Is this a good time to own dividend funds? What about emerging markets or bond funds? 

On the MoneyLife Show with Chuck Jaffe, FundX Chief Investment Strategist Jason Browne answered listener questions about five stock and bond funds and ETFs.

You’ll find out which fund is in the market’s sweet spot and which fund Jason would absolutely avoid at this point.

Get FundX Jason Browne’s Take on Five Funds & ETFs

1. iShares Select Dividend (DVY)

“As interest rates go up, funds that are focused on high dividend payers face a major headwind and they’re really doing very poorly. I’d say sell and keep your eyes open for when it might do well in the future, but I wouldn’t want to be there now and I’m glad we don’t own it today.”

2. iShares Russell 1000 Growth (IWF)

“This is a fund that we own and consider a core position. This is tilted toward growth stocks and growth has been the sweet spot of the market. We own it and we continue to buy it.”

3. Vanguard FTSE Emerging Markets ETF (VWO)

Continue reading “FundX Strategist Jason Browne’s Take on Five Funds & ETFs” »

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Should you be concerned about buying a fund that’s done well recently?

Take technology, for example: It’s had some momentum behind it for some time now. Is there still time to buy in?

On NBR, FundX Chief Investment Strategist Jason Browne explained that major market trends can last years and that can give investors enough time to capitalize on them.

Technology has been in favor for over a year now, and it continues to be one of the leading areas of the market today. “It’s something we feel like you can continue to add to until the trend changes,” Jason said.

Jason shared three ETFs that give investors exposure to recently leading areas of the market, including technology, small-cap growth and momentum stocks.

Click here to watch Jason’s interview on NBR.

Three ETFs with Strong Recent Returns

1. For aggressive investors: FirstTrust Dow Jones Internet (FDN)

“This ETF is an aggressive play for a small part of the portfolio,” Jason said. He suggests taking smaller positions in potentially volatile funds like FDN that are concentrated in a single sector.

“If you want to add stocks like Amazon or Facebook to your portfolio, at least this is a relatively diversified way to get some exposure.”

2. For investors willing to take above-average risk: iShares Russell 2000 Growth (IWO)

Continue reading “Is There Still Time to Buy into the Technology Trend?” »

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What You Need to Know about Fund Sustainability Ratings

June 20, 2018

Given the choice between two funds that have similar returns, many people prefer to invest in the one that prioritizes investing in companies that have good environmental practices, good governance or are committed to data security or equality. Sustainable ratings for mutual funds can help you find these kinds of funds, but because most of […]

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Three Tips for Building a Sustainable Fund Portfolio

May 24, 2018

What to do you need to know in order to build and manage a sustainable portfolio of funds? That was the topic of our recent webinar on sustainable investing. In the webinar, FundX President Janet Brown talked with Morningstar’s Tanya Svidler, director of ESG solutions, and Avani Rau, portfolio manager of sustainable strategies at FundX. […]

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Four Practical Tips to Help You Get Started with Sustainable Investing

May 15, 2018

Current events and the political climate have inspired many people to invest in a way that can make a difference. According to the Wall Street Journal, after the U.S. withdrew from the Paris climate accord, investors moved money into sustainable funds. Morningstar reported that millions of dollars flowed into environmental, social and governance (ESG) funds […]

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How Long Will Growth be in Favor?

April 26, 2018

Growth stocks, particularly technology stocks, have been in favor lately, but how long can it last? When will markets change? If you’re concerned about a change in the markets, you’ll want to get FundX Chief Investment Strategist Jason Browne tips. Jason talked about navigating changing market trends, current market conditions and tactical investing strategies on […]

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Ready to Change Brokers? Four Things to Keep in Mind

April 10, 2018

Are you thinking about moving your accounts to a different broker? We’ve been hearing from many investors who are thinking about making a change now that their Scottrade accounts have been moved to TD Ameritrade. TD Ameritrade’s transaction fees are higher than many other brokers, and it’s also the only broker we’re aware of that […]

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2018 Broker Survey Results

April 3, 2018

Which broker do you use to trade funds? That’s the question we asked FundX members, and more than 500 fund investors responded. The majority of FundX investors use Fidelity and Charles Schwab. A smaller percentage use TD Ameritrade, Etrade and Vanguard. Most FundX members have been using their particular brokerage firm to trade funds for […]

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How to Get More Fully Invested

March 22, 2018

Do you have cash in your account that really should be invested? When we talk with investors, we’ve found that many of them have more cash in their accounts than they needed. Some were in cash because they’re waiting to buy into stocks at lower levels or because they’re worried about a potential market decline. […]

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FundX President Janet Brown’s Take on 5 Funds & ETFs

March 9, 2018

After a strong run, markets around the world fell in February. What asset classes are doing well now and which ones should you avoid? FundX President Janet Brown answered these questions and more on Chuck Jaffe’s MoneyLife Show on March 8, 2018. “Foreign generally fell back a little more than U.S. stocks; large-cap U.S. growth […]

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