Mutual Funds Articles

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  1. FRESX: Fidelity Real Estate Fund's Top 5 Holdings Analysis

    Discover the top five holdings in the Fidelity Real Estate Investment Portfolio, a low-cost, four-star rated mutual fund ...
  2. 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 ...
  3. 7 Reasons to Yank a Mutual Fund from Your 401(k)

    Not all mutual funds are created equal. Here are some practical tips for recognizing – and ditching– low-value mutual funds ...
  4. VWELX: Vanguard Wellington Fund Top 5 Holdings Analysis

    Explore an overview of the Vanguard Wellington Fund, and learn about its top five holdings, which are Wells Fargo, Alphabet, ...
  5. VWEHX: Vanguard High Yield Fund Top 5 Holdings Analysis

    Explore the largest holdings of VWEHX. Find out which companies' bonds are held by the fund, and examine their financial ...
  6. FBGRX: Fidelity Blue Chip Fund - A Performance Case Study

    Learn about the the Fidelity Blue Chip Growth Fund, a large-cap fund that has consistently outperformed the S&P 500 Index ...
  7. ANCFX: Top 5 Holdings Analysis

    Learn about the American Funds Fundamental Investors portfolio, a mutual fund which has a solid track record of above-average ...
  8. 5 Best Dividend-Paying U.S. Equity Mutual Funds (VDIGX, FEQTX)

    Discover five of the best dividend-paying mutual funds that primarily invest in U.S. equities, and learn about the characteristics ...
  9. VGENX: Vanguard Energy Fund Top 5 Holdings Analysis

    Discover an analysis of the top five holdings in the Vanguard Energy Fund Investor Shares, and learn about their characteristics ...
  10. SGENX: First Eagle Global Fund Top 5 Holdings Analysis

    Learn about the First Eagle Global Class A mutual fund, including details about the fund's asset allocation and an analysis ...
  11. Asset Allocation Models: Comparing 3 Traditional Strategies

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

    Explore the five largest holdings of the Oppenheimer Developing Markets Fund Class A, an emerging markets equity mutual fund ...
  13. FPHAX: Fidelity Select Pharma Fund Top 5 Holdings Analysis

    Explore the five largest holdings of the Fidelity Pharmaceuticals Select Portfolio. Learn about the top products and drug ...
  14. 5 Technology Mutual Funds to Avoid in 2016 (HTECX, JAMFX)

    See why investors should avoid these five mutual funds when choosing a technology mutual fund, based on returns, risk profiles, ...
  15. 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 ...
  16. VGHCX: Vanguard Healthcare Fund Top 5 Holdings Analysis

    Find out which of the five largest health care companies hold the top five positions in the $46 billion Vanguard Health Care ...
  17. DODGX: Dodge & Cox Stock Fund Top 5 Holdings Analysis

    Take a look at the top five portfolio holdings of the Dodge & Cox Stock Fund, along with an overview of this Morningstar ...
  18. VGSIX: Vanguard REIT Index Fund Top 5 Holdings Analysis

    Find out which of the five largest real estate investment trusts (REITs) hold the top five positions in the $51 billion Vanguard ...
  19. 3 Best Dividend-Paying Energy Mutual Funds (VGENX, FSNGX)

    Discover three energy-focused, high dividend-paying mutual funds that you can use in your portfolio with the potential to ...
  20. PRHSX: T. Rowe Health Sciences Fund Top 5 Holdings Analysis

    Learn about the T. Rowe Price Health Sciences mutual fund, its portfolio make-up, and complete analysis of the fund's top ...
  21. 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 ...
  22. VWINX: Vanguard Wellesley Income Fund Portfolio Trends in 2016

    Evaluate the composition of the Vanguard Wellesley Income Fund, and see how its composition has evolved over the last 12 ...
  23. Do Liquid Alts Deliver During Volatile Markets?

    Have liquid alternative funds and ETFs delivered in this volatile stock market and over time? It depends.
  24. 3 Best High-Yielding Intermediate Government Bond Mutual Funds (MGIDX, VFITX)

    Learn about intermediate-term government bond funds and who should buy them, and discover three high-yielding funds in this ...
  25. Brown Advisory: Investment Manager Highlight

    Learn more about Brown Advisory, including products the firm offers, asset classes it covers and background information about ...
  26. FPURX: Fidelity Puritan Fund Top 5 Holdings Analysis

    Learn about one of Fidelity Investment's oldest mutual funds, the Fidelity Puritan Fund, and read analysis of the fund's ...
  27. 3 Consumer Discretionary Funds to Bet on Increased Consumer Spending (XLY, VCDAX)

    Discover the top four consumer discretionary funds positioned to rebound on the back of the rise in consumer spending and ...
  28. FMAGX: Fidelity Magellan Fund Portfolio Trends in 2016

    Discover the 2016 portfolio trends in the Fidelity Magellan Fund, and learn if they can help your portfolio to maximize profits ...
  29. VGSTX: Vanguard Star Fund Top 5 Holdings Analysis

    Discover a balanced mutual fund with a moderate allocation split among 11 different actively managed funds, and learn about ...
  30. VTIAX: Vanguard International Index Portfolio Trends in 2016

    Evaluate the composition of the Vanguard Total International Stock Index Fund Admiral Shares, and analyze how it has evolved ...
  31. FBGRX: Fidelity Blue Chip Fund Top 5 Holdings Analysis

    Learn about the Fidelity Blue Chip Growth mutual fund, its portfolio makeup, and read a complete analysis of the fund's top ...
  32. 3 Best High-Yielding Convertible Bond Mutual Funds (LACFX, FACVX)

    Discover an often overlooked asset class and how your portfolio can benefit from it, and learn about three of the highest-yielding ...
  33. 5 U.S. Equity Mutual Funds for Steady Returns (TWEIX, FKUTX)

    Discover five highly rated mutual funds that have long histories, are stable, and have market-beating returns. All of these ...
  34. AIVSX: American Funds I.C. of America Top 5 Holdings Analysis

    Learn about the top-five holdings of The Investment Company of America, one of the nation's oldest equity mutual funds with ...
  35. FREEX: Franklin Real Estate Fund Top 5 Holdings Analysis

    Discover the top five holdings of the Franklin Real Estate Securities A Fund, and get an overview of each company's business ...
  36. FDGRX: Fidelity Growth Company Fund Top 5 Holdings Analysis

    Discover the top five holdings of the Fidelity Growth Company Fund, a consistent long-term performance mutual fund.
  37. FFFFX: Fidelity Freedom 2040 Fund Top 5 Holdings Analysis

    Discover a fund designed for individuals wishing to retire in or around the year 2040 and learn the details of the fund's ...
  38. VGSIX: Vanguard REIT Index Fund Portfolio Trends in 2016

    Evaluate the composition of the Vanguard REIT Index Fund, and evaluate how the fund's makeup has evolved between March 2 ...
  39. 3 Best High-Yielding TIPS Bond Mutual Funds (HARRX, IBRIX)

    Learn how to protect a portion of your portfolio against the effects of inflation, and discover three different investments ...
  40. FMAGX: Fidelity Magellan Fund Top 5 Holdings Analysis

    Learn which companies are among the top 5 holdings of the Fidelity® Magellan® Fund and get an overview of each company's ...
  41. DODBX: Dodge & Cox Balanced Fund Top 5 Holdings Analysis

    See the top five holdings in the top-performing Dodge & Cox Balanced Fund. This mutual fund was launched in 1931 and has ...
  42. How to Access Hedge Fund Strategies via ETFs (QAI)

    ETFs that track hedge funds haven’t been performing that well as a group, though they are still outperforming individual ...
  43. VTIVX: Vanguard Retirement 2045 Fund Top 5 Holdings Analysis

    Discover a mutual fund designed for individuals wishing to retire on or around the year 2045, and learn the details of the ...
  44. VGPMX: Vanguard Metals and Mining Fund Portfolio Trends in 2016

    Evaluate the composition of the Vanguard Precious Metals and Mining Fund, and study how its makeup has evolved between March ...
  45. VWELX: Overview of Vanguard Wellington Fund

    Learn about the Vanguard Wellington Fund Investor Shares, including its portfolio composition, performance and management.
  46. 3 Best Dividend-Paying Japan Equity Mutual Funds (BAFJX, DFJSX)

    Discover three of the highest dividend-paying equity mutual funds that focus on the Japanese markets, and learn about some ...
  47. 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 ...
  48. FREEX: Overview of Franklin Real Estate Securities Fund

    Learn about the Franklin Real Estate Securities Fund, a real estate sector fund that can provide excellent diversification ...
  49. Man Group: Investment Manager Highlight (EMG.L)

    Learn more about Man Group, a London-based investment manager, and the four investment divisions that handle its product ...
  50. Why Advisors Are Likely to See More Fee Compression

    Advisors have experienced fee compression for years. Here's why that is likely to continue.
  51. AMECX: Overview of American Funds Income Fund of America

    Learn about the American Funds Income Fund of America, a moderate-allocation fund that focuses on safe income strategies ...
  52. 3 Vanguard EAFE Funds That Reduced Fees in 2016 (VMMSX, VFWIX)

    Read about three international equity mutual funds administered and advised by Vanguard whose expense ratios were lowered, ...
  53. Why Now May Be the Moment to Get In On Value

    Find out why the market’s almost immediate plunge to start 2016 cast a pall over what might have been shiny prospects for ...
  54. Neuberger Berman: Investment Manager Highlight

    Read about Neuberger Berman, one of the world's largest employee-owned asset management companies, where employees invest ...
  55. Top 5 Mutual Fund Holders of Johnson Controls (JCI, TYC)

    Discover the five largest mutual fund investors in Johnson Controls a 130 -year -old manufacturing company engaged in a tax ...
  56. ANCFX: Overview of American Funds Fundamental Investors Fund

    Discover American Funds Fundamental Investors Fund, a large-cap stock fund with excellent long-term returns. Learn about ...
  57. American Century: Investment Manager Highlight

    Discover American Century Investments, a uniquely socially responsible asset management firm that only does asset management ...
  58. FLPSX: Overview of Fidelity Low-Priced Stock Fund

    Get an overview of the Fidelity Low-Priced Stock Fund, including the fund's investment philosophy, performance history and ...
  59. VFIFX: Overview of Vanguard Target Retirement 2050 Fund

    Explore the Vanguard Target Retirement 2050 Fund and its investment objective, portfolio composition, management, performance ...
  60. 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. ...
  61. 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 ...
  62. 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 ...
  63. Top 5 Mutual Fund Holders of Waste Management (WM, AMECX)

    Discover which mutual funds own the largest positions in Waste Management, and learn about the investment style and strategy ...
  64. FMAGX: Overview of Fidelity Magellan Fund

    Analyze the Fidelity Magellan Fund, including its investment philosophy, performance history and manager biographies.
  65. TPINX: Overview of Templeton Global Bond Fund

    Learn more about the Templeton Global Bond A Fund, a 30-plus year-old world bond fund with an aggressive slant and a history ...
  66. XLI vs. VINAX: ETF vs. Mutual Fund Case Study

    Explore the similarities and differences between the holdings, pricing, returns and structure of VINAX and XLI. What factors ...
  67. VGHCX: Portfolio Trends in 2016

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

    Learn about the portfolio shifts in the T. Rowe Price Blue Chip Growth Fund for 2016 and consider whether the fund is right ...
  69. VGPMX: Overview of Vanguard Precious Metals and Mining Fund

    Learn about the Vanguard Precious Metals and Mining Fund, including highlights of its investment performance, portfolio allocation ...
  70. XLE vs. VGENX: ETF vs. Mutual Fund Case Study

    Compare and contrast a popular energy mutual fund, Vanguard Energy Fund Investor Shares, and an ETF, the Energy Select Sector ...
  71. FSENX: Overview of Fidelity Select Energy Fund

    Learn about the Fidelity Select Energy Portfolio mutual fund, its costs, its holdings, its performance and its management's ...
  72. FSENX: Portfolio Trends in 2016

    Discover the portfolio trends in Fidelity Select Energy Portfolio and learn how it's positioned to grow with the rebound ...
  73. VIMAX: Overview of Vanguard Mid Cap Index Fund

    Read an overview of the Vanguard Mid Cap Index Fund Admiral Shares mutual fund, and discover how its portfolio holdings have ...
  74. 3 Expensive Value Funds Worth Your While (ACCLX, IUTCX)

    Learn about the outlook for value versus growth stocks, and discover the top three most expensive, best-managed value mutual ...
  75. XLV vs. VGHCX: ETF vs. Mutual Fund Case Study

    Discover whether the Vanguard Health Care Fund or the Health Care Select Sector SPDR ETF is a better investment in your portfolio.
  76. VGENX: Portfolio Trends in 2016

    Evaluate the composition of the Vanguard Energy Fund, and study how the fund's makeup has evolved between March 2015 and ...
  77. VIMSX vs. MDY: Mutual Fund vs. ETF Case Study

    Explore the similarities and differences between VIMSX and MDY. Compare and contrast the structure, holdings, performance ...
  78. DODGX: Portfolio Trends in 2016

    Discover the year-over-year portfolio trends in the Dodge and Cox Stock Fund ("DODGX") and learn if its strategy can help ...
  79. XRT vs. VCDAX: ETF vs. Mutual Fund Case Study

    Discover if the Vanguard Consumer Discretionary Fund Admiral Shares is the better investment over the SPDR S&P Retail ETF, ...
  80. VHGEX vs. ACWI: Mutual Fund vs. ETF Case Study

    Explore the similarities and differences between the holdings, performance and structures of VHGEX and ACWI. Find out why ...
  81. DODBX: Portfolio Trends in 2016

    Evaluate the composition of the Dodge & Cox Balanced Fund, and study how its makeup and allocation have evolved in the last ...
  82. NAESX vs. SLYG: Mutual Fund vs. ETF Case Study

    Learn about how factors such as management style, sector allocation, expenses and dividend yields differentiate between similar ...
  83. XLU vs. VUIAX: ETF vs. Mutual Fund Case Study

    Learn about the differences between mutual funds and exchange-traded funds. Compare and contrast a utilities sector mutual ...
  84. PRHSX: Portfolio Trends in 2016

    Discover how the T. Rowe Price Health Sciences Fund is positioned in 2016, and learn what trends in the portfolio may help ...
  85. How to Know if Your 401(k) Plan Fees Are Too High

    Finding out how much you are paying for your 401(k) plan takes some research, but you should know exactly what you are getting ...
  86. Lazard Asset Management: Investment Manager Highlight (LAZ)

    Read about Lazard Asset Management, a subsidiary of Lazard Ltd. and one of the pre-eminent globally focused investment companies ...
  87. ARTIX: Overview of Artisan International Investor Fund

    Learn about Artisan Partners, collective returns from Artisan funds in 2016 year to date, and an overview of the Artisan ...
  88. AIVSX: Portfolio Trends in 2016

    Discover the year-over-year portfolio trends in the American Funds Investment Company of America and learn if the 82-year-old ...
  89. 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 ...
  90. The Advantages of ETFs Compared to Index Funds

    With the ongoing ETF boom, ETFs gain more variety and increased competition in the market leads to further investors' advantages ...
  91. The Retiree Conundrum: ETFs or Mutual Funds?

    Choosing between ETFs and mutual funds depends on your knowledge of the stock and bond markets – and on how hands-on you ...
  92. Federated Investors: Asset Manager Highlight (FII)

    Take a closer look at the history and key players for Federated Investors, one of the largest investment management companies ...
  93. Top 5 Mutual Fund Holders of Adobe Systems (ADBE, VPMCX)

    Discover the five biggest mutual fund investors in Adobe Systems, which three are actively managed and which one is buying ...
  94. DODIX: Overview of Dodge & Cox Income Fund

    Learn about the Dodge & Cox Income Fund, its investment objective, portfolio composition, management team, performance and ...
  95. Top 3 Mutual Fund Holders of JP Morgan Chase (JPM, VTSMX)

    Discover the top three largest mutual fund holders of JPMorgan Chase shares, and learn how their investment portfolios could ...
  96. Franklin Templeton’s Top Funds for Retirement

    These are Franklin Templeton's top mutual funds and ETFs for a diversified retirement portfolio.
  97. FSAGX: Overview of Fidelity Select Gold Portfolio Fund

    Learn about the Fidelity Select Gold Portfolio Fund including its management, performance, portfolio and the role it can ...
  98. Top 5 Mutual Fund Holders of Applied Materials (AMAT, VTSMX)

    Discover the top four largest mutual fund holders of Applied Materials shares, and determine if their investment strategy ...
  99. FBGRX: Overview of Fidelity Blue Chip Growth Fund

    Learn about the Fidelity Blue Chip Growth Fund in this fund overview including information on its investment performance ...
  100. Top 4 Mutual Fund Holders of Goldman Sachs (GS, VTSMX)

    Discover the four largest mutual fund holders of Goldman Sachs shares and learn how their investment portfolios could help ...
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