Mutual Funds Articles

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  1. 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 ...
  2. 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 ...
  3. 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 ...
  4. Oakmark Equity & Income Fund Performance Case Study (OAKBX)

    Discover the performance trends of the Oakmark Equity & Income Fund, and learn which times of year the fund has performed ...
  5. 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 ...
  6. American Funds AMCAP Fund Performance Case Study (AMCPX)

    Explore the market-beating performance of the American Funds AMCAP Fund, including the seasonal patterns when buying and ...
  7. Dodge & Cox Income Fund Performance Case Study (DODIX)

    Learn about the Dodge & Cox Income Fund (DODIX) including an informational overview as well as a look at the fund’s price ...
  8. 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, ...
  9. Fidelity Select Gold Portfolio Trends in 2016 (FSAGX, GOLD, GG)

    Evaluate the composition of the Fidelity Select Gold Portfolio, and study how the fund's makeup has evolved between March ...
  10. Fidelity Growth Company Performance Case Study (FDGRX)

    Explore the market-beating returns of the Fidelity Growth Company since 2012, as well as the seasonal patterns when share ...
  11. 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 ...
  12. DODBX: Dodge & Cox Balanced Fund Performance Case Study

    Explore the returns of the Dodge & Cox Balanced Fund since 2012, as well as the seasonal trading patterns when the fund ...
  13. 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 ...
  14. Oppenheimer Developing Markets Fund Performance Case Study (ODMAX)

    Learn about the Oppenheimer Developing Markets Fund, including an information overview as well as its historical performance ...
  15. 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 ...
  16. 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 ...
  17. 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 ...
  18. 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 ...
  19. Fairholme Fund Performance Case Study (FAIRX)

    Learn an overview of the Fairholme Fund, as well as its historical performance and financial trends relating to the fund’s ...
  20. 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 ...
  21. (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 ...
  22. 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 ...
  23. 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 ...
  24. DODGX: Dodge & Cox Stock Fund Performance Case Study

    Discover the seasonal performance trends for the Dodge and Cox Stock Fund and learn which are the best and worst performing ...
  25. Large Cap Mutual Funds: 5 Long-Term Portfolio Managers to Consider (FDGRX, TRBCX)

    Discover five mutual fund managers who have extensive investment experience, managing portfolios that have routinely outperformed ...
  26. Franklin Real Estate Securities Performance Case Study (FREEX)

    Learn about the Franklin Real Estate Securities Fund, including a historical analysis per quarter of the fund's performance ...
  27. Templeton Global Bond Performance Case Study (TPINX)

    Explore the performance of the Templeton Global Bond Fund since 2012, including the role that fluctuating currencies played ...
  28. 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 ...
  29. Artisan International Investor Performance Case Study (ARTIX)

    Explore the performance of the Artisan International Fund since 2012, and learn how foreign currency risk can make this fund ...
  30. Vanguard Energy Fund Performance Case Study (VGENX)

    Learn about Vanguard Energy Fund’s historical performance. Find out about the fund's gain and loss trends by quarter over ...
  31. American Funds American Balanced Fund (ABALX): Top 5 Holdings Analysis

    Discover the five largest holdings in the American Funds American Balanced A Fund, along with key performance metrics for ...
  32. 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 ...
  33. Fidelity Select Gold Portfolio Top 5 Holdings Analysis (FSAGX)

    Learn about the Fidelity Gold Select mutual fund, including a fund overview, its objectives and a summary of its top five ...
  34. 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 ...
  35. 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 ...
  36. 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 ...
  37. 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 ...
  38. Zacks vs. Morningstar: Comparing MF Research Providers

    Discover the similarities and differences between mutual fund research providers, Morningstar, Inc. and Zacks Investment ...
  39. A Performance Case Study (CWGIX)

    Discover a case study about the mega-fund American Funds Capital World Growth & Income a-shares, or CWGIX, over the five ...
  40. Oppenheimer: Investment Manager Highlight (OPY)

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

    Learn about ODMAX, an emerging-markets fund that seeks capital appreciation in foreign economies such as China, where consumer ...
  42. Portfolio Trends in 2016 (MCLOX)

    Evaluate the composition of the BlackRock Global Allocation Fund, and determine how the fund's makeup has evolved between ...
  43. VWINX: Top 5 Holdings Analysis (MSFT, WFC)

    Learn about the Vanguard Wellesley Income Investor Class mutual fund and its portfolio make-up, and get a complete analysis ...
  44. American Funds Capital Income Builder Trends in 2016 (CAIBX)

    Learn about the composition of the American Funds Capital Income Builder fund, and discover how its makeup has evolved between ...
  45. 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 ...
  46. (FJPBX, SAESX) 3 Japan Equity Mutual Funds to Avoid

    Discover three Japanese equity mutual funds investors should avoid in 2016. Explore the risk-reward metrics and third-party ...
  47. Portfolio Trends in 2016 (ANCFX)

    Evaluate the composition of the American Funds Fundamental Investors fund, and determine how the fund's makeup has evolved ...
  48. 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 ...
  49. 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 ...
  50. Overview of PIMCO Total Return Fund (PTTRX)

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

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

    Learn the highlights of Prudential Financial, focusing on each of its four investment divisions: Jennison Associates, Fixed ...
  53. 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 ...
  54. 3 Emerging Markets Equity Mutual Funds to Avoid in 2016 (TPECX, PCEFX)

    Learn about how emerging market stocks have fared in 2016, where developing stocks could be heading, and three emerging market ...
  55. 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 ...
  56. Fidelity Capital & Income Fund's Top 5 Holdings Analysis (FAGIX)

    Evaluate the top five holdings of the Fidelity Capital & Income Fund, and study the basics and recent performance of ...
  57. 3 Commodities-Oriented Mutual Funds to Avoid in 2016 (RYMBX, GSCCX)

    Discover how commodities have performed since selling off at the start of 2016, and find out about the top three commodity ...
  58. 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 ...
  59. Fidelity Blue Chip Fund - A Performance Case Study (FBGRX)

    Learn about the the Fidelity Blue Chip Growth Fund, a large-cap fund that has consistently outperformed the S&P 500 Index ...
  60. Asset Allocation Models: Comparing 3 Traditional Strategies

    Learn about the three most common asset allocation models: conservative, moderate and aggressive.
  61. Oppenheimer Developing Markets Fund Top 5 Holdings Analysis (ODMAX)

    Explore the five largest holdings of the Oppenheimer Developing Markets Fund Class A, an emerging markets equity mutual fund ...
  62. 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 ...
  63. Brown Advisory: Investment Manager Highlight

    Learn more about Brown Advisory, including products the firm offers, asset classes it covers and background information about ...
  64. 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 ...
  65. 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 ...
  66. 3 U.S. Equity Vanguard Funds Reducing Fees in 2016 (VHDYX, VDEQX)

    Discover three Vanguard mutual funds invested in U.S. equity securities that had their expense ratios lowered, effective ...
  67. 3 Vanguard Funds That Are Increasing Fees (VWNDX, VTRIX)

    Learn about three mutual funds administered and managed by the Vanguard Group with expense ratios that increased on Feb. ...
  68. 3 Global Equity Vanguard Funds Reducing Fees in 2016 (VTWSX, VMVFX)

    Discover three mutual funds administered by the Vanguard Group that invest in global equities and whose expense ratios were ...
  69. 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 ...
  70. 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 ...
  71. 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 ...
  72. Portfolio Trends in 2016 (FSENX)

    Discover the portfolio trends in Fidelity Select Energy Portfolio and learn how it's positioned to grow with the rebound ...
  73. Portfolio Trends in 2016 (VGENX)

    Evaluate the composition of the Vanguard Energy Fund, and study how the fund's makeup has evolved between March 2015 and ...
  74. Portfolio Trends in 2016 (PRWCX)

    Discover how the portfolio trends in the T.Rowe Price Capital Appreciation Fund helped to keep performance positive in 2 ...
  75. Portfolio Trends in 2016 (DODGX)

    Discover the year-over-year portfolio trends in the Dodge and Cox Stock Fund ("DODGX") and learn if its strategy can help ...
  76. Portfolio Trends in 2016 (DODBX)

    Evaluate the composition of the Dodge & Cox Balanced Fund, and study how its makeup and allocation have evolved in the ...
  77. Portfolio Trends in 2016 (PRHSX)

    Discover how the T. Rowe Price Health Sciences Fund is positioned in 2016, and learn what trends in the portfolio may help ...
  78. 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 ...
  79. 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.
  80. 5 Mutual Funds for Dividend Investors from Morningstar (VDIGX, PRDGX)

    Find out which five highly rated dividend funds are Morningstar favorites for their strong yields and overall performance ...
  81. Where Does Peter Lynch Keep His Money?

    Read about how legendary mutual fund manager Peter Lynch spends his retirement years and his money.
  82. Top 5 Mutual Fund Holders of Amazon Inc (AMZN, AGTHX)

    Discover which mutual funds own the biggest stakes in Amazon, which is the world's biggest online retailer and one of the ...
  83. When Socially Responsible Investing Hurts

    Socially responsible investing can make you feel good but it may not boost your returns.
  84. Vanguard Money Market Funds Overview

    Learn about the Vanguard Group and the different money market funds offered by the company, and discover how these funds ...
  85. 3 Mutual Funds Holding Only Dividend Stocks (VDAIX, VDIGX)

    Discover detailed analysis of the characteristics and suitability of three mutual funds that primarily invest in common stocks ...
  86. 4 Mistakes to Avoid When Choosing Mutual Funds to Invest in

    Mutual funds are a great way to build wealth but not all of them are the same. Investors have to be mindful of fees, turnover, ...
  87. Vanguard International Equity Funds Overview (VXUS, VPL)

    Get an overview of the Vanguard international equity mutual funds and exchange-traded funds, with a summary of each strategy ...
  88. Vanguard Equity Index Funds Overview (VFINX, VTSAX)

    Learn about Vanguard's investment philosophy and its equity index mutual fund offerings, which encompass substantially all ...
  89. American Funds Vs. The Vanguard Group

    Discover the differences between two of the largest mutual fund families, American Funds and Vanguard Funds. Discover how ...
  90. Top 5 Positions in Louis Bacon's Portfolio

    Learn about the five largest stock positions in Louis Bacon's hedge fund Moore Capital. Find out how the exposure changed ...
  91. Top 5 Positions in First Pacific Advisors' Portfolio

    Learn about the top five equity holdings of First Pacific Advisors, an asset management firm that practices the contrarian ...
  92. Fidelity Income Replacement Funds Overview

    Learn about the Fidelity Income Replacement Funds, with a summary of the methodology behind the strategy and details about ...
  93. 3 Mutual Funds for Up and Down Markets

    Find out more about the top three mutual funds that have consistently outperformed broad market indices in bull and bear ...
  94. The 4 Best Hedges for a Drop in the S&P 500

    Learn about the most effective S&P 500 hedging strategies available to protect a portfolio during steep corrections and ...
  95. The 5 Biggest Mutual Funds in 2016

    Learn about the mutual fund industry and some of the largest mutual funds in the marketplace.
  96. The Top 5 Mutual Fund Managers on the West Coast for 2016 (MN, BEN)

    Learn about five top quality West Coast mutual fund managers, and discover a couple of the top mutual funds that these companies ...
  97. Top 5 Positions in Longleaf Partners' Portfolio

    Learn about the largest positions in Longleaf Partners' portfolio. Find out how those holdings performed in recent periods ...
  98. Vanguard Asset Allocation Funds Overview

    Discover the different types of Vanguard asset allocation funds, such as the Target Retirement series, the LifeStrategy series ...
  99. Vanguard Index Funds: 4 Reasons They Are Unique

    Find out the advantages of investing in Vanguard's index funds versus other index funds and why these advantages make the ...
  100. Fidelity Asset Allocation Funds Overview

    Learn the different types of asset allocation funds that Fidelity offers; such as the target-date, target risk and income ...
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