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Nellie S. Huang

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Indexed articles, last 90 days
7
Latest publication
Oct 1, 2026
Outlet visibility, for Kiplinger
Top 100K sites
Earliest in this view
Jul 18, 2026

Latest articles

  1. Article · Oct 1, 2026 · Nellie S. Huang

    What's Your Investing Style? (opens the original)

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    Fashions come and go, even in the stock market. Sometimes an approach is favored for a brief season; other times, a market niche can stay in vogue for extended runs. But some investing styles are classic, lending a signature look to most people's portfolios at one time or another. You'll always find some investors who favor the stocks of fast-growing companies, while others prefer value-priced fare. Passive investing (tracking an index) has its devotees, as does an active approach. Other fashion

  2. Article · Sep 11, 2026 · Nellie S. Huang

    Financial Stocks Are Set Up for Success. Here are 5 Funds to Consider (opens the original)

    Excerpt · Positive tone · English

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    Financial stocks are teed up for a good second half of the year, supported by a number of factors. For starters, stocks in the sector reported blowout earnings in the most recent quarter. On average, quarterly earnings growth compared with the same quarter a year ago has been "strong," coming in at 18%, says Matthew Bartolini, global head of research at State Street Investment Management. That outstripped analysts' expectations for earnings growth in the quarter by more than threefold. The spect

  3. Article · Sep 10, 2026 · Nellie S. Huang

    Flexibility Helps This Top Fidelity Bond Fund Thrive (opens the original)

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    Bond returns have taken it on the chin in recent months, thanks to the Iran war, higher-than-expected inflation and uncertainty about the timing and direction of the Federal Reserve's next interest rate moves. The Bloomberg U.S. Aggregate Bond Index, a benchmark of high-quality debt, has been in retreat since February. Its one-year return through July is 2.7%. By contrast, the Fidelity Strategic Income Fund (FADMX) — a member of the Kiplinger 25, our favorite no-load mutual funds — holds a mix o

  4. Article · Sep 9, 2026 · Nellie S. Huang

    Is the Small-Cap Stock Rally for Real This Time? (opens the original)

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    Is a sustainable turnaround in small-company stocks under way? Maybe. Since April 2025, the Russell 2000, an index of small-cap stocks, has returned a cumulative 48.1%, outpacing the 35.6% gain in the S&P 500. Our favorite small-cap exchange-traded fund, the iShares Core S&P Small-Cap ETF (IJR), beat the S&P 500, too — but not by as much, with a 41.4% climb over the same 15-month period. The ETF tracks an index that sifts for profitability, unlike the Russell 2000, and much of the rally's early

  5. Article · Jul 25, 2026 · Nellie S. Huang

    Should You Buy Individual Bonds? (opens the original)

    Excerpt · Neutral tone · English

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    Is the best way to invest in bonds to buy individual IOUs or shares in a bond fund? "We get this question all the time," says Collin Martin, head of fixed-income strategy and research at the Schwab Center for Financial Research. "And every time, I give the same answer: It depends." Mutual and exchange-traded funds certainly make bond investing easy. You pay an annual fee, of course, but the initial investment outlay is low, the fund offers instant diversification, and experts do all the work. Bu

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