Mutual Funds Articles

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  1. 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.
  2. 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 ...
  3. 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 ...
  4. 3 Best High-Yielding Convertible Bond Mutual Funds (LACFX, FACVX)

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

    VTSMX,VFINX,VINIX: Discover which mutual funds own the largest holdings in Yahoo shares.
  6. 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 ...
  7. Overview of 3 Global Equity Mutual Funds (MWEFX,MSFBX)

    Discover three global equity mutual Funds that perform well in both bull and bear markets, complete with a summary of investment ...
  8. 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 ...
  9. 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 ...
  10. 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.
  11. Overview of Top 4 Legg Mason Funds (SBLGX,LMOPX)

    Discover how to diversify retirement savings using two broad-based Legg Mason Funds. Learn about two funds that can significantly ...
  12. 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 ...
  13. 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 ...
  14. 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 ...
  15. 5 Technology Mutual Funds to Avoid (HTECX)

    See why investors should avoid these five mutual funds when choosing a technology mutual fund, based on returns, risk profiles, ...
  16. 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 ...
  17. 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 ...
  18. 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 ...
  19. 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 ...
  20. 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.
  21. Overview of 3 Top Global Equity Mutual Funds (MINDX, DRIOX)

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

    Analyze PRWCX using popular risk metrics that are part of modern portfolio theory (MPT). Explore PRWCX's volatility, correlation ...
  23. 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 ...
  24. Top 5 Mutual Funds From Natixis (NEFSX)

    Discover five mutual funds from Natixis Funds that provide high income, growth and preservation of capital while diversifying ...
  25. 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 ...
  26. 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 ...
  27. 3 Mid-Cap Equity Mutual Funds That Bets on M&As (GABCX)

    Read analyses of three mid-cap equity mutual funds that employ an event-driven arbitrage strategy and rely on mergers and ...
  28. 5 Growth Mutual Funds That Weathered Drawdown (VHCOX)

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

    Discover portfolio trends in the American Funds Washington Mutual Investors Fund that has it positioned for growth in 2016.
  30. 3 Mid-Cap Core Mutual Funds for Bull and Bear Markets (VETAX)

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

    Learn about the top-five holdings of The Investment Company of America, one of the nation's oldest equity mutual funds with ...
  32. 3 AllianceBernstein International Equity Mutual Funds (ALTFX)

    Learn about three Alliance Bernstein international/global stock funds, one of which has only been offered to investors since ...
  33. 3 U.S. Small-Cap Growth Mutual Funds to Avoid (PSGMX, OBEGX)

    PSGMX,OBEGX,NYSAX: explore three small-cap growth mutual funds to avoid.
  34. 3 Alliance Bernstein U.S. Equity Mutual Funds (AUUYX, WPSGX)

    Discover and compare three Alliance Bernstein U.S. equity mutual funds. Learn about their investment strategy, characteristics ...
  35. 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 ...
  36. Active vs. Passive ETF Investing

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

    Discover the top five largest mutual fund holders of Best Buy shares and learn about their investment styles to see if they ...
  38. 3 REITS Mutual Funds to Avoid (SOAAX, RYCRX)

    SOAAX,KSRCX,RYCRX: Explore REIT mutual funds to avoid & discover how these funds' risk/reward metrics compare to peers and ...
  39. 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 ...
  40. VIMAX: Introducing Vanguard Mid Cap Index Fund Top Holdings

    Examine the top five holdings in the Vanguard Mid-Cap Index Fund Admiral Shares
  41. 3 Small-Cap Core Mutual Funds (NAESX,FSLCX)

    NSGRX,NAESX,FSLCX: Explore three small-cap core mutual funds and the reasons why they are are suitable as long-term holdings ...
  42. 3 Value Mutual Funds Worth Your While (ACCLX, IUTCX)

    ACCLX,IUTCX,DQICX: discover the top three most expensive, yet best-managed value mutual funds to consider.
  43. 3 Mutual Funds to Sell Short Small Cap U.S. Equities (SHPIX)

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

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

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

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

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

    Find out if you should have your money managed by professionals.
  49. 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 ...
  50. 4 Dishonest Broker Tactics And How To Avoid Them

    Protecting yourself from dishonest broker practices means knowing how to spot them.
  51. 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 ...
  52. 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 ...
  53. (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 ...
  54. Fidelity Magellan Fund Top Holdings Studies (FMAGX)

    Learn which companies are among the top 5 holdings of the Fidelity® Magellan® Fund and get an overview of each company's ...
  55. (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 ...
  56. (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 ...
  57. Overview of Somerset Emerging Equity Markets Fund (BIAQX)

    Explore the investment process of the Somerset Emerging Market Equity Fund, the highest returning fund in the Brown Advisory ...
  58. 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 ...
  59. 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 ...
  60. Overview of T. Rowe Price Health Sciences Fund (PRHSX)

    Learn about the health care sector's performance in 2016 and how T. Rowe Price's funds have fared. Discover an overview of ...
  61. 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. ...
  62. Fidelity's Mutual Fund That Tracks S&P 500 (FUSEX)

    Discover the five largest holdings of common stock shares that comprise the Spartan 500 Index mutual fund managed by Fidelity ...
  63. 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 ...
  64. 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, ...
  65. 3 Mutual Funds That Weathered the Falling Markets (ACMVX)

    Discover which three mid-cap value funds weathered the falling markets and capitalized on rising markets, and learn whether ...
  66. 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 ...
  67. Fidelity's Fund for Small & Mid Sized Companies (FLPSX)

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

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

    Learn about the American Funds Fundamental Investors portfolio, a mutual fund which has a solid track record of above-average ...
  70. 3 Global Equity Mutual Funds to Avoid (KGIAX, GGECX)

    Discover how global stocks have performed in early 2016, where global stocks could be going and three global equity mutual ...
  71. 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 ...
  72. 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 ...
  73. 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 ...
  74. 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, ...
  75. 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 ...
  76. 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 ...
  77. 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 ...
  78. 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 ...
  79. 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 ...
  80. 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' ...
  81. Top 4 Mutual Fund Holders of Goldman Sachs (GS)

    Discover the four largest mutual fund holders of Goldman Sachs shares and learn how their investment portfolios could help ...
  82. 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 ...
  83. GLW: Top 4 Mutual Fund Holders of Corning Inc

    Discover Corning's four largest mutual fund investors, and learn which actively managed fund has been accumulating the most ...
  84. 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 ...
  85. 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 ...
  86. 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 ...
  87. 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 ...
  88. 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 ...
  89. 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 ...
  90. 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 ...
  91. 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 ...
  92. Are Hedge Funds Chasing Performance?

    Learn why hedge funds have performed worse than the S&P 500 Index in 2016, and why they may overweight equities to play catch-up ...
  93. 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 ...
  94. 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, ...
  95. (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 years ...
  96. 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 ...
  97. 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 ...
  98. 5 Things To Know About Asset Allocation

    Overwhelmed by investment options? Learn how to create an asset allocation strategy that works for you.
  99. 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 ...
  100. 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 ...
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