Mutual Funds Articles

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  1. 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 ...
  2. Top Mutual Fund Holders of Bank of America

    Discover the top four largest mutual fund holders of Bank of America shares, and learn if their investment strategies can ...
  3. The Advantages and Disadvantages of Mutual Funds

    As with most investments, mutual funds have both advantages and disadvantages.
  4. How a Portfolio Benefits From Market Neutral Funds

    Market neutral funds can help protect your portfolio from different types of risk.
  5. Vanguard Mutual Funds Take Another Hit From Brokers

    Morgan Stanley will discontinue its Vanguard mutual fund offerings as part of the firm's fund overhaul.
  6. The Best Mutual Funds with 'Clean Shares'

    As more fund companies roll out mutual funds with clean shares, investors will not only enjoy greater transparency; they’ll ...
  7. How Vanguard Dominated the Mutual Fund Industry

    How Vanguard, the mutual fund giant, grew to $4.2 Trillion in assets under management with its tried and true approach to ...
  8. Socially (Ir)responsible Mutual Funds

    Not concerned about being an ethical investor? Maybe "sinful stocks" have a place in your portfolio.
  9. Socially Responsible Mutual Funds

    It is possible to avoid unethical investments and still profit from mutual funds. Find out how!
  10. When Socially Responsible Investing Hurts

    Socially responsible investing can make you feel good but it may not boost your returns.
  11. Top 4 Technology Mutual Funds for 2017

    The Nasdaq rally suggests it may be time to add technology exposure. Here are some top mutual funds to get you started.
  12. Top 4 Healthcare Mutual Funds for 2017

    The healthcare sector is strong this year, despite earlier uncertainty over the ACA. Check out these top mutual funds if ...
  13. Top 5 Biggest Mutual Funds of 2017

    Vanguard takes top billing again in 2017 when it comes to supersized mutual funds. Here's our list of the rest of the top ...
  14. The Value in Socially Responsible Investing

    Socially responsible investing has been growing in popularity. Discover if it's the right strategy for you.
  15. Consider These Fees When Evaluating Mutual Funds

    The best way to evaluate a mutual fund is by digging a bit deeper into the fees charged.
  16. Women: Invest in Your Financial Literacy

    Learning about money may seem intimidating, but it's not as hard as it looks.
  17. Top Mutual Fund Holders of Exxon Mobil (XOM, VTSMX)

    Discover the top three largest mutual fund owners of Exxon Mobil shares, and learn how their portfolios could help your investments.
  18. Can You Become Rich Investing in Mutual Funds?

    Find out how you can use mutual fund investments to get rich, including which types of funds are best suited for rapid wealth ...
  19. Mutual Funds: What Investors Need To Know

    Mutual funds are a good investment opportunity, but investors should know how they operate.
  20. 5 Things to Know About Asset Allocation

    Overwhelmed by investment options? Learn how to create an asset allocation strategy that works for you and builds toward ...
  21. How To Pick a Good Mutual Fund

    Learn how to evaluate mutual funds and find the right one for you.
  22. Will Vanguard's Record Inflows Continue Under Trump?

    Vanguard saw record inflows in 2016. But will investors turn back to active management under Trump?
  23. Top Mutual Funds of 2016 (HDPCX, SDIVX)

    A look at equities, bonds and other top-performing mutual funds of 2016.
  24. Capital Gains: You May Have to Pay Taxes on a Loss

    Here's why some investors need to pay capital gains taxes even if they haven't sold any funds or made any portfolio changes—and ...
  25. Janus & Henderson Merger: Prepare for Consolidation (JNS)

    Here's a look at where there is fund overlap and potential for consolidation in the wake of the merger between Janus and ...
  26. These Funds Are About to Make Big Capital Gains Distributions (AGTHX, ACRNX)

    The steady rise in the markets since 2009 has led to some outsized gains in a few funds that are finally being realized as ...
  27. Chasing Mutual Fund Winners Can Be a Loser's Game

    Investors who chase winning mutual funds may end up shooting themselves in the foot.
  28. A Look at the SEC's New Mutual Fund Liquidity Rules

    The SEC has released new liquidity rules for mutual funds aimed at reducing risk.
  29. Top Bachelor Degree For A Hedgefund Career

    From economics to statistic analysis, certain bachelor's degrees make graduates more qualified for landing highly sought ...
  30. Why Asset Managers Oppose Mutual Fund Stress Tests

    The Financial Stability Board wants to implement a financial stress test for mutual funds for the G20 nations. Here's why ...
  31. 5 Ways To Measure Mutual Fund Risk

    These statistical measurements highlight how to mitigate risk and increase rewards.
  32. Mutual Fund Fees: Here's What You Pay For

    It is important to understand mutual funds fees so that you know what you are paying and to whom, and how that impacts your ...
  33. Managed Payout Funds vs. Annuities: How Do They Compare?

    Despite the advantages that they offer over annuities, managed payout funds have been slow to catch on with investors.
  34. How to Choose A Smart Beta Mutual Fund

    Investors can take four steps to select the best smart beta mutual fund for their portfolios.
  35. 3 Expensive U.S. Mid/SMID Cap Mutual Funds Worthwhile (FNKCX)

    Learn about three mid-cap mutual funds with stellar track records and excellent future prospects despite their high expense ...
  36. The 2 Best Mutual Funds to Short Gold (SPPIX, RDPIX)

    Mutual fund investors are limited if they want to directly short gold, but the ProFunds Short Precious Metals Inv could get ...
  37. ABSIX,ANAYX,FINUX: High-Yielding Australia Bond Mutual Funds

    Discover Australian bonds and learn about a variety of high-yielding mutual funds that gives investors access to this asset ...
  38. 3 Best Mutual Funds to Short International Equities (UXPIX)

    Explore three international mutual funds that offer short exposure with double leverage for either aggressive contrarian ...
  39. Vanguard REIT Index Fund Portfolio Trends (VGSIX)

    Evaluate the composition of the Vanguard REIT Index Fund, and evaluate how the fund's makeup has evolved between March 2 ...
  40. Fidelity Select Energy Top Holdings Analysis (FSENX)

    Discover the top holdings in the Fidelity Select Energy Portfolio, which in early 2016 included Exxon Mobil Corp. and Schlumberger.
  41. Fidelity Balanced Fund's Top Holdings Analysis (FBALX)

    Learn about the Fidelity Balanced Fund, a stable portfolio composed of large-cap, income-producing stocks combined with investment-grade ...
  42. 2 High-Yield Mutual Funds to Avoid (JHHBX, FEHAX)

    Discover two high-yield bond mutual funds that investors should avoid due to their poor fundamentals and unfavorable risk-reward ...
  43. 4 J.P. Morgan Funds With Long Track Records (JUEAX, OIEIX)

    Discover four mutual funds administered and managed by J.P. Morgan that invest in a wide variety of securities and have long ...
  44. FBIDX, FSBAX: Overview of Fidelity Fixed Income Index Funds

    Get an overview of the Fidelity fixed-income index funds, known as Spartan Index funds, with a summary and performance data ...
  45. Top Mutual Fund Holders of McDonald's (VTSMX,AMECX,VFINX)

    Discover the top four largest mutual fund holders of McDonald's shares, and learn how their investment portfolios could help ...
  46. AVEGX,HFCIX,RPMGX: 3 Quality Oriented Growth Funds

    Learn about the investment profiles of three conservative, growth-oriented mutual funds with long track records of excellent ...
  47. Vanguard Fixed Income Underperformers (VWEHX, VFICX, VFSTX)

    Learn about three Vanguard fixed income mutual funds that underperform compared to their benchmark indexes. Find out why ...
  48. Landlord vs. REITs: Pros and Cons

    Becoming a landlord and buying REIT shares are two ways to invest in real estate. Which is best for you?
  49. Overview of High-Yield Global Bond Funds (GGBFX, PRSNX, LSGBX)

    Discover why global bond funds may be a great addition to your portfolio, and learn about three different high-yielding funds ...
  50. The Fairholme Fund's Top Holdings Analysis (FAIRX)

    Explore the largest holdings of the Fairholme Fund, and learn about the fund's exposure to its largest positions and how ...
  51. USAGX: USAA Precious Metals Fund Performance Case Study

    Learn about the USAA Precious Metals and Minerals Fund, including an information overview and a historical price analysis ...
  52. VGENX: Vanguard Energy Fund Risk Statistics Case Study

    Explore a risk statistics case study on the Vanguard Energy Fund, and learn about its historical modern portfolio theory ...
  53. NBGNX: Long-Term Portfolio Managers for Small Caps

    Discover five veteran small-cap mutual fund managers who consistently outperform their benchmarks using varied analytical ...
  54. 3 Dividend-Paying Consumer Discretionary Mutual Funds (VCDAX)

    Discover consumer discretionary mutual funds and learn about three dividend-paying consumer discretionary funds available
  55. VGHCX, VWNFX: Top Mutual Fund Holders of Medtronic (MDT)

    Learn about Medtronic plc's five largest mutual fund investors. Medtronic is one of the world's leading medical device and ...
  56. RYPMX, MIDSX, OPGSX: 3 Gold-Heavy Mutual Funds to Avoid

    Learn about three gold-heavy mutual funds that you should avoid in 2016 due to their poor investment fundamentals and risky ...
  57. Schwab Launches Low-Fee Target-Date Funds

    Schwab has launched a series of target-date funds that have lower fees than its rivals.
  58. 3 South American Equity Mutual Funds (ELAAX, MALTX, PRLAX)

    Discover the three Latin American equity mutual funds that offer investors the highest dividend yields in this category of ...
  59. VTSMX, VFINX, VINIX: Top 3 Mutual Fund Holders of Qualcomm

    Explore the three mutual funds that hold the largest amounts of Qualcomm shares. Find out how QCOM shares fit into three ...
  60. JANBX: Overview of Janus Balanced Fund

    Discover a balanced mutual fund with a solid performance history, weathering down markets and routinely outperforming equity ...
  61. VWELX,VGHCX,VFINX,VINIX: Top Mutual Fund Holders of Baxter

    Discover the five largest mutual fund investors in Baxter International. Learn about an actively managed fund with industry ...
  62. VTSMX, VFINX, AGTHX: Top Mutual Fund Holders of Delta Air

    Discover the four largest mutual fund holders of Delta Air Lines shares, and determine if the holders' investment strategies ...
  63. VLACX,WOGSX,FLCSX,FCNTX,DODGX: Top Large Cap Mutual Funds

    Learn about the top large-cap mutual funds for 2016. Read about funds with active management that keep expense ratios low ...
  64. FLPSX,SHRAX,VIMSX,VTSMX: Top Mutual Fund Holders of Seagate

    Discover the top five largest mutual fund holders of Seagate Technology shares, and learn if their investment styles can ...
  65. VTSMX,PRBLX,PRFDX: Mutual Fund Holders of Applied Materials

    Discover the top four largest mutual fund holders of Applied Materials shares, and determine if their investment strategy ...
  66. Domini's Highest Performing Fund Since Inception (DSEFX)

    Discover Domini Social Investments, and learn about various characteristics of its highest-performing mutual fund, the Domini ...
  67. FPURX: Introducing Fidelity Puritan Fund's Top Holdings

    Learn about one of Fidelity Investment's oldest mutual funds, the Fidelity Puritan Fund, and read about the fund's top holdings.
  68. FAMRX, FASGX, FSANX: Introducing Fidelity Target Risk Funds

    Get a brief overview of Fidelity's seven target risk funds, with a description of each fund's asset allocation and expense ...
  69. VFINX,VTSMX,VINIX: Top 3 Mutual Fund Holders of IBM

    Discover the top four largest mutual fund holders of IBM shares, and decide if their investment portfolios could improve ...
  70. EISMX: Eaton Vance's Highest Performing Fund

    Find out about Eaton Vance's top performing fund , the Atlanta Capital SMID-Cap Fund, and why it ranks as one of the top ...
  71. VCSAX, FDFAX, RYCIX: Dividend-Paying Consumer Staples Funds

    Learn about the consumer staples sector, including performance in 2016, and the top three high-yield dividend consumer staples ...
  72. Profiting Off of Increased Mortgage Rates (PTRIX,FMSFX,VMBSX)

    Learn why mutual funds that invest in mortgage-backed securities (MBS) are worth a look for investors wanting to capitalize ...
  73. HHBUX: Hancock Horizon's Highest-Performing Mutual Fund

    Discover the Hancock Horizons Burkenroad Small Cap Fund, a unique fund that invests in companies located in the Gulf Coast ...
  74. FTBFX, VBMFX, MWTRX, NEFRX, DODIX: Top 5 Core Bond Funds

    Learn about mutual funds that are appropriate for core bond holdings. Read about how the expense ratios for mutual funds ...
  75. AQMNX, ASANX, QSPNX: Top 3 AQR Alternative Investment Funds

    Discover AQR funds, and learn about three of its top alternative investment strategy mutual funds based on assets under management ...
  76. BCSSX, JGMAX, PRNHX: Overview of Small-Cap Growth Funds

    Discover three small-cap growth mutual funds for bull and bear markets with a complete summary of each fund's management, ...
  77. VWAHX, VWEHX, VWITX: Top Vanguard Fixed Income Funds

    Discover analyses of three Vanguard fixed-income funds that have historically outperformed their benchmark indexes, and learn ...
  78. FSDIX, VDIGX, FEQTX, VEIPX: Top Dividend Paying Equity Funds

    Discover five of the best dividend-paying mutual funds that primarily invest in U.S. equities, and learn about the characteristics ...
  79. Top Funds to Short Emerging Markets (UFPIX, UVPIX, BLSIX)

    Explore the best mutual funds for shorting equities in emerging markets, with strategies that include double leverage and ...
  80. FSANX,FBALX,FGBLX,FDYSX: Fidelity Balanced Allocation Funds

    Find out about the five balanced allocation mutual funds that Fidelity Investments offers for investors with moderate levels ...
  81. VISVX,DFFVX,DTMVX,TRBIX: Top US Small Cap Value Index Funds

    Find out which index mutual funds do the best at investing in small-cap value stocks for higher potential returns at the ...
  82. MFECX,MEIAX,DIFAX,DVRLX: 4 Top MFS Mutual Funds

    Discover the four best mutual funds offered by MFS Investment Management that offer investors a cost-efficient way to get ...
  83. Is Your Low-Cost Index Fund Really Low Cost? (SPY)

    Index funds and ETFs tend to have lower expense ratios than actively managed investments, but costs can vary widely among ...
  84. FDGRX: Overview of Fidelity Growth Company Fund

    Evaluate the composition of the Fidelity Growth Company Fund, and learn how the fund's makeup has evolved between March 2 ...
  85. VFFVX,VTTVX: Vanguard Target Date Funds Overview

    Learn about target-date retirement funds offered by Vanguard. Discover how portfolio managers automatically rebalance the ...
  86. RYURX, RYTPX, PSSAX: Mutual Funds to Short the S&P 500

    Discover the four best mutual funds for shorting the S&P 500 and learn which funds may be suitable for your portfolio ...
  87. VMVFX, PABAX, GBLAX: Global Low Volatility Mutual Funds

    Find out which three mutual funds to add to your portfolio if you're anticipating a higher degree of global stock market ...
  88. Top High-Yielding Japan Bond Funds (PFBDX, PYGFX, FINUX)

    Discover Japanese fixed income and learn about three high-yielding mutual funds that give investors access to the Japanese ...
  89. VSCGX, VWINX, VTXVX: 5 Conservative Vanguard Equity Funds

    Find out which five conservative Vanguard funds have been the best at limiting downside risk while generating solid long-term ...
  90. CAIBX, VTSMX, VFINX: Top Mutual Fund Holders of AT&T

    Discover the top three largest mutual fund holders of AT&T shares, and learn how their investment portfolios could improve ...
  91. VGPMX, FKRCX, USAGX: Top 4 Platinum Equity Mutual Funds

    Learn more about precious metals mutual funds and discover the top four platinum equity mutual funds investors should add ...
  92. FAVFX, TWGTX, QAACX: 5 All Cap Mutual Funds Worthwhile

    Learn about five mutual funds that diversify assets among all market capitalizations, achieving above-average returns through ...
  93. The Top 4 Schwab Mutual Funds in 2016 (APPL, MSFT)

    U.S. large-capitalization stocks have performed well in 2016. These four Schwab mutual funds provide ample exposure to the ...
  94. UBVAX,JGACX,JIACX,JMCCX: Top JP Morgan Equity Mutual Funds

    Discover the four best equity mutual funds administered and managed by J.P. Morgan based on ratings received from Morningstar ...
  95. FDSSX, VGTSX, PRSGX, VTWSX: Top All Cap Core Mutual Funds

    Learn how to shop for the best all-cap mutual funds, and identify five funds that invest in companies of all sizes and offer ...
  96. FGMNX,FAGIX,FMHTX,FCBFX: 4 Fidelity Funds for Income Seekers

    Discover the four best fixed-income mutual funds administered and managed by Fidelity Investments suitable for income-seeking ...
  97. VTSMX, AMECX,VFINX: Top 4 Mutual Fund Holders of GE

    Discover the top four largest mutual funds owners of General Electric shares, and determine whether their portfolios can ...
  98. SGIDX, BABDX, DQEIX: Dividend-Paying Global Equity Funds

    Read about three global equity funds with strong dividend prospects for income investors and why a conservative approach ...
  99. FPHAX, FSMEX: Mutual Funds to Invest With Aging Population

    Learn about the aging population and their needs and wants. Discover 2 mutual funds that can be used to gain exposure to ...
  100. TSBRX, CGAFX, MIIAX: Alternative Energy Bond Mutual Funds

    Discover mutual funds that enable investors to focus their investments in alternative energy bonds. With these funds, investors ...
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