Mutual Funds Articles

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  1. Is Cohen & Steers Real Estate Securities Fund Good for My Portfolio? (CSEIX)

    Discover the Cohen & Steers Real Estate Securities Fund, learn about its major characteristics, and see if it is a good addition ...
  2. Examining Clipper: Equity Mutual Fund (CFIMX)

    Explore the stock selection process and performance of the Clipper Fund, as well as the reasons the fund may not be suitable ...
  3. Behind the Scenes of Your Mortgage

    Four major players slice and dice your mortgage in the secondary market.
  4. Top 3 AMG Alternative Mutual Funds (AMBEX, ARLSX)

    Discover AMG Funds and learn about three of its Alternative Investment-focused mutual funds that may be a smart addition ...
  5. The Top 5 J.P Morgan Shareholders (JPM)

    Examine the largest shareholders of JP Morgan Chase. Identify ownership patterns and discover how mutual funds and ETFs impact ...
  6. 5 Expensive All Cap Mutual Funds Worth Your While (FAVFX, TWGTX)

    Learn about five mutual funds that diversify assets among all market capitalizations, achieving above-average returns through ...
  7. Is Bigger Better with ETFs, Mutual Funds?

    Bigger can be better with an index or large-cap mutual fund, or in an ETF strategy, but it can be a curse in other cases. ...
  8. Large-Cap Mutual Fund: ClearBridge's Best YTD Value Fund (SINAX)

    Discover how the ClearBridge Large-Cap Value Fund Class A outperforms the S&P 500 in down markets, and learn how it can fortify ...
  9. ETFs vs. Mutual Funds: How Investors Can Choose

    While ETFs and mutual funds are fundamentally different, they also provide many of the same benefits. Here's how to choose ...
  10. Global Equity Mutual Funds: 3 Long-Term Portfolio Managers to Consider

    Take a look at three long-tenured mutual fund managers working in the global equity space, and learn more about their backgrounds ...
  11. BMO's Top 3 U.S. Dollar Mutual Funds (BMO, AAPL)

    Take a look at three U.S. dollar-denominated mutual funds from BMO Financial Group targeted at Canadian investors interested ...
  12. Delaware Investments: Top 3 Fixed-Income Mutual Funds (DEECX, CXHYX.LW)

    Explore three of the most attractive fixed-income mutual funds from Delaware investments based on historical returns and ...
  13. Domini's Highest Performing Mutual Fund Since Inception (DSEFX)

    Discover Domini Social Investments, and learn about various characteristics of its highest-performing mutual fund, the Domini ...
  14. 3 Best Dividend-Paying Australian Equity Mutual Funds

    Discover analyses of the top dividend-paying Australian equity mutual funds, and learn about the characteristics and historical ...
  15. Top 3 American Century Investments Asset Allocation Mutual Funds (TWSAX, TWSMX)

    Discover three asset allocation mutual funds from American Century Investments. There are funds to match aggressive, moderate ...
  16. American Beacon: Top 3 Single Equity Manager Mutual Funds (BRLVX, SGAGX)

    Discover American Beacon's Top Three Single Equity Manager Mutual Funds with a complete summary of each manager and performance ...
  17. 4 Best CT-based Mutual Funds (QRHNX, AQMNX)

    Discover two popular Connecticut-based mutual fund families, based on AUM, and learn about a few of their unique mutual fund ...
  18. 4 Reasons Why Einhorn Does Not Invest in Indexes

    Find out why David Einhorn, founder of the hedge fund Greenlight Capital, does not believe in index investing, and learn ...
  19. Columbia Threadneedle's Best Performing Fund Since Inception (RRIAX, XOM)

    Explore the Columbia Global Infrastructure Fund’s returns since inception and the factors that may make this fund attractive ...
  20. 3 Expensive Frontier Markets Equity Mutual Funds Worth Your While (MFMLX, EFECX)

    Discover what frontier markets are and and learn about three funds that are worth your while, even though they have high ...
  21. Here's an Asset Manager With Quantitative Analysis Expertise

    Learn about the $39 billion hedge fund firm D.E. Shaw Group in this overview of the firm, its investment strategies and its ...
  22. Clinton vs. Trump: How They Match Up as Investors

    When it comes to investing, Hillary Clinton is more conservative than Donald Trump. Here's how their investing styles compare. ...
  23. Concentrated Funds: Here's What to Know

    Concentrated funds can help clients achieve returns with a smaller base of diversification than traditional funds. Here's ...
  24. 3 Emerging Markets Equity Mutual Funds for Bull & Bear Markets

    Discover three strong emerging markets mutual funds suitable for investors willing to accept a higher degree of risk and ...
  25. Global Water Fund: Calvert Investment's Best YTD Mutual Fund (CFWAX)

    Discover how the Calvert Global Water Fund Class A shares are outperforming the markets in 2016 and learn which stocks may ...
  26. Top 3 Mutual Funds from American Funds' Tax Exempt Bond (LTEBX, ABHFX)

    Explore American Funds' mutual fund offering to identify three well-rated tax-exempt bond funds. Learn about risk-adjusted ...
  27. ETFs vs. Mutual Funds: The Lowdown on Costs

    Confused about the full range of fees on ETF and mutual funds? Here's a quick guide on fees and expenses.
  28. 3 Expensive U.S. Mid/SMID Cap Mutual Funds Worth Your While (FNKCX, TMCJX)

    Learn about three mid-cap mutual funds with stellar track records and excellent future prospects despite their high expense ...
  29. 4 Billionaires Who Graduated From Yale (MT, BX)

    Learn about four of Yale University's many billionaire alums: Wilbur Ross Jr., Stephen A. Schwarzman, James Chanos and Charles ...
  30. Ave Maria Growth Fund: Highest Performing Mutual Fund Since Inception (AVEGX)

    Get a 2016 review of the Ave Maria Growth Fund, the best-performing fund since inception among those offered by Ave Maria ...
  31. Value Mutual Funds: 3 Long-Term Portfolio Managers to Consider

    Learn about three long-tenured mutual fund managers working in the area of value equities, and discover more about their ...
  32. The 3 Best Mutual Funds to Short International Equities (UXPIX, UKPIX)

    Explore three international mutual funds that offer short exposure with double leverage for either aggressive contrarian ...
  33. Is the Hedge Fund Industry Peaking?

    Learn if the hedge fund industry has crested, and explore the characteristics of the fund community that may have implications ...
  34. 3 Billionaire PMs That You Should Follow (BRK.A, KO)

    Explore three portfolio managers, each with a personal net worth exceeding $1 billion, and discover similarities between ...
  35. 3 Investment Fees You Can't Lower

    Investment fees are a guarantee for every investor. Knowing what's negotiable and what isn't when it comes to these charges ...
  36. These Funds Have Seen a Decade of Outflows

    Actively-managed mutual funds have seen ongoing outflows over the last 10 years. Why and will this trend continue?
  37. 3 Best Dividend-Paying Global Equity Mutual Funds (SGIDX, BABDX)

    Read about three global equity funds with strong dividend prospects for income investors and why a conservative approach ...
  38. OAKBX: Oakmark Equity And Income Portfolio Trends in 2016

    Discover the Oakmark Equity & Income Fund, its portfolio trends in 2016 and the manager who has been at the helm for over ...
  39. MKRAX: International Funds That Limit Downside Volatility

    Discover the international mutual funds that can hedge currency risk, limit downside volatility in bear markets and capture ...
  40. 5 Best Dividend-Paying International Financials Mutual Funds (VHDYX, FGRIX)

    Discover how high-dividend mutual funds maximize payouts in different ways and the types of stocks, indexes and derivatives ...
  41. The 3 Richest Mutual Fund Portfolio Managers (BEN, BGOAX)

    Discover several of the richest active mutual fund portfolio managers in the world, according to the 2016 Forbes list of ...
  42. Small Cap Mutual Funds: 5 Long-Term Portfolio Managers to Consider (NBGNX, PLWAX)

    Discover five veteran small-cap mutual fund managers who consistently outperform their benchmarks using varied analytical ...
  43. What to Watch Out for When Investing with ETFs

    ETFs have become a popular vehicle for various investment objectives, but that doesn't mean they're totally free of drawbacks.
  44. 3 Cases When ETFs and Mutual Funds Are Not Comparable

    Explore the similarities and differences between mutual funds and exchange-traded funds, including the areas where the two ...
  45. TWEIX: Top American Century Investments Equity Mutual Funds

    Discover three top equity mutual funds from American Century Investments, a privately held asset manager with a very unique ...
  46. Is this USAA Money Market Fund Worth It? (USAXX)

    Learn about the USAA Money Market Fund and understand why it offers safety for short-term investors but leaves much to be ...
  47. The 4 Best Mutual Funds to Short the S&P 500 (RYURX, RYTPX)

    Discover the four best mutual funds for shorting the S&P 500 and learn which funds may be suitable for your portfolio during ...
  48. CPFXX: Top Money Market Mutual Funds From American Century

    Learn about the profiles of three money market funds in the American Century Investments family of funds and why these funds ...
  49. DODFX: Dodge & Cox International Top 5 Holdings Analysis

    Discover the five largest holdings within the Dodge & Cox International Stock Fund along with key performance metrics for ...
  50. 4 Reasons to Still Consider Traditional 2 & 20 Hedge Funds

    Find out why traditional 2 & 20 hedge funds are still worth considering as an investment, even though they have underperformed ...
  51. 3 Quality-Oriented Mutual Funds for Conservative Growth Investors (AVEGX, HFCIX)

    Learn about the investment profiles of three conservative, growth-oriented mutual funds with long track records of excellent ...
  52. VGHCX: Vanguard Health Care Fund Performance Case Study

    Find out current information about Vanguard Health Care Fund including the fund’s history, recent performance and financial ...
  53. VGPMX: Vanguard Precious Metals Fund Top 5 Holdings Analysis (AEM, NSU)

    Learn about the Vanguard Precious Metals and Mining Fund Investor Shares mutual fund in terms of what it is, its objectives ...
  54. VASGX: Vanguard LifeStrategy Growth Fund Top 4 Holdings Analysis

    Find out how the Vanguard LifeStrategy Growth Fund has constructed its index-based portfolio for aggressive growth-oriented ...
  55. FSENX: Fidelity Select Energy Top 5 Holdings Analysis (XOM, SLB)

    Discover the top five holdings in the Fidelity Select Energy Portfolio, which in early 2016 included Exxon Mobil Corp. and ...
  56. How a 1% Annual Fee Can Ruin Your Nest Egg

    What kind of impact does an annual 1% fee have on your portfolio? The answer may surprise you.
  57. Stock Activist Case Study: Starboard Value & Darden Restaurants (DRI)

    Study an activist investing case featuring Starboard Value and Darden Restaurants to discover why Starboard believed Darden ...
  58. VWINX: Vanguard Wellesley Income Fund Performance Case Study

    Learn basic information for the Vanguard Wellesley Income Fund, including historical performance and market return trends ...
  59. VWELX: Vanguard Wellington Fund Performance Case Study

    Learn about the Vanguard Wellington Fund, including an overview of the fund, its historical performance and a trend analysis ...
  60. VFIFX: Vanguard Target Retirement 2050 Fund Performance Case Study

    Learn about Vanguard Target Retirement 2050 Fund including an overview, performance analysis and breakdown of fund price ...
  61. Low-cost Investments for Retirees

    Retirees need to be mindful of investment fees and focus on low-cost investments.
  62. FPHAX: Fidelity Select Pharmaceuticals Performance Case Study

    Learn more about the Fidelity Select Pharmaceuticals Portfolio, with a summary of the investment strategy, performance and ...
  63. 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 ...
  64. 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.
  65. MALTX: 3 Dividend-Paying South American Equity Mutual Funds

    Discover the three Latin American equity mutual funds that offer investors the highest dividend yields in this category of ...
  66. 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, ...
  67. 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 ...
  68. 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 ...
  69. 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 ...
  70. 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 ...
  71. 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 ...
  72. FKINX: Franklin Income Performance Case Study

    Learn about the Franklin Income Fund's history, trends and performance for each quarter over the past decade.
  73. 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, ...
  74. 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 ...
  75. CALBX, DLBCFX: 3 Convertible Bond Mutual Funds to Avoid

    CALBX,DAAIX,LBCFX: Learn about three convertible bond mutual funds with poor fundamentals and weak track records.
  76. 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 ...
  77. 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 ...
  78. 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 ...
  79. 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 ...
  80. TRBCX: Blue Chip Growth Fund Top 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 ...
  81. 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 ...
  82. 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 ...
  83. 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 ...
  84. 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 ...
  85. 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 ...
  86. 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 ...
  87. 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 ...
  88. 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 ...
  89. 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 ...
  90. 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 ...
  91. 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 ...
  92. 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 ...
  93. 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 ...
  94. 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 ...
  95. 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 ...
  96. 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 ...
  97. 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 ...
  98. 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 ...
  99. 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 ...
  100. 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 ...
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