Mutual Funds Articles

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  1. How liquid are Fidelity mutual funds?

    Review the liquidity features of mutual fund shares and an overview of Fidelity mutual funds. Most investors look for convenient ...
  2. Which Fund Share Class is Best for Retirement?

    Mutual funds are a popular investment for retirement. Here's how to choose the best share class when investing in them.
  3. HF Performance Report: Did Hedge Funds Earn Their Fee in 2015?

    Find out whether hedge funds, which have come under tremendous pressure to improve their performance, managed to earn their ...
  4. Top 5 Wellington for Retirement Diversification in 2016

    Discover the top five Wellington Management funds for retirement diversification in 2016, with a summary and performance ...
  5. 3 Morgan Stanley Funds Rated 5 Stars by Morningstar

    Discover the three best mutual funds administered and managed by Morgan Stanley that received five-star overall ratings from ...
  6. Top 3 Voya Funds for Retirement Diversification in 2016

    Learn about Voya Investment Management's mutual fund offerings and the three Voya funds to consider for retirement diversification ...
  7. Bill Ackman's 2 Best Investments (GGP, CP)

    Learn about the two best investments Ackman ever made. Ackman has demonstrated a consistent track record of success in all ...
  8. George Soros: 3 Best Investments Ever

    Learn about some of the most successful trades famed investor George Soros has made during his career, including a billion ...
  9. Where Does Bill Ackman Keep His Money?

    Learn about where prominent hedge fund manager Bill Ackman keeps his money. See how his short position in Herbalife has not ...
  10. Pimco’s Top Funds for Retirement Income

    Once you're living off the money you've saved for retirement, is it invested in the right assets? Here are some from PIMCO ...
  11. Elliott Management: An Activist Investor Analysis (HES, CTXS)

    Learn about the activist investor strategies used by Elliott Management. Read about the fund's positions in Hess Corp., Citrix ...
  12. 3 AllianceBernstein Funds that Are Rated 5 Stars by Morningstar

    Discover the top three mutual funds administered and managed by AllianceBernstein that have received five-star overall ratings ...
  13. Top 4 Davis Funds for Retirement Diversification in 2016

    Discover the four best mutual funds managed by Davis Advisors that pursue different investment strategies that can help diversify ...
  14. Is Morningstar’s Star System An Effective Ranking Tool? (MORN)

    Learn why Morningstar's star rating system is not always a great predictor of future performance, and why investors should ...
  15. 5 Vanguard Fixed Income Fund Underperformers

    Learn about three Vanguard fixed income mutual funds that underperform compared to their benchmark indexes. Find out why ...
  16. Top 5 Natixis Funds for Retirement Diversification in 2016

    Discover five mutual funds from Natixis Funds that provide high income, growth and preservation of capital while diversifying ...
  17. 4 Mutual Funds You Wish You Could Include In Your 401(k)

    Discover four mutual funds everybody wishes were in their 401(k)s. Learn which five-star-rated no-load funds leave their ...
  18. Top 3 Allianz Funds for Retirement Diversification in 2016

    Discover the top three Allianz funds for retirement diversification in 2016, with a summary of the portfolio's managers, ...
  19. 3 PIMCO Funds Rated 5 Stars by Morningstar

    Learn about three fixed income mutual funds managed by Pacific Investment Management Company (PIMCO) that have received five-star ...
  20. 3 Invesco Funds Rated 5 Stars by Morningstar

    Learn about the top three mutual funds administered and managed by Invesco Ltd. that have received a five-star overall rating ...
  21. The Top 4 Russell Funds for Retirement Diversification in 2016

    Discover four mutual funds administered and managed by Russell Investments that would add diversification benefits to a retirement ...
  22. The 3 Best American Funds for the Income Seeker in 2016

    Learn about American Funds' mutual fund offerings, their past performance compared to peers and three American funds to consider ...
  23. 5 Low Fee Lord Abbett Mutual Funds

    Learn about five low expense ratio Lord Abbett mutual funds and the key characteristics about each mutual fund's top holdings, ...
  24. 3 Long-Term Investing Strategies With Strong Track Records

    Learn why discipline and a statistically valid investment strategy can help an investor limit losses and beat the market ...
  25. There's a Reason They're Called Junk Bonds

    The closing of Third Avenue Managemet's Focused Credit Fund is a warning to investors and advisors. Beware the junk.
  26. Top 3 PIMCO Funds for Retirement Diversification in 2016

    Explore analyses of the top three PIMCO funds for 2016 and learn how these funds can be used to create a diversified retirement ...
  27. The 3 Best Downside Protection Equity Mutual Funds

    Learn how it is possible to profit in a bear market by owning the correct selection of mutual funds that provide downside ...
  28. The 4 Best Lord Abbett Mutual Funds

    Discover the four best mutual funds administered and managed by Lord, Abbett & Co., LLC that offer investors a wide variety ...
  29. Tribune Media: An Activist Investment Analysis (TRCO)

    Learn more about the breakup of Tribune Company, once a powerful newspaper and broadcasting giant, and the role of activist ...
  30. Air Products and Chemicals: An Activist Investment Analysis (APD)

    Learn about the productive, and uncommonly friendly, activist investment made by Bill Ackman into Air Products and Chemicals.
  31. The 3 Best Vanguard Funds for Value Investors in 2016

    Find out which of Vanguard's value funds are the best for building a solid core-satellite value investing strategy for your ...
  32. The 4 Best American Funds for Growth Investors in 2016

    Discover four excellent growth funds from American Funds, one of the country's premier mutual fund families with a history ...
  33. 5 Questions First Time Investors Should Ask in 2016

    Learn five of the most important questions you need to ask if you are a new investor planning on starting an investment program ...
  34. The 5 Best US Small Cap Value Index Mutual Funds

    Find out which index mutual funds do the best at investing in small-cap value stocks for higher potential returns at the ...
  35. The 5 Best T. Rowe Price Funds for the Income Seeker in 2016 (TROW)

    Find out which T. Rowe Price mutual funds to use to create a diversified income portfolio for current income, income growth ...
  36. The 4 Best Vanguard Funds for Growth Investors in 2016

    Discover four mutual funds managed by the Vanguard Group that would be attractive for investors interested in investing in ...
  37. Building My Portfolio with BlackRock ETFs and Mutual Funds (ITOT, IXUS)

    Find out how to construct the ideal investment portfolio utilizing BlackRock's tools, resources and its popular low-cost ...
  38. The 3 Best American Funds for Value Investors in 2016

    Learn about value investing and how interest rate hikes benefit mutual funds, and the top three American Funds mutual funds ...
  39. Top 3 Thornburg Funds for Retirement Diversification in 2016

    Learn about the Thornburg family of mutual funds and the top three funds that you should consider for retirement diversification ...
  40. The Top 3 Oakmark Funds for Retirement Diversification in 2016

    Learn about what makes Oakmark Funds desirable for retirement investing. Read about the top three Oakmark funds to research ...
  41. Top 3 Artisan Funds for Retirement Diversification in 2016

    Learn about Artisan Partners, its history of outperformance compared to its competitors and which three funds to consider ...
  42. The 4 Best Fidelity Funds for Income Seekers in 2016

    Discover the four best fixed-income mutual funds administered and managed by Fidelity Investments suitable for income-seeking ...
  43. SRI Funds and Your 401(k): What You Need to Know

    Socially responsible, green and impact investing options are now DoL-approved for 401(k) plans. Here's what investors should ...
  44. Icahn's Bet on Cheniere Energy: Should You Follow?

    Investing legend Carl Icahn continues to lose money on Cheniere Energy, but he's increasing his stake. Should you follow ...
  45. The Top 5 Northern Trust Funds for Retirement Diversification in 2016

    Discover how to use Northern Trust mutual funds to create a highly diversified and moderately conservative portfolio with ...
  46. 3 Things About International Investing and Currency

    As world monetary policy continues to diverge rocking bottom on interest rates while the Fed raises them, expect currencies ...
  47. Jana Partners: An Activist Investor Analysis

    Learn about Jana Partners, a hedge fund founded by Barry Rosenstein. Read about new positions in ConAgra and Qualcomm the ...
  48. 4 Expensive Mutual Fund Mistakes to Avoid

    Mutual funds are a good way to balance your asset allocation but there some potentially expensive pitfalls investors need ...
  49. The 4 Best Vanguard Funds for Income Seekers in 2016

    Discover four mutual funds administered and managed by the Vanguard Group that would be suitable for income-seeking investors ...
  50. Under Pressure: Eyeing Pershing Square's Holdings

    A look at Pershing Square's recent performance, portfolio and future outlook. Should investors follow the money?
  51. The Top 5 Buffalo Funds for Retirement Diversification in 2016

    Discover the top five Buffalo Funds for retirement diversification in 2016, with a summary of each fund, including manager ...
  52. 6 Best California-based Mutual Funds

    Discover six market-leading mutual funds from top asset managers based in California. Learn about mutual fund families that ...
  53. Top 5 American Funds for Retirement Diversification in 2016

    Discover five mutual funds from industry leader American Funds with high yields that are perfect for retirement savings diversification.
  54. 3 Vanguard Equity Fund Underperformers

    Discover three funds from Vanguard Group that consistently underperform their indexes. Learn how consistent most Vanguard ...
  55. The 4 Best Fidelity Funds for Value Investors in 2016

    Discover the four best mutual funds administered and managed by Fidelity Investments that specialize in investing in value ...
  56. 3 Mutual Funds Your Financial Advisor Should Have Recommended Last Year

    Discover three mutual funds that were top performers in 2015, outperforming not their peers as well as their own benchmark ...
  57. The Top 4 Credit Suisse Funds for Retirement Diversification in 2016

    Discover the top four Credit Suisse funds for retirement diversification in 2016, complete with a description of each fund ...
  58. The 4 Best BlackRock Mutual Funds for Your Roth IRA (BLK)

    Discover the four best mutual funds administered and managed by BlackRock that invest in a wide variety of fixed income and ...
  59. Mutual Fund Fact Sheets: What You Need to Know

    Novice or experienced investors should read mutual fund sheets. Fees and explanations will be discussed providing valuable ...
  60. When Is the Right Time to Change From Mutual Funds to ETFs

    Find out how to determine when it's the right time for you to switch from mutual funds to ETFs, including the benefits of ...
  61. Are the Most Popular Mutual Funds Your Best Bet?

    Learn about the dangers that come with investing in the most popular mutual funds and discover how investors can better fill ...
  62. Comparing the Best Rated Mutual Funds

    Learn which mutual funds are the top rated, and compare each fund based on performance, ownership expenses, diversification ...
  63. 5 Vanguard Fixed Income Fund Outperformers

    Discover analyses of three Vanguard fixed-income funds that have historically outperformed their benchmark indexes, and learn ...
  64. Dow Chemical: An Activist Investment Analysis (DOW)

    Read about how an activist hedge fund demanded changes at Dow Chemical. Learn about deal structure of the proposed merger ...
  65. New Year, New Investing Strategy: Exploring ETFs

    Whether you’re a seasoned investor or new to the markets, you need to learn as much as you can about the present environment ...
  66. 3 Eaton Vance Mutual Funds with Long Track Records (EV)

    Discover three Eaton Vance mutual funds with long track records. Review brief descriptions about each fund's management and ...
  67. The Top 5 Small-Cap Core Mutual Funds for 2016

    Discover five mutual funds that specialize in investing in core small-market capitalization stocks traded on U.S. stock exchanges.
  68. Mutual Funds: Don’t Overpay for Them

    Over the past several years, the average expense ratio that fund companies charge has dropped. For most investors, that means ...
  69. Vanguard Fixed Income Funds Overview

    Identify the key features of Vanguard's fixed-income funds, and learn how they are actively managed and what kinds of returns ...
  70. 5 Vanguard Equity Fund Outperformers

    Discover five equity mutual funds from Vanguard Group that have consistently beat their comparative indexes for the last ...
  71. Vanguard Income Based Funds Overview (VOO,VPU)

    Discover the different income funds that Vanguard Investments offer, using either mutual funds or ETFs and stocks, bonds ...
  72. Fidelity Target Risk Funds Overview

    Get a brief overview of Fidelity's seven target risk funds, with a description of each fund's asset allocation and expense ...
  73. 4 J.P. Morgan Mutual Funds with Long Track Records

    Discover four mutual funds administered and managed by J.P. Morgan that invest in a wide variety of securities and have long ...
  74. 3 Legg Mason Mutual Funds with Long Track Records (LM)

    Discover three Legg Mason mutual funds with long track records. Read a summary of each fund, as well as performance and manager ...
  75. PIMCO - How It Has Fared Since Its Gross Departure

    Learn about how PIMCO has seen massive outflows of investor capital since Bill Gross left the firm. Read about the recent ...
  76. Allergan: An Activist Investment Analysis (AGN,VRX)

    Read about the activist investor campaign against Allergan by Bill Ackman. See how Ackman partnered with another drug company ...
  77. How to Beat Back ETF Fees

    Fees are an inescapable aspect of investing, but here are some small things you can do to lessen their impact on your ETF ...
  78. You’re Leaving: Should Your 401(k) Stay?

    Companies now want departing employees to keep their 401(k) plans invested with the firm's manager. Is that a good idea, ...
  79. Fortune Brands Home & Security: An Activist Investment Analysis (FBHS)

    Read about Bill Ackman's highly successful breakup of longtime holding company Fortune Brands in one of the most profitable ...
  80. 4 Best Eaton Vance Mutual Funds (EV)

    Learn about the four best mutual funds administered and managed by Eaton Vance that invest in a wide variety of equity and ...
  81. 4 Best AllianceBernstein Mutual Funds (AB)

    Discover the four best mutual funds administered and managed by AllianceBernstein that invest in fixed income securities ...
  82. Hess Corporation: An Activist Investment Analysis (HES)

    Learn about Elliott Management's 2013 activist investor involvement with Hess Corporation. Find out what the hedge fund changed ...
  83. Top 5 Calvert Funds for Retirement Diversification in 2016

    Discover how socially responsible investing with Calvert Funds can be a highly profitable way to diversify your retirement ...
  84. The 4 Best U.S. Equity Index Mutual Funds

    Find out which four index mutual funds are among the best U.S. equities index mutual funds for core holdings in your investment ...
  85. 5 Low-Fee Alliance Bernstein Mutual Funds

    Learn about five AllianceBernstein Mutual funds with low expense ratios and the key characteristics of the funds such as ...
  86. The Top 5 Morgan Stanley Funds for Retirement Diversification in 2016 (MS)

    Learn how to use mutual funds from Morgan Stanley to create a high-growth retirement savings portfolio with global diversification.
  87. Comparing Vanguard Income-Oriented Equity Funds

    Discover how seven Vanguard equity funds with high income yields, low fees and excellent total returns stack up. Learn which ...
  88. The Top 5 Hartford Funds for Retirement Diversification in 2016 (HIG)

    Discover five mutual funds from The Hartford Funds that create a well balanced and profitable base for your retirement savings ...
  89. 2016's Most Promising Money Market Funds

    Learn information on some of the most promising money market mutual funds for investors to consider adding to their portfolio ...
  90. Top 4 Columbia Funds for Retirement Diversification in 2016

    Discover the advantages of using mutual funds to diversify your retirement savings. Learn which Columbia Funds build the ...
  91. The Best Free Mutual Fund Research Providers

    There is no lack of information for advisors on mutual funds. Getting the right sources (at the right price) can be as easy ...
  92. Can My Pension Fund Embrace Automated Investing?

    Robo-advisors are the hot thing in investment management. Is one coming to a retirement fund near you, or does your fund ...
  93. Is a Vanguard Roth IRA Account Right For You?

    Learn about factors such as fees and fund performance that help determine whether Vanguard is a suitable place to hold a ...
  94. Why You Should Be Buying Stocks, Not Going to Cash

    Hedge fund managers are buying up the shares of big companies. What do the managers know that we don't?
  95. Building Your Portfolio with Fidelity ETFs and Mutual Funds

    Learn how to assemble a balanced investment portfolio using the best actively and passively managed Fidelity mutual funds ...
  96. Building Your Portfolio with Vanguard ETFs and Mutual Funds

    Find out how to construct the ideal investment portfolio utilizing Vanguard's tools, resources and the company's low-cost ...
  97. Make Sure You Avoid Adding These Mutual Funds to Your 401(k)

    Find out which five types of mutual funds you should avoid in your 401(k), including why buying this year's hottest fund ...
  98. Best Income Investing Strategies for Retirees

    The past few years have been tough for retirees seeking income from their investments. Here are some of the best strategies ...
  99. Vanguard Sector Funds Overview

    Explore the offerings of specific sector-focused mutual funds that the Vanguard Group family of funds offers for institutional ...
  100. Fidelity Balanced Allocation Funds Overview

    Find out about the five balanced allocation mutual funds that Fidelity Investments offers for investors with moderate levels ...
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