A retirement portfolio blends 75% equities with 25% fixed income using diversified Vanguard and Fidelity funds and top-rated stock picks. Check out my portfolio.

Core stock holdings for a 401(k) should be broad-based in scope and low-cost. Usually, their goal is to capture market-level returns without excessive risk or fees. Fidelity is the largest 401(k) ...

I recently wrote about how fund investors’ stake in US equity has drifted higher over the past decade. That increase owes mostly to US stocks’ standout returns over that period, rather than investors’ ...

Is it time for fund investors to do a home-run trot yet? With stock indexes smashing records, the average U.S.-stock fund rose 7.2% in the third quarter, to push the year-to-date gain to nearly 11%, ...

The Tariff Panic has eased for fund investors. In May, the average U.S.-stock mutual fund or exchange-traded fund rallied to a 6.1% total return, according to data from LSEG.

My colleague Amy Arnott recently wrote about the fallacy of the “stock-pickers” market. Time and again, active management’s proponents contend the time is ripe for portfolio managers to beat the ...

The Allspring Common Stock Fund underperformed the Russell 2500 Index during the period. Top contributors included WNS, National Vision Holdings (EYE), and Allient (ALNT). Detractors were Kirby Corp ...

Risky leveraged exchange-traded funds are booming. Their performance over the past year highlights their pitfalls. The funds, accessible to anyone through most brokerage accounts, use derivative ...