Mutual Funds Articles

  1. The Leverage Cliff: Watch Your Step

    Understanding your risk tolerance level can save you a lot of grief and financial instability in the future.
  2. Hedge Funds: Higher Returns Or Just High Fees?

    Discover the advantages and pitfalls of hedge funds and the questions to ask when choosing one.
  3. Using Age-Based Funds In Your 401(k)

    If you prefer a "hands-off" approach to saving for retirement, target-date funds may be for you.
  4. Dollar-Cost Averaging Pays

    Get the most out of your mutual fund by using this simple but powerful strategy.
  5. Losing The Amaranth Gamble

    Investors in this fund didn't see it coming. Would you?
  6. 5 ETF Classes To Know

    Exchange-traded funds have become very popular. Here's a simple breakdown of five classes you should know.
  7. Hedge Funds Hunt For Upside, Regardless Of The Market

    Hedge funds seek positive absolute returns, and engage in aggressive strategies to make this happen.
  8. 5 Reasons To Avoid Index Funds

    Indexes are a hands-off way for investors to access the markets, but in some cases, nothing beats active investing.
  9. Bear Market Mauls Target-Date Funds

    This "set it and forget it" approach to investing is appealing, but it's not the best protection against a bear market.
  10. The Bad Market's Silver Lining: Lower Mutual Fund Fees

    Although the past 18 months have been devastating to the stock market, there is some upside to this down market.
  11. Price Shading In The Forex Markets

    This practice puts brokers ahead of their clients, but it doesn't have to be a negative for traders.
  12. Should You Buy Banks' "Toxic" Assets?

    The Public-Private Investment Progam is part of the government's effort to fix the failing financial sector. But is it a good investment?
  13. Faith-Based Investing: An Inspired Choice

    For those who follow a particular faith, this is just one more form of socially responsible investing.
  14. Top Colleges For Your Tuition Buck

    College is a major financial investment. Make sure you are getting the best value.
  15. Contemplating Collectible Investments

    Profit margins are slim, but that needn't deter those with a passion for eras past.
  16. Trading Options With The Zero-Cost Cylinder

    The zero-cost cylinder allows traders to effectively trade the market while protecting their downside.
  17. Subaccounts: As Good Their Clone Funds?

    Variable annuity subaccounts are virtual clones of mutual funds but they have their own CUSIP number and their historical performances are tracked separately.
  18. How To Avoid Falling Prey To The Next Madoff Scam

    Due diligence does work, but the loose reporting standards for hedge funds make extra care and attention necessary.
  19. Government Investment Program Misses The Mark

    The U.S. government is trying everything to ease the economic crisis. Is the Public-Private Investment Program the answer?
  20. Notorious White Collar Criminals: Where Are They Now?

    While Madoff's victims hope he dies in jail, other notorious fraudsters still have future careers ahead of them.
  21. Baseball's Best Ticket Bargains

    Don't just watch baseball for cheap - watch the best teams for the best price.
  22. Say "I Do" To A Recession Wedding

    Everyone has felt the pinch in these tough economic times, but your wedding can still be everything you want without breaking the bank.
  23. Crime Vs Time: Madoff Faces Off Against Fellow Fraudsters

    Madoff received the maximum allowable time for his sentence - much more than any white-collar criminal before him.
  24. Is The American Banking System A Ponzi Scheme In Disguise?

    Banks' shrinking reserves and careless handling of customers' money are tarnishing the system's once-sterling reputation.
  25. 4 Reasons Why Savers Fare Better Than Spenders

    A recent HSBC study suggests that savers had an easier time weathering the recent financial storm.
  26. On This Day In Finance: June 24 - Fraud, Fraud And (You Guessed It) More Fraud

    Fraud is nothing new, and (based on the numbers) some people are getting much better at it. That is, until they get caught.
  27. On This Day In Finance: June 23 – SEC Attempt To Regulate Hedge Funds Fails

    A federal appeals court ruled the SEC did not have the authority to impose regulations on hedge funds.
  28. Turnover Ratios Weak Indicator Of Fund Quality

    This indicator is not as important as some investors might think.
  29. Madoff No "Mystery Man" To The SEC

    The SEC had been informed of Madoff's schemes well before he was arrested, so why wasn't he stopped?
  30. Healthcare Funds: Give Your Portfolio A Booster Shot

    Find out how healthcare investments can become the strongest asset in your portfolio.
  31. SEC Seeks To (Ad)Dress Naked Shorts

    Though naked short selling is illegal, it's barely enforced, but that might be changing.
  32. Employee Benefits: How To Know What To Choose

    Starting a new job is stressful but you don't need to sweat about setting up a benefits package.
  33. Don't Lose Your Shirt On Mutual Fund Sales

    Mutual funds aren't guaranteed profit-makers, but with the right calculations and timing, you can avoid major losses.
  34. Playing It Safe In Foreign Stock Markets

    Find out some of the lower-risk ways to invest in foreign markets.
  35. Socially Responsible Stocks: Do Good Deeds Punish Profits?

    Socially responsible investing doesn't mean accepting lower returns. Find out why squeaky-clean stocks shine as investments.
  36. Golden Stock Parachutes: Execs Cashing Out

    You’re riding out the storm on a stock that is now barely worth a buck because you have faith in the company in which your money is invested. However, someone else doesn’t: the executives in charge.
  37. Getting To Know Hedge-Like Mutual Funds

    This type of alternative investment mutual fund gives investors the benefits of a hedge fund, without the need for high net worth. See if this strategy is right for you.
  38. A Career In Endowment Management

    The pay may not be as competitive as Wall Street, but the work environment, opportunity and knowing your helping out an educational facility makes this an attractive career.
  39. The ABCs Of Stock Indexes

    Indexes can track market trends, but they're not always reliable. Can you trust them?
  40. The Linear Regression Of Time and Price

    This investment strategy can help investors be successful by identifying price trends while eliminating human bias.
  41. Mutual Fund Ratings: Are They Deceiving?

    Rating systems are a helpful - but not perfect - tool to help you find a winning fund.
  42. The Uptick Rule Debate

    This rule was deemed ineffective and repealed in 2007, but critics argue it protects the market from bear raids.
  43. Breaking The Buck: Why Low Risk Is Not Risk-Free

    Money market funds have been assumed to be safe investments, and they are - but only to a point.
  44. Investing In A Unit Investment Trust

    UITs offer professional portfolio selection and a definitive investment objective. Are they right for you?
  45. Case Study: The Collapse of Lehman Brothers

    This company survived many financial crises in its long history. Find out what finally drove it to bankruptcy.
  46. Segregated Funds: Investment Protection For Canadian Citizens

    These funds contain the best of all worlds, providing opportunities for market growth with a no-loss guarantee.
  47. Mine For Profits With Natural Resource Sector Funds

    These funds allow everyday investors to get in on the action in this promising sector.
  48. Falling Giant: A Case Study Of AIG

    Find out why the U.S. government approved an enormous bailout package for American Investment Group (AIG).
  49. Getting Positive Results With Market-Neutral Funds

    Find out how these mutual funds can add some flavor to your bland portfolio.
  50. Commodity Funds 101

    These funds make investing in gold, oil or grain an easier prospect.
  51. Borrowing Smart In A Debt-Filled World

    Leveraging your money can have many perks, but it's not always the smartest financial plan.
  52. Alternative Investments In Your IRA

    If you stray off the beaten path when investing your IRA assets, you'll find new potential pitfalls and rewards.
  53. Gauging Major Turns With Psychology

    Knowing what the market is thinking is the best way to determine what it will do next.
  54. Terrorism's Effects On Wall Street

    Terrorist activity tends to have a negative impact on the markets. Find out how to take cover.
  55. Canary Capital Partners: Anatomy Of A Scandal

    Learn how a hedge fund scammed its way to profits and caught investors off-guard.
  56. The Knowledge-Experience Continuum: Where Do You Fall?

    Theory and practice are worlds apart, but problems arise when people treat them as one and the same.
  57. Eliot Spitzer - Man Of A Thousand Scandals

    Learn about the Wall Street scandals Eliot Spitzer prosecuted before perpetrating his own.
  58. Dialing In On The Credit Crisis

    Would a similar crisis have occurred if iPhone investors were offered the same loan options as homeowners?
  59. Seek Out Past Losses To Uncover Future Gains

    Tax loss carry-forwards can help reduce the tax burden of owning a profitable fund.
  60. Reining In CEO Rewards

    Could bloated CEO compensation be to blame for the widening gap between the rich and the ultra-rich?
  61. Dissecting The Bear Stearns Hedge Fund Collapse

    Learn how a deadly mix of greed and leverage cost investors millions.
  62. Corporate Takeover Defense: A Shareholder's Perspective

    Find out the strategies corporations use to protect themselves from unwanted acquisitions.
  63. Dividends Still Look Good After All These Years

    Find out how this "first love" still holds its bloom as it ages.
  64. Side-By-Side Management May Favor Hedge Over Mutual Funds

    Having your firm handle both investments can spell disaster for your returns.
  65. Who Is To Blame For The Subprime Crisis?

    From lenders to buyers to hedge funds, it appears everyone has blood on their hands.
  66. The Lucrative World Of Third-Party Marketing

    Hedge funds don't sell themselves. Marketing experts reel in the big fish.
  67. Fannie Mae, Freddie Mac And The Credit Crisis Of 2008

    Is the U.S. Congress' failure to rein in these mortgage giants to blame for the financial fallout?
  68. Trade Takeover Stocks With Merger Arbitrage

    This high-risk strategy attempts to profit from price discrepancies that arise during acquisitions.
  69. Mechanical Investing Not A Golden Key

    Direct paths to wealth are getting narrower, fewer and may be locked up tight.
  70. How Will The Subprime Mess Impact You?

    The subprime collapse could mean doom and gloom for housing, equities and the overall economy.
  71. Why Invest In International Equity Mutual Funds?

    Going global may help increase your portfolio return but is the unique risk worth it?
  72. The Fuel That Fed The Subprime Meltdown

    Take a look at the factors that caused this market to flare up and burn out.
  73. Trading Calendar Spreads In Grain Markets

    Futures investors flock to spreads because they hold true to fundamental market factors.
  74. The 2007-08 Financial Crisis In Review

    If you don't know how the recession began, read on to learn more.
  75. The Quest To Build A Unified Managed Account

    Find out why the convenient, customizable UMA should be the next big thing in managed money.
  76. The Rise And Demise Of New Century Financial

    A case study in how poor planning toppled a subprime mortgage giant.
  77. The Gatekeepers: Consultants Hold The Key

    Institutional investment consultants help match up asset managers with large institutions.
  78. Top 3 Trends Affecting Private Wealth Management

    Don't miss out on high-net-worth clients because you aren't prepared for their service demands.
  79. Market Bottom: Are We There Yet?

    No one rings a bell when the bear market's over, but that doesn't mean there's no way to predict a bottom.
  80. Has Your Fund Manager Been Through A Bear Market?

    How to find a portfolio that will survive when the bulls stop charging.
  81. Benchmark To Show Winning Returns

    You can't win if you don't keep score. Read on to learn how to measure your returns.
  82. The Buy-Side Of The M&A Process

    With almost $2 trillion in sales yearly, find out how these mergers and acquisitions take place.
  83. Investing "Road Less Traveled" May Lead To Riches

    Using the same strategy year after year may be comfortable, but it's not always profitable.
  84. Do Focused Funds Provide a Better Outlook?

    Should you diversify or focus? Read on to decide which will work best for you.
  85. How The Big Boys Buy

    Learn what those in-the-know look for when acquiring a company.
  86. Green Investors Get Heard

    Find out how to make your portfolio and the companies in it greener.
  87. Targeted-Distribution Funds May Crack Nest Eggs

    These funds can help replace an employer pension, but you have to know the risks.
  88. Can Insiders Help You Make Better Trades?

    Find out why the trading activity of owners and executives can be a valuable trade-confirmation tool.
  89. Hedge Funds Go Retail

    Find out how average investors are breaking into what was once reserved for the ultra rich.
  90. Bear-Proof Your Retirement Portfolio

    Find out how to protect your assets so you can live out your dreams in style.
  91. Mitigate Your Equity Risk

    If you think holding a few different stocks is enough, you may be in for an unpleasant surprise.
  92. Sell Growth Stocks The IBD Way

    Savvy investing is all about learning some smart rules and sticking to them. We give you the rundown.
  93. Morningstar's Stewardship Grade Scores Big

    Morningstar's service gives investors an idea how well fund companies are safeguarding their interests.
  94. Are You Buying Annuities Or Mutual Funds?

    Investing a client's money in variable annuties is becoming a target for criticism.
  95. Full-Service Brokerage Or DIY?

    Determine what you are getting for your fees and commissions and how to get your money's worth.
  96. The Pros And Cons Of Institutional Ownership

    These big players can both create and destroy value for shareholders.
  97. Value Traps: Bargain Hunters Beware!

    Find out how to avoid getting sucked in by a deceiving bargain stock.
  98. Active Share Measures Active Management

    A 2006 study proves the effectiveness of a new way of sizing up your portfolio manager.
  99. IRA Assets And Alternative Investments

    Interested in non-traditional investing? Make sure you follow the rules to avoid prohibited transactions.
  100. Sales Director Career Provides Daily Challenge

    Find out what you need to do to close the deal on this investment management position.
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