Mutual Funds Articles

  • Showing 1-100 of 1,862 items
  • 1
  • 2
  • 3
  • ...
  • 19
  • >>
  1. Will Advisory Fees See More Downward Pressure?

    While advisory fees have been holding steady, industry trends could put downward pressure on them.
  2. How You Can Invest Without A Lot of Money

    Here's how to start building a diversified portfolio by investing less than $20 a month.
  3. Navigating the Trump Dollar Rally

    We explain the importance of why—and where—the U.S. dollar is rallying.
  4. Index Funds Turn 40: Vanguard's John Bogle Weighs In

    In a recent interview with Bloomberg, Vanguard's John Bogle reflects on the birth of the index fund and where the industry ...
  5. Expect Big Capital Gains from These Funds in 2016

    Investors in actively-managed mutual funds should be prepared for big capital gains in 2016 and the tax hit that comes with ...
  6. Why Some Investors 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 ...
  7. Is it Time to Prepare for an Index Fund Sell-off?

    Some portfolio managers are predicting that the index fund bubble will soon burst, creating an entry point for active traders ...
  8. The Boldest Bond Fund of them All? (TPINX)

    The Templeton Global Bond Fund is probably not appropriate for investors who shun volatility, but it has provided solid returns ...
  9. Why Passive Investing Isn't Always a Winning Strategy

    New research suggests that passive investors don’t come out ahead all of the time, and active portfolio management still ...
  10. Is Active Management Making a Comeback?

    The performance of actively-managed funds is starting to surpass their passive rivals. Here's why.
  11. Janus & Henderson Merger: A Look at Fund Overlap (JNS)

    Here's a look at where there is fund overlap and potential for consolidation in the wake of the merger between Janus and ...
  12. Where to Invest Your Money? 10 Steps to Financial Success

    Learn where to invest your money ten steps. Included is how to develop a proper investment plan, different investment products ...
  13. Expect Big Capital Gains Distributions from These Funds (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 ...
  14. Why the Gold Rally can Continue

    Gold has rallied recently with the return of political uncertainty. But we point to another factor that suggests the gains ...
  15. Thinking About Stock Picking Like Fantasy Football

    You can think about picking your fantasy football team in much the same way that you think about picking stocks.
  16. Dollar-Cost Averaging With ETFs

    If you are investing small amounts regularly into an exchange-traded fund, be sure to do it right.
  17. Why Hedge Funds Do Not Belong in Your Portfolio

    Considering hedge funds as part of your investment strategy? Make sure you understand all the risks and fees involved.
  18. An Inside Look At ETF Construction

    Everything you need to know about these versatile and ubiquitous investment vehicles.
  19. Energy ETFs vs. Energy Mutual Funds: Which are Better? (XLE, BNO)

    For investors looking to gain exposure to the energy sector in preparation for a rebound, there are a number of possible ...
  20. Better for Young Investors: ETFs or Mutual Funds?

    Choosing ETFs versus mutual funds can be a tough decision for young investors. Here are some things to consider for each.
  21. When Is the Right Time to Change From Mutual Funds to ETFs

    Find out how to determine when it's the right time for you to switch from mutual funds to ETFs, including the benefits of ...
  22. Advantages And Disadvantages Of ETFs

    You've probably heard that ETFs are better than mutual funds, but you need to consider all aspects before investing.
  23. Are Loan Funds Right for Your Clients' Portfolios?

    Loan funds may be a good alternative for investors who are willing to take on a greater level of risk in order to receive ...
  24. Why Chasing Mutual Fund Winners Can Be a Loser's Game

    Investors who chase winning mutual funds may end up shooting themselves in the foot.
  25. Active Management is a Zero Sum Game for Your Portfolio

    A look at active management and why passive management is a better choice.
  26. The Main Attractions of ETF Investing (SPY)

    As the popularity of ETFs soar, a look at the main benefits of these investment vehicles.
  27. Mutual Fund Or ETF: Which Is Right For You?

    Learn the differences between these investment products and how to take full advantage.
  28. ETFs Vs. Index Funds: Quantifying The Differences

    If you are trying to choose between these two index-tracking investments, compare the costs.
  29. ETFs Or Mutual Funds For Your IRA?

    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 ...
  30. Index Mutual Funds Vs. Index ETFs

    When considering an index mutual fund versus the ETF variety, investors should consult an experienced professional.
  31. An Overview of the SEC's New Mutual Fund Rules

    The SEC has released new liquidity rules for mutual funds aimed at reducing risk.
  32. ETF Options Vs. Index Options

    Choosing either ETF options or index options can make the difference between big profits or a big bust.
  33. A Beginner's Guide to Hedging

    Learn how investors use strategies to reduce the impact of negative events on investments.
  34. 300 Global ETFs to Get Morningstar Ratings

    Morningstar, an investment research provider, is adding 300 exchange-traded funds to its stable of 650 ETFs.
  35. Top Bachelor Degree For A Hedgefund Career

    From economics to statistic analysis, certain bachelor's degrees make graduates more qualified for landing highly sought ...
  36. 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 ...
  37. 6 Basic Financial Ratios And What They Reveal

    These formulas can help you pick better stocks for your portfolio once you learn how to use them.
  38. CDOs and the Mortgage Market

    These structured products contribute to keeping borrowing rates low.
  39. 5 Ways To Measure Mutual Fund Risk

    These statistical measurements highlight how to mitigate risk and increase rewards.
  40. Mutual Fund Fees: Here's What You're Paying 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 ...
  41. Why You Should Skip Mutual Funds and Go for ETFs

    Many people debate the merits of mutual funds versus ETFs. Here are some reasons why ETFs should come out on top.
  42. Target Date Funds and the Fiduciary Rule: What to Know

    Are you a fan of selling target date funds to clients? You may be interested in how the market for them will change with ...
  43. Managed Payout Funds vs. Annuities: A Comparison

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

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

    Take a look at methods through which investment banks make money, such as investment research, asset management, and brokerage ...
  46. 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 ...
  47. 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 ...
  48. 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 ...
  49. 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 ...
  50. 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 ...
  51. 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 ...
  52. 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 ...
  53. 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 ...
  54. 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.
  55. 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 ...
  56. Overview of Fidelity Real Estate Investment Fund (FRESX)

    Learn about the Fidelity Real Estate Investment Port including its investment philosophy, management, investment performance, ...
  57. 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 ...
  58. 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 ...
  59. 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 ...
  60. 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 ...
  61. 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 ...
  62. 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 ...
  63. 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 ...
  64. 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 ...
  65. 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 ...
  66. 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 ...
  67. 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 ...
  68. 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 ...
  69. 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 ...
  70. 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 ...
  71. 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 ...
  72. NBGNX: Long-Term Portfolio Managers for Small Caps

    Discover five veteran small-cap mutual fund managers who consistently outperform their benchmarks using varied analytical ...
  73. 3 Dividend-Paying Consumer Discretionary Mutual Funds (VCDAX)

    Discover consumer discretionary mutual funds and learn about three dividend-paying consumer discretionary funds available
  74. 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 ...
  75. 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? ...
  76. 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 ...
  77. 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 ...
  78. 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 ...
  79. 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 ...
  80. 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 ...
  81. 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.
  82. Falling Giant: A Case Study Of AIG

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

    Schwab has launched a series of target-date funds that have lower fees than its rivals.
  84. 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 ...
  85. 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 ...
  86. 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.
  87. 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 ...
  88. 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 ...
  89. 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 ...
  90. 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 ...
  91. 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 ...
  92. VGENX: Overview of Vanguard Energy Fund

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

    Discover a balanced mutual fund with a solid performance history, weathering down markets and routinely outperforming equity ...
  94. 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 ...
  95. 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 ...
  96. 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 ...
  97. 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 ...
  98. 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 ...
  99. 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 ...
  100. 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 ...
  • Showing 1-100 of 1,862 items
  • 1
  • 2
  • 3
  • ...
  • 19
  • >>
Hot Definitions
  1. Quadruple Witching

    The expiration date of various stock index futures, stock index options, stock options and single stock futures. All stock ...
  2. Co-pay

    A type of insurance policy where the insured pays a specified amount of out-of-pocket expenses for health-care services such ...
  3. Protectionism

    Government actions and policies that restrict or restrain international trade, often done with the intent of protecting local ...
  4. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  5. Demonetization

    Demonetization is the act of stripping a currency unit of its status as legal tender and is necessary whenever there is a ...
  6. Investment

    An asset or item that is purchased with the hope that it will generate income or appreciate in the future. In an economic ...
Trading Center