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Investing:  MARKET SNAPSHOT   STOCKS   FUNDS   BONDS  PORTFOLIO TRACKER
RESEARCH    KIPLINGER PICKS    BUYING & SELLING STRATEGIES   FUND FINDER
GETTING STARTED
bullet Growing a Fund Portfolio
bullet Demystifying the Mutual Fund
bullet Why Mutual Fund Expenses Matter
bullet The ABCs of Mutual Fund Share Classes
bullet MORE...
FUND TOOLS
bullet Kiplinger's Mutual Fund Finder
bullet How much do fees affect my return on my fund?
bullet Which is better: load or no load?
bullet How do growth and income funds compare?
bullet What is my return if I sell my fund now?
bullet Which fund is better?
RESEARCH
Ticker:


KIPLINGER PICKS
Long-Term Portfolio
Fund Profile% of portfolio
bulletTCW Galileo Select Equity 1 15%
bulletOakmark Fund 20%
bulletLegg Mason Opportunity 20%
bulletJulius Baer International Equity 25%
bulletCentury Small Cap Select 10%
bulletThird Avenue Real Estate Value 10%


Medium-Term Portfolio
Fund Profile% of portfolio
bulletOakmark Fund 20%
bulletMarsico Growth 15%
bulletJulius Baer International Equity 20%
bulletCentury Small Cap Select 5%
bulletAmerican AAdvantage Small Cap Value 10%
bulletThird Avenue Real Estate Value 10%
bulletLoomis Sayles Bond 10%
bulletHarbor Bond (or Vanguard Intermediate-Term Tax-Exempt) 10%


Short-Term Portfolio
Fund Profile% of portfolio
bulletT. Rowe Price Growth Stock 15%
bulletSelected American Shares 15%
bulletJulius Baer International Equity 10%
bulletAmerican AAdvantage Small Cap Value 10%
bulletThird Avenue Real Estate Value 10%
bulletFidelity Floating Rate High Income 10%
bulletHarbor Bond (or Vanguard Intermediate-Term Tax-Exempt) 30%

FUNDS
One-Stop Investing
The ultimate in simplicity: An entire portfolio wrapped up in one fund.
MORE...

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  TOP FUNDS BY ONE-YEAR RETURN

U.S. Stock Funds
  • Large-company growth
  • Large value
  • Large blend
  • Midsize growth
  • Midsize value
  • Midsize blend
  • Small growth
  • Small value
  • Small blend


  • International
  • Diversified int'l
  • Int'l small co.
  •  
    Sectors
  • Financial
  • Health care
  • Real estate
  • Materials
  • Technology
  • Utilities

    Bonds
  • Investment-grade bonds
  • High-yield bonds
  • Tax-exempt bonds

  • Create your own fund filter

    VALUE ADDED
    Best Supporting Actors

    email | bio
    Despite superb performances by four top money managers, Masters' Select Value has yet to capture a very big audience.
    MORE... | Past Columns

    FUNDS
    16 Funds We Love
    We challenged our writers to choose their favorites and to describe, sometimes in personal terms, what sets the funds and their managers apart from the crowd.
    MORE...

    Ripe for a Comeback
    After years of fizzle, growth funds prepare to sizzle. These five funds in particular should pay off in the year ahead.
    MORE...

    The Fortress That Marty Built
    A terrific 2004 underscores Third Avenue's outstanding long-term record.
    MORE...

    Are ETFs still right for you?
    Spiders and vipers are no longer the cheapest game in town.
    MORE...

    YOUR FINANCES
    Make a Financial Match Online
    Finding the right financial adviser could be a click away. Compare six online financial-adviser networks to see which offer the best selection and services to fit your needs.
    MORE...

    KIPLINGER PICKS
    The Five Best Bond Funds
    These are good funds to own when interest rates rise.
    MORE...

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