Mutual Funds Articles

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  1. 3 Mutual Funds Focusing on Arbitrage Profits (MERFX, ARBFX)

    Get details on three of the most popular mutual funds for investors interested in arbitrage trading.
  2. VTSMX: Top 5 Mutual Fund Holders of Verizon (VZ)

    Discover the top five largest mutual fund holders of Verizon Communications shares, and learn how their portfolio allocations ...
  3. VTSMX: Top 5 Mutual Fund Holders of Western Digital (WDC)

    Learn about Western Digital Corporation and the top five mutual funds that hold the company's common shares in their investment ...
  4. VCVLX, VEXPX: 3 Vanguard Equity Fund Underperformers

    Discover three funds from Vanguard Group that consistently underperform their indexes. Learn how consistent most Vanguard ...
  5. 2 Mutual Funds That Track Activist Hedge Funds (DDDIX,OFSCX)

    Find out which mutual funds specifically track activist investments, offering small investors the opportunity to invest like ...
  6. FRESX: Fidelity Real Estate Mutual Fund's Holdings Analysis

    Discover the top five holdings in the Fidelity Real Estate Investment Portfolio, a low-cost, four-star rated mutual fund ...
  7. MFAAX: 3 Value Mutual Funds from American Funds

    Learn about value investing and how interest rate hikes benefit mutual funds, and the top three American Funds mutual funds ...
  8. PIMCO Total Return Fund Risk Statistics Case Study (PTTRX)

    Analyze the risk metrics of the mutual fund PTTRX. Find out what standard deviation, capture ratios and R-squared indicate ...
  9. 3 Mutual Funds that Profit From a Healthy M&A Market (ARBNX)

    Find out which mutual funds to use to profit during a healthy mergers and acquisitions (M&A) market
  10. 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, ...
  11. A Mutual Fund With Most Investment in U.S. Companies (AMCPX)

    AMCPX: Learn about a large-cap growth fund with a 41-year track record that looks to international, mid- and small-cap stocks ...
  12. Mutual Funds to Avoid While Consumer Spending Is Weak (FSRPX)

    Learn why U.S. consumer spending was weak in the first quarter of 2016. Discover three consumer discretionary mutual funds ...
  13. 3 Portfolio Managers for Growth Mutual Funds (FCNTX)

    Learn about several long-tenured mutual fund managers focusing on growth equities, and take a closer look at their backgrounds ...
  14. Overview of Fidelity Income and Real Return Funds (FSICX)

    Obtain detailed information about the mutual funds that Fidelity Investments offers in the category of income and real return ...
  15. FDGRX: Fidelity Growth Company Fund's Top 5 Holdings

    Discover the top five holdings of the Fidelity Growth Company Fund, a consistent long-term performance mutual fund.
  16. Top 5 Mutual Fund Holders of Schlumberger (DODFX, SLB)

    Learn about the five largest mutual fund investors in giant oil services firm Schlumberger Limited.
  17. PRHSX: Risk Statistics of Health Sciences Mutual Fund

    Examine the risk metric of the T. Rowe Price Health Sciences Fund. Analyze beta, capture ratios and standard deviation to ...
  18. Top AllianceBernstein Alternative Mutual Funds (ASYLX, AGSIX)

    Discover how to add diversification to a portfolio with nontraditional strategies and investments through three top mutual ...
  19. 3 Eaton Vance Mutual Funds with Long Track Records (EV)

    Discover three Eaton Vance mutual funds with long track records. Review brief descriptions about each fund's management and ...
  20. VTIAX: Overview of Vanguard International Stock Fund

    Explore the top largest holdings of the Vanguard Total International Stock Index Fund, VTIAX.
  21. Top 3 AllianceBernstein Multi-asset Mutual Funds (ABAEX)

    Explore three AllianceBernstein multi-asset mutual funds that have relatively strong Morningstar ratings and have beaten ...
  22. Overview of Fidelity Target Date Funds (FFFVX, FFFEX)

    Get an overview of Fidelity's Freedom Funds, with an explanation of the strategy and a brief summary of the Freedom 2005, ...
  23. VTSMX: Top 4 Mutual Fund Holders of Intel (INTC)

    Discover which mutual funds own the largest stakes in Intel, and learn about the investment style and strategy of each of ...
  24. FCNTX: 3 Mutual Funds That Invest in The Private Companies

    Find out which mutual funds are investing in private companies before their initial public offering and how their investments ...
  25. Top 3 Mutual Fund Holders of EMC Corp (DODGX, EMC)

    Discover the top three largest mutual fund holders of EMC Corporation shares, and learn if their investment strategy can ...
  26. Top 5 Mutual Fund Holders of HP (DODGX,HPQ)

    Discover the top 5 mutual fund investors in HP Inc., the computer and printer spinoff from Hewlett-Packard. Read about each ...
  27. FUSEX: Fidelity Spartan 500 Index Fund Investor Portfolio Trends

    Evaluate the composition of the Fidelity Spartan 500 Index Fund Investor Shares, and study how the fund's makeup has evolved ...
  28. Fidelity Blue Chip Growth Fund Portfolio Trends in 2016 (FBGRX)

    Evaluate the composition of the Fidelity Blue Chip Growth Fund, and learn how its makeup has evolved between March 2015 and ...
  29. AEPGX: Overview of EuroPacific Growth Mutual Fund

    Read about the recent performance, management structure and investment philosophy behind the American Funds EuroPacific Growth ...
  30. FPURX: Fidelity Puritan Fund's Portfolio Trends

    Evaluate the composition of the Fidelity Puritan Fund, and consider how the fund's makeup has evolved between March 2015 ...
  31. BCHYX, ADFIX: Top 3 American Century’s Bond Mutual Funds

    Explore three American Century bond mutual funds that have strong risk-adjusted returns, high third-party ratings and low ...
  32. OAKBX: Oakmark Equity & Income Fund's Top Holdings Analysis

    Learn about the top five holdings in the Oakmark Equity and Income fund. The fund has had the same portfolio manager since ...
  33. 3 High-Yielding 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 ...
  34. FAVFX: The Top All Cap Value Mutual Funds

    Understand the benefits of investing in value stocks across all market cap categories, and learn the best all-cap value mutual ...
  35. Top 3 Mutual Fund Holders of Alcoa (FPACX, AA)

    Discover the top three largest mutual fund holders of Alcoa shares and learn if its investment strategy can help your portfolio.
  36. NYVTX: Overview of The Davis New York Venture Fund

    Discover a large-cap growth mutual fund with a 47-year history of selecting companies whose competitive advantages stand ...
  37. VTSMX: Top Mutual Fund Holders of United Technologies

    Learn about the five largest mutual fund investors in United Technologies. Discover an actively managed large-cap fund that ...
  38. SNPIX, GRZZX: Overview of 2 Mutual Funds to Short Oil

    Discover the two best funds to short crude oil and learn which fund can help your portfolio profit when oil prices turn bearish ...
  39. 2 AllianceBernstein Mutual Funds With 5 Stars Rating (SNCAX)

    Discover the two mutual funds administered and managed by AllianceBernstein that have received five-star overall ratings ...
  40. 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 ...
  41. Top Mutual Fund Holders of Southwest Airlines (VPCCX)

    Discover the five largest mutual fund investors in Southwest Airlines common stock. One actively traded fund has Southwest ...
  42. 5 Index Mutual Funds John Oliver Would Recommend (FUSEX, VIGRX)

    Discover which low-fee index mutual funds John Oliver might recommend for new investors who want to manage their own retirement ...
  43. Expensive Global Mutual Funds Worth Your While (NPFCX, TWEBX)

    Learn about three expensive global mutual funds that offer attractive features to investors. These funds have good historical ...
  44. Introducing Top Holdings of Dodge & Cox Income Fund (DODIX)

    DODIX: Examine the top holdings of the Dodge & Cox Income Fund, and gain insight into the fund's performance and potential ...
  45. Fidelity Select Pharma Fund Top 5 Holdings Analysis (FPHAX)

    Explore the five largest holdings of the Fidelity Pharmaceuticals Select Portfolio. Learn about the top products and drug ...
  46. VWEHX: 3 Mutual Funds for Investors Looking for Yield

    High yield bond, REITs, High Dividends U.S. Stocks: Discover three high-yielding mutual funds
  47. 5 Health Care Mutual Funds to Avoid (ETCHX)

    Explore five health care mutual funds that lag their sector Sharpe ratios and have higher-than-average expense ratios, leading ...
  48. 3 U.S. Mid-Cap Mutual Funds to Avoid (PAMVX)

    PAMVX,QSCCX,GWSCX: Avoid these three mid-cap mutual funds in 2016 due to unfavorable levels of risk and reward, high fees ...
  49. Top Mutual Fund Holders of PepsiCo (VTSMX)

    Learn about PepsiCo's business and the top mutual funds that hold the shares. The top three holders are index mutual funds, ...
  50. Top Mutual Fund Holders of Johnson Controls (VWNFX)

    Discover the five largest mutual fund investors in Johnson Controls a 130 -year -old manufacturing company engaged in a tax ...
  51. Top 2 Mutual Funds With Exposure to REITs (TRREX, TIREX)

    Learn more about these two real estate mutual funds. By investing in real estate investment trusts, these two funds offer ...
  52. Top 5 Mutual Fund Companies by Customer Service (BLK, DB)

    Find out which mutual fund companies receive the highest satisfaction ratings from their clients for providing the best customer ...
  53. 3 International Equity Mutual Funds to Avoid(AWPCX, BJBIX)

    Discover three international equity funds that investors should avoid in 2016 due to their poor fundamentals, high risks ...
  54. 4 Long Term Bond Mutual Fund Portfolio Managers to Consider

    Learn about four long-tenured bond fund managers who have guided their portfolios to benchmark-beating performances and above-average ...
  55. 3 High-Yielding Convertible Bond Mutual Funds (LACFX, FACVX)

    LACFX,FACVX,VCVSX: Learn about three of the highest-yielding options available.
  56. Top 3 Mutual Fund Holders of Yahoo (VTSMX)

    VTSMX,VFINX,VINIX: Discover which mutual funds own the largest holdings in Yahoo shares.
  57. Top Mutual Fund Holders of YUM! Brands

    Discover the top four largest mutual fund holders of YUM! Brands shares, and determine if their investment strategy can help ...
  58. Overview of 3 Global Equity Mutual Funds (MWEFX,MSFBX)

    Discover three global equity mutual Funds that perform well in both bull and bear markets, complete with a summary of investment ...
  59. 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 ...
  60. FKINX: Franklin Income Fund Portfolio Trends

    Evaluate the composition of the Franklin Income Fund, and learn how the fund's makeup has evolved between March 2015 and ...
  61. SGENX: First Eagle Global Fund Top Holdings Analysis

    Learn about the First Eagle Global Class A mutual fund, including details about the fund's asset allocation and an analysis ...
  62. Top 5 Mutual Fund Holders of Salesforce.com (CRM, ORCL)

    Discover Salesforce.com's five largest mutual fund investors and learn why it is important that four of those funds are actively ...
  63. 5 Technology Mutual Funds to Avoid (HTECX)

    See why investors should avoid these five mutual funds when choosing a technology mutual fund, based on returns, risk profiles, ...
  64. Top 5 Mutual Fund Holders of Electronic Arts (EA, VIMSX)

    Discover which five mutual funds are the largest investors in Electronic Arts, Inc., one of the largest and best-known creators ...
  65. 3 Top Global Equity Calamos Investments Mutual Funds (CNWGX)

    CIGRX,CAGEX,CNWGX. Explore three Calamos Investments mutual funds focused on global growth equities, and learn more about ...
  66. 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 ...
  67. Overview of 3 Top Global Equity Mutual Funds (MINDX, DRIOX)

    Learn about the top three global equity mutual funds you should consider having in your portfolio for 2016 to add international ...
  68. T Rowe Price Capital Appreciation Fund Risk Statistics Case Study (PRWCX)

    Analyze PRWCX using popular risk metrics that are part of modern portfolio theory (MPT). Explore PRWCX's volatility, correlation ...
  69. FKINX: Risk Metrics of Franklin Income Fund

    Examine important risk metrics for mutual fund FKINX. Discover what beta, standard deviation and R-squared say about volatility ...
  70. VEIEX: 3 Best Emerging Markets Equity Mutual Funds

    Learn about emerging markets and how your portfolio can benefit from them. Discover three unique high-dividend-paying emerging ...
  71. 3 Mid-Cap Equity Mutual Funds That Bets on M&As (GABCX)

    Read analyses of three mid-cap equity mutual funds that employ an event-driven arbitrage strategy and rely on mergers and ...
  72. 5 Growth Mutual Funds That Weathered Drawdown (VHCOX)

    Learn about five mutual funds whose performances in up and down markets are bolstered by stable portfolio compositions and ...
  73. Washington Mutual Portfolio Trends (AWSHX)

    Discover portfolio trends in the American Funds Washington Mutual Investors Fund that has it positioned for growth in 2016.
  74. 3 Mid-Cap Core Mutual Funds for Bull and Bear Markets (VETAX)

    Explore three mid-cap core mutual funds that have delivered double-digit average returns since 2012 with less-than-market ...
  75. Investment Company of America Top Holdings Analysis (AIVSX)

    Learn about the top-five holdings of The Investment Company of America, one of the nation's oldest equity mutual funds with ...
  76. 3 AllianceBernstein International Equity Mutual Funds (ALTFX)

    Learn about three Alliance Bernstein international/global stock funds, one of which has only been offered to investors since ...
  77. 3 U.S. Small-Cap Growth Mutual Funds to Avoid (PSGMX, OBEGX)

    PSGMX,OBEGX,NYSAX: explore three small-cap growth mutual funds to avoid.
  78. 3 Alliance Bernstein U.S. Equity Mutual Funds (AUUYX, WPSGX)

    Discover and compare three Alliance Bernstein U.S. equity mutual funds. Learn about their investment strategy, characteristics ...
  79. Top Mutual Fund Holders of Best Buy (VIMSX, BBY)

    Discover the top five largest mutual fund holders of Best Buy shares and learn about their investment styles to see if they ...
  80. 3 REITS Mutual Funds to Avoid (SOAAX, RYCRX)

    SOAAX,KSRCX,RYCRX: Explore REIT mutual funds to avoid & discover how these funds' risk/reward metrics compare to peers ...
  81. VIMAX: Introducing Vanguard Mid Cap Index Fund Top Holdings

    Examine the top five holdings in the Vanguard Mid-Cap Index Fund Admiral Shares
  82. 3 Small-Cap Core Mutual Funds (NAESX,FSLCX)

    NSGRX,NAESX,FSLCX: Explore three small-cap core mutual funds and the reasons why they are are suitable as long-term holdings ...
  83. 3 Value Mutual Funds Worth Your While (ACCLX, IUTCX)

    ACCLX,IUTCX,DQICX: discover the top three most expensive, yet best-managed value mutual funds to consider.
  84. 3 Mutual Funds to Sell Short Small Cap U.S. Equities (SHPIX)

    Discover the three best mutual funds to short small-cap stocks in a market downturn and learn which one is best suited for ...
  85. Comparing Consumer Discretionary Mutual Funds to XLY (VCDAX)

    Discover the top four consumer discretionary funds positioned to rebound on the back of the rise in consumer spending and ...
  86. Overview of Real Estate Mutual Fund from Franklin (FREEX)

    Overview of the Franklin Real Estate Securities Fund Class A (FREEX)
  87. Mutual Funds for 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 ...
  88. Wrap It Up: Terms And Benefits Of Managed Money

    Find out if you should have your money managed by professionals.
  89. MCLOX: BlackRock's Fund That Invests in Stocks & Bonds

    Learn about the BlackRock Global Allocation Fund Investor C Shares mutual fund, its portfolio makeup, and read an analysis ...
  90. 4 Dishonest Broker Tactics And How To Avoid Them

    Protecting yourself from dishonest broker practices means knowing how to spot them.
  91. (FTIBX, AIBRX) 3 Expensive Mutual Funds Worth Your While

    Find out why these three funds with high management expense ratios may still be worth your consideration for global bond ...
  92. (JNPR, TRVLX) Juniper Networks' Top 5 Mutual Fund Holders

    Discover the top five largest mutual fund holders of Juniper Networks' shares and learn if their investment strategies can ...
  93. (ETAGX, VMACX) 3 Expensive Mutual Funds That Are Worth

    Discover three mutual funds with above-average expense ratios and consistent outperformance of the S&P 500 Index and ...
  94. Overview of Somerset Emerging Equity Markets Fund (BIAQX)

    Explore the investment process of the Somerset Emerging Market Equity Fund, the highest returning fund in the Brown Advisory ...
  95. AMECX: Mutual Funds Exposed to Both Stocks and Bonds

    Evaluate the composition of the Income Fund of America from American Funds, and study how its makeup has evolved between ...
  96. FLPSX: Fidelity Low-Priced Stock Fund Portfolio Trends

    Evaluate the composition of the Fidelity Low-Priced Stock Fund, and learn how the fund's makeup has evolved between March ...
  97. Overview of T. Rowe Price Health Sciences Fund (PRHSX)

    Learn about the health care sector's performance in 2016 and how T. Rowe Price's funds have fared. Discover an overview of ...
  98. Fidelity's Mutual Fund That Tracks S&P 500 (FUSEX)

    Discover the five largest holdings of common stock shares that comprise the Spartan 500 Index mutual fund managed by Fidelity ...
  99. Save on Taxes With These 3 Tax-Efficient Mutual Funds (FLTMX, PREIX)

    Learn about the benefits of investing in tax-advantaged mutual funds whose managers seek to minimize capital gains and maximize ...
  100. VGTSX: 3 Vanguard International Funds That Lowered Fees

    Read about three international equity mutual funds administered and advised by Vanguard whose expense ratios were lowered, ...
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