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May 24, 2018

This week's Mutual Funds and ETF stories - May 24, 2018: Mutual Funds | MarketWatch

MarketWatch
Mutual Funds
MAY 24, 2018

This week's Mutual Funds and ETF stories

By MarketWatch


Don't miss these top money and investing features:

A basketball player sinking bucket after bucket is going to get the ball. So it goes with mutual fund managers. A fund manager putting up superior performance year after year is going to get money — lots of it.

There's the rub. The more cash a fund manager has to invest, the more difficult it is to buy meaningful stakes in the overlooked stocks that helped boost the fund's returns and grow its profile. Accordingly, by the time investors pile in, that superstar fund's stellar days are largely behind it. As Yogi Berra sagely observed: "Nobody goes there anymore. It's too crowded."

Read more about this fund investor's dilemma and what you can do about it. Then, check out how to approach stocks with more confidence, learn about small-cap stocks with big potential, and see how state governments are making sure that financial adviser's continue to act in your best interests.

— Jonathan Burton

INVESTING NEWS & TRENDS

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Why the end is coming soon for the biggest tech bubble we've ever seen, says Villanova professor

Keith Wright, a professor at the Villanova School of Business, warns of big trouble in overvalued startups.
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Yes, save twice your salary by the time you're 35 — and 7 other things you should do

Financial advisers have more advice for what to do by your mid-30s.
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Meet the financial adviser who tells pro video gamers how to spend their $250K incomes

Professional gamers are like professional athletes, making money from endorsements and winnings.
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These three ETFs carry low risks but potentially high rewards

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10 fast-growing companies in the hottest small-cap stock sector

These companies are screened for increasing sales and improving profit margins.
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These small-cap stocks may speed ahead as the economy slows

Osterweis fund manager Jim Callinan expects stocks he owns to at least double. By Michael Brush.
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15 dividend stocks whose 4%-plus yields beat Treasury bonds

Companies including Qualcomm, Navient and Exxon Mobil made the cut in a stringent stock screener.
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These ‘Dividend Aristocrat' stocks have risen as much as 31% this year, bucking a bad trend

Popular consumer companies have underperformed, but a group including W.W. Grainger, T. Rowe Price and AbbVie are easily beating the S&P 500.
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Surprising strategies to avoid the alternative minimum tax under the new tax law

If you still owe the AMT, you'll probably owe less — maybe a lot less.
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Help your kids learn to avoid these 6 big credit mistakes

Help your kids develop financial literacy and good credit with a few simple rules.
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Why a collapse in bitcoin won't kill blockchain

Some people think cryptocurrencies are a bubble waiting to pop just like the dot-com bubble in the early 2000s. Using that same analogy for cryptocurrency, what about blockchain, the technology behind bitcoin and Ether? Here's what you need to know.
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Is the fiduciary rule dead? Here's everything you need to know

After a U.S. Appeals Court ruled to vacate the Obama-era fiduciary rule, various states are now moving to create their own fiduciary rule, which requires financial advisors to act in the best interest of their clients. Here's what you need to know.
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