Mutual Funds Articles

  1. 3 Expensive Growth Mutual Funds Worth Your While (ERSMX, NBMBX)

    Learn about mid-cap and large-cap growth stock funds that have higher costs but attractive historical performance as well ...
  2. 3 Long-Term Bond Mutual Funds to Avoid in 2016 (GEDZX, PLRIX)

    Explore long-term bond mutual funds to avoid in 2016, and learn how rising rates may affect some of the best performing bond ...
  3. 4 Things to Know Before Choosing an ETF

    ETFs are a low-cost way to get exposure to different markets. But they're not all the same. Investors should research the ...
  4. FKINX: Top 5 Holdings Analysis (FKINX, RDS-A)

    Learn about the Franklin Income Fund Class A mutual fund and its legacy since inception in 1948, and review the income fund's ...
  5. 3 Japan Equity Mutual Funds to Avoid in 2016 (FJPBX, SAESX)

    Discover three Japanese equity mutual funds investors should avoid in 2016. Explore the risk-reward metrics and third-party ...
  6. ANCFX: Portfolio Trends in 2016

    Evaluate the composition of the American Funds Fundamental Investors fund, and determine how the fund's makeup has evolved ...
  7. ABALX: Portfolio Trends in 2016

    Evaluate the composition of the American Balanced Fund from American Funds, and learn how the fund's makeup has evolved between ...
  8. 3 Best Dividend-Paying Global Financials Mutual Funds (RYSFX, PSSRX)

    Explore the financial sector, and learn about three of the highest dividend-paying global financials mutual funds available ...
  9. 3 Best Dividend-Paying Consumer Discretionary Mutual Funds (VCDAX, FSCPX)

    Discover consumer discretionary mutual funds and learn about three high dividend-paying consumer discretionary funds available ...
  10. Investing in Oil: Direct vs. Professional Management (XOM, VGENX)

    Examine the advantages and disadvantages of the direct investment and professional management approaches to investing in ...
  11. 3 Best NYC-based Mutual Funds (BALPX, SGENX)

    Discover three top NYC-based mutual fund companies, with a brief summary of each company and one of its top-performing mutual ...
  12. What's Behind So Many Mutual Fund Share Classes?

    Despite the confusion they create, the number of share classes offered by mutual fund families will most likely continue ...
  13. PTTRX: Overview of PIMCO Total Return Fund

    Explore the PIMCO Total Return Fund Institutional Class and its investment strategy, portfolio composition, management, performance ...
  14. FKINX: Franklin Income Fund Portfolio Trends in 2016

    Evaluate the composition of the Franklin Income Fund, and learn how the fund's makeup has evolved between March 2015 and ...
  15. Singer Gets Better End of AGN-PFE Deal Implosion

    Paul Singer increased his stake in Allergen by 204.75% in the fourth quarter. How will this impact his portfolio since the ...
  16. 3 Ways to Avoid High ETF Fees

    Interested in trading ETFs? Here are three ways to avoid unnecessary fees.
  17. How ETFs Fit Into Your Portfolio

    ETFs can be used to construct a portfolio that meets almost any type of investment objective. Here's a quick guide.
  18. 3 U.S. Small-Cap Value Mutual Funds to Avoid in 2016 (RYAZX, ROFRX)

    Learn about the volatile start to 2016 that U.S. small-cap stocks have faced, how value has outpaced growth, and three small-cap ...
  19. FDGRX: Fidelity Growth Company Fund Portfolio Trends in 2016

    Evaluate the composition of the Fidelity Growth Company Fund, and learn how the fund's makeup has evolved between March 2 ...
  20. MassMutual Financial Group: Investment Manager Highlight (DLHYX, MBCSX)

    Learn about Massachusetts Mutual Life Insurance Company (MassMutual) and its investment subsidiaries. MassMutual offers insurance ...
  21. Prudential Financial: Investment Manager Highlight (PRU)

    Learn the highlights of Prudential Financial, focusing on each of its four investment divisions: Jennison Associates, Fixed ...
  22. Mesirow Financial: Investment Manager Highlight

    Read about the investment management operations of Mesirow Financial, an employee-owned financial services firm with $96.8 ...
  23. 3 U.S. Small-Cap Growth Mutual Funds to Avoid in 2016 (NYSAX, OBEGX)

    Learn how small-cap growth stocks have fared against small-cap value stocks in 2016, and discover the top three small-cap ...
  24. FBALX: Fidelity Balanced Fund's Top 5 Holdings Analysis

    Learn about the Fidelity Balanced Fund, a stable portfolio composed of large-cap, income-producing stocks combined with investment-grade ...
  25. 4 International Equity Mutual Funds for Steady Returns (OIGAX, FCPAX)

    Discover four international growth mutual funds whose active management styles have spawned successful track records while ...
  26. FCNTX: Fidelity Contrafund Portfolio Trends in 2016

    Evaluate the composition of the Fidelity Contrafund, and learn the ways in which the fund's makeup has evolved between March ...
  27. 3 Growth Investing Strategies for Beginners

    Learn how to pursue a basic growth investment strategy and take some preliminary steps to ensure a smooth transition into ...
  28. Will Hedge Funds Be Around in 10 Years?

    Learn why some analysts see hedge funds as a dying breed, especially after a torturous January 2016 for fund managers around ...
  29. 3 Best Dividend-Paying International Equity Mutual Funds (RIGGX, FSIIX)

    Read about three international equity mutual funds that offer competitive dividends for income investors, and why Vanguard ...
  30. 5 Financials Mutual Funds to Avoid in 2016 (SFPCX, PUFBX)

    Explore five financial sector mutual funds with below-average Sharpe ratios, above-average expense ratios and poor ratings ...
  31. VTIAX: Vanguard International Stock Fund's Top 5 Holdings Analysis

    Explore the five largest holdings of the hedge fund VTIAX. Find out how much of the fund is exposed to each position and ...
  32. 3 U.S. Mid-Cap Mutual Funds to Avoid in 2016

    Learn about how mid-cap stocks have outperformed large-caps early in 2016, the mid-cap outlook and the top three mid-cap ...
  33. FAIRX: The Fairholme Fund's Top 5 Holdings Analysis

    Explore the five largest holdings of the Fairholme Fund, and learn about the fund's exposure to its largest positions and ...
  34. 5 Health Care Mutual Funds to Avoid in 2016 (ETCHX, KRXCX)

    Explore five health care sector mutual funds investors should avoid in 2016. Find out which funds lag peers on Sharpe ratios ...
  35. VBMFX: Top 5 Holdings Analysis

    Find out which securities hold the top five positions in the world's largest bond fund, the Vanguard Total Bond Market Index ...
  36. 3 Best Dividend-Paying Industrials Mutual Funds (FSDAX, FCYIX)

    Find out which mutual funds are the best dividend-paying funds in the industrials sector, and why dividend yields are hard ...
  37. 4 Best High-Yielding Long-Term Corporate Bond Mutual Funds (MPHZX, FHYSX)

    Find out which corporate bond mutual funds are the best for offering high yields, solid management and strong performance ...
  38. 3 Global Equity Mutual Funds to Avoid in 2016 (KGIAX, GGECX)

    Discover how global stocks have performed in early 2016, where global stocks could be going and three global equity mutual ...
  39. Why Hedge Funds Shouldn't Be Bullish on Oil

    Hedge funds are bullish on oil right now. Should they be?
  40. FLPSX: Fidelity Low-Priced Stock Fund Portfolio Trends in 2016

    Evaluate the composition of the Fidelity Low-Priced Stock Fund, and learn how the fund's makeup has evolved between March ...
  41. FREEX: Franklin Real Estate Fund Portfolio Trends in 2016

    Evaluate the composition of the Franklin Real Estate Securities Fund Class A, and learn how the fund's makeup has evolved ...
  42. 3 Best High-Yielding Municipal Bond Mutual Funds (NHYMX, PYMDX)

    Discover the benefits of including municipal bond funds in your investment portfolio and learn about three high-yielding ...
  43. 3 Emerging Markets Equity Mutual Funds to Avoid in 2016 (TPECX, PCEFX)

    Learn about how emerging market stocks have fared in 2016, where developing stocks could be heading, and three emerging market ...
  44. VBINX: Vanguard Balanced Index Fund's Top 5 Holdings Analysis

    Examine the top five portfolio holdings of the popular Vanguard Balanced Index Fund Investor Shares, a large blend mutual ...
  45. 5 Trends in the Mutual Fund Market to Date in 2016 (TFCVX)

    Learn about the trends affecting mutual funds in 2016, including worries surrounding the junk bond market and the ongoing ...
  46. OAKBX: Oakmark Equity & Income Fund's Top 5 Holdings Analysis

    Learn about the top five holdings in the Oakmark Equity and Income fund. The fund has had the same portfolio manager since ...
  47. FPURX: Fidelity Puritan Fund's Portfolio Trends in 2016

    Evaluate the composition of the Fidelity Puritan Fund, and consider how the fund's makeup has evolved between March 2015 ...
  48. 3 Best High-Yielding Short-Term Bond Mutual Funds (USSBX, BSBSX)

    Learn about the three best high-yielding short-term bond mutual funds and how your portfolio can potentially benefit from ...
  49. 3 Best Dividend-Paying Consumer Staples Mutual Funds (VCSAX, FDFAX)

    Learn about the consumer staples sector, including performance in 2016, and the top three high-yield dividend consumer staples ...
  50. FAGIX: Fidelity Capital & Income Fund's Top 5 Holdings Analysis

    Evaluate the top five holdings of the Fidelity Capital & Income Fund, and study the basics and recent performance of the ...
  51. Vanguard Raises Fees on 52 Funds...Or Did It?

    A Vanguard expense ratio watcher claims that it raised fees on 52 funds over the last 6 months. Vanguard says it didn't. ...
  52. FSPHX: Fidelity Select Healthcare Fund's Top 5 Holdings Analysis

    Learn about the top five holdings in the four-star rated Fidelity Select Health Care fund, managed by top portfolio manager, ...
  53. FPHAX: Fidelity Select Pharma Fund Portfolio Trends in 2016

    Evaluate the composition of the Fidelity Select Pharmaceuticals Portfolio, and learn how the fund's makeup has evolved between ...
  54. 3 Best Dividend-Paying Asia Pacific Ex-Japan Equity Mutual Funds (APJRX, HAJAX)

    Learn about three Asia-based mutual funds that exclude investments in Japan. Discover why you may want to include them in ...
  55. VFIFX: Top 5 Holdings Analysis

    Learn how the Vanguard Target Retirement 2050 (VFIFX) fund is structured and an analysis of its top 5 holdings, which are ...
  56. 3 Commodities-Oriented Mutual Funds to Avoid in 2016 (RYMBX, GSCCX)

    Discover how commodities have performed since selling off at the start of 2016, and find out about the top three commodity ...
  57. How are Englander's investment faring? (QCOM, SUNE)

    Let’s take a closer look at Israel Englander’s fourth quarter investments in QUALCOMM, Inc. and Sunedison Inc.
  58. ETFs or Mutual Funds: How to Know Which One to Use

    When are mutual funds—and not ETFs—a better choice for your portfolio? And when is the opposite true?
  59. FRESX: Fidelity Real Estate Fund's Top 5 Holdings Analysis

    Discover the top five holdings in the Fidelity Real Estate Investment Portfolio, a low-cost, four-star rated mutual fund ...
  60. Jeffrey Gundlach: Net Worth, Education & Top Quotes

    Learn the intriguing story of the new king of bonds, Jeffrey Gundlach, including how he launched one of the fastest-growing ...
  61. 7 Reasons to Yank a Mutual Fund from Your 401(k)

    Not all mutual funds are created equal. Here are some practical tips for recognizing – and ditching– low-value mutual funds ...
  62. VWELX: Vanguard Wellington Fund Top 5 Holdings Analysis

    Explore an overview of the Vanguard Wellington Fund, and learn about its top five holdings, which are Wells Fargo, Alphabet, ...
  63. VWEHX: Vanguard High Yield Fund Top 5 Holdings Analysis

    Explore the largest holdings of VWEHX. Find out which companies' bonds are held by the fund, and examine their financial ...
  64. FBGRX: Fidelity Blue Chip Fund - A Performance Case Study

    Learn about the the Fidelity Blue Chip Growth Fund, a large-cap fund that has consistently outperformed the S&P 500 Index ...
  65. ANCFX: Top 5 Holdings Analysis

    Learn about the American Funds Fundamental Investors portfolio, a mutual fund which has a solid track record of above-average ...
  66. 5 Best Dividend-Paying U.S. Equity Mutual Funds (VDIGX, FEQTX)

    Discover five of the best dividend-paying mutual funds that primarily invest in U.S. equities, and learn about the characteristics ...
  67. VGENX: Vanguard Energy Fund Top 5 Holdings Analysis

    Discover an analysis of the top five holdings in the Vanguard Energy Fund Investor Shares, and learn about their characteristics ...
  68. SGENX: First Eagle Global Fund Top 5 Holdings Analysis

    Learn about the First Eagle Global Class A mutual fund, including details about the fund's asset allocation and an analysis ...
  69. Asset Allocation Models: Comparing 3 Traditional Strategies

    Learn about the three most common asset allocation models: conservative, moderate and aggressive.
  70. ODMAX: Oppenheimer Developing Markets Fund Top 5 Holdings Analysis

    Explore the five largest holdings of the Oppenheimer Developing Markets Fund Class A, an emerging markets equity mutual fund ...
  71. FPHAX: Fidelity Select Pharma Fund Top 5 Holdings Analysis

    Explore the five largest holdings of the Fidelity Pharmaceuticals Select Portfolio. Learn about the top products and drug ...
  72. 5 Technology Mutual Funds to Avoid in 2016 (HTECX, JAMFX)

    See why investors should avoid these five mutual funds when choosing a technology mutual fund, based on returns, risk profiles, ...
  73. 3 Best Dividend-Paying U.S. Health Care Mutual Funds (VGHCX, BMY)

    Find out which mutual funds are paying the highest dividend yields in the health care sector, which has underperformed all ...
  74. VGHCX: Vanguard Healthcare Fund Top 5 Holdings Analysis

    Find out which of the five largest health care companies hold the top five positions in the $46 billion Vanguard Health Care ...
  75. DODGX: Dodge & Cox Stock Fund Top 5 Holdings Analysis

    Take a look at the top five portfolio holdings of the Dodge & Cox Stock Fund, along with an overview of this Morningstar ...
  76. VGSIX: Vanguard REIT Index Fund Top 5 Holdings Analysis

    Find out which of the five largest real estate investment trusts (REITs) hold the top five positions in the $51 billion Vanguard ...
  77. 3 Best Dividend-Paying Energy Mutual Funds (VGENX, FSNGX)

    Discover three energy-focused, high dividend-paying mutual funds that you can use in your portfolio with the potential to ...
  78. PRHSX: T. Rowe Health Sciences Fund Top 5 Holdings Analysis

    Learn about the T. Rowe Price Health Sciences mutual fund, its portfolio make-up, and complete analysis of the fund's top ...
  79. 3 Expensive International Mutual Funds Worth Your While (BISAX, AFGGX)

    Learn about three expensive international mutual funds. These funds have features that may be attractive to you, such as ...
  80. VWINX: Vanguard Wellesley Income Fund Portfolio Trends in 2016

    Evaluate the composition of the Vanguard Wellesley Income Fund, and see how its composition has evolved over the last 12 ...
  81. Do Liquid Alts Deliver During Volatile Markets?

    Have liquid alternative funds and ETFs delivered in this volatile stock market and over time? It depends.
  82. 3 Best High-Yielding Intermediate Government Bond Mutual Funds (MGIDX, VFITX)

    Learn about intermediate-term government bond funds and who should buy them, and discover three high-yielding funds in this ...
  83. Brown Advisory: Investment Manager Highlight

    Learn more about Brown Advisory, including products the firm offers, asset classes it covers and background information about ...
  84. FPURX: Fidelity Puritan Fund Top 5 Holdings Analysis

    Learn about one of Fidelity Investment's oldest mutual funds, the Fidelity Puritan Fund, and read analysis of the fund's ...
  85. 3 Consumer Discretionary Funds to Bet on Increased Consumer Spending (XLY, VCDAX)

    Discover the top four consumer discretionary funds positioned to rebound on the back of the rise in consumer spending and ...
  86. FMAGX: Fidelity Magellan Fund Portfolio Trends in 2016

    Discover the 2016 portfolio trends in the Fidelity Magellan Fund, and learn if they can help your portfolio to maximize profits ...
  87. VGSTX: Vanguard Star Fund Top 5 Holdings Analysis

    Discover a balanced mutual fund with a moderate allocation split among 11 different actively managed funds, and learn about ...
  88. VTIAX: Vanguard International Index Portfolio Trends in 2016

    Evaluate the composition of the Vanguard Total International Stock Index Fund Admiral Shares, and analyze how it has evolved ...
  89. FBGRX: Fidelity Blue Chip Fund Top 5 Holdings Analysis

    Learn about the Fidelity Blue Chip Growth mutual fund, its portfolio makeup, and read a complete analysis of the fund's top ...
  90. 3 Best High-Yielding Convertible Bond Mutual Funds (LACFX, FACVX)

    Discover an often overlooked asset class and how your portfolio can benefit from it, and learn about three of the highest-yielding ...
  91. 5 U.S. Equity Mutual Funds for Steady Returns (TWEIX, FKUTX)

    Discover five highly rated mutual funds that have long histories, are stable, and have market-beating returns. All of these ...
  92. AIVSX: American Funds I.C. of America Top 5 Holdings Analysis

    Learn about the top-five holdings of The Investment Company of America, one of the nation's oldest equity mutual funds with ...
  93. FREEX: Franklin Real Estate Fund Top 5 Holdings Analysis

    Discover the top five holdings of the Franklin Real Estate Securities A Fund, and get an overview of each company's business ...
  94. FDGRX: Fidelity Growth Company Fund Top 5 Holdings Analysis

    Discover the top five holdings of the Fidelity Growth Company Fund, a consistent long-term performance mutual fund.
  95. FFFFX: Fidelity Freedom 2040 Fund Top 5 Holdings Analysis

    Discover a fund designed for individuals wishing to retire in or around the year 2040 and learn the details of the fund's ...
  96. VGSIX: Vanguard REIT Index Fund Portfolio Trends in 2016

    Evaluate the composition of the Vanguard REIT Index Fund, and evaluate how the fund's makeup has evolved between March 2 ...
  97. 3 Best High-Yielding TIPS Bond Mutual Funds (HARRX, IBRIX)

    Learn how to protect a portion of your portfolio against the effects of inflation, and discover three different investments ...
  98. FMAGX: Fidelity Magellan Fund Top 5 Holdings Analysis

    Learn which companies are among the top 5 holdings of the Fidelity® Magellan® Fund and get an overview of each company's ...
  99. DODBX: Dodge & Cox Balanced Fund Top 5 Holdings Analysis

    See the top five holdings in the top-performing Dodge & Cox Balanced Fund. This mutual fund was launched in 1931 and has ...
  100. How to Access Hedge Fund Strategies via ETFs (QAI)

    ETFs that track hedge funds haven’t been performing that well as a group, though they are still outperforming individual ...
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