Mutual Funds Articles

  1. FPHAX: Fidelity Select Pharmaceuticals Performance Case Study

    Learn more about the Fidelity Select Pharmaceuticals Portfolio, with a summary of the investment strategy, performance and ...
  2. 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 ...
  3. 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 ...
  4. 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 ...
  5. 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, ...
  6. 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 ...
  7. 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.
  8. 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 ...
  9. 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 ...
  10. AIVSX: American Funds Investment Company Performance Case Study

    Learn more about American Funds Investment Company of America mutual fund including fund history, asset holding composition, ...
  11. 3 US Large-Cap Value Mutual Funds to Avoid in 2016 (JFCAX, GSCGX)

    Learn about three mutual funds with high expense ratios and risk-adjusted returns that have not historically met investors' ...
  12. TPINX: Templeton Global Bond Top 5 Holdings Analysis

    Explore the largest exposures of the Templeton Global Bond Fund. Find out which positions are largest and to which governments ...
  13. PRHSX: T Rowe Price Health Sciences Fund Performance Case Study

    Learn more about the T. Rowe Price Health Sciences Fund, including the historical performance and financial trends by quarter ...
  14. Hedge Funds: 4 Long Term Portfolio Managers to Consider

    Learn about four highly-compensated hedge fund managers whose seasoned approaches and complex trading strategies spawned ...
  15. CAIBX: American Funds Capital Income Builder Top 5 Holdings Analysis

    Discover the top five equity holdings of American Funds' Capital Income Builders fund, a world asset allocation fund that ...
  16. PRWCX: T Rowe Price Capital Appreciation Fund Performance Case Study

    Check out an overview of T. Rowe Price Capital Appreciation Fund as well as its financial performance and historical trends ...
  17. CAIBX: American Funds Capital Income Builder Performance Case Study

    Learn about the American Funds Capital Income Builder fund, including an overview of the fund and trends relating to the ...
  18. 3 Global Equity Mutual Funds for Steady Returns (MINDX, DRIOX)

    Learn about the top three global equity mutual funds you should consider having in your portfolio for 2016 to add international ...
  19. FKINX: Franklin Income Performance Case Study

    Learn about the Franklin Income Fund's history, trends and performance for each quarter over the past decade.
  20. 3 Small-Cap Value Mutual Funds for Bull and Bear Markets (UBVAX, ABSAX)

    Discover three exceptional small-cap value funds that perform well in bull markets and weather the storm in bear markets, ...
  21. Active Management Case Study: Comparing Index to Actively Managed Fees (MORN)

    Find out how actively managed funds compare with passively managed funds in terms of cost and whether higher cost funds outperform ...
  22. 3 Convertible Bond Mutual Funds to Avoid in 2016 (CALBX, DAAIX)

    Learn about three convertible bond mutual funds with poor fundamentals and weak track records. Also learn the reasons investors ...
  23. Selling Mutual Funds: What Happens When You Liquidate?

    Learn about the hidden costs that can be triggered when you redeem mutual fund shares. Even no-load funds have fees and expenses ...
  24. What All Investors Should Know About ETFs

    ETFs have become popular for their versatility and variety, but that doesn't mean they're always the right choice and that ...
  25. 5 Reasons to Pick ETFs Over Mutual Funds

    Discover five reasons why average investors and sophisticated hedge funds choose ETFs instead of mutual funds to meet their ...
  26. 3 Mutual Funds that Profit From a Healthy M&A Market (ARBNX, MERFX)

    Find out which mutual funds to use to profit during a healthy mergers and acquisitions (M&A) market and generate steady returns ...
  27. 3 Short-Term Bond Mutual Funds to Avoid in 2016 (ACSKX, PPLCX)

    Learn about three short-term bond mutual funds with poor risk-reward characteristics and weak returns that investors would ...
  28. TRBCX: T Rowe Price Blue Chip Growth Fund Top 5 Holdings Analysis

    Learn about the top five investments of the T. Rowe Price Blue Chip Growth Fund, a large-cap growth fund with a long history ...
  29. The Top 5 Mutual Fund Managers in the Midwest for 2016

    Discover the top five mutual fund managers located in the Midwest. These leading asset management companies serve individuals ...
  30. SGENX: First Eagle Global Fund Performance Case Study

    Discover the historical trends regarding the First Eagle Global Fund, including the fund's strongest, weakest and most consistent ...
  31. 3 Best High-Yielding Long Term Government Bond Mutual Funds (VEDTX, VUSTX)

    Learn about the three best high-yielding long-term bond mutual funds and how your portfolio can potentially benefit from ...
  32. ARTIX: Artisan International Investor Top 5 Holdings Analysis

    Learn about the top five equity holdings of the Artisan International Fund, an actively managed equity fund from boutique ...
  33. 3 Best Dividend-Paying European Equity Mutual Funds (EUGIX, FIEUX)

    Learn about three high-divided paying European equity mutual funds, and discover why you may want to include them in your ...
  34. 3 Small-Cap Core Mutual Funds for Bull & Bear Markets (NSGRX, NAESX)

    Explore three small-cap core mutual funds and the reasons why they are are suitable as long-term holdings through bull and ...
  35. 3 Best Dividend-Paying U.S. Financial Mutual Funds (FSVLX, PRISX)

    Find out the best dividend-paying mutual funds in the financial services sector. The best funds combine solid yields with ...
  36. AWSHX: American Funds Washington Mutual Investors Performance Case Study

    Discover seasonal performance trends for the American Funds Washington Mutual Investors Fund Class A Shares, and learn when ...
  37. VTIVX: Vanguard Target Retirement 2045 Fund Performance Case Study

    Discover the performance trends of the Vanguard Target Retirement 2045 Fund, and learn which times of the year the fund has ...
  38. VIMAX: Vanguard Mid-Cap Index Fund Top Five Holdings

    Examine the top five holdings in the Vanguard Mid-Cap Index Fund Admiral Shares, and discover which outperforming stocks ...
  39. TRBCX: T. Rowe Price Blue Chip Growth Fund Performance Case Study

    Discover in which seasonal period the T.Rowe Price Blue Chip Growth Fund makes its best performance gains, and learn the ...
  40. FFFFX: Fidelity Freedom 2040 Fund Performance Case Study

    Learn about some of the performance trends of the Fidelity Freedom 2040 Fund, and discover which times of year the fund has ...
  41. VIMAX: Vanguard Mid-Cap Index Fund Performance Case Study

    Discover the performance trends of the Vanguard Mid-Cap Index Fund, and learn which times of the year the fund has performed ...
  42. VWEHX: Vanguard High-Yield Corporate Fund Performance Case Study

    Review the performance trends of the Vanguard High-Yield Corporate Fund, and learn which times of year the fund has performed ...
  43. FSENX: Fidelity Select Energy Portfolio Performance Case Study

    Discover the seasonal performance trends for the Fidelity Select Energy Portfolio, and learn about the fund's the best and ...
  44. USAGX: USAA Precious Metals Fund Top 5 Holdings Analysis

    Learn about the USAA Precious Metals and Minerals Mutual Fund, including its composition and objectives, and its top five ...
  45. FMAGX: Fidelity Magellan Fund Performance Case Study

    Discover the seasonal performance trends of the Fidelity Magellan Fund, and learn which periods are the best and worst times ...
  46. AMECX: Income Fund of America Performance Case Study

    Learn about The Income Fund of America, including an information overview, a historical look at the fund's returns and trend ...
  47. DODIX: Dodge & Cox Income Fund Top 5 Holdings Analysis

    Examine the top holdings of the Dodge & Cox Income Fund, and gain insight into the fund's performance and potential future ...
  48. FRESX: Fidelity Real Estate Fund Performance Case Study

    Read a brief overview of the Fidelity Real Estate Investment Portfolio, including an analysis of its five-year performance ...
  49. VBINX: Vanguard Balanced Index Fund Performance Case Study

    Explore the consistent returns of the Vanguard Balanced Index Fund Investor Shares, including the reason behind its low volatility ...
  50. AWSHX: American Funds Washington Mutual Investors Portfolio Trends in 2016

    Discover portfolio trends in the American Funds Washington Mutual Investors Fund that has it positioned for growth in 2016, ...
  51. Vanguard vs. Fidelity: Comparing 2 Popular Balanced Mutual Funds (VGSTX, FBALX)

    Learn about two popular moderate allocation mutual funds and why they are attractive to investors seeking a balance between ...
  52. VBINX: Vanguard Balanced Index Fund Trends in 2016

    Evaluate the composition of the Vanguard Balanced Index Fund, and discover how the fund's makeup has evolved over the previous ...
  53. VTIAX: Vanguard Total Int'l Stock Index Performance Case Study

    Discover the performance trends of the Vanguard Total International Stock Index Fund, and learn which times of the year this ...
  54. Vanguard Life Strategy Growth Fund (VASGX): A Performance Case Study

    Learn about the Vanguard LifeStrategy Growth Fund, including a fund overview as well as the fund's performance over the past ...
  55. 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 ...
  56. OAKBX: Oakmark Equity & Income Fund Performance Case Study

    Discover the performance trends of the Oakmark Equity & Income Fund, and learn which times of year the fund has performed ...
  57. FLPSX: Fidelity Low-Priced Stock Fund Performance Case Study

    Discover the seasonal performance trends for the Fidelity Low-Priced Stock Fund, and learn which months have been the best ...
  58. VGPMX: Vanguard Precious Metals And Mining Fund Performance Case Study

    Discover the basic information about Vanguard Precious Metals and Mining Fund and learn about the historical performance ...
  59. FBALX: Fidelity Balanced Fund Portfolio Trends in 2016

    Evaluate the composition of the Fidelity Balanced Fund, and examine how the fund's makeup has evolved between March 2015 ...
  60. AMCPX: American Funds AMCAP Fund Performance Case Study

    Explore the market-beating performance of the American Funds AMCAP Fund, including the seasonal patterns when buying and ...
  61. FBALX: Fidelity Balanced Fund Performance Case Study

    Review the returns of the Fidelity Balanced Fund since 2012, as well as the consistent seasonality patterns that generate ...
  62. DODIX: Dodge & Cox Income Fund Performance Case Study

    Learn about the Dodge & Cox Income Fund (DODIX) including an informational overview as well as a look at the fund’s price ...
  63. DODFX: Dodge & Cox International Stock Fund Performance Case Study

    Explore the performance of the Dodge & Cox International Stock Fund since 2012, including its buying and selling patterns, ...
  64. FSAGX: Fidelity Select Gold Portfolio Trends in 2016 (GOLD, GG)

    Evaluate the composition of the Fidelity Select Gold Portfolio, and study how the fund's makeup has evolved between March ...
  65. FDGRX: Fidelity Growth Company Performance Case Study

    Explore the market-beating returns of the Fidelity Growth Company since 2012, as well as the seasonal patterns when share ...
  66. PRHSX: T. Rowe Price Health Sciences Fund Risk Statistics Case Study

    Examine the risk metric of the T. Rowe Price Health Sciences Fund. Analyze beta, capture ratios and standard deviation to ...
  67. VBMFX: Vanguard Total Bond Market Index Performance Case Study

    Analyze the performance trends of the Vanguard Total Bond Market Index Fund, and learn which times of the year that the fund ...
  68. DODBX: Dodge & Cox Balanced Fund Performance Case Study

    Explore the returns of the Dodge & Cox Balanced Fund since 2012, as well as the seasonal trading patterns when the fund registers ...
  69. PTTRX: PIMCO Total Return Fund Performance Case Study

    Discover the performance trends of the PIMCO Total Return Fund, and learn which times of year the fund has performed better ...
  70. ODMAX: Oppenheimer Developing Markets Fund Performance Case Study

    Learn about the Oppenheimer Developing Markets Fund, including an information overview as well as its historical performance ...
  71. 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 ...
  72. FUSEX: Fidelity Spartan 500 Index Fund Investor Portfolio Trends in 2016

    Evaluate the composition of the Fidelity Spartan 500 Index Fund Investor Shares, and study how the fund's makeup has evolved ...
  73. Russell Clark and 3 Reasons Why His Horseman Global Fund Has Outperformed

    Discover why Russell Clark's Horseman Global Fund has outperformed in 2015 and 2016. His bearish bets on certain sectors ...
  74. VGSTX: Vanguard Star Fund Performance Case Study

    Learn about the Vanguard STAR Fund, including an information overview and a look at its historical financial performance ...
  75. MCLOX: BlackRock Global Allocation Fund Performance Case Study

    Explore the performance of the BlackRock Global Allocation Fund since 2012, including a summary of how currency fluctuations ...
  76. ABALX: American Funds American Balanced Fund Performance Case Study

    Explore the performance of the American Funds American Balanced Fund, including how the fund limits volatility, as well as ...
  77. FAIRX: Fairholme Fund Performance Case Study

    Learn an overview of the Fairholme Fund, as well as its historical performance and financial trends relating to the fund’s ...
  78. VGHCX: Vanguard Health Care Fund Risk Statistics Case Study

    Discover one of the largest health care-focused mutual funds, and learn about the fund's historical values for seven key ...
  79. FPURX: Fidelity Puritan Fund Performance Case Study

    Explore the performance of the Fidelity Puritan Fund since 2012, including the events that led to the fund's double-digit ...
  80. FCNTX: Fidelity Contrafund Risk Statistics Case Study

    Explore a risk statistics case study on the Fidelity Contrafund, including its characteristics and how it has performed against ...
  81. ANCFX: American Funds Fundamental Investors Performance Case Study

    Explore the yearly returns of the American Funds Fundamental Investors Class A shares since 2012, including the months when ...
  82. MCLOX: BlackRock Global Allocation Fund Investor Top 5 Holdings Analysis

    Learn about the BlackRock Global Allocation Fund Investor C Shares mutual fund, its portfolio makeup, and read an analysis ...
  83. FUSEX: Fidelity Spartan 500 Index Fund Performance Case Study

    Explore the performance of the Fidelity Spartan 500 Index Fund since 2012 and discover the months when the fund is most likely ...
  84. VFINX: Vanguard 500 Index Fund Investor Risk Statistics Case Study

    Discover a risk statistics case study of the Vanguard 500 Index Fund, and learn about its historical beta, alpha, Treynor ...
  85. FSAGX: Fidelity Select Gold Portfolio Performance Case Study

    Evaluate the performance of the Fidelity Select Gold Portfolio since January 2012, and identify seasonal trends that emerge ...
  86. FAGIX: Fidelity Capital & Income Fund Performance Case Study

    Discover the performance trends of the Fidelity Capital & Income Fund, and learn which times of year the fund has performed ...
  87. DODGX: Dodge & Cox Stock Fund Performance Case Study

    Discover the seasonal performance trends for the Dodge and Cox Stock Fund and learn which are the best and worst performing ...
  88. FBGRX: Fidelity Blue Chip Growth Fund Portfolio Trends in 2016

    Evaluate the composition of the Fidelity Blue Chip Growth Fund, and learn how its makeup has evolved between March 2015 and ...
  89. 3 Expensive Mid-Cap Mutual Funds Worth Your While (ETAGX, VMACX)

    Discover three mutual funds with above-average expense ratios and consistent outperformance of the S&P 500 Index and the ...
  90. JANBX: Overview of Janus Balanced Fund

    Discover a balanced mutual fund with a solid performance history, weathering down markets and routinely outperforming equity ...
  91. Trends in Capital Flows: U.S. Equities

    Analyze asset flow data for U.S. equity mutual funds and ETFs from 2014 and 2015 to identify changes in demand, investor ...
  92. Large Cap Mutual Funds: 5 Long-Term Portfolio Managers to Consider (FDGRX, TRBCX)

    Discover five mutual fund managers who have extensive investment experience, managing portfolios that have routinely outperformed ...
  93. FREEX: A Performance Case Study

    Learn about the Franklin Real Estate Securities Fund, including a historical analysis per quarter of the fund's performance ...
  94. 3 Expensive Global Bond Mutual Funds Worth Your While (FTIBX, AIBRX)

    Find out why these three funds with high management expense ratios may still be worth your consideration for global bond ...
  95. 5 Utilities Mutual Funds to Avoid in 2016 (FLRUX, MMUBX)

    Explore five utilities sector mutual funds that investors should avoid in 2016 due to below-average Sharpe ratios and high ...
  96. The 2 Best Mutual Funds to Short Oil (SNPIX, GRZZX)

    Discover the two best funds to short crude oil and learn which fund can help your portfolio profit when oil prices turn bearish ...
  97. 5 Exotic Mutual Funds for the Risk Taker in 2016 (VICEX, CUBA)

    Discover five potential mutual funds investments that are exotic and highly specialized, and that may add potential return ...
  98. TPINX: Templeton Global Bond Performance Case Study

    Explore the performance of the Templeton Global Bond Fund since 2012, including the role that fluctuating currencies played ...
  99. 4 Best Actively Managed Mutual Funds Investing in Gold (SGGDX, GOLDX)

    Learn about some of the best-performing mutual funds focused on investing in gold through an examination of returns, ratings ...
  100. VGSIX: A Performance Case Study

    Find information relating to Vanguard REIT Index Fund including an overview, historical performance analysis and price trends ...
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