Mutual Funds Articles

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  1. SNCAX: 2 AllianceBernstein Mutual Funds With 5 Stars Rating

    Discover the two mutual funds administered and managed by AllianceBernstein that have received five-star overall ratings ...
  2. 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 ...
  3. VPCCX: Top Mutual Fund Holders of Southwest Airlines

    Discover the five largest mutual fund investors in Southwest Airlines common stock. One actively traded fund has Southwest ...
  4. Owning High Beta Stocks: Mutual Funds (BRSIX) vs. ETFs (IWC)

    Explore differences between accessing high beta stocks with either mutual funds or ETFs, as well as the best options for ...
  5. 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 ...
  6. 5 Largest BlackRock ETFs and Mutual Funds (BLK, IVV)

    Learn about BlackRock's largest exchange-traded funds and mutual funds, which provide exposure to stocks, bonds and active ...
  7. 3 Mutual Funds with Exposure to ETFs (UGOFX, ETFFX)

    Find out why some mutual funds invest in exchange-traded funds (ETFs) and learn about three that invest almost exclusively ...
  8. NPFCX, TWEBX: Expensive Global Mutual Funds Worth Your While

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

    DODIX: Examine the top holdings of the Dodge & Cox Income Fund, and gain insight into the fund's performance and potential ...
  10. 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 ...
  11. VWEHX: 3 Mutual Funds for Investors Looking for Yield

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

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

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

    Learn about PepsiCo's business and the top mutual funds that hold the shares. The top three holders are index mutual funds, ...
  15. VTSMX: Top Mutual Fund Holders of Exxon Mobil

    Discover the top three largest mutual fund owners of Exxon Mobil shares, and learn how their portfolios could help your investments.
  16. THIFX, THOAX: Top 3 Mutual Funds From Thornburg

    Learn about the Thornburg family of mutual funds and the top three funds that you should consider for retirement diversification ...
  17. DODFX: Overview of International Stock Mutual Fund

    Learn about the Dodge & Cox International Stock Fund, and explore an analysis of its investment strategy, portfolio and management ...
  18. VWNFX: Top Mutual Fund Holders of Johnson Controls

    Discover the five largest mutual fund investors in Johnson Controls a 130 -year -old manufacturing company engaged in a tax ...
  19. VWEHX: Overview of Vanguard High-Yield Corporate Fund

    Learn about the Vanguard High-Yield Corporate Fund and its investment philosophy, portfolio, management, performance and ...
  20. Retail Sector ETF (XRT) vs. Mutual Fund (VCDAX) Case Study

    Discover if the Vanguard Consumer Discretionary Fund Admiral Shares is the better investment over the SPDR S&P Retail ETF, ...
  21. 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 ...
  22. Where to Invest Your Money? 10 Steps to Financial Success

    Learn where to invest your money ten steps. Included is how to develop a proper investment plan, different investment products ...
  23. 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 ...
  24. Consumer Staples: ETF (XLP) vs. Mutual Fund (VHGEX) Study

    Discover how XLP, the Consumer Staples Select Sector ETF performs against VHGEX, the Vanguard Global Equity Fund.
  25. 3 International Equity Mutual Funds to Avoid in 2016 (AWPCX, BJBIX)

    Discover three international equity funds that investors should avoid in 2016 due to their poor fundamentals, high risks ...
  26. 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 ...
  27. 3 Best High-Yielding Convertible Bond Mutual Funds (LACFX, FACVX)

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

    VTSMX,VFINX,VINIX: Discover which mutual funds own the largest holdings in Yahoo shares.
  29. Top 4 Mutual Fund Holders of YUM! Brands, Inc. (YUM, VTSMX)

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

    Discover three global equity mutual Funds that perform well in both bull and bear markets, complete with a summary of investment ...
  31. 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 ...
  32. 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 ...
  33. Annuities: The Good, Bad and the Ugly

    Annuities suffer from a few perception problems. This primer that covers the good, the bad and the ugly of annuities.
  34. SBLGX,LMOPX: Overview of Top 4 Legg Mason Funds

    Discover how to diversify retirement savings using two broad-based Legg Mason Funds. Learn about two funds that can significantly ...
  35. 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 ...
  36. EXDAX: Overview of Top Manning & Napier Funds

    Learn about four mutual funds administered and managed by Manning & Napier that can help investors diversify their retirement ...
  37. 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 ...
  38. HTECX: 5 Technology Mutual Funds to Avoid

    See why investors should avoid these five mutual funds when choosing a technology mutual fund, based on returns, risk profiles, ...
  39. The Top 4 Credit Suisse Funds for Retirement Diversification in 2016

    Discover the top four Credit Suisse funds for retirement diversification in 2016, complete with a description of each fund ...
  40. 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 ...
  41. 3 Top Global Equity Calamos Investments Mutual Funds

    CIGRX,CAGEX,CNWGX. Explore three Calamos Investments mutual funds focused on global growth equities, and learn more about ...
  42. 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 ...
  43. Minimum Volatility Strategies in a Post-Brexit World

    Using Brexit as an example to show how minimum volatility strategies work and why they deserve more of your attention.
  44. MINDX, DRIOX: Overview of 3 Top Global Equity Mutual Funds

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

    Analyze PRWCX using popular risk metrics that are part of modern portfolio theory (MPT). Explore PRWCX's volatility, correlation ...
  46. FKINX: A Risk Statistics Case Study

    Examine important risk metrics for mutual fund FKINX. Discover what beta, standard deviation and R-squared say about volatility ...
  47. NEFSX: Top 5 Mutual Funds From Natixis

    Discover five mutual funds from Natixis Funds that provide high income, growth and preservation of capital while diversifying ...
  48. 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 ...
  49. DODGX: Overview of Dodge & Cox Stock Fund

    Discover the how the Dodge and Cox Stock Fund has generated a 10.08% average annual return since 1965, and learn how it may ...
  50. GABCX: 3 Mid-Cap Equity Mutual Funds That Bets on M&As

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

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

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

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

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

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

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

    Discover and compare three Alliance Bernstein U.S. equity mutual funds. Learn about their investment strategy, characteristics ...
  58. How Big Is the Global ETF Market? (BLK, STT)

    Discover why ETFs are growing much faster than mutual funds, and why some experts predict the ETF market will double by 2 ...
  59. Active vs. Passive ETF Investing

    Active or passive ETF investing? Find out which one is for you.
  60. VIMSX: Top Mutual Fund Holders of Best Buy (BBY)

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

    SOAAX,KSRCX,RYCRX: Explore REIT mutual funds to avoid & discover how these funds' risk/reward metrics compare to peers and ...
  62. CWGIX: Overview of Capital World Growth & Income Fund

    Learn about the American Funds Capital World Growth and Income Fund, a world stock fund that seeks quality stocks on any ...
  63. VIMAX: Introducing Vanguard Mid Cap Index Fund Top Holdings

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

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

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

    Discover the three best mutual funds to short small-cap stocks in a market downturn and learn which one is best suited for ...
  67. OAKBX: Overview of Oakmark Equity & Income I Fund

    Discover the Oakmark Equity & Income I Fund (OAKBX): its investment philosophy, portfolio composition, management, investment ...
  68. VCDAX: Comparing Consumer Discretionary Mutual Funds to XLY

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

    Overview of the Franklin Real Estate Securities Fund Class A (FREEX)
  70. JSVAX, MJFOX: Mutual Funds for a Low Growth Environment

    Learn about investing in mutual funds that employ strategies aimed at optimizing returns when slow U.S. economic growth is ...
  71. Wrap It Up: Terms And Benefits Of Managed Money

    Find out if you should have your money managed by professionals.
  72. 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 ...
  73. 4 Dishonest Broker Tactics And How To Avoid Them

    Protecting yourself from dishonest broker practices means knowing how to spot them.
  74. Why the Popularity of Liquid Alternatives Has Slowed

    Alternative liquid funds have experienced both fat and lean years. Time will tell whether they are able to adapt and become ...
  75. FPACX: Pacific Advisors's Top 3 Funds

    Learn about three mutual funds from First Pacific Advisors for including in a well-diversified retirement portfolio. Discover ...
  76. QCOM: Top 3 Mutual Fund Holders of Qualcomm

    Explore the three mutual funds that hold the largest amounts of Qualcomm shares. Find out how QCOM shares fit into three ...
  77. (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 ...
  78. FMAGX: Fidelity Magellan Fund Top Holdings Studies

    Learn which companies are among the top 5 holdings of the Fidelity® Magellan® Fund and get an overview of each company's ...
  79. (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 ...
  80. (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 the ...
  81. BIAQX: Overview of Somerset Emerging Equity Markets Fund

    Explore the investment process of the Somerset Emerging Market Equity Fund, the highest returning fund in the Brown Advisory ...
  82. 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 ...
  83. 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 ...
  84. PRHSX: Overview of T. Rowe Price Health Sciences Fund

    Learn about the health care sector's performance in 2016 and how T. Rowe Price's funds have fared. Discover an overview of ...
  85. XLI, VINAX: Industrial Sector ETF vs. Mutual Fund Case Study

    Explore the similarities and differences between the holdings, pricing, returns and structure of Industrial Sector ETF vs. ...
  86. FUSEX: Fidelity's Mutual Fund That Tracks S&P 500

    Discover the five largest holdings of common stock shares that comprise the Spartan 500 Index mutual fund managed by Fidelity ...
  87. 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 ...
  88. 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, ...
  89. ACMVX: 3 Mutual Funds That Weathered the Falling Markets

    Discover which three mid-cap value funds weathered the falling markets and capitalized on rising markets, and learn whether ...
  90. FBALX: Fidelity's Fund Investing in 60% Stocks and 40% Bonds

    Learn about the Fidelity Balanced Fund and its investment strategy, portfolio composition, management, performance and investment ...
  91. FLPSX: Fidelity's Fund for Small & Mid Sized Companies

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

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

    Learn about the American Funds Fundamental Investors portfolio, a mutual fund which has a solid track record of above-average ...
  94. KGIAX, GGECX: 3 Global Equity Mutual Funds to Avoid

    Discover how global stocks have performed in early 2016, where global stocks could be going and three global equity mutual ...
  95. 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 ...
  96. 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 ...
  97. Top 4 Mutual Funds With Exposure to India

    Discover four mutual funds that invest in India and how these emerging market portfolios are poised to take advantage of ...
  98. 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, ...
  99. AMCPX: Mutual Fund Committed to Growth Companies of Any Size

    Discover the American Funds AMCAP Fund, a large-cap growth fund that seeks stocks with attractive valuations and long-term ...
  100. Top 3 Mutual Fund Holders of Chevron Corp (CVX, VTSMX)

    Discover the top three largest mutual fund holders of Chevron shares, and determine if their investment strategies can improve ...
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