Mutual Funds Articles

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

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.

Learn how to find stocks that are both eco-friendly and profitable.

So you're getting into mutual funds. We give some tips on how to find a manager.

Learn how to get diversification, liquidity and professional management at an affordable price.

Income funds don't have to be bonds, there are plenty to choose from. Read up on the types of income funds and whether they fit your investment needs.

These funds may give you the reliable stream of income you need when you're retired.

If you've wondered how to invest in a way that reflects your religious belief, we've got the answers for you.

Discover some of the key factors for determining a fund's risk-return profile.

We provide an explanation of individual cost basis and the advantages it brings to these accounts.

Hedge funds earn big returns for investors. Find out how they do it and whether you can too.

Private Equity might be a pricey investment, but returns are on the rise and the payoff could be big.

Narrowing down your choices is the first step to finding a winning fund.

We list some options other than mutual funds for your retirement plan.

Actively managed ETFs offer increased earnings, but are the cons worth the potential payoff?

Comparing the structure of mutual funds and ETFs can help you decide which is right for your portfolio.

Discover how a recent study indicates that many advisors do not increase investment returns.

Find out whether a fund's performance is a result of the manager's abilities, or just a fluke.

Learn which country has the strictest rules on mutual fund construction and why.

Hedge funds can draw returns well above the market average even in a weak economy. Learn about the risks.

Creating your own mutual fund can save you the fees that cut into your profits. Find out how.

Do you have the best mix of investments? Find out how to make sure.

These funds burst onto the scene in 1993 and have continued to provide new opportunities for investors since.

Buy and hold is not forever. Find out when it pays to sell your fund and move on.

These funds trade like stocks, provide diversification, reduce risk and increase returns.

Managed futures are not all they're worked up to be. Learn why they are not a good option for investors.

When done right, small-cap investing can improve the performance of your portfolio without adding a great degree of risk.

Add some sparkle to your portfolio by getting in on this classic commodity.

Investors seeking to preserve capital in volatile markets might want to consider large-cap stocks.

Mirrored investments services are a beneficial alternative to traditional mutual funds. Discover how they work and how they can be used to your advantage.

Exchange-traded funds provide unique opportunities for investors. Find out how.

Emerging markets are risky, but the rewards they can create make them a worthy addition to any portfolio.

You might be carrying more risk than you think if your fund invests in derivatives.

You can use these securities for more than just indexing. Explore the spectrum of possible ETF strategies.

Find the hidden fees in your portfolio, so that you can increase your rate of return.

Opportunities to invest in this scarce resource are flowing freely - dive in!

Flying high one day but not the next - see the stories behind some spectacular meltdowns.

Fees are one of the most important determinants of investment performance and something that every investor should know.

Discover how investment strategies and expense ratios impact your mutual fund's returns.

If you thought investing and fun don't go together, think again. Find out more here.

Investing among several different sectors in the economy is a way to diversify your portfolio.

If you're looking to generate income for your investments, look no further.

Learn the differences between these investment products and how to take full advantage.

These five performance ratios will help you measure how good your money manager is at increasing the value of your portfolio.

The lower the sales charge you pay, the greater your returns. Find out how to cash in.

Go beyond the name and find out if that fund fits into your portfolio.

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

Learn how to spot over-diversification in your portfolio and find out why some financial advisors are motivated to do it.

Find out whether stocking your money in these accounts will stand up to the test of time.

Small, gradual changes in a portfolio manager's stated strategies can be a big risk for investors.

Filing your taxes during retirement can be just as time consuming as when you were employed. We have some tips to help you out.

These three pieces of Morningstar's trifecta can help you understand the quality of mutual funds.

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

How do you choose a fund with an optimal risk-reward combination? We teach you about standard deviation, beta and more!

When the economy blows up, these funds offer some protection from major losses.

A rich offering of attractive alternatives have the open-ended mutual fund facing obsolescence.

Don't let this valuable piece of mail end up in your trash can. Here are five things you need to know.

Do you have a capital loss that could be booked and used to offset future tax liabilities? If so, it may be time to sell.

These funds may look appealing. Find out whether they can really live up to all of their promises.

Here are some options to get you started in real estate for a fraction of what it would cost to buy an actual property.

Find out what type of international fund might suit your needs, in order to gain exposure to foreign markets.

Find out whether an in-house fund will serve you better than a major company's fund offerings.

Find out whether your funds are being managed according to your goals.

Some financial sayings are worth a second look, even if they seem to be set in stone.

Learn how hedge funds win big gains for investors - and why they sometimes lose.

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

Learn about the easiest way to benefit from money market securities.

You have the right to take part in important company decisions - even if you cannot attend the meetings.

If you believe the market smiles on those who focus on value, growth or income, this vehicle may be for you.

Check out this cheap and easy way to secure good returns for the long term.

A new name may make a fund look fresh and exciting, but has anything really changed?

If you choose an actively managed portfolio, be sure that your manager isn't neglecting one of these four points.

Protecting yourself from unscrupulous practices means knowing how to spot them.

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

In an economy with low interest rates, investors need to get creative in order to reap high returns.

Learn to profit by following the lead of some of Wall Street's most ruthless investors.

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

The legal jargon of this document can be daunting. Find out how to get to the important stuff.

This investment provides security, but its returns may not be adequate for long-term investors.

The best managers produced long-term, market-beating returns and helped investors build big nest eggs. Find out who made the cut.

These funds can provide stable returns for those who depend on their investment income.

Survivorship bias erases substandard performers, distorting overall mutual fund returns.

Determine how fund managers are doing by sizing them up against their peers.

High returns come at a price, but country funds may still be a good bet.

Rebalancing your portfolio will protect you from risk and ensure that your investments are performing at their best.

Decreases in mutual fund classes and the growing use of ETFs means the future of mutual funds will be anything but smooth.

Learn how to tell if a fund in flux is still a suitable investment.

Different funds invest in companies with different market caps. Find out which is right for you.

The Russell Investments and MSCI Barra style classification systems can help you pick the right mutual fund - if you know how they work.

Find out how the amateur investor can measure the success of management.

This investment is very popular, but that doesn't mean it comes without risk.

Find out how these worldly offerings can spice up your portfolio.

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

Not all investors are the same. By the same token, not all investment types are suited for each individual investor.

Stop hoping for the indexes to go up and start investing in the reverse.

Not concerned about being an ethical investor? Maybe "sinful stocks" have a place in your portfolio.