

Chinese Stocks Look Cheap. But Bargain Hunters Risk Losing Big.

Thirty years ago this past week, Eaton Vance launched a U.S. mutual fund for investing in China. I remember the wholesaler’s sandwiches. A mutual fund wholesaler, if you’re unfamiliar with the term, i...

Small-Cap Stocks Have Rarely Been So Depressed. 7 to Buy Now.

Longtime investor Nicholas F. Galluccio has seen his fair share of market turmoil, but one thing has remained constant over nearly four decades: a focus on finding small stocks with big prospects. Gal...

20-year-old investor who made $110 million on a meme stock is now pushing for change at psychedelics company MindMed

The 20-year-old investor who found fame this year when he made $110 million trading shares of troubled retailer Bed Bath & Beyond Inc. BBBY, -5.48%, has turned activist shareholder and is pushing ...

These money and investing tips can steady your portfolio in this shaky market

Don’t miss these top money and investing features: Sign up here to get MarketWatch’s best mutual funds and ETF stories emailed to you weekly! INVESTING NEWS & TRENDS ‘They can actually derisk thei...

These 27 stocks can give you a more diversified portfolio than the S&P 500 — and that’s a key advantage right now

You probably already know that because of market-capitalization weighting, a broad index such as the S&P 500 SPX, -0.80% can be concentrated in a handful of stocks. Index funds are popular for goo...

Opinion: Stocks are rallying now, but the 9 painful stages of this bear market are not even halfway done

The official definition of a bear market is a 20% or greater decline from an index’s previous high. Accordingly, the three major U.S. stock-market benchmarks — the Nasdaq COMP, +0.90%, the S&P 500...

The top 25 market events of the last 25 years

On an October morning 25 years ago, MarketWatch started providing real-time news and market data to the general public on the internet. Individuals were fleeing their stockbrokers for new online platf...

RingCentral added to ‘zombie’ stocks list by equity research firm New Constructs

Cloud-based communication company RingCentral has been added to the list of “zombie” stocks compiled by equity research firm New Constructs. The research firm, which uses machine learning and natural ...

5 Active Mutual Funds for the Long Run, Plus Five Runners-Up

Gone are the days when star mutual fund managers were household names. The strong personalities that once dominated fund management—think Bill Gross or Peter Lynch—have moved on. Many active mutual fu...

This stock market strategist says the coming recession could be the biggest ever. ‘I recommend prayer.’

Keith McCullough, founder and CEO of Hedgeye Risk Management, isn’t one to mince words about financial markets, the Federal Reserve or the economy. Right now he has a few less-than-charitable things t...

These money and investing tips can get your portfolio running again after September’s breakdown

Don’t miss these top money and investing features: Sign up here to get MarketWatch’s best mutual funds and ETF stories emailed to you weekly! INVESTING NEWS & TRENDS Forget the 4% retirement spend...

ETF popularity hits record number

ETFs are seeing a record surge in popularity. The industry hit a milestone with more than 3,000 ETFs trading simultaneously for the first time ever this month — a 30% increase since December 2020, acc...

Why This Top Mid-Cap Manager Still Likes Tech Stocks

Alger Mid Cap Focus fund manager Amy Zhang. Photograph by Clark Hodgin Text size Mid-cap companies are usually defined as having a market capitalization of $2 billion to $10 billion, but Amy Zhang pre...

These money and investing tips can give you a head start when the bulls run again

Don’t miss these top money and investing features: Sign up here to get MarketWatch’s best mutual funds and ETF stories emailed to you weekly! INVESTING NEWS & TRENDS What the oil market can teach ...

ETF or mutual fund — which is better?

Q.: I have read that one should always use ETFs instead of regular mutual funds and I’ve read one should never use ETFs and read that it doesn’t matter. What is your viewpoint on funds v ETFs? —Ted in...

Where Is the Stock Market Going? It Could Have a Messy Fall.

If 2022 were to end tomorrow, or the day after, it would enter the books as a dismal one for investors. The Dow Jones Industrial Average is down 13% year to date, the S&P 500 index is off 17%, and...

These money and investing tips can help you roll with the Fed’s inflation-fighting punches

Don’t miss these top money and investing features: Sign up here to get MarketWatch’s best mutual funds and ETF stories emailed to you weekly! More: Learn how to shake up your financial routine at the ...

Week’s Best: Fee Hike at Vanguard

Vanguard has long maintained two platforms—a legacy mutual-fund-only offering and a brokerage—but it is now pressuring longstanding mutual-fund customers to switch over to the brokerage wing or incur ...

Warren Buffett Loves T-Bills. You Should Consider Them.

Warren Buffett, chairman and CEO of Berkshire Hathaway, has $75 billion in Treasury bills. Saul Loeb/AFP via Getty Images Text size Warren Buffett parks most of Berkshire Hathaway’s cash in ultra-safe...

These money and investing tips can protect you if the bears take a swipe at this stock market rally

Don’t miss these top money and investing features: Sign up here to get MarketWatch’s best mutual funds and ETF stories emailed to you weekly! INVESTING NEWS & TRENDS These small-cap stocks will le...

What this ‘play the recovery’ strategy says about hot bond demand

A recent trend in the exchange-traded funds market suggests bond demand is far from cooling. Corporate, government and high-yield bond ETFs saw inflows last month after lower bond prices and higher yi...

Fidelity Launches First Liquid Alt Funds as Stock and Bond Strategies Falter

Fidelity isn’t known for macro hedge funds that make bets on entire markets. The Boston-based mutual fund company with $4.3 trillion under management originally made its name by having the best indivi...