Mutual Funds & ETFs
by Michael Iachini
February 01, 2019
The twin goals of doing good and doing well have never been more aligned.
by Michael Iachini
January 25, 2019
Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.
October 22, 2018
There’s more than meets the eye to these ubiquitous investment vehicles.
August 10, 2018
Should you sell a fund when its management team changes?
by Charles Schwab
August 10, 2018
The Schwab 1000® Index offers a look back over the past 26 years.
April 17, 2018
Looking for a meaningful college graduation present? Consider opening up the world of investing.
February 16, 2018
Why stock splits are on the decline—and what it means for investors.
by Kathy A Jones
February 16, 2018
Your “total” bond fund might be riskier than you think.
February 16, 2018
Despite the rise of index funds, actively managed funds may still make sense for a lot of investors.
by Emily Doak
November 10, 2017
What happens when an ETF goes from tracking the market to moving the market?
by Cooper J Howard
November 10, 2017
Why state-specific muni-bond funds invest across state lines—and why it matters.
by Rob Williams
October 12, 2017
Bond investing in a rising interest rate environment requires careful thought. Here are some things to consider about bonds and bond funds.
October 11, 2017
For more than 25 years, the Schwab 1000 Index® has captured the growth of America’s largest stocks, placing Schwab at the forefront of indexing.
by Anthony Davidow
August 23, 2017
ETFs’ rapid growth has some market observers wondering if they pose a risk to the market. We don’t think so.
February 17, 2017
Bank loan funds stand to benefit when short-term interest rates rise.
by Michael Iachini
February 17, 2017
What investors want to know most about exchange-traded funds.
November 14, 2016
There are two measures for reporting income. What do they tell you?
November 14, 2016
While actively managed mutual funds typically charge higher fees than index funds, they may offer worthwhile benefits—but not if they’re “closet indexing.”
November 14, 2016
Liquidity is something most people don’t think about until it’s too late. Do you know what’s in your portfolio?
August 12, 2016
Why you should look beyond past performance when selecting mutual funds.
by Rob Williams
August 12, 2016
Income-planning needs, attitude toward risk and investment budget all have a role to play in your decision.
by Michael Iachini
August 12, 2016
ETFs are generally tax-efficient, but there are a few notable cases when they aren’t.
May 13, 2016
Annual distributions from mutual funds could trigger surprise tax bills.
by Anthony Davidow
February 24, 2016
Find out how these mutual funds have democratized alternative investments.
February 24, 2016
Actively managed funds can play an important role in a diversified portfolio.
by Michael Iachini
November 20, 2015
How to decide which bond ETFs are right for you.
August 27, 2015
Truisms about the importance of ratings, operating expenses, and trading commissions aren’t always true.
by Schwab Center for Financial Research
June 20, 2014
Investors can diversify and participate in the long-term growth of markets by including index funds in their portfolios.
by Schwab Trading Insights
July 28, 2017
Learn about why gold is considered to be so valuable as well as various vehicles that allow you to hold an interest in gold.
by Michael Iachini
February 10, 2016
Both of these strategies have costs and risks of their own. See examples, and learn why you should be cautious in up and down markets.
by Michael Iachini
July 10, 2014
Find out about ETFs that offer diversification benefits and a set maturity date.
by Michael Iachini
April 28, 2014
Investing in exchange-traded products that use volatility-index futures to help shield your portfolio from a potential large stock-market drop might not be the wisest move.
by Michael Iachini
April 21, 2014
An index ETF-only portfolio can be a straightforward yet flexible investment solution.
by Michael Iachini
February 13, 2014
Diversify across world markets with just a few trades and at little ongoing expense.
by Michael Iachini
January 27, 2014
Learn how ETFs may help reduce the tax bite on your portfolio.
by Michael Iachini
December 30, 2013
ETFs can be a low-cost way to invest in commodities—and help hedge against inflation.
by Michael Iachini
December 27, 2013
If you have short-term market views on investing, ETFs may be your tool of choice.
by Michael Iachini
December 24, 2013
ETFs can be a practical way to diversify and/or hedge the currencies in your portfolio. Find out how they work.
by Michael Iachini
December 23, 2013
Knowing whether an ETF tracks spot prices or futures prices will help you better understand its performance.
by Michael Iachini
December 06, 2013
Different ETF structures have different tax implications. Learn how to be tax-smart with ETFs and avoid unpleasant surprises.
by Michael Iachini
July 01, 2013
If you're trying to generate more income from your ETF investments with higher-yielding ETFs, learn first about the risks they carry.
by Emily Doak
July 05, 2012
It's important to understand that exchange-traded notes are not the same as exchange-traded funds, and that they carry some important risks.