Mutual Funds Articles

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  1. 3 Expensive Mid-Cap Mutual Funds Worth Your While (ETAGX, VMACX)

    Discover three mutual funds with above-average expense ratios and consistent outperformance of the S&P 500 Index and the ...
  2. JANBX: Overview of Janus Balanced Fund

    Discover a balanced mutual fund with a solid performance history, weathering down markets and routinely outperforming equity ...
  3. Trends in Capital Flows: U.S. Equities

    Analyze asset flow data for U.S. equity mutual funds and ETFs from 2014 and 2015 to identify changes in demand, investor ...
  4. Large Cap Mutual Funds: 5 Long-Term Portfolio Managers to Consider (FDGRX, TRBCX)

    Discover five mutual fund managers who have extensive investment experience, managing portfolios that have routinely outperformed ...
  5. FREEX: A Performance Case Study

    Learn about the Franklin Real Estate Securities Fund, including a historical analysis per quarter of the fund's performance ...
  6. 3 Expensive Global Bond Mutual Funds Worth Your While (FTIBX, AIBRX)

    Find out why these three funds with high management expense ratios may still be worth your consideration for global bond ...
  7. 5 Utilities Mutual Funds to Avoid in 2016 (FLRUX, MMUBX)

    Explore five utilities sector mutual funds that investors should avoid in 2016 due to below-average Sharpe ratios and high ...
  8. The 2 Best Mutual Funds to Short Oil (SNPIX, GRZZX)

    Discover the two best funds to short crude oil and learn which fund can help your portfolio profit when oil prices turn bearish ...
  9. 5 Exotic Mutual Funds for the Risk Taker in 2016 (VICEX, CUBA)

    Discover five potential mutual funds investments that are exotic and highly specialized, and that may add potential return ...
  10. TPINX: Templeton Global Bond Performance Case Study

    Explore the performance of the Templeton Global Bond Fund since 2012, including the role that fluctuating currencies played ...
  11. 4 Best Actively Managed Mutual Funds Investing in Gold (SGGDX, GOLDX)

    Learn about some of the best-performing mutual funds focused on investing in gold through an examination of returns, ratings ...
  12. VGSIX: A Performance Case Study

    Find information relating to Vanguard REIT Index Fund including an overview, historical performance analysis and price trends ...
  13. 3 Large-Cap Value Mutual Funds for Bull and Bear Markets (MLVEX, FBCVX)

    Explore the large-cap value mutual funds that have captured at least 96% of the S&P 500's returns over the last three years ...
  14. FSPHX: A Risk Statistics Case Study

    Analyze the risk metrics of FSPHX. Find out what beta, standard deviation and R-squared imply about volatility and market ...
  15. How ETFs Are Being Used by Advisors

    The versatility of ETFs has earned the attention of financial advisors. Here's why they're well-suited to their needs and ...
  16. Why ETFs Will Eventually Trump Mutual Funds

    Exchange-traded funds are growing rapidly in popularity and may well overtake their traditional open-ended cousins at some ...
  17. The 3 Best Mutual Funds to Short Global Equities (GRZZX, UXPIX)

    Discover the three best mutual funds that bearish investors can use to short global markets, and learn which fund is best ...
  18. 3 Best High-Yielding Blended Bond Mutual Funds (RSHIX, EIHIX)

    Learn about three high-yield bond mutual funds with strong track records and excellent fundamentals that make sense as part ...
  19. 3 Best High-Yielding Global Bond Mutual Funds (GGBFX, PRSNX)

    Discover why global bond funds may be a great addition to your portfolio, and learn about three different high-yielding funds ...
  20. ARTIX: Artisan International Investor Performance Case Study

    Explore the performance of the Artisan International Fund since 2012, and learn how foreign currency risk can make this fund ...
  21. PRWCX: A Risk Statistics Case Study

    Analyze PRWCX using popular risk metrics that are part of modern portfolio theory (MPT). Explore PRWCX's volatility, correlation ...
  22. 3 Mutual Funds for Income-Hungry Gold ETF Investors (VWEHX, FRESX)

    Discover three high-yielding mutual funds that provide investors with the income they need in today's low-yield market environment.
  23. FKINX: A Risk Statistics Case Study

    Examine important risk metrics for mutual fund FKINX. Discover what beta, standard deviation and R-squared say about volatility ...
  24. PTTRX: A Risk Statistics Case Study

    Analyze the risk metrics of the mutual fund PTTRX. Find out what standard deviation, capture ratios and R-squared indicate ...
  25. VGENX: A Performance Case Study

    Learn about Vanguard Energy Fund’s historical performance. Find out about the fund's gain and loss trends by quarter over ...
  26. ABALX: Top 5 Holdings Analysis

    Discover the five largest holdings in the American Funds American Balanced A Fund, along with key performance metrics for ...
  27. Bridgewater Associates: Investment Manager Highlight

    Discover the investment methodologies of Ray Dalio's Bridgewater Associates, the world's largest and most profitable hedge ...
  28. DODFX: A Risk Statistics Case Study

    Explore the risk metrics of mutual fund DODFX. Learn how beta, R-squared, capture ratios and standard deviation measure systematic ...
  29. AQR Capital Management: Investment Manager Highlight

    Discover the investment strategies and secrets of hedge fund powerhouse AQR Capital Management LLC in the alternative investment ...
  30. DODIX: A Risk Statistics Case Study

    Learn about the risk metrics of the DODIX Fund. Discover what standard deviation, capture ratios and R-squared indicate about ...
  31. USAGX: Portfolio Trends in 2016

    Evaluate the composition of the USAA Precious Metals and Minerals Fund, and discover how its makeup evolved between March ...
  32. FSAGX: Top 5 Holdings Analysis

    Learn about the Fidelity Gold Select mutual fund, including a fund overview, its objectives and a summary of its top five ...
  33. 3 High-Yield Mutual Funds to Avoid in 2016 (PDHYX, FEHAX)

    Discover three high-yield bond mutual funds that investors should avoid due to their poor fundamentals and unfavorable risk-reward ...
  34. The Top 5 Oil and Gas Bond Mutual Funds for 2016 (CGAEX, FANAX)

    Discover five energy equity sector mutual funds poised to take advantage of a turnaround in depressed oil and natural gas ...
  35. FAIRX: Portfolio Trends in 2016

    Evaluate the composition of the unique Fairholme Fund, and discover how the fund's makeup has evolved between March 2015 ...
  36. 3 Investment Fees That Are Negotiable

    Investment fees are a necessary evil but that doesn't mean they have to be overly costly. There are ways to negotiate some ...
  37. 3 Gold-Heavy Mutual Funds to Avoid in 2016 (RYPMX, MIDSX)

    Learn about three gold-heavy mutual funds that you should avoid in 2016 due to their poor investment fundamentals and risky ...
  38. How Does Betterment Automate ETF Selection? (IBM, MSFT)

    Learn how Betterment uses automation to simplify the investing process and lower costs for investors. Discover why using ...
  39. ARTIX: Portfolio Trends in 2016

    Evaluate the composition of the Artisan International Fund, and examine how its makeup has evolved between March 2015 and ...
  40. Alternative Investments: How The Game Has Changed for Retail Investors

    Learn how retail investors are using liquid alternative investments to diversify their portfolios. These funds are not correlated ...
  41. 5 Best Ways to Earn Interest

    Learn how to use tools to increase your interest earnings. Use compounding interest and breakpoints to increase your interest ...
  42. A look into Warren Buffett's biggest holdings (KHC, IBM)

    What do Kraft and IBM have in common? They are two of the most profitable surging stocks in Warren Buffett’s iconic hedge ...
  43. 3 Oil-Heavy Mutual Funds to Avoid in 2016 (RYVCX, PGEAX)

    Discover three oil-heavy mutual funds investors should avoid, and learn why these funds have poor risk-reward profiles and ...
  44. AMECX: Portfolio Trends in 2016

    Evaluate the composition of the Income Fund of America from American Funds, and study how its makeup has evolved between ...
  45. 4 Mutual Fund Trends in Q1 2016 (GLD, IAU)

    Learn how the mutual fund industry fared in the first quarter of 2016, and discover some of the prevailing trends that occurred ...
  46. Zacks vs. Morningstar: Comparing MF Research Providers

    Discover the similarities and differences between mutual fund research providers, Morningstar, Inc. and Zacks Investment ...
  47. Is the Hedge Fund Model Sustainable?

    The FSOC voted yesterday to endorse a document update to SEC rules promulgated last year about risks associated with the ...
  48. Why ETFs Are So Popular with Financial Advisors

    Liquidity, convenience, diversification, transparency and tax efficiency at a low cost: It's no wonder why financial advisors ...
  49. SGENX: Portfolio Trends in 2016

    Evaluate the composition of the First Eagle Global Fund, and study how the fund's makeup has evolved between March 2015 and ...
  50. DODGX: A Risk Statistics Case Study

    Review a volatility and modern portfolio theory statistics case study of the Dodge & Cox Stock Fund, and consider whether ...
  51. 3 U.S. Large-Cap Growth Mutual Funds to Avoid in 2016 (NVDAX, TVRAX)

    Discover three large-cap growth mutual funds that may not be suitable portfolio selections in 2016 due to high expense ratios ...
  52. CWGIX: A Performance Case Study

    Discover a case study about the mega-fund American Funds Capital World Growth & Income a-shares, or CWGIX, over the five ...
  53. Oppenheimer: Investment Manager Highlight (OPY)

    Learn more about OppenheimerFunds, Inc., a leading provider of mutual funds across domestic stock, international stock, municipal ...
  54. ODMAX: Portfolio Trends in 2016

    Learn about ODMAX, an emerging-markets fund that seeks capital appreciation in foreign economies such as China, where consumer ...
  55. 3 Expensive U.S. Large-Cap Mutual Funds Worth Your While (ACAAX, RDLAX)

    Discover three large-cap mutual funds that merit a position in your portfolio despite having sales charges and high expense ...
  56. 3 Municipal Bond Mutual Funds to Avoid in 2016 (SMBCX, FIVBX)

    Discover three municipal bond mutual funds to avoid in 2016, and explore the holdings, risk/reward metrics and ratings that ...
  57. MCLOX: Portfolio Trends in 2016

    Evaluate the composition of the BlackRock Global Allocation Fund, and determine how the fund's makeup has evolved between ...
  58. What Happens to Bond ETFs in Stressed Markets?

    We are going to dive a little deeper today at how bond exchange traded funds (ETFs) fare when the markets are stressed.
  59. Money Fund Alternatives for 401(k) Plan Clients

    Upcoming changes to money market fund rules may trigger changes in options offered by many 401(k) plans. Here are some alternatives ...
  60. VWINX: Top 5 Holdings Analysis (MSFT, WFC)

    Learn about the Vanguard Wellesley Income Investor Class mutual fund and its portfolio make-up, and get a complete analysis ...
  61. 3 REITS Mutual Funds to Avoid in 2016 (SOAAX, KSRCX)

    Explore three REIT mutual funds to avoid in 2016, and discover how these funds' risk/reward metrics compare to peers and ...
  62. CAIBX: American Funds Capital Income Builder Trends in 2016

    Learn about the composition of the American Funds Capital Income Builder fund, and discover how its makeup has evolved between ...
  63. 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 ...
  64. American Funds vs. Janus: Comparing 2 Popular Balanced MFs (ABALX, JANBX)

    Learn about two attractive mutual funds in the moderate allocation category with successful long-term track records and appealing ...
  65. 3 Expensive Growth Mutual Funds Worth Your While (ERSMX, NBMBX)

    Learn about mid-cap and large-cap growth stock funds that have higher costs but attractive historical performance as well ...
  66. 3 Long-Term Bond Mutual Funds to Avoid in 2016 (GEDZX, PLRIX)

    Explore long-term bond mutual funds to avoid in 2016, and learn how rising rates may affect some of the best performing bond ...
  67. 4 Things to Know Before Choosing an ETF

    ETFs are a low-cost way to get exposure to different markets. But they're not all the same. Investors should research the ...
  68. FKINX: Top 5 Holdings Analysis (FKINX, RDS-A)

    Learn about the Franklin Income Fund Class A mutual fund and its legacy since inception in 1948, and review the income fund's ...
  69. 3 Japan Equity Mutual Funds to Avoid in 2016 (FJPBX, SAESX)

    Discover three Japanese equity mutual funds investors should avoid in 2016. Explore the risk-reward metrics and third-party ...
  70. ANCFX: Portfolio Trends in 2016

    Evaluate the composition of the American Funds Fundamental Investors fund, and determine how the fund's makeup has evolved ...
  71. ABALX: Portfolio Trends in 2016

    Evaluate the composition of the American Balanced Fund from American Funds, and learn how the fund's makeup has evolved between ...
  72. 3 Best Dividend-Paying Global Financials Mutual Funds (RYSFX, PSSRX)

    Explore the financial sector, and learn about three of the highest dividend-paying global financials mutual funds available ...
  73. 3 Best Dividend-Paying Consumer Discretionary Mutual Funds (VCDAX, FSCPX)

    Discover consumer discretionary mutual funds and learn about three high dividend-paying consumer discretionary funds available ...
  74. Investing in Oil: Direct vs. Professional Management (XOM, VGENX)

    Examine the advantages and disadvantages of the direct investment and professional management approaches to investing in ...
  75. 3 Best NYC-based Mutual Funds (BALPX, SGENX)

    Discover three top NYC-based mutual fund companies, with a brief summary of each company and one of its top-performing mutual ...
  76. What's Behind So Many Mutual Fund Share Classes?

    Despite the confusion they create, the number of share classes offered by mutual fund families will most likely continue ...
  77. PTTRX: Overview of PIMCO Total Return Fund

    Explore the PIMCO Total Return Fund Institutional Class and its investment strategy, portfolio composition, management, performance ...
  78. FKINX: Franklin Income Fund Portfolio Trends in 2016

    Evaluate the composition of the Franklin Income Fund, and learn how the fund's makeup has evolved between March 2015 and ...
  79. Singer Gets Better End of AGN-PFE Deal Implosion

    Paul Singer increased his stake in Allergen by 204.75% in the fourth quarter. How will this impact his portfolio since the ...
  80. 3 Ways to Avoid High ETF Fees

    Interested in trading ETFs? Here are three ways to avoid unnecessary fees.
  81. How ETFs Fit Into Your Portfolio

    ETFs can be used to construct a portfolio that meets almost any type of investment objective. Here's a quick guide.
  82. 3 U.S. Small-Cap Value Mutual Funds to Avoid in 2016 (RYAZX, ROFRX)

    Learn about the volatile start to 2016 that U.S. small-cap stocks have faced, how value has outpaced growth, and three small-cap ...
  83. FDGRX: Fidelity Growth Company Fund Portfolio Trends in 2016

    Evaluate the composition of the Fidelity Growth Company Fund, and learn how the fund's makeup has evolved between March 2 ...
  84. MassMutual Financial Group: Investment Manager Highlight (DLHYX, MBCSX)

    Learn about Massachusetts Mutual Life Insurance Company (MassMutual) and its investment subsidiaries. MassMutual offers insurance ...
  85. Prudential Financial: Investment Manager Highlight (PRU)

    Learn the highlights of Prudential Financial, focusing on each of its four investment divisions: Jennison Associates, Fixed ...
  86. Mesirow Financial: Investment Manager Highlight

    Read about the investment management operations of Mesirow Financial, an employee-owned financial services firm with $96.8 ...
  87. 3 U.S. Small-Cap Growth Mutual Funds to Avoid in 2016 (NYSAX, OBEGX)

    Learn how small-cap growth stocks have fared against small-cap value stocks in 2016, and discover the top three small-cap ...
  88. FBALX: Fidelity Balanced Fund's Top 5 Holdings Analysis

    Learn about the Fidelity Balanced Fund, a stable portfolio composed of large-cap, income-producing stocks combined with investment-grade ...
  89. 4 International Equity Mutual Funds for Steady Returns (OIGAX, FCPAX)

    Discover four international growth mutual funds whose active management styles have spawned successful track records while ...
  90. FCNTX: Fidelity Contrafund Portfolio Trends in 2016

    Evaluate the composition of the Fidelity Contrafund, and learn the ways in which the fund's makeup has evolved between March ...
  91. 3 Growth Investing Strategies for Beginners

    Learn how to pursue a basic growth investment strategy and take some preliminary steps to ensure a smooth transition into ...
  92. Will Hedge Funds Be Around in 10 Years?

    Learn why some analysts see hedge funds as a dying breed, especially after a torturous January 2016 for fund managers around ...
  93. 3 Best Dividend-Paying International Equity Mutual Funds (RIGGX, FSIIX)

    Read about three international equity mutual funds that offer competitive dividends for income investors, and why Vanguard ...
  94. 5 Financials Mutual Funds to Avoid in 2016 (SFPCX, PUFBX)

    Explore five financial sector mutual funds with below-average Sharpe ratios, above-average expense ratios and poor ratings ...
  95. VTIAX: Vanguard International Stock Fund's Top 5 Holdings Analysis

    Explore the five largest holdings of the hedge fund VTIAX. Find out how much of the fund is exposed to each position and ...
  96. 3 U.S. Mid-Cap Mutual Funds to Avoid in 2016

    Learn about how mid-cap stocks have outperformed large-caps early in 2016, the mid-cap outlook and the top three mid-cap ...
  97. FAIRX: The Fairholme Fund's Top 5 Holdings Analysis

    Explore the five largest holdings of the Fairholme Fund, and learn about the fund's exposure to its largest positions and ...
  98. 5 Health Care Mutual Funds to Avoid in 2016 (ETCHX, KRXCX)

    Explore five health care sector mutual funds investors should avoid in 2016. Find out which funds lag peers on Sharpe ratios ...
  99. VBMFX: Top 5 Holdings Analysis

    Find out which securities hold the top five positions in the world's largest bond fund, the Vanguard Total Bond Market Index ...
  100. 3 Best Dividend-Paying Industrials Mutual Funds (FSDAX, FCYIX)

    Find out which mutual funds are the best dividend-paying funds in the industrials sector, and why dividend yields are hard ...
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