Mutual Funds Articles

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  1. Mutual Fund Committed to Growth Companies of Any Size (AMCPX)

    Discover the American Funds AMCAP Fund, a large-cap growth fund that seeks stocks with attractive valuations and long-term ...
  2. 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 ...
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. 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' ...
  7. WBMBX,SMBCX: 3 Municipal Bond Mutual Funds to Avoid

    Discover three municipal bond mutual funds to avoid in 2016, and explore the holdings, risk/reward metrics and ratings that ...
  8. 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 ...
  9. 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 ...
  10. 3 Dividend-Paying Equity Mutual Funds Focusing on Japan

    Discover three of the highest dividend-paying equity mutual funds that focus on the Japanese markets, and learn about some ...
  11. 3 Expensive Small Cap Mutual Funds That Are Underperforming

    Learn about the volatile start to 2016 that U.S. small-cap stocks have faced, how value has outpaced growth, and three small-cap ...
  12. 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 ...
  13. 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 ...
  14. 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 ...
  15. 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 ...
  16. One of the Oldest U.S. Mutual Funds (AIVSX)

    Discover the year-over-year portfolio trends in the American Funds Investment Company of America and learn if the 82-year-old ...
  17. Mutual Fund Due Diligence: 5 Things to Look Out for in Quarterly Reports

    Learn about five important items found in a mutual fund's annual and quarterly reports and why investors should pay attention ...
  18. VWELX: Vanguard's Oldest Mutual Fund

    Explore an overview of the Vanguard Wellington Fund, and learn about its top five holdings, which are Wells Fargo, Alphabet, ...
  19. (VDIGX, FBCVX) 3 Low Volatility Mutual Funds

    Explore the large-cap value mutual funds that have captured at least 96% of the S&P 500's returns over the last three ...
  20. AWSHX: Mutual Fund With Mostly Blue Chip Stocks

    Learn about the favorite investments of American Funds Washington Mutual Investors Fund Class A's portfolio managers, whose ...
  21. 7 Tips Before Picking Mutual Funds for College Savings Plan

    Discover what factors should be considered to make the best choices for a 529 portfolio, and learn about how risk and age ...
  22. VFIFX: Mutual Fund for Retirement From Vanguard

    Learn how the Vanguard Target Retirement 2050 (VFIFX) fund is structured and an analysis of its top 5 holdings, which are ...
  23. Fidelity's Mutual Fund Peter Lynch Was Once a Manager (FMAGX)

    Discover the 2016 portfolio trends in the Fidelity Magellan Fund, and learn if they can help your portfolio to maximize profits ...
  24. SFPCX, PUFBX: 4 Mutual Funds With Financials Sector Exposure

    Explore five financial sector mutual funds with below-average Sharpe ratios, above-average expense ratios and poor ratings ...
  25. (OIGAX, AIIEX) 4 International Mutual Funds for Steady Returns

    Discover four international growth mutual funds whose active management styles have spawned successful track records while ...
  26. CAIBX: Mutual Funds With Stocks and Bonds

    Discover the top five equity holdings of American Funds' Capital Income Builders fund, a world asset allocation fund that ...
  27. Mutual Fund to Invest in Healthcare from Fidelity (FSPHX)

    Read an information overview of Fidelity Select Health Care, and discover the historical trends and financial performance ...
  28. Mutual Fund to Invest in REITs from Franklin (FREEX)

    Discover the top five holdings of the Franklin Real Estate Securities A Fund, and get an overview of each company's business ...
  29. (ERSMX, NBMBX) 3 Expensive Mutual Funds Worth Your While

    Learn about mid-cap and large-cap growth stock funds that have higher costs but attractive historical performance as well ...
  30. Dodge & Cox's High Quality Bonds Mutual Funds (DODIX)

    Learn about the risk metrics of the DODIX Fund. Discover what standard deviation, capture ratios and R-squared indicate about ...
  31. Mutual Fund for Retirement From Fidelity (FFFFX)

    Learn about some of the performance trends of the Fidelity Freedom 2040 Fund, and discover which times of year the fund has ...
  32. FSAGX: Fidelity's Gold and Precious Metal Mutual Fund

    Evaluate the performance of the Fidelity Select Gold Portfolio since January 2012, and identify seasonal trends that emerge ...
  33. 3 Consistent Mutual Funds

    Learn about mutual funds with longtime portfolio managers. See how investors prefer funds with consistency in portfolio management.
  34. (DODBX) Dodge & Cox: Mutual Fund With Both Stocks & Bonds

    Discover how implementing bond exposure with equity exposure helps lead to outperformance and stability during times of financial ...
  35. (SGENX) First Eagle: Mutual Fund With Both Stocks & Bonds

    Evaluate the composition of the First Eagle Global Fund, and study how the fund's makeup has evolved between March 2015 and ...
  36. 3 Value Stocks That Mutual Funds Are Overestimating

    Learn why Goldman Sachs concludes that most mutual funds perform more poorly than their benchmark indexes. Discover three ...
  37. 2 Mutual Funds That Invest in Companies With Female Executives (PXWEX, GWILX)

    Learn about the two funds that invest primarily in companies that have women in leadership positions, with an investment ...
  38. 3 Australian Mutual Funds to Avoid

    Learn about several catalysts that may have a negative effect on the Australian economy. Discover three mutual funds to avoid ...
  39. 2 Catalysts That Could Derail China, and 3 Mutual Funds to Avoid (FHKAX, TCWAX)

    Learn about the conditions behind a possible financial crisis in China, and the potential effects on three mutual funds that ...
  40. 3 Mutual Funds That Invest in U.S. Companies With Indian CEOs (MSFT, GOOG)

    Learn about Indian-born CEOs that are leading prominent U.S. companies. Discover three mutual funds that have large exposure ...
  41. Loomis Sayles: Investment Manager Highlight (IBM)

    Learn historical information about Loomis Sayles as well as products the firm offers, asset classes it covers, and discover ...
  42. 3 Mutual Funds Poised to Perform in the Future (VGENX, FSPHX)

    Learn about sector weightings in growth mutual funds versus the benchmark and how three funds are positioned to profit from ...
  43. 3 Mutual Funds for Bull and Bear Markets (ALBAX, LAMAX)

    Learn about the top large-cap core funds from Alger, Lord Abbett and Nuveen, with a summary of the funds' investment strategies ...
  44. Top 2 Holdings of Columbia Threadneedle's Mutual Fund (MSFT, JNJ)

    Discover the two AAA-rated by S&P top holdings of the Columbia Dividend Income fund: Microsoft Corp. and Johnson & ...
  45. Hussman Fund's Highest-Performing Total Return Mutual Fund (HSTRX)

    Discover how the Hussman Strategic Total Return Fund has outperformed the S&P 500, and learn how your portfolio can benefit ...
  46. 4 Growth Stocks Mutual Funds Are Underestimating (GS, AAPL)

    Discover four stocks in which growth fund managers remain underweight despite evidence that momentum may still exist in the ...
  47. 4 Best Qualitatively Driven Mutual Funds (FSRPX, VGHCX)

    Learn about some of the best qualitatively driven mutual funds around, as these investment vehicles can provide compelling ...
  48. Top 4 Mutual Fund Holders of MetLife Inc. (MET)

    Learn more about MetLife and discover the fundamental aspects of the top four mutual fund holders of the insurance holding ...
  49. 4 Mutual Fund Trends in Company 401(k)s

    Learn about some of the mutual fund trends emerging in the 401(k) marketplace, and discover how these changes are affecting ...
  50. 3 Mutual Funds That Rely on Strong M&A (EMAYX, GAKIX)

    Discover three small- to mid-cap mutual funds that rely heavily on merger and acquisition activity, with a summary of each ...
  51. 3 Mutual Funds to Avoid During U.S. Rate Hikes (FRBAX, FSRBX)

    Learn why banks may not receive the traditional benefits from rising interest rates, and discover three financial mutual ...
  52. S&P 500 Index: A Performance Analysis of Long-Term Returns

    Discover how to gain insight into the returns generated by the S&P 500 Index over the long term and how this can assist ...
  53. Why This Billionaire Says the Stock Market Is Dead Money (DBLTX)

    Discover why billionaire fund manager Jeffrey Gundlach says the stock market is dead money and learn what catalysts may cause ...
  54. Fidelity Funds vs. Vanguard Funds: Tale of the Tape

    Learn the differences in Fidelity funds versus Vanguard funds, with a breakdown of each fund company's lineup by asset class ...
  55. Bill Ackman Is Against Mutual Funds: Should Investors Listen? (VRX, VFIAX)

    Learn about Bill Ackman's view of index funds and how passive management ignores stock valuation, leading U.S. equities to ...
  56. 2 Reasons to Be Bullish on the Dollar (RDPIX, RDPSX)

    Discover the reasons why the U.S. dollar is performing strongly. Learn about three mutual funds that can be used to gain ...
  57. 3 Reasons Why Buffett Suggests Index Funds for Average Americans (BRK-A, SPY)

    Discover why legendary investor Warren Buffett believes that index funds are the best long-term investment option for most ...
  58. Do Municipal Bond Mutual Funds Offer a Tax Incentive?

    Learn about individual municipal securities and municipal bond funds, whose principal stability and tax-free yield appeal ...
  59. 3 Mutual Funds to Profit Off Millennial Spending Patterns (PRWAX, LSGRX)

    Learn about millennials, and uncover their spending patterns. Discover three mutual funds that can be used to gain exposure ...
  60. Should Investors Still Buy Index Mutual Funds at Current Stock Market Prices?

    Learn about some of the metrics used to determine relative market valuation and discover if stock index funds are appropriate ...
  61. India's Economy Is Bright: 3 Mutual Funds to Take Advantage of (MINDX, WAINX)

    Learn about three India equity sector funds positioned to take advantage of phenomenal growth forecast for the emerging market ...
  62. 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 ...
  63. 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 ...
  64. 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 ...
  65. 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 ...
  66. 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 ...
  67. 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 ...
  68. Oakmark Equity And Income Portfolio Trends in 2016 (OAKBX)

    Discover the Oakmark Equity & Income Fund, its portfolio trends in 2016 and the manager who has been at the helm for ...
  69. Top Money Market Mutual Funds From American Century (CPFXX)

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

    Discover the five largest holdings within the Dodge & Cox International Stock Fund along with key performance metrics ...
  71. 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 ...
  72. 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 ...
  73. 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 ...
  74. VWINX: Vanguard Wellesley Income Fund Performance Case Study

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

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

    Learn about Vanguard Target Retirement 2050 Fund including an overview, performance analysis and breakdown of fund price ...
  77. Fidelity Select Pharmaceuticals Performance Case Study (FPHAX)

    Learn more about the Fidelity Select Pharmaceuticals Portfolio, with a summary of the investment strategy, performance and ...
  78. American Funds Investment Company Performance Case Study (AIVSX)

    Learn more about American Funds Investment Company of America mutual fund including fund history, asset holding composition, ...
  79. 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 ...
  80. T Rowe Price Health Sciences Fund Performance Case Study (PRHSX)

    Learn more about the T. Rowe Price Health Sciences Fund, including the historical performance and financial trends by quarter ...
  81. T Rowe Price Capital Appreciation Fund Performance Case Study (PRWCX)

    Check out an overview of T. Rowe Price Capital Appreciation Fund as well as its financial performance and historical trends ...
  82. American Funds Capital Income Builder Performance Case Study (CAIBX)

    Learn about the American Funds Capital Income Builder fund, including an overview of the fund and trends relating to the ...
  83. Franklin Income Performance Case Study (FKINX)

    Learn about the Franklin Income Fund's history, trends and performance for each quarter over the past decade.
  84. 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, ...
  85. 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 ...
  86. 3 Convertible Bond Mutual Funds to Avoid (CALBX, DLBCFX)

    CALBX,DAAIX,LBCFX: Learn about three convertible bond mutual funds with poor fundamentals and weak track records.
  87. 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 ...
  88. 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 ...
  89. 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 ...
  90. First Eagle Global Fund Performance Case Study (SGENX)

    Discover the historical trends regarding the First Eagle Global Fund, including the fund's strongest, weakest and most consistent ...
  91. 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 ...
  92. American Funds Washington Mutual Investors Performance Case Study (AWSHX)

    Discover seasonal performance trends for the American Funds Washington Mutual Investors Fund Class A Shares, and learn when ...
  93. Vanguard Target Retirement 2045 Fund Performance Case Study (VTIVX)

    Discover the performance trends of the Vanguard Target Retirement 2045 Fund, and learn which times of the year the fund has ...
  94. 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 ...
  95. 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 ...
  96. 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 ...
  97. 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 ...
  98. Fidelity Magellan Fund Performance Case Study (FMAGX)

    Discover the seasonal performance trends of the Fidelity Magellan Fund, and learn which periods are the best and worst times ...
  99. Income Fund of America Performance Case Study (AMECX)

    Learn about The Income Fund of America, including an information overview, a historical look at the fund's returns and trend ...
  100. 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 ...
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