Mutual Funds Articles

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  1. SHPIX: 3 Mutual Funds to Sell Short Small Cap U.S. Equities

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

    Discover the Oakmark Equity & Income I Fund (OAKBX): its investment philosophy, portfolio composition, management, investment ...
  3. 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 ...
  4. FREEX: Overview of Real Estate Mutual Fund from Franklin

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

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

    Find out if you should have your money managed by professionals.
  7. 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 ...
  8. 4 Dishonest Broker Tactics And How To Avoid Them

    Protecting yourself from dishonest broker practices means knowing how to spot them.
  9. 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 ...
  10. 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 ...
  11. (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 ...
  12. 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 ...
  13. (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 ...
  14. (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 ...
  15. BIAQX: Overview of Somerset Emerging Equity Markets Fund

    Explore the investment process of the Somerset Emerging Market Equity Fund, the highest returning fund in the Brown Advisory ...
  16. 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 ...
  17. 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 ...
  18. 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 ...
  19. 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. ...
  20. 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 ...
  21. 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 ...
  22. 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, ...
  23. 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 ...
  24. 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 ...
  25. 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 ...
  26. 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 ...
  27. 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 ...
  28. KGIAX, GGECX: 3 Global Equity Mutual Funds to Avoid

    Discover how global stocks have performed in early 2016, where global stocks could be going and three global equity mutual ...
  29. 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 ...
  30. 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 ...
  31. 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 ...
  32. 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, ...
  33. 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 ...
  34. 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 ...
  35. 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 ...
  36. 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 ...
  37. IEFCX: 3 Oil-Heavy Mutual Funds to Avoid

    Discover three oil-heavy mutual funds investors should avoid, and learn why these funds have poor risk-reward profiles and ...
  38. 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' ...
  39. 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 ...
  40. 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 ...
  41. 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 ...
  42. ACAAX, BOPBX: 3 Expensive U.S. Large-Cap Mutual Funds

    Discover three large-cap mutual funds that merit a position in your portfolio despite having sales charges and high expense ...
  43. 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 ...
  44. 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 ...
  45. TFSIX: 3 Global Financials Mutual Funds That Pay Dividends

    Explore the financial sector, and learn about three of the highest dividend-paying global financials mutual funds available ...
  46. BISAX, AFGGX: 3 Expensive International Mutual Funds Worth Your While

    Learn about three expensive international mutual funds. These funds have features that may be attractive to you, such as ...
  47. 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 ...
  48. 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 ...
  49. 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 ...
  50. 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 ...
  51. 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 ...
  52. 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, ...
  53. (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 ...
  54. 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 ...
  55. 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 ...
  56. 5 Things To Know About Asset Allocation

    Overwhelmed by investment options? Learn how to create an asset allocation strategy that works for you.
  57. 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 ...
  58. 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 ...
  59. Going the ETF Route? What You Should Know

    ETFs have a number of advantages for investors who are saving for retirement. Here's a list of why that's so.
  60. (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 ...
  61. Ackman vs. Madoff: Who's Hurting Hedge Funds More?

    Compare the plights of former and current money managers Bernie Madoff and Bill Ackman and how the actions of both men have ...
  62. More Bad News for Ackman? (PSHZF)

    Discover reasons why Bill Ackman's Pershing Square may suffer again in 2016 due to Saudi Arabia's move to ban derivatives ...
  63. 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 ...
  64. 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 ...
  65. 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 ...
  66. (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 ...
  67. 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 ...
  68. 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 ...
  69. 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 ...
  70. How the Strong Dollar Impacts Hedge Funds (MNGPY)

    Learn why the U.S. dollar rallied in May 2016. Discover how a rising dollar impacts hedge funds, and become aware of why ...
  71. 3 Consistent Mutual Funds

    Learn about mutual funds with longtime portfolio managers. See how investors prefer funds with consistency in portfolio management.
  72. (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 ...
  73. 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 ...
  74. 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 ...
  75. Seth Klarman Predicts a Tough Road Ahead for MU,PYPL

    In Q1, billionaire hedge fund manager Seth Klarman reduced his stake in PYPL while completely selling out of PYPL. Let's ...
  76. Why Hedge Funds Are Shorting Australian Banks (CMWAY, WBK)

    Discover why hedge funds are shorting Australian banks, including key themes such as an overheated property market, bad debts ...
  77. Billionaire Carl Icahn's Q1 Moves: PYPL, AAPL

    Billionaire hedge fund manager Carl Icahn reduced his holdings in PYPL and AAPL in Q1. Let's find out why.
  78. Top ETF Tools: An Overview

    Here are some of the best online tools for finding the best ETF for your portfolio.
  79. Top 5 Positions in Philip Falcone's Portfolio (CPN, SPB)

    Philip Falcone was the former CEO and Chairman of Harbinger Capital Partners. This article analyzes his top four portfolio ...
  80. Bill Ackman on Concentrated Portfolios, Lessons From Valeant (VRX)

    Explore the lessons of concentrated portfolios, including how Bill Ackman's strategy change at Pershing Square mirrors one ...
  81. 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 ...
  82. 3 Ways to Find a Job at a Hedge Fund Without Connections

    Learn why landing a job at a hedge fund is notoriously difficult without connections, and how candidates can increase their ...
  83. Why Billionaire Chanos Is Shorting Alibaba (BABA, JD)

    Learn why famed short seller and hedge fund manager Jim Chanos believes that the price of Alibaba's shares is heading lower, ...
  84. 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 ...
  85. Evaluating Target Date Funds Just Got Easier

    The wave of target date funds has caught the eye of the DoL, which has issued guidelines on them for fiduciaries. Here's ...
  86. Is the Hedge Fund Industry Too Concentrated?

    Learn about trends in the hedge fund industry. Discover why a relatively small number of funds holds a significant majority ...
  87. Billionaire John Paulson's Q1 Biotechs: AGN, SGYP

    Let's take a look at billionaire hedge fund manager John Paulson's Q1 investments in these healthcare stocks: AGN, SGYP
  88. International Bonds are Worth Another Look

    We explain how a global bond portfolio can offer more than a U.S.-only portfolio can.
  89. Larry Robbins' Q1 Ups and Downs: GOOGL,HUM

    TipRanks highlights Larry Robbins' notable Q1 stock activity.
  90. 4 Ways to Invest in Gold (GLD, FSAGX)

    Discover four different investment vehicles that investors can utilize to obtain exposure to the gold market in the precious ...
  91. 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 ...
  92. Top 3 Stocks Hedge Funds Bought in Q1, 2016

    Learn about the top three stocks that the top 50 hedge funds bought during Q1 2016 and the catalysts that may have attracted ...
  93. ETFs and Taxes: What Investors Need to Know

    It's true that ETFs can offer tax efficiency, but that's not always the case. Here's what investors need to watch out for.
  94. ETFs and Taxes: What Investors Need to Know

    It's true that ETFs can offer tax efficiency, but that's not always the case. Here's what investors need to watch out for.
  95. Six Critical Rules for Successful Retirement Investing

    Specific retirement investing "rule of thumb" tips are helpful, but there are broader guidelines to follow if you want to ...
  96. 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 ...
  97. 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 ...
  98. Franklin Templeton's Highest Performing Mutual Fund

    A complete summary and performance review of Franklin Templeton's best performing fund since inception, the Franklin International ...
  99. 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 ...
  100. Are Hedge Funds Trying to Catch the Falling Knife? (AMZN, NFLX)

    Learn about how hedge funds continue to increase their exposure to momentum stocks and why this strategy carries both risks ...
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