Mutual Funds Articles

  1. The True Cost of Robo-Advisors

    Robo-advisors may be cheaper, but are they always the right choice? How to tell if a robo is the least cost-effective choice.
  2. Why You Should Keep Your Equity Sails Flying

    Why leave money in equities and risk another year of lost opportunity, when fixed income securities seem to be on the road ...
  3. Six Funds to Maximize Your Income in Retirement

    Which funds work best during retirement, when you are drawing on your saving accounts for income? Here are six recommended ...
  4. 4 Best Legg Mason Fixed-Income Funds (LM)

    Discover the four best mutual funds administered and managed by Legg Mason and its subsidiaries that specialize in investing ...
  5. Top 4 Legg Mason Funds for Retirement Diversification and Growth in 2016 (LM)

    Discover how to diversify retirement savings using two broad-based Legg Mason Funds. Learn about two funds that can significantly ...
  6. You May Want to Open Your Mind to Closed-End Funds

    Even after a year with major stock market indexes simply tread water, there is one underutilized corner that may be worth ...
  7. These Low Cost Mutual Funds Have the Best Returns

    These funds have been strong performers for years while charging minimal fees. And all are from the same provider.
  8. Hedging Risk for Beginners: How and When to Do It

    Hedging risk is always a good idea. Here is how sophisticated investors go about it.
  9. The Top 5 Eaton Vance Funds for Retirement Diversification in 2016 (EV)

    Learn to increase the safety, returns and diversification of your retirement savings by investing in mutual funds from Eaton ...
  10. The 4 Best International Equity Index Mutual Funds

    Discover the top four mutual funds that invest in international equities by using a passive investment approach and following ...
  11. The Top Alternative Investments for 2016

    What are some of the best outside-the-box investment ideas for 2016? The answers may surprise you.
  12. Rise of the Co-Investment in Hedge Funds

    Learn about the rise of co-investment deals among hedge funds. See how these high-risk and high-reward opportunities are ...
  13. When Do Alternatives Add Value to a Portfolio?

    Alternative investments continue to grow in popularity. But when do they really add value to a client's portfolio?
  14. Index Funds Explained

    Indexing strategies have been around for long, but many investors still don’t understand what a powerful tool they can be ...
  15. Target-Date Funds Vs. Risk-Based Funds

    Learn the difference between target-date funds and risk-based funds to determine which would be most appropriate for your ...
  16. DuPont: An Activist Investment Analysis (DD)

    Learn about the activist investor campaign launched against DuPont by a hedge fund. See how the activist campaign led to ...
  17. Top 5 Dreyfus Funds for Retirement Diversification in 2016 (BK)

    Learn which five Dreyfus funds provide the best portfolio diversity combined with stability of investment returns for any ...
  18. Top 5 Goldman Sachs Funds for Retirement Diversification in 2016 (GS)

    Learn how to use Goldman Sachs mutual funds as tools for retirement savings diversification and receiving higher yields and ...
  19. The Top 5 Biotechnology Mutual Funds for 2016

    Explore detailed analyses of the top biotechnology-related mutual funds for 2016, and learn about the characteristics of ...
  20. The Top 5 Small Cap Mutual Funds for 2016

    Learn about small-cap mutual funds that are poised for solid performance in 2016. Understand how the small-cap market has ...
  21. Hedge Funds: Idiosyncratic Challenges to Fade

    With shifting monetary policy, we see renewed potential across many hedge fund strategies.
  22. Staples: An Activist Investment Analysis (SPLS, ODP)

    Learn about Starboard Value LP's investor activism with Staples Inc. Find out what strategies were encouraged by Starboard ...
  23. 5 Alliance Bernstein Mutual Funds with Long Track Records

    Take a look at the top performing mutual funds offered by AllianceBernstein that have the longest established track records, ...
  24. The Top 5 Large Cap Mutual Funds for 2016

    Learn about the top large-cap mutual funds for 2016. Read about funds with active management that keep expense ratios low ...
  25. Top 4 BlackRock Funds for Retirement Diversification in 2016 (BLK)

    Learn how four top funds from BlackRock can be allocated to create a diversified retirement portfolio for generating lifetime ...
  26. Where Does George Soros Keep His Money?

    Learn about where George Soros keeps his massive fortune. Discover how Soros has supported various candidates and political ...
  27. 4 Financial Fitness Tips for 30-Somethings

    When it comes to investing, your retirement plan could be considered the core of your financial well-being. Here we tell ...
  28. The 3 Best J.P. Morgan Fixed Income Funds

    Find out which of the J.P. Morgan fixed income funds would be the best options to complete a properly diversified bond fund ...
  29. Fidelity Equity Funds Overview

    Learn all about Fidelity's equity funds, such as investment-style, large-, mid- and small-cap funds, and international-, ...
  30. 4 Best Franklin Templeton Fixed Income Mutual Funds

    Learn about the four best mutual funds of Franklin Templeton Investments that invest in a wide variety of fixed-income and ...
  31. Vanguard Balanced Allocation Funds Overview

    Learn about the basics of Vanguard Funds and how their Balanced allocation mutual funds and ETFs differ from other investment ...
  32. The Pros and Cons of Indexes

    Learn about the advantages and disadvantages of stock indexes and passive index funds. Discover how there is an opportunity ...
  33. Vanguard Target Date Funds Overview

    Learn about target-date retirement funds offered by Vanguard. Discover how portfolio managers automatically rebalance the ...
  34. 5 T. Rowe Price Mutual Funds with Long Track Records (TROW)

    Learn about T. Rowe Price and the company's nearly 80-year history, and discover which mutual funds in the company's lineup ...
  35. 3 Best Global Low Volatility Mutual Funds for 2016

    Find out which three mutual funds to add to your portfolio if you're anticipating a higher degree of global stock market ...
  36. Vanguard Equity Funds Overview

    Read a detailed description about Vanguard Group's stock-based mutual funds, the company philosophy and why the company embraces ...
  37. 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 ...
  38. Why Mutual Funds Are Here to Stay (Despite ETFs)

    Despite the rise of ETFs, mutual funds are not headed for extinction. Here's why they are here to stay.
  39. Hartford Financial Services: An Activist Investment Analysis (HIG)

    Read about the famous and profitable 2012 clash between activist hedge fund manager John Paulson and Hartford Financial Services ...
  40. Vanguard Mutual Funds Overview (VFINX, VFIAX)

    Learn about Vanguard Mutual Funds, including its history, investment management philosophy, client base, mutual fund offerings, ...
  41. Third Point Partners: An Activist Investor Analysis

    Read about Third Point Partners and its activist investor campaigns. Learn about the company's investments in Dow Chemicals ...
  42. Microsoft: An Activist Investment Analysis (MSFT)

    Find out how hedge fund ValueAct Capital managed to turn a 0.8% position in Microsoft stock into a CEO change, a place on ...
  43. Bank of New York Mellon: An Activist Investment Analysis (BK)

    Read about one of 2015's most intriguing corporate battles: the activist feud between Bank of New York Mellon shareholders ...
  44. Is Passive Investing Effective for Retirement Savings?

    Learn about the differences between active and passive investing for those approaching retirement. Discover how passive investing ...
  45. Can the Best Mutual Funds of 2015 Repeat in 2016?

    Here are the top five mutual funds of 2015. Do any of them have upside potential this year?
  46. 4 Best US Large-Cap Value Index Mutual Funds

    Discover the top four mutual funds that use a passive investment approach by following indexes composed of value stocks of ...
  47. 4 Best Fidelity Equity Mutual Funds

    Discover the top four mutual funds administered by Fidelity Investments that primarily invest in equities of companies with ...
  48. Top 5 Countries in which Activists are Running Campaigns

    Discover the top five countries where activist investors are running campaigns. Learn how they are doing and how much they ...
  49. The Top 4 Micro Cap Mutual Funds for 2016

    Discover the four mutual funds that offer investors exposure to micro-cap stocks, and learn more about why investors should ...
  50. The 4 Best Franklin Templeton Funds (BEN)

    Discover the four best performing mutual funds managed and administered by Franklin Templeton Investments that invest in ...
  51. The Top 5 Mid Cap Mutual Funds for 2016

    Understand how investing in mid-cap mutual funds benefits overall asset allocation, and learn the best mid-cap mutual funds ...
  52. Fidelity Mutual Funds Overview

    Learn about the mutual funds offered through Fidelity Investments' huge product line, and how the Fidelity investment philosophy ...
  53. Fidelity Income and Real Return Funds Overview

    Obtain detailed information about the mutual funds that Fidelity Investments offers in the category of income and real return ...
  54. 4 Best US Mid-Cap Index Mutual Funds

    Discover the four best mutual funds that use a passive investment strategy by following indexes that track the performance ...
  55. 4 Best MFS Mutual Funds

    Discover the four best mutual funds offered by MFS Investment Management that offer investors a cost-efficient way to get ...
  56. 4 Best PIMCO Mutual Funds

    Discover the four best mutual funds of Pacific Investment Management Company (PIMCO) that have different objectives in terms ...
  57. The 4 Best J.P. Morgan Equity Funds (JPM)

    Discover the four best equity mutual funds administered and managed by J.P. Morgan based on ratings received from Morningstar ...
  58. Top 5 MFS Funds for Retirement Diversification in 2016 (SLF)

    Discover the five best MFS funds for retirement savings diversification. Learn why America's first mutual fund is still a ...
  59. 4 Best Franklin Templeton Equity Mutual Funds

    Discover the best four mutual funds of Franklin Templeton Investments that specialize in different domestic stocks and foreign ...
  60. Top 5 TIAA-CREF Funds for Retirement Diversification in 2016

    Discover how to safely diversify your retirement savings and receive excellent investment returns using a selection of TIAA-CREF ...
  61. Top 6 Janus Funds for Retirement Diversification in 2016 (JNS)

    Discover how to have solid investment returns and portfolio stability diversity using Janus Capital mutual funds for retirement ...
  62. The 4 Highest Yielding Fidelity Equity Funds

    Discover four mutual funds administered and managed by Fidelity Investments that have high 30-day SEC yields and high distribution ...
  63. Top 5 Prudential Funds for Retirement Diversification in 2016 (PRU)

    Discover five mutual funds from Prudential Financial for diversifying a retirement savings portfolio that have a history ...
  64. 3 Ways to Get Comfortable with Investing This Year

    This New Year begins, turn a fresh page on your relationship with investing and make a pledge to do a few things that will ...
  65. The Top 5 Core Bond Funds for 2016

    Learn about mutual funds that are appropriate for core bond holdings. Read about how the expense ratios for mutual funds ...
  66. The Top 5 Platinum Equity Mutual Funds for 2016

    Learn more about precious metals mutual funds and discover the top five platinum equity mutual funds investors should add ...
  67. Make Employees Happier with This Simple Tip

    Offering socially responsible options is a good way to increase employees' sense of satisfaction, which can lead to improved ...
  68. Hedge Funds: Don't Judge Them All the Same Way

    Hedge funds sometimes get a bad rap. Here's a look at Barron's top five hedge funds to try and figure out if they're worth ...
  69. The Top 5 Financials Mutual Funds for 2016

    Understand the investment opportunities in the financial services sector, and learn about the best mutual funds for financial ...
  70. The Top 5 Long-Term Bond Funds for 2016

    Understand how long-term bond mutual funds can benefit an investor's portfolio, and learn the best long-term bond mutual ...
  71. The Top 5 Large Cap Growth Mutual Funds for 2016

    Understand how growth investing through mutual funds presents an opportunity for investors, and learn the best growth mutual ...
  72. The Top 5 All Cap Value Mutual Funds for 2016

    Understand the benefits of investing in value stocks across all market cap categories, and learn the best all-cap value mutual ...
  73. The Top 5 Municipal Bond Funds for 2016

    Understand how the addition of municipal bond mutual funds can enhance a portfolio, and learn the top-rated municipal bond ...
  74. The Top 5 Materials Equity Mutual Funds for 2016

    Read about five mutual funds covering the basic materials sector that could be excellent buys after a catastrophic 2015 for ...
  75. A Look At Barron's Top 5 Mutual Fund Families

    These 5 mutual fund families were rated tops by Barron's. Here's why.
  76. The Top 5 Global Bond Funds for 2016

    Learn about the top global bond funds for 2016. See how funds with longer maturities and duration have greater exposure to ...
  77. The Top 5 Bond Mutual Funds for 2016

    Learn about bond mutual funds that investors may want to consider for 2016. Understand why the risk of rising interest rates ...
  78. 5 Best Defensive Mutual Funds for 2016

    Find out the best defensive mutual funds for providing your portfolio with downside protection during the next stock market ...
  79. The Top 5 Alternative Energy Equity Mutual Funds for 2016 (FSLEX, GAAEX)

    Explore detailed analyses of the top five alternative energy equity mutual funds for 2016, and learn why they may be poised ...
  80. Tax-Free Income Funds You Should Shortlist (FKTFX, VLTCX)

    Looking for holdings for the fixed-income portion of your investment portfolio? These top tax-free income funds may fit the ...
  81. Top 5 Putnam Funds for Retirement Diversification in 2016

    Discover the best Putnam Investments mutual funds for retirement diversification, and learn where to allocate your investments ...
  82. The Top 5 International Bond Funds for 2016

    Understand the opportunities available within the international bond market, and learn about the top-rated global bond funds ...
  83. Grading Bill Gross at Janus

    Learn about how Bill Gross, once the head of the largest mutual fund in the market, has had poor investment results at his ...
  84. Top 5 Franklin Templeton for Retirement Diversification in 2016

    Discover the best Franklin Templeton mutual plans for diversifying your retirement savings, and learn the best strategy for ...
  85. The Top 5 Large Cap Value Mutual Funds for 2016

    Understand the advantages of investing in large-cap value securities, and learn the best large-cap value mutual funds to ...
  86. Top 5 JPMorgan Funds for Retirement Diversification in 2016

    Discover five J.P. Morgan mutual funds that provide high returns and excellent diversification of retirement savings. Learn ...
  87. The Top 5 Oil and Gas Equity Mutual Funds for 2016 (VGENX, FSENX)

    Discover detailed analyses of the top oil- and gas-related mutual funds to consider, and learn about the characteristics ...
  88. Investment Fees: How to Understand Them

    There can be a variety of fees levied when investing. Here's a look at what they are and how to manage them.
  89. The Top 3 ETFs to Track the TOPIX for 2016 (JPXN, EWJ)

    FInd the best ETFs that investors can use to obtain exposure to Japanese equities by tracking one of the major Japanese equity ...
  90. The Top 5 Technology Mutual Funds for 2016

    Discover the benefits and risks with investing in the technology sector, and learn which technology mutual funds are worth ...
  91. The Top 5 Utility Mutual Funds for 2016

    Understand how utilities equities play a role in asset allocation, and discover the best utilities mutual funds to consider ...
  92. A Strategy for Managing Volatile Markets

    In the midst of market ups-and-downs, it can be difficult to know how to invest: the urge to take a deeper dive (or withdraw ...
  93. The Top 5 Small-Cap Value Mutual Funds for 2016

    Understand how small-cap value equities offer opportunities for capital appreciation, and discover the best small-cap value ...
  94. The Top 5 Mid-Cap Value Mutual Funds for 2016

    Understand how mid-cap value stocks play a role in strategic asset allocation, and learn the best mid-cap value mutual funds ...
  95. The Top 5 Mid-Cap Growth Mutual Funds for 2016

    Understand how mid-cap growth equities play a part in asset allocation, and discover the best mid-cap growth funds to consider ...
  96. The Top 5 Equity Mutual Funds for 2016

    Understand how equity securities can enhance an investor portfolio, and discover the five best equity mutual funds to consider ...
  97. Top 4 Waddell & Reed Funds for Retirement Diversification in 2016 (WDR)

    Learn which four Waddell & Reed mutual funds are best for retirement savings diversification. Discover how to spread your ...
  98. The Top 5 Large-Cap Core Mutual Funds for 2016

    Learn the benefits and risks of large-cap core investments, and discover the best large-cap core mutual funds to consider ...
  99. The Top 5 Short-Term Bond Funds for 2016

    Learn how short-duration bonds can add value to an asset allocation strategy, and discover the top five short-term bond funds ...
  100. ETFs Vs. Index Funds: Quantifying The Differences

    If you are trying to choose between these two index-tracking investments, compare the costs.
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