Mutual Funds Articles

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  1. 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 ...
  2. 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, ...
  3. (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 ...
  4. 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 ...
  5. 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 ...
  6. 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 ...
  7. 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 ...
  8. (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 ...
  9. 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 ...
  10. 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 ...
  11. (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 ...
  12. 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 ...
  13. 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 ...
  14. 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 ...
  15. 3 Consistent Mutual Funds

    Learn about mutual funds with longtime portfolio managers. See how investors prefer funds with consistency in portfolio management.
  16. (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 ...
  17. 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 ...
  18. 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 ...
  19. 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 ...
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. 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 ...
  24. 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 ...
  25. 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 ...
  26. 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 ...
  27. 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 ...
  28. 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 ...
  29. 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 ...
  30. 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 ...
  31. 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 ...
  32. 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 ...
  33. 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 ...
  34. 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 ...
  35. 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 ...
  36. 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 ...
  37. 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 ...
  38. 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 ...
  39. 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 ...
  40. 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 ...
  41. 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 ...
  42. 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 ...
  43. 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 ...
  44. VWINX: Vanguard Wellesley Income Fund Performance Case Study

    Learn basic information for the Vanguard Wellesley Income Fund, including historical performance and market return trends ...
  45. 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 ...
  46. 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 ...
  47. 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 ...
  48. 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 ...
  49. 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 ...
  50. Franklin Income Performance Case Study (FKINX)

    Learn about the Franklin Income Fund's history, trends and performance for each quarter over the past decade.
  51. 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 ...
  52. 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 ...
  53. 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 ...
  54. 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 ...
  55. 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 ...
  56. 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 ...
  57. 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 ...
  58. 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 ...
  59. 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 ...
  60. 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 ...
  61. 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 ...
  62. VGPMX: Vanguard Precious Metals And Mining Fund Performance Case Study

    Discover the basic information about Vanguard Precious Metals and Mining Fund and learn about the historical performance ...
  63. DODFX: Dodge & Cox International Stock Fund Performance Case Study

    Explore the performance of the Dodge & Cox International Stock Fund since 2012, including its buying and selling patterns, ...
  64. VBMFX: Vanguard Total Bond Market Index Performance Case Study

    Analyze the performance trends of the Vanguard Total Bond Market Index Fund, and learn which times of the year that the fund ...
  65. PTTRX: PIMCO Total Return Fund Performance Case Study

    Discover the performance trends of the PIMCO Total Return Fund, and learn which times of year the fund has performed better ...
  66. Russell Clark and 3 Reasons Why His Horseman Global Fund Has Outperformed

    Discover why Russell Clark's Horseman Global Fund has outperformed in 2015 and 2016. His bearish bets on certain sectors ...
  67. Vanguard Star Fund Performance Case Study (VGSTX)

    Learn about the Vanguard STAR Fund, including an information overview and a look at its historical financial performance ...
  68. BlackRock Global Allocation Fund Performance Case Study (MCLOX)

    Explore the performance of the BlackRock Global Allocation Fund since 2012, including a summary of how currency fluctuations ...
  69. American Funds American Balanced Fund Performance Case Study (ABALX)

    Explore the performance of the American Funds American Balanced Fund, including how the fund limits volatility, as well as ...
  70. Fidelity Puritan Fund Performance Case Study (FPURX)

    Explore the performance of the Fidelity Puritan Fund since 2012, including the events that led to the fund's double-digit ...
  71. (ANCFX) American Funds: Mutual Fund With Contrarian Stocks

    Explore the yearly returns of the American Funds Fundamental Investors Class A shares since 2012, including the months when ...
  72. Fidelity Spartan 500 Index Fund Performance Case Study (FUSEX)

    Explore the performance of the Fidelity Spartan 500 Index Fund since 2012 and discover the months when the fund is most likely ...
  73. Fidelity Capital & Income Fund Performance Case Study (FAGIX)

    Discover the performance trends of the Fidelity Capital & Income Fund, and learn which times of year the fund has performed ...
  74. VGSIX: Vanguard REIT Index Fund Performance Case Study

    Find information relating to Vanguard REIT Index Fund including an overview, historical performance analysis and price trends ...
  75. USAA Precious Metals and Minerals Portfolio Trends in 2016 (USAGX)

    Evaluate the composition of the USAA Precious Metals and Minerals Fund, and discover how its makeup evolved between March ...
  76. 3 Investment Fees That Are Negotiable

    Investment fees are a necessary evil but that doesn't mean they have to be overly costly. There are ways to negotiate some ...
  77. Artisan International Fund Portfolio Trends in 2016 (ARTIX)

    Evaluate the composition of the Artisan International Fund, and examine how its makeup has evolved between March 2015 and ...
  78. 5 Best Ways to Earn Interest

    Learn how to use tools to increase your interest earnings. Use compounding interest and breakpoints to increase your interest ...
  79. 4 Mutual Fund Trends in Q1 2016 (GLD, IAU)

    Learn how the mutual fund industry fared in the first quarter of 2016, and discover some of the prevailing trends that occurred ...
  80. Zacks vs. Morningstar: Comparing MF Research Providers

    Discover the similarities and differences between mutual fund research providers, Morningstar, Inc. and Zacks Investment ...
  81. Oppenheimer: Investment Manager Highlight (OPY)

    Learn more about OppenheimerFunds, Inc., a leading provider of mutual funds across domestic stock, international stock, municipal ...
  82. Portfolio Trends in 2016 (MCLOX)

    Evaluate the composition of the BlackRock Global Allocation Fund, and determine how the fund's makeup has evolved between ...
  83. 4 Reasons Currency Hedging is Important

    Learn how currency hedging can help reduce exchange rate risk for a portfolio of foreign stocks. Consider the cost of hedging ...
  84. Portfolio Trends in 2016 (ABALX)

    Evaluate the composition of the American Balanced Fund from American Funds, and learn how the fund's makeup has evolved between ...
  85. 3 Best NYC-based Mutual Funds (BALPX, SGENX)

    Discover three top NYC-based mutual fund companies, with a brief summary of each company and one of its top-performing mutual ...
  86. Overview of PIMCO Total Return Fund (PTTRX)

    Explore the PIMCO Total Return Fund Institutional Class and its investment strategy, portfolio composition, management, performance ...
  87. MassMutual Financial Group: Investment Manager Highlight (DLHYX, MBCSX)

    Learn about Massachusetts Mutual Life Insurance Company (MassMutual) and its investment subsidiaries. MassMutual offers insurance ...
  88. Prudential Financial: Investment Manager Highlight (PRU)

    Learn the highlights of Prudential Financial, focusing on each of its four investment divisions: Jennison Associates, Fixed ...
  89. 3 Growth Investing Strategies for Beginners

    Learn how to pursue a basic growth investment strategy and take some preliminary steps to ensure a smooth transition into ...
  90. 5 Trends in the Mutual Fund Market to Date in 2016 (TFCVX)

    Learn about the trends affecting mutual funds in 2016, including worries surrounding the junk bond market and the ongoing ...
  91. Jeffrey Gundlach: Net Worth, Education & Top Quotes

    Learn the intriguing story of the new king of bonds, Jeffrey Gundlach, including how he launched one of the fastest-growing ...
  92. Asset Allocation Models: Comparing 3 Traditional Strategies

    Learn about the three most common asset allocation models: conservative, moderate and aggressive.
  93. 3 Best Dividend-Paying U.S. Health Care Mutual Funds (VGHCX, BMY)

    Find out which mutual funds are paying the highest dividend yields in the health care sector, which has underperformed all ...
  94. Vanguard International Index Portfolio Trends in 2016 (VTIAX)

    Evaluate the composition of the Vanguard Total International Stock Index Fund Admiral Shares, and analyze how it has evolved ...
  95. Mutual Fund From Vanguard for Retirement in Year 2045 (VTIVX)

    Discover a mutual fund designed for individuals wishing to retire on or around the year 2045, and learn the details of the ...
  96. Portfolio Trends in 2016 (VGHCX)

    Evaluate the composition of the Vanguard Health Care Fund, and study how the fund's makeup has evolved over the previous ...
  97. Portfolio Trends in 2016 (TRBCX)

    Learn about the portfolio shifts in the T. Rowe Price Blue Chip Growth Fund for 2016 and consider whether the fund is right ...
  98. What Makes Up the WEARXT Index

    Wearable technology is all the rage thanks to the Apple Watch and Fitbit. For investors looking for exposure, there's a new ...
  99. VDIGX Vs. VEIPX: Comparing Two Vanguard Dividend Funds

    Learn about Vanguard Equity Income Fund Investor Shares and Vanguard Dividend Growth Fund, and the main differences between ...
  100. Learn The Lingo Of Private Equity Investing

    Because of the non-public nature of private equity, it can be difficult to the learn the lingo. We break it down here.
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