Mutual Funds Articles

Find out how beginner investors can invest sensibly, suitably and simply.

By following the strategies of the pros, even a beginner can learn to invest like an expert.

ETFs are a viable alternative to mutual funds, but before you invest, there are a few things you should know.

Buying up failing investments and turning them around helped to create the "Icahn lift" phenomenon.

Overwhelmed by investment options? Learn how to create an asset allocation strategy that works for you.

Discover some common strategies to devise a plan and maintain your holdings to reflect it.

There are guidelines to be followed when comparing an actively-managed investment strategy with a benchmark.

This options trade is essentially free and can have huge profit potential, but it's not without its risks.

Though all portfolios contain some risk, there are ways to lower it. Find out how.

Used intelligently, precious metals can help an investor obtain decent returns in a terrible market.

Hedge fund analysis requires more than just the metrics used to analyze mutual funds.

From REITs to owning your own home, find out how diversify your portfolio with real estate assets.

You've probably heard that ETFs are better than mutual funds, but you need to consider all aspects before investing.

When boom times turned to bust, these trades proved devastating for traders and the broader markets.

To take full advantage of these vehicles, you need to know how they can fulfill certain strategies.

Forget the latest craze - you're more likely to succeed with a buy-and-hold strategy.

Investors need not rely on professional advisors, but going it alone isn't easy.

Benjamin Graham pioneered cutting edge concepts that propelled other top investors to fame.

Here are 10 financial services books that are informative and useful.

Warren Buffett and George Soros employ markedly different investing strategies, yet both men have achieved great success.

Here's what the professionals think about these similar, but critically different, investment vehicles.

If you are trying to choose between these two index-tracking investments, compare the costs.

Learn about a recently published paper that explores why active value investors underperform.

The buy-and-hold investment strategy requires investors to disregard their emotional responses to market movements.

By investing at a younger age, you can harness the power of compounding - not penny-pinching - for profit.

Find out what fees and restrictions need to be considered before investing $1,000.

Find out how these instruments work and how they are used in the market.

This strategy is widely misunderstood, but it's not as complicated as you may think.

Closed-end funds offer portfolios a chance to buy assets at discounts to intrinsic values. This is most apparent in the blue-chip stock space.

These funds' risk may overshadow their returns. Find out all you need to know before you get involved.

Boost your returns by learning the tax tricks and loopholes for your exchange-traded funds.

Discover the various categories of income funds and the types of investors for whom they are appropriate.

You can't control what the markets will do in the future, but you do have some control over how much you pay to invest.

Here are three different ways to use the low volatility index to invest in a volatile market.

Learn what mistakes cause hedge funds to collapse and how to avoid similar problems.

Most actively managed mutual funds fail to beat the market over a long period of time, so it's probably best to go with ETFs for your IRA.

There are a number of choices to gain exposure to the energy sector. We go over some of the more prominent options.

Discover a strategy that can be used to participate in the market and still protect the downside.

Here are some tips to help the amateur investor pick the right funds in the current state of the market.

Find out which one offers the easiest, most cost effective options.

Everyone should learn a few investing basics, even if you plan to hire an investment professional.

Find out how you can streamline your investments for greater returns.

Reducing risk and increasing returns in your portfolio is all about finding the right balance.

Open-end products may be a safer choice than closed-end, but closed-end funds might produce a better return.

For individual investors, a passive strategy may be best when investing in the small-cap realm of equities.

Unit investment trusts provide direct exposure to the energy sector, fueling better returns.

These funds don't all match index returns. Find out how to avoid costly surprises.

Although less popular than their open-ended counterparts, these investment vehicles are worth a second look.

Analyzing a hedge fund will help you determine whether it's a good investment and a good fit.

Evaluate past performance before investing in these types of gadget funds, as technology investors have been on a wild ride for a few years.

Unhappy with your mutual fund's returns and thinking of investing elsewhere? Read this article first.

Gas, electric and water companies' non-cyclical nature can power strong gains in any portfolio.

Choosing either ETF options or index options can make the difference between big profits or a big bust.

Institutional investors got a sweet deal that soured retail investors' mutual fund returns.

As global trade continues to expand and the world's economies grow, spice up your portfolio with these exciting opportunities.

Expense ratios aren't just numbers in a column. They make a palpable impact on your bottom line. Find out how.

Learn how to evaluate mutual funds and find the right one for you.

If you want to try your hand at picking stocks but don't know where to start, The Value Line Investment Survey can help.

These accounts will take charge of your retirement savings, but should you let them?

ETFs that invest overseas can offer a relatively low-cost vehicle, but there is a risk that should be understood.

When considering an index mutual fund versus the ETF variety, investors should consult an experienced professional.

These vehicles have gotten a bad rap in the press. Find out whether they deserve it.

Investing in sectors may trump international investments for providing diversification.

Countries use sovereign wealth funds to stabilize their economies, but these investments can lack transparency.

Looking for current mutual fund information? We'll look at one of the places to start your search.

A hedge is supposed to decrease overall risk, but when it's instead used to increase profits, the risk can be multiplied.

These funds are hard to understand and might not be a wise choice by themselves. We tell you why.

Although many hedge funds hold stock in big companies, some hold some extremely unusual investments.

Learn how a change in leadership could mean more taxes for you.

If you're planning to fill your portfolio with index funds, here's what you should look for in a high-quality fund.

Spiders are exchange-traded funds based on an index and can be a great vehicle both for making money and hedging against other risks.

Discover the risks and rewards of investing in real estate funds, as well as some of the best and worst performers.

Mutual funds vary in terms of their management structures and one size generally does not fit all investors.

Discover what makes blue chip stocks such attractive investments.

Discover if passive or active investments are the way to be involved in emerging markets.

These funds are noted for their safety in a rough market. Read on to find out why.

Here is a review of potential investments in the BRIC nations and other developing countries around the world.

It may be best to opt for ETFs over mutual funds, which allow wiser investors to reduce their tax obligations.

It takes a hefty minimum investment to get in in on an SMA, but these offer some distinct advantages.

Underperforming funds often close their doors, leaving investors down and out.

Transaction, translation and economic risks can affect a company's balance sheet.

All Weather investment strategies can shield investors during the worst bear markets.

Learn how ETFs can solve an advisor's litigation and fee disclosure fears.

Being familiar with composite presentations will help you better assess the quality of an investment manager's performance.

We examine the less obvious ethical dangers faced by a broker, and help you avoid trouble in ethical gray zones.

While reputable managers will speak candidly about their performance, investors should be on the lookout for excuses.

Many people who have never invested before see it as just another form of gambling. Find out the truth.

Deciding whether to take an active or passive approach is among the most important decisions you'll make.

Discover the characteristics of closing funds, the reasons why they close and key factors to consider.

Find out if mutual fund managers can successfully pick stocks or if you're better off with an index fund.

How your fund votes on proxy issues will reveal whether it's acting in your best interest and according to your beliefs.

Average and cautious investors can experience lower risk with ETFs - a safer alternative to swaps and derivatives.

Tracking errors tend to be small, but they can still adversely affect your returns. Learn how to protect against them.

Discover a security that offers a way for you to put your retirement portfolio on autopilot.

Starting a hedge fund is the new American dream. Find out how you can pull it off.

These statistical measurements highlight how to mitigate risk and increase rewards.

Taking a chance on a brand-new mutual fund can add some all-star quality to your portfolio.