Mutual Funds Articles

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  1. The ABCs of Bond ETF Distributions

    How do bond exchange traded fund (ETF) distributions work? It’s a question I get a lot. First, let’s explain what we mean ...
  2. Passively Managed Vs. Actively Managed Mutual Funds: Which is Better?

    Learn about the differences between actively and passively managed mutual funds, and for which types of investors each management ...
  3. 4 Mutual Funds Warren Buffet Would Buy

    Learn about four mutual funds Warren Buffett would invest and recommend to his trustee, and discover detailed analysis of ...
  4. How to Navigate Taxable Mutual Fund Distributions

    It's almost time for year-end capital gains distributions for mutual funds. Here's how to monitor them and minimize their ...
  5. The 3 Biggest Mutual Fund Companies in the US

    Compare and contrast the rise of America's big three institutional asset managers: BlackRock Funds, The Vanguard Group and ...
  6. 3 Alternative Investments the Ultra-Rich Usually Own

    Learn about the ultra rich and what normally comprises their net worth; understand the top three alternative investments ...
  7. Top 4 Communications Mutual Funds

    Discover some of the best mutual funds in the communications sector, and learn how investors can position investments within ...
  8. Top 4 Transportation Mutual Funds

    Discover the top-rated mutual funds in the transportation industry, and understand how investors can position these funds ...
  9. 5 Top-Rated Funds for Your Retirement Portfolio

    Mutual funds are a good choice for emotional investors. Here are five popular funds to consider.
  10. Top 3 Consumer Cyclical Mutual Funds

    Obtain information on, and analysis of, some of the best performing mutual funds that offer exposure to the consumer cyclicals ...
  11. 6 Hedge Funds With High Dividends (IVZ, BLK)

    Understand what value hedge funds can provide investors in the financial sector. Learn about seven hedge funds that pay consistent ...
  12. How ETFs May Save You Thousands

    Being vigilant about the amount you pay and what you get for is important, but adding ETFs into the investment mix fits well ...
  13. Mutual Funds Millennials Should Avoid

    Find out what kinds of mutual funds are unsuitable for millennial investors, especially when included in millennial retirement ...
  14. Top 3 Commodities Mutual Funds

    Get information about some of the most popular and best-performing mutual funds that are focused on commodity-related investments.
  15. Top 5 Health Mutual Funds

    Learn about the top five mutual funds that invest in stocks of companies that primarily operate in the health care sector ...
  16. Top Tips for Diversifying with Mutual Funds (SEQUEX, JACTX)

    Are mutual funds becoming obsolete? If they have something to offer, which funds should you consider for diversification? ...
  17. Top 3 Muni California Mutual Funds

    Discover analyses of the top three California municipal bond mutual funds, and learn about their characteristics, historical ...
  18. What Exactly Are Arbitrage Mutual Funds?

    Learn about arbitrage funds and how this type of investment generates profits by taking advantage of price differentials ...
  19. Top 4 Global Real Estate Mutual Funds

    Read about four of the best global real estate mutual funds, which invest in the securities of real estate companies or real ...
  20. Top 5 Highest Paid Hedge Fund Managers

    Understand what a hedge fund is and why hedge fund managers make so much money. Learn about the top 5 highest paid hedge ...
  21. 6 Reasons Hedge Funds Underperform

    Understand the hedge fund industry and why it has grown exponentially since 1995. Learn about the top six reasons why the ...
  22. How to Sell Mutual Funds to Your Clients

    Learn about the various talking points you should cover when discussing mutual funds with clients and how explaining their ...
  23. Mutual Funds Are Not FDIC Insured: Here Is Why

    Find out why mutual funds are not insured by the FDIC, including why the FDIC was created and how to minimize your risk with ...
  24. Top Three Transportation ETFs (IYT, XTN)

    These three transportation funds attract the majority of sector volume.
  25. Tax Efficient Strategies for Mutual Funds

    Before you sell mutual fund shares, consider these tax strategies first.
  26. Is Your Financial Advisor Picking the Right Mutual Funds?

    Learn about the different types of mutual funds and how to know if your financial advisor is choosing the right funds for ...
  27. How to Find Mutual Funds With High Dividends

    Learn about the important factors to consider when looking for mutual funds that pay high dividends, including how they may ...
  28. Understanding Lipper Ratings in Mutual Funds

    Take a closer look at the Lipper rating system for mutual funds and exchange-traded funds (ETFs), how investors should interpret ...
  29. The Basics of How Mutual Funds Are Rated

    Learn how the major rating agencies assign mutual fund ratings. Understand what these ratings measure and how they are different ...
  30. How Brokers are Candy-Coating Alternatives

    Alternatives have become a sexy choice for many advisors. But they also come with additional risks that are not always clearly ...
  31. Should Balanced Funds Be Part Of Your Portfolio?

    Find out why you should include balanced funds in your portfolio, including the importance of customizability, diversification ...
  32. A Look at 6 Leading Female Value Investors

    In an industry still largely predominated by men, we look at 6 leading female value investors working today.
  33. Top 4 Utilities Mutual Funds

    Discover which mutual funds in the utilities industry are top rated, and learn how investors can include utilities as part ...
  34. 7 Ways to Create a Tax-Efficient Portfolio

    Taxes may be a necessary evil, but that doesn't mean they can't be reduced. Here's a host of smart moves today's investors ...
  35. Trading Mutual Funds For Beginners

    Learn about the basics of trading and investing in mutual funds. Understand how the fees charged by mutual funds can impact ...
  36. The 4 Biggest Bond Myths

    Bonds can be a great addition to a portfolio but be aware of these four myths.
  37. This Is What George Soros' Portfolio Looks Like (SPY, YPF)

    Learn about what George Soros is holding in his portfolio, including his large options position in the S&P 500 and what popular ...
  38. 3 Reasons Why Applied Materials, Inc. is Poised for Growth (AMAT)

    Read why Applied Materials may be poised for growth after shares lost substantial value in the wake of a failed merger with ...
  39. 4 Investment Mistakes That Will Cost You

    Whether you're just starting out or have been investing for years, mistakes happen. But some of them will cost you big and ...
  40. How To Optimize Your Portfolio and Reduce Fees

    Investment fees aren't avoidable altogether, but there are strategies investors can employ to keep those fees at bay and ...
  41. Best Performing Mutual Funds in the Last 10 Years

    Learn more about the top four best-performing mutual funds based on their total percentage investment return for the past ...
  42. How to Use Index Funds to Diversify Your Portfolio

    Index funds can act as quality diversification tools, but they can also present danger if you don't use them correctly.
  43. When Are Mutual Funds Right for Your Client?

    Find out what factors determine whether mutual funds are right for your client, including risk tolerance, investment goals ...
  44. 3 Strategies for Trading Mutual Funds

    Learn some of the most commonly used investment strategies employed by mutual fund managers or that can be employed by individual ...
  45. Analyzing Mutual Funds: Lipper Rating Vs. Morningstar

    Read a comparison between the Morningstar and Lipper mutual fund rating systems and why it's important for investors to understand ...
  46. The Pros & Cons of Alternative Investments

    Alternative investments are becoming popular investment vehicles for individual investors. Here are the pros and cons of ...
  47. A Look At the Growth Of the ETF Industry

    Explore the phenomenal growth rate of the ETF industry, and learn some of the principal reasons why ETFs are projected to ...
  48. Are Mutual Funds Suitable For Millennials?

    Find out how millennial investors are different than older Americans, and whether mutual funds are a suitable investment ...
  49. How Mutual Fund Companies Make Money

    Read about the many different kinds of fees and sales charges mutual fund companies can use to generate revenue from those ...
  50. Finding Lower Risk, Higher Return Mutual Funds

    Discover detailed analysis of lower-risk, higher-return balanced mutual funds, and learn about the characteristics of this ...
  51. How Tax-Efficient Is Your Mutual Fund?

    Learn about factors that influence the tax-efficiency of your mutual fund, how income from your investment is taxed and what ...
  52. Do You Have What it Takes to Start a Hedge Fund?

    So you want to start your own hedge fund? Here's what it takes.
  53. The Benefits of Picking Mutual Funds Over Individual Stocks

    Learn about the advantages of investing in mutual funds rather than individual stocks, including the benefits of affordability, ...
  54. All-Weather Funds: Best For All Market Situations

    You can weather financial market storms by seasoning your portfolio with “all-weather” funds.
  55. Top 5 Real Estate Mutual Funds (CGMRX, FREDX)

    Discover the top rated mutual funds focused on the real estate sector, and understand which investors are best suited to ...
  56. Top 4 Muni New York Mutual Funds

    Explore detailed analyses of the top four New York municipal bond mutual funds, and learn the type of investor for which ...
  57. Understanding Taxes on Mutual Funds Dividends

    Learn about the basics of mutual fund dividend taxation, including how and why mutual funds pay dividends and when different ...
  58. Why Advisors Trust These Fund Firms the Most

    These fund firms are tops when it comes to being trusted choices for financial advisors. But Why?
  59. 3 Mutual Funds That Hold Facebook Stock (FB)

    Explore detailed analysis of three mutual funds that include common stock of social media giant Facebook, Inc. in their top ...
  60. Alpha and Beta for Beginners

    An in-depth look at what alpha and beta are and what they measure.
  61. How to Piece Together a 401(k) Plan

    In the world of 401(k) investment lineups, more is not always better. Here's an overview of things you may want to include ...
  62. How to Prepare Your 401(k) for Rising Rates

    If headlines of the Fed raising rates have you worried, here are some ideas to help you think about your retirement-investing ...
  63. Ideas for Your Bond Portfolio When Rates Rise

    It has been nearly 10 years since the Fed last raised interest rates, and though the central bank didn’t hike rates this ...
  64. The Basics of Income Tax on Mutual Funds

    Learn about the basics of income tax on mutual funds, including what types of income may be subject to the capital gains ...
  65. 5 Characteristics of Strong Mutual Fund Shares

    Discover some of the basic characteristics shared by good mutual funds that investors can use to help them in selecting funds.
  66. Play the Bear Market With Top Bear Market Funds (EUM)

    Worried of an imminent bear market? Play it safe with these top funds designed to benefit from declines in the stock market.
  67. 5 Ways Successful Investors Choose ETFs

    Sometimes when confronted with too many choices while investing, it’s easier to just do nothing, or pick the first thing ...
  68. 3 Mutual Funds That Hold Netflix Stock (NFLX, FCNTX)

    Discover three mutual funds that allocate the largest percentage of their assets to Netflix, and learn these funds' investment ...
  69. Top 4 Consumer Defensive Mutual Funds (PGCOX, RYPDX)

    Discover which mutual funds in the consumer defensive market are top-rated funds, and learn why investors may be drawn to ...
  70. Top 4 Diversified Emerging Market Mutual Funds (NEWFX, VEIEX)

    Explore analysis of the top diversified emerging market mutual funds, and learn about their modern portfolio theory statistics, ...
  71. Do Bear Market Funds Make Sense for Investors?

    Bear market funds have their place. But are they right for individual investors?
  72. 3 Ways to Avoid High ETF Fees

    Interested in trading ETFs? Here are three ways to avoid unnecessary fees.
  73. Top 4 Ultrashort Bond Mutual Funds (VUBFX, ASARX)

    Explore analysis of some of the top mutual funds tracking the ultrashort duration bond market, and learn about their characteristics ...
  74. A Statistical Look at Passive Vs. Active Management

    Find out what the data has to say about the passive management Vs. active management debate, and why there isn't necessarily ...
  75. The Lipper Rating System Explained

    Take a closer look at how Lipper Inc., a subsidiary of Thomson Reuters, determines the ratings for mutual funds in its Lipper ...
  76. Top 4 Technology Mutual Funds

    Read about four of the best managed and most successful mutual funds in the Technology sector and find out what makes them ...
  77. Top 4 European Stock Mutual Funds (PRESX, TEMIX)

    Learn about four of the largest and most popular European stock mutual funds in the market, including options for active ...
  78. Top 4 Retirement Income Mutual Funds (PRFHX, SWJRX)

    Review four of the top retirement income mutual funds available on the market today, including those with tax advantages ...
  79. Go-Anywhere Funds Sometimes Go Nowhere

    Go long, go short, go stocks, go bonds, these funds can go anywhere. Here is how flexible go-anywhere funds work and how ...
  80. These Top Vanguard Funds Will Help You Diversify (VTSAX, VTIAX)

    These Vanguard funds offer diversification and low fees for retirement savers.
  81. The 3 Best Investments George Soros Ever Made

    Learn about some of the most successful trades famed investor George Soros has made during his career, including a billion ...
  82. A Guide For Picking Long Term Mutual Funds

    Learn about considerations for investors when buying shares in a mutual fund for a long-term investment, including fees, ...
  83. Automating Your 401(k) is Easier Than You Think

    If you like automation, you should check out these features that many 401(k) plans offer.
  84. 5 Mutual Funds that Hold Berkshire Hathaway Stock (BRK.A, BRK.B)

    Discover the top five mutual funds most heavily weighted with Berkshire Hathaway stock, and the percentage of their assets ...
  85. Comparing ETFs Vs. Mutual Funds For Tax Efficiency

    Explore a comparison of mutual funds and exchange-traded funds, or ETFs, and learn what makes ETFs a significantly more tax-efficient ...
  86. 4 Mutual Funds that Hold Tesla Stock (TSLA)

    Obtain information on the four mutual funds that have significant allocations to Tesla Motors, Inc. in their major portfolio ...
  87. 4 Mutual Funds that Hold Apple Stock (AAPL, FCNTX)

    Discover mutual funds offering the most substantial percentage of holdings in Apple, Inc. stock that investors can use to ...
  88. The 3 Best Investments Bill Ackman Ever Made (GGP, CP)

    Learn about the three best investments Ackman ever made. Ackman has demonstrated a consistent track record of success in ...
  89. Top 5 Precious Metals Mutual Funds

    Obtain information and analysis of some of the top-rated and most popular mutual funds that offer investors exposure to the ...
  90. Whole or Term Life Insurance: Which Is Better?

    Learn the difference between term life insurance and whole life insurance. Understand when it is beneficial to buy each type ...
  91. Top 5 Bear Market Mutual Funds (GRZZX, BEARX)

    Discover five bear market mutual funds that investors can turn to for generating maximum capital appreciation during a bear ...
  92. 4 Mutual Funds to Consider If Interest Rates Rise

    Learn what mutual funds will perform best if interest rates rise. Interest rates can rise due to inflation or to an improving ...
  93. This Is How 3 Investors Made a Billion Dollars

    Read about three major hedge fund managers who are worth at least $1 billion and who made large amounts of money on a single ...
  94. How Hedge Funds Front-Run Index Funds to Profit

    Understand what front running is, and learn how hedge funds use this investing strategy to profit from the anticipated stock ...
  95. Top 5 Chinese Mutual Funds (MCDFX, FHKCX)

    Learn about some of the most popular and best performing mutual funds that offer investors exposure to the important emerging ...
  96. Five Things to Consider Now for Your 401(k)

    If you can’t stand still, when it comes to checking your 401 (k) balance, focus on these 5 steps to help channel your worries ...
  97. Are Hedge Fund ETFs Suitable for Your Portfolio?

    Are hedge fund ETFs right for you? Here's what investors need to consider.
  98. How AQR Places Bets Against Beta

    Learn how the bet against beta strategy is used by a large hedge fund to profit from a pricing anomaly in the stock market ...
  99. Index or Target Dates in 401(k)s: Which is Better? (VFINX, FUSEX)

    A common question is whether or not plan participants should choose index or target date funds in a 401(k). The answer depends ...
  100. 6 Reasons Why Every Investor Should Consider ETFs

    Once you understand the benefits of ETFs, you’ll see how they could be an exciting and smart way to help meet your financial ...
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