Mutual Funds Articles

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  1. 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 ...
  2. 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 ...
  3. 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 ...
  4. 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
  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. 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 ...
  7. 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 ...
  8. 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 ...
  9. 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 ...
  10. 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.
  11. Top 5 Mutual Fund Holders of Schlumberger (DODFX, SLB)

    Learn about the five largest mutual fund investors in giant oil services firm Schlumberger Limited.
  12. 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 ...
  13. 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 ...
  14. VTIAX: Overview of Vanguard International Stock Fund

    Explore the top largest holdings of the Vanguard Total International Stock Index Fund, VTIAX.
  15. 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, ...
  16. 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 ...
  17. 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 ...
  18. 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 ...
  19. 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 ...
  20. 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 ...
  21. AEPGX: Overview of EuroPacific Growth Mutual Fund

    Read about the recent performance, management structure and investment philosophy behind the American Funds EuroPacific Growth ...
  22. 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 ...
  23. 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 ...
  24. 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 ...
  25. 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 ...
  26. 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 ...
  27. 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.
  28. 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 ...
  29. 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 ...
  30. 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 ...
  31. 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 ...
  32. 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 ...
  33. 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 ...
  34. 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 ...
  35. 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 ...
  36. 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 ...
  37. VWEHX: 3 Mutual Funds for Investors Looking for Yield

    High yield bond, REITs, High Dividends U.S. Stocks: Discover three high-yielding mutual funds
  38. 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 ...
  39. 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, ...
  40. 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 ...
  41. 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 ...
  42. 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 ...
  43. 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 ...
  44. 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 ...
  45. 3 High-Yielding Convertible Bond Mutual Funds (LACFX, FACVX)

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

    VTSMX,VFINX,VINIX: Discover which mutual funds own the largest holdings in Yahoo shares.
  47. 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 ...
  48. 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 ...
  49. 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 ...
  50. 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 ...
  51. 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 ...
  52. 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 ...
  53. 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, ...
  54. 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 ...
  55. 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 ...
  56. 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 ...
  57. 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 ...
  58. 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 ...
  59. 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 ...
  60. 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 ...
  61. 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 ...
  62. Washington Mutual Portfolio Trends (AWSHX)

    Discover portfolio trends in the American Funds Washington Mutual Investors Fund that has it positioned for growth in 2016.
  63. 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 ...
  64. 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 ...
  65. 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 ...
  66. 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 ...
  67. 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 ...
  68. VIMAX: Introducing Vanguard Mid Cap Index Fund Top Holdings

    Examine the top five holdings in the Vanguard Mid-Cap Index Fund Admiral Shares
  69. 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 ...
  70. 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.
  71. 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 ...
  72. 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 ...
  73. Wrap It Up: Terms And Benefits Of Managed Money

    Find out if you should have your money managed by professionals.
  74. 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 ...
  75. 4 Dishonest Broker Tactics And How To Avoid Them

    Protecting yourself from dishonest broker practices means knowing how to spot them.
  76. (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 ...
  77. 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 ...
  78. 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 ...
  79. 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 ...
  80. 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 ...
  81. 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 ...
  82. 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, ...
  83. 3 Mutual Funds That Weathered the Falling Markets (ACMVX)

    Discover which three mid-cap value funds weathered the falling markets and capitalized on rising markets, and learn whether ...
  84. Fidelity's Fund for Small & Mid Sized Companies (FLPSX)

    Discover the seasonal performance trends for the Fidelity Low-Priced Stock Fund, and learn which months have been the best ...
  85. Mutual Fund That Seeks Long Term Principal and Income (DODGX)

    Review a volatility and modern portfolio theory statistics case study of the Dodge & Cox Stock Fund, and consider whether ...
  86. Top 3 Holdings Analysis of Growth and Income Funds (ANCFX)

    Learn about the American Funds Fundamental Investors portfolio, a mutual fund which has a solid track record of above-average ...
  87. ARTIX: Artisan's International Stocks Mutual Fund

    Learn about the top five equity holdings of the Artisan International Fund, an actively managed equity fund from boutique ...
  88. FBALX: Fidelity's Fund Investing in Stocks and Bonds

    Review the returns of the Fidelity Balanced Fund since 2012, as well as the consistent seasonality patterns that generate ...
  89. Top 4 Mutual Funds With Exposure to India (FINGX, ETGIX)

    Discover four mutual funds that invest in India and how these emerging market portfolios are poised to take advantage of ...
  90. FSPHX: Top Holdings of Health Care & Medicine Mutual Fund

    Learn about the top five holdings in the four-star rated Fidelity Select Health Care fund, managed by top portfolio manager, ...
  91. FKINX: Flagship Mutual Fund From Franklin Templeton

    Learn about the Franklin Income Fund Class A mutual fund and its legacy since inception in 1948, and review the income fund's ...
  92. FSPHX: Fidelity’s Mutual Fund for Health Care or Medicine

    Analyze the risk metrics of FSPHX. Find out what beta, standard deviation and R-squared imply about volatility and market ...
  93. 3 Oil-Heavy Mutual Funds to Avoid (IEFCX)

    Discover three oil-heavy mutual funds investors should avoid, and learn why these funds have poor risk-reward profiles and ...
  94. 3 U.S. Large-Cap Value Mutual Funds to Avoid (CVGRX, GSCGX)

    Learn about three mutual funds with high expense ratios and risk-adjusted returns that have not historically met investors' ...
  95. 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 ...
  96. 3 Expensive U.S. Large-Cap Mutual Funds (ACAAX, BOPBX)

    Discover three large-cap mutual funds that merit a position in your portfolio despite having sales charges and high expense ...
  97. 3 Global Financials Mutual Funds That Pay Dividends (TFSIX)

    Explore the financial sector, and learn about three of the highest dividend-paying global financials mutual funds available ...
  98. 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 ...
  99. Mutual Fund for Long Term Growth With Current Income (CWGIX)

    Discover which companies comprise the top five holdings of the American Funds Capital World Growth and Income A Fund, and ...
  100. PIMCO’s Mutual Fund for Investment Grade Bonds (PTTRX)

    Explore the complicated and often arcane makeup of the PIMCO Total Return Fund, and identify the fund's management style ...
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Hot Definitions
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