Mutual Funds Articles

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  1. 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 ...
  2. FAIRX: How Did the Portfolio Trend?

    Evaluate the composition of the unique Fairholme Fund, and discover how the fund's makeup has evolved between March 2015 ...
  3. 3 Mutual Funds Focusing on Arbitrage Profits (MERFX, ARBFX)

    Get details on three of the most popular mutual funds for investors interested in arbitrage trading.
  4. LABFX: Top Lord Abbett Funds for Retirement Diversification

    Learn how to diversify your retirement savings with five mutual funds from Lord Abbett that provide solid, stable returns ...
  5. VTSMX: Top 5 Mutual Fund Holders of Verizon (VZ)

    Discover the top five largest mutual fund holders of Verizon Communications shares, and learn how their portfolio allocations ...
  6. VTSMX: Top 5 Mutual Fund Holders of Western Digital (WDC)

    Learn about Western Digital Corporation and the top five mutual funds that hold the company's common shares in their investment ...
  7. VCVLX, VEXPX: 3 Vanguard Equity Fund Underperformers

    Discover three funds from Vanguard Group that consistently underperform their indexes. Learn how consistent most Vanguard ...
  8. DDDIX,OFSCX: 2 Mutual Funds That Track Activist Hedge Funds

    Find out which mutual funds specifically track activist investments, offering small investors the opportunity to invest like ...
  9. FRESX: Fidelity Real Estate Mutual Fund's Holdings Analysis

    Discover the top five holdings in the Fidelity Real Estate Investment Portfolio, a low-cost, four-star rated mutual fund ...
  10. MFAAX: 3 Value Mutual Funds from American Funds

    Learn about value investing and how interest rate hikes benefit mutual funds, and the top three American Funds mutual funds ...
  11. ARBNX: 3 Mutual Funds that Profit From a Healthy M&A Market

    Find out which mutual funds to use to profit during a healthy mergers and acquisitions (M&A) market
  12. OAEIX,OPPAX: Oppenheimer Funds’ Top Funds for Retirement

    These four mutual funds are OppenheimerFund's best for retirement portfolios.
  13. VGENX: Know the Largest ETF providers

    Explore an analysis of the Vanguard Energy Fund Investor Shares, and learn about the characteristics, investment strategy ...
  14. PRWCX: T Rowe Price Capital Appreciation Fund Top 5 Holdings Analysis

    Learn about the top five largest asset holdings of the T. Rowe Price Capital Appreciation Fund and related financial metrics, ...
  15. Utilities Case Study: XLU (ETF) vs. VUIAX (Mutual Fund)

    Learn about the differences between mutual funds and exchange-traded funds. Compare and contrast a utilities sector mutual ...
  16. FSRPX: Mutual Funds to Avoid While Consumer Spending Is Weak

    Learn why U.S. consumer spending was weak in the first quarter of 2016. Discover three consumer discretionary mutual funds ...
  17. AMCPX: a Mutual Fund With Most Investment in U.S. Companies

    AMCPX: Learn about a large-cap growth fund with a 41-year track record that looks to international, mid- and small-cap stocks ...
  18. FCNTX : 3 Portfolio Managers for Growth Mutual Funds

    Learn about several long-tenured mutual fund managers focusing on growth equities, and take a closer look at their backgrounds ...
  19. FPURX: Overview of Fidelity Puritan Fund

    Learn about Fidelity Investments' mutual fund offerings, collective long term performance, and read specific analysis of ...
  20. HAIAX: Top 5 Wellington Funds for Retirement Diversification

    Discover the top five Wellington Management funds for retirement diversification in 2016, with a summary and performance ...
  21. FMAGX: 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 ...
  22. FSICX: Overview of Fidelity Income and Real Return Funds

    Obtain detailed information about the mutual funds that Fidelity Investments offers in the category of income and real return ...
  23. FDGRX: Fidelity Growth Company Fund's Top 5 Holdings

    Discover the top five holdings of the Fidelity Growth Company Fund, a consistent long-term performance mutual fund.
  24. DODFX: Top 5 Mutual Fund Holders of Schlumberger (SLB)

    Learn about the five largest mutual fund investors in giant oil services firm Schlumberger Limited.
  25. PRHSX: Risk Statistics of Health Sciences Mutual Fund

    Examine the risk metric of the T. Rowe Price Health Sciences Fund. Analyze beta, capture ratios and standard deviation to ...
  26. ASYLX,AGSIX: Top AllianceBernstein Alternative Mutual Funds

    Discover how to add diversification to a portfolio with nontraditional strategies and investments through three top mutual ...
  27. 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 ...
  28. VTIAX: Overview of Vanguard International Stock Fund

    Explore the top largest holdings of the Vanguard Total International Stock Index Fund, VTIAX.
  29. ABAEX: Top 3 AllianceBernstein Multi-asset Mutual Funds

    Explore three AllianceBernstein multi-asset mutual funds that have relatively strong Morningstar ratings and have beaten ...
  30. FFFVX, FFFEX: Overview of Fidelity Target Date Funds

    Get an overview of Fidelity's Freedom Funds, with an explanation of the strategy and a brief summary of the Freedom 2005, ...
  31. CAIBX: Overview of American Funds Capital Income Builder

    Learn about the American Funds Capital Income Builder Fund, a world asset allocation fund from Capital Group that focuses ...
  32. Top 4 Mutual Fund Holders of Intel (INTC, VTSMX)

    Discover which mutual funds own the largest stakes in Intel, and learn about the investment style and strategy of each of ...
  33. Global Equity Funds: VHGEX (Mutual Fund) vs. ACWI (ETF)

    Explore the similarities and differences between the holdings, performance and structures of VHGEX and ACWI. Find out why ...
  34. FCNTX: 3 Mutual Funds That Invest in The Private Companies

    Find out which mutual funds are investing in private companies before their initial public offering and how their investments ...
  35. 3 Reasons You Should Understand Investing

    Everyone should learn a few investing basics, even if you plan to hire an investment professional.
  36. DODGX: Top 3 Mutual Fund Holders of EMC Corp (EMC)

    Discover the top three largest mutual fund holders of EMC Corporation shares, and learn if their investment strategy can ...
  37. DODGX: Top 5 Mutual Fund Holders of HP (HPQ)

    Discover the top 5 mutual fund investors in HP Inc., the computer and printer spinoff from Hewlett-Packard. Read about each ...
  38. Another Billionaire Hedge Fund Manager Builds His Gold Position

    Paul Singer of Elliott Management becomes the latest hedge fund manager to seek a refuge in gold.
  39. FUSEX: Fidelity Spartan 500 Index Fund Investor Portfolio Trends

    Evaluate the composition of the Fidelity Spartan 500 Index Fund Investor Shares, and study how the fund's makeup has evolved ...
  40. FBGRX: Fidelity Blue Chip Growth Fund Portfolio Trends in 2016

    Evaluate the composition of the Fidelity Blue Chip Growth Fund, and learn how its makeup has evolved between March 2015 and ...
  41. AEPGX: Overview of EuroPacific Growth Mutual Fund

    Read about the recent performance, management structure and investment philosophy behind the American Funds EuroPacific Growth ...
  42. FPURX: Fidelity Puritan Fund's Portfolio Trends

    Evaluate the composition of the Fidelity Puritan Fund, and consider how the fund's makeup has evolved between March 2015 ...
  43. VIMAX: Overview of Vanguard Mid Cap Index Fund

    Read an overview of the Vanguard Mid Cap Index Fund Admiral Shares mutual fund, and discover how its portfolio holdings have ...
  44. BCHYX, ADFIX: Top 3 American Century’s Bond Mutual Funds

    Explore three American Century bond mutual funds that have strong risk-adjusted returns, high third-party ratings and low ...
  45. OAKBX: Oakmark Equity & Income Fund's Top Holdings Analysis

    Learn about the top five holdings in the Oakmark Equity and Income fund. The fund has had the same portfolio manager since ...
  46. VICSX, LSDIX: 3 High-Yielding Corporate Bond Mutual Funds

    Learn what intermediate-term government bond funds are and who should buy them, and discover three high-yielding funds in ...
  47. FAVFX: The Top All Cap Value Mutual Funds

    Understand the benefits of investing in value stocks across all market cap categories, and learn the best all-cap value mutual ...
  48. FPACX: Top 3 Mutual Fund Holders of Alcoa (AA)

    Discover the top three largest mutual fund holders of Alcoa shares and learn if its investment strategy can help your portfolio.
  49. FAIRX: Overview of a Stock Pickers' Mutual Fund

    Find out about the once high-flying Fairholme Fund along with information about its investment performance and its portfolio ...
  50. 4 Investment Manager Excuses to Justify Losses

    While reputable managers will speak candidly about their performance, investors should be on the lookout for excuses.
  51. FBGRX: Overview of Fidelity Blue Chip Growth Fund

    Learn about the Fidelity Blue Chip Growth Fund in this fund overview including information on its investment performance ...
  52. NYVTX: Overview of The Davis New York Venture Fund

    Discover a large-cap growth mutual fund with a 47-year history of selecting companies whose competitive advantages stand ...
  53. VTSMX: Top Mutual Fund Holders of United Technologies

    Learn about the five largest mutual fund investors in United Technologies. Discover an actively managed large-cap fund that ...
  54. VBMFX: Overview of World's Largest Bond Mutual Fund

    VBMFX: Find out top positions in the world's largest bond fund, the Vanguard Total Bond Market Index Fund.
  55. SNPIX, GRZZX: Overview of 2 Mutual Funds to Short Oil

    Discover the two best funds to short crude oil and learn which fund can help your portfolio profit when oil prices turn bearish ...
  56. SNCAX: 2 AllianceBernstein Mutual Funds With 5 Stars Rating

    Discover the two mutual funds administered and managed by AllianceBernstein that have received five-star overall ratings ...
  57. 3 Best High-Yielding TIPS Bond Mutual Funds (HARRX, IBRIX)

    Learn how to protect a portion of your portfolio against the effects of inflation, and discover three different investments ...
  58. VPCCX: Top Mutual Fund Holders of Southwest Airlines

    Discover the five largest mutual fund investors in Southwest Airlines common stock. One actively traded fund has Southwest ...
  59. Owning High Beta Stocks: Mutual Funds (BRSIX) vs. ETFs (IWC)

    Explore differences between accessing high beta stocks with either mutual funds or ETFs, as well as the best options for ...
  60. 5 Index Mutual Funds John Oliver Would Recommend (FUSEX, VIGRX)

    Discover which low-fee index mutual funds John Oliver might recommend for new investors who want to manage their own retirement ...
  61. 5 Largest BlackRock ETFs and Mutual Funds (BLK, IVV)

    Learn about BlackRock's largest exchange-traded funds and mutual funds, which provide exposure to stocks, bonds and active ...
  62. 3 Mutual Funds with Exposure to ETFs (UGOFX, ETFFX)

    Find out why some mutual funds invest in exchange-traded funds (ETFs) and learn about three that invest almost exclusively ...
  63. NPFCX, TWEBX: Expensive Global Mutual Funds Worth Your While

    Learn about three expensive global mutual funds that offer attractive features to investors. These funds have good historical ...
  64. DODIX: Introducing Top Holdings of Dodge & Cox Income Fund

    DODIX: Examine the top holdings of the Dodge & Cox Income Fund, and gain insight into the fund's performance and potential ...
  65. FPHAX: Fidelity Select Pharma Fund Top 5 Holdings Analysis

    Explore the five largest holdings of the Fidelity Pharmaceuticals Select Portfolio. Learn about the top products and drug ...
  66. VWEHX: 3 Mutual Funds for Investors Looking for Yield

    High yield bond, REITs, High Dividends U.S. Stocks: Discover three high-yielding mutual funds
  67. ETCHX: 5 Health Care Mutual Funds to Avoid

    Explore five health care mutual funds that lag their sector Sharpe ratios and have higher-than-average expense ratios, leading ...
  68. PAMVX: 3 U.S. Mid-Cap Mutual Funds to Avoid

    PAMVX,QSCCX,GWSCX: Avoid these three mid-cap mutual funds in 2016 due to unfavorable levels of risk and reward, high fees ...
  69. VTSMX: Top Mutual Fund Holders of PepsiCo

    Learn about PepsiCo's business and the top mutual funds that hold the shares. The top three holders are index mutual funds, ...
  70. VTSMX: Top Mutual Fund Holders of Exxon Mobil

    Discover the top three largest mutual fund owners of Exxon Mobil shares, and learn how their portfolios could help your investments.
  71. THIFX, THOAX: Top 3 Mutual Funds From Thornburg

    Learn about the Thornburg family of mutual funds and the top three funds that you should consider for retirement diversification ...
  72. DODFX: Overview of International Stock Mutual Fund

    Learn about the Dodge & Cox International Stock Fund, and explore an analysis of its investment strategy, portfolio and management ...
  73. VWNFX: Top Mutual Fund Holders of Johnson Controls

    Discover the five largest mutual fund investors in Johnson Controls a 130 -year -old manufacturing company engaged in a tax ...
  74. VWEHX: Overview of Vanguard High-Yield Corporate Fund

    Learn about the Vanguard High-Yield Corporate Fund and its investment philosophy, portfolio, management, performance and ...
  75. Retail Sector ETF (XRT) vs. Mutual Fund (VCDAX) Case Study

    Discover if the Vanguard Consumer Discretionary Fund Admiral Shares is the better investment over the SPDR S&P Retail ETF, ...
  76. Top 2 Mutual Funds With Exposure to REITs (TRREX, TIREX)

    Learn more about these two real estate mutual funds. By investing in real estate investment trusts, these two funds offer ...
  77. Where to Invest Your Money? 10 Steps to Financial Success

    Learn where to invest your money ten steps. Included is how to develop a proper investment plan, different investment products ...
  78. Top 5 Mutual Fund Companies by Customer Service (BLK, DB)

    Find out which mutual fund companies receive the highest satisfaction ratings from their clients for providing the best customer ...
  79. Consumer Staples: ETF (XLP) vs. Mutual Fund (VHGEX) Study

    Discover how XLP, the Consumer Staples Select Sector ETF performs against VHGEX, the Vanguard Global Equity Fund.
  80. 3 International Equity Mutual Funds to Avoid in 2016 (AWPCX, BJBIX)

    Discover three international equity funds that investors should avoid in 2016 due to their poor fundamentals, high risks ...
  81. 4 Long Term Bond Mutual Fund Portfolio Managers to Consider

    Learn about four long-tenured bond fund managers who have guided their portfolios to benchmark-beating performances and above-average ...
  82. 3 Best High-Yielding Convertible Bond Mutual Funds (LACFX, FACVX)

    LACFX,FACVX,VCVSX: Learn about three of the highest-yielding options available.
  83. VTSMX: Top 3 Mutual Fund Holders of Yahoo

    VTSMX,VFINX,VINIX: Discover which mutual funds own the largest holdings in Yahoo shares.
  84. Top 4 Mutual Fund Holders of YUM! Brands, Inc. (YUM, VTSMX)

    Discover the top four largest mutual fund holders of YUM! Brands shares, and determine if their investment strategy can help ...
  85. MWEFX,MSFBX: Overview of 3 Global Equity Mutual Funds

    Discover three global equity mutual Funds that perform well in both bull and bear markets, complete with a summary of investment ...
  86. Top 3 Alliance Bernstein Fixed-Income Mutual Funds (ANAGX, ABQIX)

    Explore three AllianceBernstein fixed-income mutual funds with strong risk-adjusted returns, low expense ratios and high ...
  87. FKINX: Franklin Income Fund Portfolio Trends

    Evaluate the composition of the Franklin Income Fund, and learn how the fund's makeup has evolved between March 2015 and ...
  88. Annuities: The Good, Bad and the Ugly

    Annuities suffer from a few perception problems. This primer that covers the good, the bad and the ugly of annuities.
  89. SBLGX,LMOPX: Overview of Top 4 Legg Mason Funds

    Discover how to diversify retirement savings using two broad-based Legg Mason Funds. Learn about two funds that can significantly ...
  90. SGENX: First Eagle Global Fund Top Holdings Analysis

    Learn about the First Eagle Global Class A mutual fund, including details about the fund's asset allocation and an analysis ...
  91. EXDAX: Overview of Top Manning & Napier Funds

    Learn about four mutual funds administered and managed by Manning & Napier that can help investors diversify their retirement ...
  92. Top 5 Mutual Fund Holders of Salesforce.com (CRM, ORCL)

    Discover Salesforce.com's five largest mutual fund investors and learn why it is important that four of those funds are actively ...
  93. HTECX: 5 Technology Mutual Funds to Avoid

    See why investors should avoid these five mutual funds when choosing a technology mutual fund, based on returns, risk profiles, ...
  94. 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 ...
  95. Top 5 Mutual Fund Holders of Electronic Arts (EA, VIMSX)

    Discover which five mutual funds are the largest investors in Electronic Arts, Inc., one of the largest and best-known creators ...
  96. 3 Top Global Equity Calamos Investments Mutual Funds

    CIGRX,CAGEX,CNWGX. Explore three Calamos Investments mutual funds focused on global growth equities, and learn more about ...
  97. VGHCX: Vanguard Health Care Fund Risk Statistics Case Study

    Discover one of the largest health care-focused mutual funds, and learn about the fund's historical values for seven key ...
  98. Minimum Volatility Strategies in a Post-Brexit World

    Using Brexit as an example to show how minimum volatility strategies work and why they deserve more of your attention.
  99. MINDX, DRIOX: Overview of 3 Top Global Equity Mutual Funds

    Learn about the top three global equity mutual funds you should consider having in your portfolio for 2016 to add international ...
  100. PRWCX: T Rowe Price Capital Appreciation Fund Risk Statistics Case Study

    Analyze PRWCX using popular risk metrics that are part of modern portfolio theory (MPT). Explore PRWCX's volatility, correlation ...
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