Mutual Funds Articles

  1. Is Cohen & Steers Real Estate Securities Fund Good for My Portfolio? (CSEIX)

    Discover the Cohen & Steers Real Estate Securities Fund, learn about its major characteristics, and see if it is a good addition ...
  2. Examining Clipper: Equity Mutual Fund (CFIMX)

    Explore the stock selection process and performance of the Clipper Fund, as well as the reasons the fund may not be suitable ...
  3. Behind the Scenes of Your Mortgage

    Four major players slice and dice your mortgage in the secondary market.
  4. Top 3 AMG Alternative Mutual Funds (AMBEX, ARLSX)

    Discover AMG Funds and learn about three of its Alternative Investment-focused mutual funds that may be a smart addition ...
  5. The Top 5 J.P Morgan Shareholders (JPM)

    Examine the largest shareholders of JP Morgan Chase. Identify ownership patterns and discover how mutual funds and ETFs impact ...
  6. 5 Expensive All Cap Mutual Funds Worth Your While (FAVFX, TWGTX)

    Learn about five mutual funds that diversify assets among all market capitalizations, achieving above-average returns through ...
  7. Is Bigger Better with ETFs, Mutual Funds?

    Bigger can be better with an index or large-cap mutual fund, or in an ETF strategy, but it can be a curse in other cases. ...
  8. Large-Cap Mutual Fund: ClearBridge's Best YTD Value Fund (SINAX)

    Discover how the ClearBridge Large-Cap Value Fund Class A outperforms the S&P 500 in down markets, and learn how it can fortify ...
  9. ETFs vs. Mutual Funds: How Investors Can Choose

    While ETFs and mutual funds are fundamentally different, they also provide many of the same benefits. Here's how to choose ...
  10. Global Equity Mutual Funds: 3 Long-Term Portfolio Managers to Consider

    Take a look at three long-tenured mutual fund managers working in the global equity space, and learn more about their backgrounds ...
  11. BMO's Top 3 U.S. Dollar Mutual Funds (BMO, AAPL)

    Take a look at three U.S. dollar-denominated mutual funds from BMO Financial Group targeted at Canadian investors interested ...
  12. Delaware Investments: Top 3 Fixed-Income Mutual Funds (DEECX, CXHYX.LW)

    Explore three of the most attractive fixed-income mutual funds from Delaware investments based on historical returns and ...
  13. Domini's Highest Performing Mutual Fund Since Inception (DSEFX)

    Discover Domini Social Investments, and learn about various characteristics of its highest-performing mutual fund, the Domini ...
  14. 3 Best Dividend-Paying Australian Equity Mutual Funds

    Discover analyses of the top dividend-paying Australian equity mutual funds, and learn about the characteristics and historical ...
  15. Top 3 American Century Investments Asset Allocation Mutual Funds (TWSAX, TWSMX)

    Discover three asset allocation mutual funds from American Century Investments. There are funds to match aggressive, moderate ...
  16. American Beacon: Top 3 Single Equity Manager Mutual Funds (BRLVX, SGAGX)

    Discover American Beacon's Top Three Single Equity Manager Mutual Funds with a complete summary of each manager and performance ...
  17. 3 Mid-Cap Equity Mutual Funds That Rely on Strong M&As

    Read analyses of three mid-cap equity mutual funds that employ an event-driven arbitrage strategy and rely on strong mergers ...
  18. 4 Best CT-based Mutual Funds (QRHNX, AQMNX)

    Discover two popular Connecticut-based mutual fund families, based on AUM, and learn about a few of their unique mutual fund ...
  19. 3 Mutual Funds to Avoid If U.S. Consumer Spending Remains Weak

    Learn why U.S. consumer spending was weak in the first quarter of 2016. Discover three consumer discretionary mutual funds ...
  20. 4 Reasons Why Einhorn Does Not Invest in Indexes

    Find out why David Einhorn, founder of the hedge fund Greenlight Capital, does not believe in index investing, and learn ...
  21. Columbia Threadneedle's Best Performing Fund Since Inception (RRIAX, XOM)

    Explore the Columbia Global Infrastructure Fund’s returns since inception and the factors that may make this fund attractive ...
  22. 3 Expensive Frontier Markets Equity Mutual Funds Worth Your While (MFMLX, EFECX)

    Discover what frontier markets are and and learn about three funds that are worth your while, even though they have high ...
  23. Here's an Asset Manager With Quantitative Analysis Expertise

    Learn about the $39 billion hedge fund firm D.E. Shaw Group in this overview of the firm, its investment strategies and its ...
  24. Concentrated Funds: Here's What to Know

    Concentrated funds can help clients achieve returns with a smaller base of diversification than traditional funds. Here's ...
  25. Clinton vs. Trump: How They Match Up as Investors

    When it comes to investing, Hillary Clinton is more conservative than Donald Trump. Here's how their investing styles compare. ...
  26. 3 Emerging Markets Equity Mutual Funds for Bull & Bear Markets

    Discover three strong emerging markets mutual funds suitable for investors willing to accept a higher degree of risk and ...
  27. Global Water Fund: Calvert Investment's Best YTD Mutual Fund (CFWAX)

    Discover how the Calvert Global Water Fund Class A shares are outperforming the markets in 2016 and learn which stocks may ...
  28. Top 3 Mutual Funds from American Funds' Tax Exempt Bond (LTEBX, ABHFX)

    Explore American Funds' mutual fund offering to identify three well-rated tax-exempt bond funds. Learn about risk-adjusted ...
  29. ETFs vs. Mutual Funds: The Lowdown on Costs

    Confused about the full range of fees on ETF and mutual funds? Here's a quick guide on fees and expenses.
  30. 3 Expensive Global Mutual Funds Worth Your While (NPFCX, MWEGX)

    Learn about three expensive global mutual funds that offer attractive features to investors. These funds have good historical ...
  31. Aston/Montag & Caldwell's Highest Performing Mutual Fund (MCGFX)

    Get an in-depth review of Aston Asset Management's best-performing mutual fund since inception, the ASTON/Montag & Caldwell ...
  32. 3 Expensive U.S. Mid/SMID Cap Mutual Funds Worth Your While (FNKCX, TMCJX)

    Learn about three mid-cap mutual funds with stellar track records and excellent future prospects despite their high expense ...
  33. Somerset Emerging Markets Fund: Brown Advisory's Highest YTD Mutual Fund (BIAQX)

    Explore the investment process of the Somerset Emerging Market Equity Fund, the highest returning fund in the Brown Advisory ...
  34. 4 Billionaires Who Graduated From Yale (MT, BX)

    Learn about four of Yale University's many billionaire alums: Wilbur Ross Jr., Stephen A. Schwarzman, James Chanos and Charles ...
  35. Davis Funds' Highest Performing Mutual Fund Since Inception (NYVTX)

    Discover a large-cap growth mutual fund with a 47-year history of selecting companies whose competitive advantages stand ...
  36. Bond Mutual Funds: 4 Long-Term Portfolio Managers to Consider

    Learn about four long-tenured bond fund managers who have guided their portfolios to benchmark-beating performances and above-average ...
  37. Ave Maria Growth Fund: Highest Performing Mutual Fund Since Inception (AVEGX)

    Get a 2016 review of the Ave Maria Growth Fund, the best-performing fund since inception among those offered by Ave Maria ...
  38. Value Mutual Funds: 3 Long-Term Portfolio Managers to Consider

    Learn about three long-tenured mutual fund managers working in the area of value equities, and discover more about their ...
  39. 3 Top Global Equity Calamos Investments Mutual Funds (CNWGX, CIGRX)

    Take a look at three Calamos Investments mutual funds focused on global growth equities, and learn more about the exposure ...
  40. The 3 Best Mutual Funds to Short International Equities (UXPIX, UKPIX)

    Explore three international mutual funds that offer short exposure with double leverage for either aggressive contrarian ...
  41. Is the Hedge Fund Industry Peaking?

    Learn if the hedge fund industry has crested, and explore the characteristics of the fund community that may have implications ...
  42. 3 Billionaire PMs That You Should Follow (BRK.A, KO)

    Explore three portfolio managers, each with a personal net worth exceeding $1 billion, and discover similarities between ...
  43. Top 3 Alliance Bernstein Fixed-Income Mutual Funds (ANAGX, ABQIX)

    Explore three AllianceBernstein fixed-income mutual funds with strong risk-adjusted returns, low expense ratios and high ...
  44. 3 Investment Fees You Can't Lower

    Investment fees are a guarantee for every investor. Knowing what's negotiable and what isn't when it comes to these charges ...
  45. These Funds Have Seen a Decade of Outflows

    Actively-managed mutual funds have seen ongoing outflows over the last 10 years. Why and will this trend continue?
  46. 3 Best Dividend-Paying Global Equity Mutual Funds (SGIDX, BABDX)

    Read about three global equity funds with strong dividend prospects for income investors and why a conservative approach ...
  47. Tips on Picking Mutual Funds in a Low Growth Environment (JSVAX, MJFOX)

    Learn about investing in mutual funds that employ strategies aimed at optimizing returns when slow U.S. economic growth is ...
  48. Top 3 Alliance Bernstein U.S. Equity Mutual Funds (ADGYX, AUUYX)

    Discover and compare three Alliance Bernstein U.S. equity mutual funds. Learn about their investment strategy, characteristics ...
  49. OAKBX: Oakmark Equity And Income Portfolio Trends in 2016

    Discover the Oakmark Equity & Income Fund, its portfolio trends in 2016 and the manager who has been at the helm for over ...
  50. Top 3 AllianceBernstein Alternative Mutual Funds (SPG, AVB)

    Discover how to add diversification to a portfolio with nontraditional strategies and investments through three top mutual ...
  51. 3 Best Dividend-Paying Emerging Markets Equity Mutual Funds (VEIEX, EMBIX)

    Learn about emerging markets and how your portfolio can benefit from them. Discover three unique high-dividend-paying emerging ...
  52. 3 International (EAFE) Mutual Funds for Bull and Bear Markets (MKRAX, PXINX)

    Discover the international EAFE mutual funds that can hedge currency risk, limit downside volatility in bear markets and ...
  53. 5 Best Dividend-Paying International Financials Mutual Funds (VHDYX, FGRIX)

    Discover how high-dividend mutual funds maximize payouts in different ways and the types of stocks, indexes and derivatives ...
  54. The 3 Richest Mutual Fund Portfolio Managers (BEN, BGOAX)

    Discover several of the richest active mutual fund portfolio managers in the world, according to the 2016 Forbes list of ...
  55. Small Cap Mutual Funds: 5 Long-Term Portfolio Managers to Consider (NBGNX, PLWAX)

    Discover five veteran small-cap mutual fund managers who consistently outperform their benchmarks using varied analytical ...
  56. Top 3 AllianceBernstein International/Global Equity Mutual Funds (ALTFX, AXJAX)

    Learn about three Alliance Bernstein international stock funds, one of which has only been offered to investors since December ...
  57. Private Company Investing: 3 Mutual Funds That Invest in The Space (FB, TWTR)

    Find out which mutual funds are investing in private companies before their initial public offering and how their investments ...
  58. What to Watch Out for When Investing with ETFs

    ETFs have become a popular vehicle for various investment objectives, but that doesn't mean they're totally free of drawbacks.
  59. 3 Cases When ETFs and Mutual Funds Are Not Comparable

    Explore the similarities and differences between mutual funds and exchange-traded funds, including the areas where the two ...
  60. PTTRX: PIMCO Total Return Fund Top 5 Holdings Analysis

    Explore the complicated and often arcane makeup of the PIMCO Total Return Fund, and identify the fund's management style ...
  61. Top 3 American Century Investments Equity Mutual Funds (TWCUX, TWCGX)

    Discover three top equity mutual funds from American Century Investments, a privately held asset manager with a very unique ...
  62. Is this USAA Money Market Fund Worth It? (USAXX)

    Learn about the USAA Money Market Fund and understand why it offers safety for short-term investors but leaves much to be ...
  63. Top 3 AllianceBernstein Multi-asset Mutual Funds (ABAEX, CBACX)

    Explore three AllianceBernstein multi-asset mutual funds that have relatively strong Morningstar ratings and have beaten ...
  64. 5 Large-Cap Growth Mutual Funds for Bull and Bear Markets (MFEGX, HRCPX)

    Learn about five mutual funds whose performances in up and down markets are bolstered by stable portfolio compositions and ...
  65. The 4 Best Mutual Funds to Short the S&P 500 (RYURX, RYTPX)

    Discover the four best mutual funds for shorting the S&P 500 and learn which funds may be suitable for your portfolio during ...
  66. 3 Mid-Cap Core Mutual Funds for Bull and Bear Markets (FLPSX, UNH)

    Explore three mid-cap core mutual funds that have delivered double-digit average returns since 2012 with less-than-market ...
  67. Top 3 American Century Investments Money Market Mutual Funds (CPFXX, TCRXX)

    Learn about the profiles of three money market funds in the American Century Investments family of funds and why these funds ...
  68. DODFX: Dodge & Cox International Top 5 Holdings Analysis

    Discover the five largest holdings within the Dodge & Cox International Stock Fund along with key performance metrics for ...
  69. Growth Mutual Funds: 3 Long-Term Portfolio Managers to Consider (FCNTX, FVWSX)

    Learn about several long-tenured mutual fund managers focusing on growth equities, and take a closer look at their backgrounds ...
  70. 4 Reasons to Still Consider Traditional 2 & 20 Hedge Funds

    Find out why traditional 2 & 20 hedge funds are still worth considering as an investment, even though they have underperformed ...
  71. Top 3 American Century Investment Bond Mutual Funds (BCHYX, ADFIX)

    Explore three American Century bond mutual funds that have strong risk-adjusted returns, high third-party ratings and low ...
  72. 3 Quality-Oriented Mutual Funds for Conservative Growth Investors (AVEGX, HFCIX)

    Learn about the investment profiles of three conservative, growth-oriented mutual funds with long track records of excellent ...
  73. Activist Hedge Funds: 2 Mutual Funds That Track Them (DDDIX, HHC)

    Find out which mutual funds specifically track activist investments, offering small investors the opportunity to invest like ...
  74. 3 Global Equity Mutual Funds for Bull & Bear Markets (MWEFX, MSFBX)

    Discover three global equity mutual Funds that perform well in both bull and bear markets, complete with a summary of investment ...
  75. The 3 Best Mutual Funds to Short Small Cap U.S. Equities (SHPIX, UCPIX)

    Discover the three best mutual funds to short small-cap stocks in a market downturn and learn which one is best suited for ...
  76. VGHCX: Vanguard Health Care Fund Performance Case Study

    Find out current information about Vanguard Health Care Fund including the fund’s history, recent performance and financial ...
  77. Accessing High Beta Stocks: ETFs vs. Mutual Funds (BRSIX, IWC)

    Explore differences between accessing high beta stocks with either mutual funds or ETFs, as well as the best options for ...
  78. VGPMX: Vanguard Precious Metals Fund Top 5 Holdings Analysis (AEM, NSU)

    Learn about the Vanguard Precious Metals and Mining Fund Investor Shares mutual fund in terms of what it is, its objectives ...
  79. AMCPX: American Funds AMCAP Portfolio Top 5 Holdings Analysis (ALXN)

    Discover the American Funds AMCAP Fund, a large-cap growth fund that seeks stocks with attractive valuations and long-term ...
  80. AMCPX: American Funds AMCAP Portfolio Trends in 2016

    Learn about a large-cap growth fund with a 41-year track record that looks to international, mid- and small-cap stocks to ...
  81. VASGX: Vanguard LifeStrategy Growth Fund Top 4 Holdings Analysis

    Find out how the Vanguard LifeStrategy Growth Fund has constructed its index-based portfolio for aggressive growth-oriented ...
  82. FSENX: Fidelity Select Energy Top 5 Holdings Analysis (XOM, SLB)

    Discover the top five holdings in the Fidelity Select Energy Portfolio, which in early 2016 included Exxon Mobil Corp. and ...
  83. CWGIX: American Funds Capital World Growth and Income Top 5 Holdings

    Discover which companies comprise the top five holdings of the American Funds Capital World Growth and Income A Fund, and ...
  84. How a 1% Annual Fee Can Ruin Your Nest Egg

    What kind of impact does an annual 1% fee have on your portfolio? The answer may surprise you.
  85. Stock Activist Case Study: Starboard Value & Darden Restaurants (DRI)

    Study an activist investing case featuring Starboard Value and Darden Restaurants to discover why Starboard believed Darden ...
  86. VWINX: Vanguard Wellesley Income Fund Performance Case Study

    Learn basic information for the Vanguard Wellesley Income Fund, including historical performance and market return trends ...
  87. VWELX: Vanguard Wellington Fund Performance Case Study

    Learn about the Vanguard Wellington Fund, including an overview of the fund, its historical performance and a trend analysis ...
  88. VFIFX: Vanguard Target Retirement 2050 Fund Performance Case Study

    Learn about Vanguard Target Retirement 2050 Fund including an overview, performance analysis and breakdown of fund price ...
  89. FUSEX: Fidelity Spartan 500 IndexTop 5 Holdings Analysis

    Discover the five largest holdings of common stock shares that comprise the Spartan 500 Index mutual fund managed by Fidelity ...
  90. FSPHX: Fidelity Select Health Care Performance Case Study

    Read an information overview of Fidelity Select Health Care, and discover the historical trends and financial performance ...
  91. Low-cost Investments for Retirees

    Retirees need to be mindful of investment fees and focus on low-cost investments.
  92. FPHAX: Fidelity Select Pharmaceuticals Performance Case Study

    Learn more about the Fidelity Select Pharmaceuticals Portfolio, with a summary of the investment strategy, performance and ...
  93. AWSHX: American Funds Washington Top 5 Holdings Analysis

    Learn about the favorite investments of American Funds Washington Mutual Investors Fund Class A's portfolio managers, whose ...
  94. 3 Mid-Cap Value Mutual Funds for Bull and Bear Markets (ACMVX, VETAX)

    Discover which three mid-cap value funds weathered the falling markets and capitalized on rising markets, and learn whether ...
  95. The 3 Best Mutual Funds to Short Commodities (NGSAX, LCSAX)

    Read analyses of three mutual funds that provide short exposure to the commodity market, and learn about their characteristics ...
  96. PRWCX: T Rowe Price Capital Appreciation Fund Top 5 Holdings Analysis

    Learn about the top five largest asset holdings of the T. Rowe Price Capital Appreciation Fund and related financial metrics, ...
  97. Top 5 Mutual Fund Holders of Western Digital Corp. (WDC, VTSMX)

    Learn about Western Digital Corporation and the top five mutual funds that hold the company's common shares in their investment ...
  98. Ira Sohn Conf. 2016: Nerd Prom for Investors

    Sohn Investment Conference 2016, nerd prom and Met Gala for the investor set, is upon us. Here is an almost live blog.
  99. 3 Best Dividend-Paying South American Equity Mutual Funds (ELAAX, MALTX)

    Discover the three Latin American equity mutual funds that offer investors the highest dividend yields in this category of ...
  100. 3 Best High-Yielding Intermediate Corporate Bond Mutual Funds (VICSX, LSDIX)

    Learn what intermediate-term government bond funds are and who should buy them, and discover three high-yielding funds in ...
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