Mutual Funds Articles

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  1. How to Choose A Smart Beta Mutual Fund

    Investors can take four steps to select the best smart beta mutual fund for their portfolios.
  2. How Investment Banks Make Money

    Take a look at methods through which investment banks make money, such as investment research, asset management, and brokerage ...
  3. Fidelity vs. Vanguard: Which is Better Suited to You?

    Learn whether Fidelity or Vanguard is better for the aggressive, conservative, cost-conscious or service-oriented/tech-savvy ...
  4. Top 5 Books to Learn About the Hedge Fund Industry

    Individual investors and investment professionals alike can obtain valuable knowledge from reading these five books on the ...
  5. Should Mutual Funds Still Be in Your Retirement Plan?

    Mutual funds are still widely used in retirement plans, but they may be losing their appeal. Find out if retirement mutual ...
  6. 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 ...
  7. 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 ...
  8. 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 ...
  9. 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 ...
  10. 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 ...
  11. 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.
  12. 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 ...
  13. Overview of Fidelity Real Estate Investment Fund (FRESX)

    Learn about the Fidelity Real Estate Investment Port including its investment philosophy, management, investment performance, ...
  14. 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 ...
  15. Top Royce Funds for Retirement (RYFSX, RYSEX, RYTRX, RYIPX)

    Discover four of The Royce Funds mutual funds suitable for diversifying retirement portfolios that focus on investing in ...
  16. 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 ...
  17. 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 ...
  18. Overview of American Funds Fundamental Investors Fund (ANCFX)

    Discover American Funds Fundamental Investors Fund, a large-cap stock fund with excellent long-term returns. Learn about ...
  19. Top Mutual Fund Holders of Bank of America (VTSMX, DODGX)

    Discover the top four largest mutual fund holders of Bank of America shares, and learn if their investment strategies can ...
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. 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 ...
  24. 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 ...
  25. 2 M&A Deals That Burned Hedge Fund Short Positions (SCTY, TSLA)

    SolarCity Corp. and Green Mountain Coffee merger deals burned two of the most prominent hedge fund short sellers and caused ...
  26. 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 ...
  27. 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 ...
  28. Overview of International Funds (MKRAX, PXINX, SSHQX)

    Discover the international mutual funds that can hedge currency risk, limit downside volatility in bear markets and capture ...
  29. NBGNX: Long-Term Portfolio Managers for Small Caps

    Discover five veteran small-cap mutual fund managers who consistently outperform their benchmarks using varied analytical ...
  30. 3 Dividend-Paying Consumer Discretionary Mutual Funds (VCDAX)

    Discover consumer discretionary mutual funds and learn about three dividend-paying consumer discretionary funds available
  31. How to Combat the Lure of 'Free' Financial Advice

    If most of us realize that there is no such thing as a free lunch, why do we make illogical decisions when we hear free financial ...
  32. Is Dividend Investing Still Viable?

    The performance of dividend stocks, ETFs and mutual funds is hot right now. Do they still offer upside potential for clients? ...
  33. 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 ...
  34. Small Cap Index Fund: NAESX (ETF) vs. SLYG (Mutual Fund)

    Learn about how factors such as management style, sector allocation, expenses and dividend yields differentiate between similar ...
  35. Break Down Modern Market Trends To Grasp Movement

    Convergence points to dynamic conditions that can elicit strong trends while divergence suggests conflict, more typical of ...
  36. 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 ...
  37. CSIFX, CAAAX, CSXAX: Overview of Socially Responsible Funds

    Discover how socially responsible investing with Calvert Funds can be a highly profitable way to diversify your retirement ...
  38. Defensive Investing: Learn from a Hedge Fund Pro

    Looking for ideas on companies, sectors or investments to short? Consider the opinion of this hedge fund luminary.
  39. Falling Giant: A Case Study Of AIG

    Find out why the U.S. government approved an enormous bailout package for American Investment Group (AIG).
  40. Schwab Launches Low-Fee Target-Date Funds

    Schwab has launched a series of target-date funds that have lower fees than its rivals.
  41. LEVIX, LISIX, GLIFX: Top 3 Lazard Funds for Retirement

    Learn about Lazard Asset Management, its long history of strong performance and the top three Lazard funds to consider for ...
  42. 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 ...
  43. The Fiduciary Rule and Its Impact on Mutual Funds

    The cost of mutual funds will come under scrutiny as part of the move towards transparency with the DoL's new fiduciary rules.
  44. 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 ...
  45. Can Investors Hedge Against Their Mutual Fund Positions?

    Discover if mutual fund positions can be hedged and learn which strategies can be considered to protect profits during market ...
  46. Robo-Advisors vs. Passively Managed Funds: Which Is Better?

    Expense is the main distinction between the two, but each has its plusses and minuses, depending on the type of investor ...
  47. Putting Your Money to Work for the Greater Good

    There are several ways to put your capital to work for social or charitable causes, while also facilitating moves that support ...
  48. 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 ...
  49. VGENX: Overview of Vanguard Energy Fund

    Explore an analysis of the Vanguard Energy Fund Investor Shares, and learn about the characteristics, investment strategy ...
  50. JANBX: Overview of Janus Balanced Fund

    Discover a balanced mutual fund with a solid performance history, weathering down markets and routinely outperforming equity ...
  51. 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 ...
  52. VPMCX,HCAIX: Top Mutual Fund Holders of Adobe Systems (ADBE)

    Discover the five biggest mutual fund investors in Adobe Systems, which three are actively managed and which one is buying ...
  53. TRBCX: Introducing T. Rowe Price’s Blue Chip Growth Fund

    Learn about the T. Rowe Price Blue Chip Growth Fund and its investment philosophy, portfolio composition, management, performance ...
  54. 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 ...
  55. BUFEX, BUFMX, BUFSX, BUFIX: Top Buffalo Funds for Retirement

    Discover the top five Buffalo Funds for retirement diversification in 2016, with a summary of each fund, including manager ...
  56. 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 ...
  57. NUSFX, NOIEX, NOSIX: Top Northern Trust Funds for Retirement

    Discover how to use Northern Trust mutual funds to create a highly diversified and moderately conservative portfolio with ...
  58. LWBOX, SBLTX, LWCPX: 3 Top Legg Mason Fixed-Income Funds

    Discover the three best mutual funds administered and managed by Legg Mason and its subsidiaries that specialize in investing ...
  59. DODGX, DODWX, DODFX: Top Dodge & Cox Funds for Retirement

    Mutual fund firm Dodge & Cox sells a lineup of straightforward funds to provide a balanced retirement portfolio; most have ...
  60. 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 ...
  61. 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 ...
  62. 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 ...
  63. 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.
  64. AWSHX: American Funds Washington Mutual Investors

    Learn about American Funds Washington Mutual Investors Fund, a highly rated growth and income fund from Capital Group, and ...
  65. 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 ...
  66. CBLAX,NINDX,NTIAX,RDLAX: Top Columbia Funds for Retirement

    Discover the advantages of using mutual funds to diversify your retirement savings. Learn which Columbia Funds build the ...
  67. 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 ...
  68. BRBPX, FCPEX, VSEQX, NMIAX: 4 Top Quant Mutual Funds

    Discover detailed analyses of the four best quantitatively driven mutual funds, and learn about their characteristics and ...
  69. HBLAX, HQIAX, IHGIX, HGIYX: Hartford Funds for Retirement

    Discover five mutual funds from The Hartford Funds that create a well balanced and profitable base for your retirement savings ...
  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. DRIOX: Driehaus' Highest Performing Mutual Fund

    Learn about Driehaus Capital Management's highest-performing fund since inception, the International Small Cap Growth Fund, ...
  73. 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 ...
  74. DSEEX, PXTIX: Smart Beta Mutual Funds vs. Smart Beta ETFs

    These two smart beta mutual funds offer potential, but are their ETF counterparts a better option?
  75. APGCX, ANAGX, ABTHX, AGDAX: Top AllianceBernstein Funds

    Discover the four best mutual funds administered and managed by AllianceBernstein that invest in fixed income securities ...
  76. 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 ...
  77. VTSMX, VGTSX: Portfolio Making with Vanguard Mutual Funds

    Find out how to construct the ideal investment portfolio utilizing Vanguard's tools, resources and the company's low-cost ...
  78. 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 ...
  79. MLDAX, MAPPX, CPOAX: Top Morgan Stanley Funds for Retirement

    Learn how to use mutual funds from Morgan Stanley to create a high-growth retirement savings portfolio with global diversification.
  80. 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, ...
  81. 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 ...
  82. 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 ...
  83. WLTAX, IBNAX, WLGAX, IVDAX: Ivy Funds for Retirement

    Discover four Ivy Funds for diversification of retirement savings. Create a conservative and profitable portfolio using award-winning ...
  84. 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 ...
  85. 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 ...
  86. FLPSX: Overview of Fidelity Low-Priced Stock Fund

    Get an overview of the Fidelity Low-Priced Stock Fund, including the fund's investment philosophy, performance history and ...
  87. 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 ...
  88. DOSIX: Dreyfus's Highest Performing Funds Since Inception

    Learn more about one of Dreyfus' best performing funds, the Dreyfus Opportunistic U.S. Stock I Fund and how it has performed ...
  89. Funds to Avoid With a Strong Dollar (CHNCX, FLFAX, MALTX)

    Learn about the risks involved with investing in emerging markets that are affected by a strong U.S. dollar. Discover three ...
  90. 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 ...
  91. Find Your Niche In The Financial Industry

    In this article, we'll give you the tools you need to discover the financial career that fits you the best.
  92. Is Your Low-Cost Index Fund Really Low Cost?

    Index funds and ETFs tend to have lower expense ratios than actively managed investments, but costs can vary widely among ...
  93. 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 ...
  94. VGPMX, FSAGX, TGLDX, USERX: Top Gold Mutual Funds

    Find out which top gold-focused mutual funds are best positioned to take advantage of a rebound in gold prices.
  95. VFFVX,VTTVX: Vanguard Target Date Funds Overview

    Learn about target-date retirement funds offered by Vanguard. Discover how portfolio managers automatically rebalance the ...
  96. 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 during ...
  97. 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 ...
  98. VFIFX: Overview of Vanguard Target Retirement 2050 Fund

    Explore the Vanguard Target Retirement 2050 Fund and its investment objective, portfolio composition, management, performance ...
  99. PEYAX, PGEOX, PGRWX, VSCAX: Top Putnam Funds for Retirement

    Discover the best Putnam Investments mutual funds for retirement diversification, and learn where to allocate your investments ...
  100. IANBX,AFTAX,TNAAX: Top 3 Invesco Funds for Retirement

    Explore analyses of the top three Invesco mutual funds for retirement diversification in 2016, and learn about the characteristics ...
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