Mutual Funds Articles

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  1. FBALX: Fidelity Balanced Fund Portfolio Trends in 2016

    Evaluate the composition of the Fidelity Balanced Fund, and examine how the fund's makeup has evolved between March 2015 ...
  2. AMCPX: American Funds AMCAP Fund Performance Case Study

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

    Learn about the Dodge & Cox Income Fund (DODIX) including an informational overview as well as a look at the fund’s price ...
  4. 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, ...
  5. FSAGX: Fidelity Select Gold Portfolio Trends in 2016 (GOLD, GG)

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

    Explore the market-beating returns of the Fidelity Growth Company since 2012, as well as the seasonal patterns when share ...
  7. 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 ...
  8. 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 registers ...
  9. 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 ...
  10. ODMAX: Oppenheimer Developing Markets Fund Performance Case Study

    Learn about the Oppenheimer Developing Markets Fund, including an information overview as well as its historical performance ...
  11. USAGX: USAA Precious Metals Fund Performance Case Study

    Learn about the USAA Precious Metals and Minerals Fund, including an information overview and a historical price analysis ...
  12. 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 ...
  13. VGSTX: Vanguard Star Fund Performance Case Study

    Learn about the Vanguard STAR Fund, including an information overview and a look at its historical financial performance ...
  14. MCLOX: BlackRock Global Allocation Fund Performance Case Study

    Explore the performance of the BlackRock Global Allocation Fund since 2012, including a summary of how currency fluctuations ...
  15. ABALX: American Funds American Balanced Fund Performance Case Study

    Explore the performance of the American Funds American Balanced Fund, including how the fund limits volatility, as well as ...
  16. FAIRX: Fairholme Fund Performance Case Study

    Learn an overview of the Fairholme Fund, as well as its historical performance and financial trends relating to the fund’s ...
  17. FPURX: Fidelity Puritan Fund Performance Case Study

    Explore the performance of the Fidelity Puritan Fund since 2012, including the events that led to the fund's double-digit ...
  18. FCNTX: Fidelity Contrafund Risk Statistics Case Study

    Explore a risk statistics case study on the Fidelity Contrafund, including its characteristics and how it has performed against ...
  19. (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 ...
  20. FUSEX: Fidelity Spartan 500 Index Fund Performance Case Study

    Explore the performance of the Fidelity Spartan 500 Index Fund since 2012 and discover the months when the fund is most likely ...
  21. VFINX: Vanguard 500 Index Fund Investor Risk Statistics Case Study

    Discover a risk statistics case study of the Vanguard 500 Index Fund, and learn about its historical beta, alpha, Treynor ...
  22. FAGIX: Fidelity Capital & Income Fund Performance Case Study

    Discover the performance trends of the Fidelity Capital & Income Fund, and learn which times of year the fund has performed ...
  23. 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 ...
  24. JANBX: Overview of Janus Balanced Fund

    Discover a balanced mutual fund with a solid performance history, weathering down markets and routinely outperforming equity ...
  25. Trends in Capital Flows: U.S. Equities

    Analyze asset flow data for U.S. equity mutual funds and ETFs from 2014 and 2015 to identify changes in demand, investor ...
  26. 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 ...
  27. FREEX: A Performance Case Study

    Learn about the Franklin Real Estate Securities Fund, including a historical analysis per quarter of the fund's performance ...
  28. 5 Utilities Mutual Funds to Avoid in 2016 (FLRUX, MMUBX)

    Explore five utilities sector mutual funds that investors should avoid in 2016 due to below-average Sharpe ratios and high ...
  29. 5 Exotic Mutual Funds for the Risk Taker in 2016 (VICEX, CUBA)

    Discover five potential mutual funds investments that are exotic and highly specialized, and that may add potential return ...
  30. TPINX: Templeton Global Bond Performance Case Study

    Explore the performance of the Templeton Global Bond Fund since 2012, including the role that fluctuating currencies played ...
  31. 4 Best Actively Managed Mutual Funds Investing in Gold (SGGDX, GOLDX)

    Learn about some of the best-performing mutual funds focused on investing in gold through an examination of returns, ratings ...
  32. VGSIX: A Performance Case Study

    Find information relating to Vanguard REIT Index Fund including an overview, historical performance analysis and price trends ...
  33. How ETFs Are Being Used by Advisors

    The versatility of ETFs has earned the attention of financial advisors. Here's why they're well-suited to their needs and ...
  34. Why ETFs Will Eventually Trump Mutual Funds

    Exchange-traded funds are growing rapidly in popularity and may well overtake their traditional open-ended cousins at some ...
  35. The 3 Best Mutual Funds to Short Global Equities (GRZZX, UXPIX)

    Discover the three best mutual funds that bearish investors can use to short global markets, and learn which fund is best ...
  36. 3 Best High-Yielding Blended Bond Mutual Funds (RSHIX, EIHIX)

    Learn about three high-yield bond mutual funds with strong track records and excellent fundamentals that make sense as part ...
  37. 3 Best High-Yielding Global Bond Mutual Funds (GGBFX, PRSNX)

    Discover why global bond funds may be a great addition to your portfolio, and learn about three different high-yielding funds ...
  38. ARTIX: Artisan International Investor Performance Case Study

    Explore the performance of the Artisan International Fund since 2012, and learn how foreign currency risk can make this fund ...
  39. PTTRX: A Risk Statistics Case Study

    Analyze the risk metrics of the mutual fund PTTRX. Find out what standard deviation, capture ratios and R-squared indicate ...
  40. VGENX: A Performance Case Study

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

    Discover the five largest holdings in the American Funds American Balanced A Fund, along with key performance metrics for ...
  42. Bridgewater Associates: Investment Manager Highlight

    Discover the investment methodologies of Ray Dalio's Bridgewater Associates, the world's largest and most profitable hedge ...
  43. DODFX: International Stock Fund Risk Statistics Case Study

    Explore the risk metrics of mutual fund DODFX. Learn how beta, R-squared, capture ratios and standard deviation measure systematic ...
  44. AQR Capital Management: Investment Manager Highlight

    Discover the investment strategies and secrets of hedge fund powerhouse AQR Capital Management LLC in the alternative investment ...
  45. USAGX: Portfolio Trends in 2016

    Evaluate the composition of the USAA Precious Metals and Minerals Fund, and discover how its makeup evolved between March ...
  46. FSAGX: Top 5 Holdings Analysis

    Learn about the Fidelity Gold Select mutual fund, including a fund overview, its objectives and a summary of its top five ...
  47. 3 High-Yield Mutual Funds to Avoid in 2016 (PDHYX, FEHAX)

    Discover three high-yield bond mutual funds that investors should avoid due to their poor fundamentals and unfavorable risk-reward ...
  48. The Top 5 Oil and Gas Bond Mutual Funds for 2016 (CGAEX, FANAX)

    Discover five energy equity sector mutual funds poised to take advantage of a turnaround in depressed oil and natural gas ...
  49. 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 ...
  50. 3 Gold-Heavy Mutual Funds to Avoid in 2016 (RYPMX, MIDSX)

    Learn about three gold-heavy mutual funds that you should avoid in 2016 due to their poor investment fundamentals and risky ...
  51. How Does Betterment Automate ETF Selection? (IBM, MSFT)

    Learn how Betterment uses automation to simplify the investing process and lower costs for investors. Discover why using ...
  52. ARTIX: Portfolio Trends in 2016

    Evaluate the composition of the Artisan International Fund, and examine how its makeup has evolved between March 2015 and ...
  53. Alternative Investments: How The Game Has Changed for Retail Investors

    Learn how retail investors are using liquid alternative investments to diversify their portfolios. These funds are not correlated ...
  54. 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 ...
  55. A look into Warren Buffett's biggest holdings (KHC, IBM)

    What do Kraft and IBM have in common? They are two of the most profitable surging stocks in Warren Buffett’s iconic hedge ...
  56. 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 ...
  57. Zacks vs. Morningstar: Comparing MF Research Providers

    Discover the similarities and differences between mutual fund research providers, Morningstar, Inc. and Zacks Investment ...
  58. Is the Hedge Fund Model Sustainable?

    The FSOC voted yesterday to endorse a document update to SEC rules promulgated last year about risks associated with the ...
  59. Why ETFs Are So Popular with Financial Advisors

    Liquidity, convenience, diversification, transparency and tax efficiency at a low cost: It's no wonder why financial advisors ...
  60. 3 U.S. Large-Cap Growth Mutual Funds to Avoid in 2016 (NVDAX, TVRAX)

    Discover three large-cap growth mutual funds that may not be suitable portfolio selections in 2016 due to high expense ratios ...
  61. CWGIX: A Performance Case Study

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

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

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

    Evaluate the composition of the BlackRock Global Allocation Fund, and determine how the fund's makeup has evolved between ...
  65. What Happens to Bond ETFs in Stressed Markets?

    We are going to dive a little deeper today at how bond exchange traded funds (ETFs) fare when the markets are stressed.
  66. Money Fund Alternatives for 401(k) Plan Clients

    Upcoming changes to money market fund rules may trigger changes in options offered by many 401(k) plans. Here are some alternatives ...
  67. 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 ...
  68. CAIBX: American Funds Capital Income Builder Trends in 2016

    Learn about the composition of the American Funds Capital Income Builder fund, and discover how its makeup has evolved between ...
  69. ABALX, JANBX: Comparing 2 Popular Balanced Mutual Funds

    Learn about two attractive mutual funds in the moderate allocation category with successful long-term track records and appealing ...
  70. 3 Long-Term Bond Mutual Funds to Avoid in 2016 (GEDZX, PLRIX)

    Explore long-term bond mutual funds to avoid in 2016, and learn how rising rates may affect some of the best performing bond ...
  71. 4 Things to Know Before Choosing an ETF

    ETFs are a low-cost way to get exposure to different markets. But they're not all the same. Investors should research the ...
  72. (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 ...
  73. ANCFX: Portfolio Trends in 2016

    Evaluate the composition of the American Funds Fundamental Investors fund, and determine how the fund's makeup has evolved ...
  74. ABALX: Portfolio Trends in 2016

    Evaluate the composition of the American Balanced Fund from American Funds, and learn how the fund's makeup has evolved between ...
  75. 3 Best Dividend-Paying Consumer Discretionary Mutual Funds (VCDAX, FSCPX)

    Discover consumer discretionary mutual funds and learn about three high dividend-paying consumer discretionary funds available ...
  76. Investing in Oil: Direct vs. Professional Management (XOM, VGENX)

    Examine the advantages and disadvantages of the direct investment and professional management approaches to investing in ...
  77. 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 ...
  78. What's Behind So Many Mutual Fund Share Classes?

    Despite the confusion they create, the number of share classes offered by mutual fund families will most likely continue ...
  79. PTTRX: Overview of PIMCO Total Return Fund

    Explore the PIMCO Total Return Fund Institutional Class and its investment strategy, portfolio composition, management, performance ...
  80. Singer Gets Better End of AGN-PFE Deal Implosion

    Paul Singer increased his stake in Allergen by 204.75% in the fourth quarter. How will this impact his portfolio since the ...
  81. 3 Ways to Avoid High ETF Fees

    Interested in trading ETFs? Here are three ways to avoid unnecessary fees.
  82. How ETFs Fit Into Your Portfolio

    ETFs can be used to construct a portfolio that meets almost any type of investment objective. Here's a quick guide.
  83. FDGRX: Fidelity Growth Company Fund Portfolio Trends in 2016

    Evaluate the composition of the Fidelity Growth Company Fund, and learn how the fund's makeup has evolved between March 2 ...
  84. MassMutual Financial Group: Investment Manager Highlight (DLHYX, MBCSX)

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

    Learn the highlights of Prudential Financial, focusing on each of its four investment divisions: Jennison Associates, Fixed ...
  86. Mesirow Financial: Investment Manager Highlight

    Read about the investment management operations of Mesirow Financial, an employee-owned financial services firm with $96.8 ...
  87. FBALX: Fidelity Balanced Fund's Top 5 Holdings Analysis

    Learn about the Fidelity Balanced Fund, a stable portfolio composed of large-cap, income-producing stocks combined with investment-grade ...
  88. FCNTX: Fidelity Contrafund Portfolio Trends in 2016

    Evaluate the composition of the Fidelity Contrafund, and learn the ways in which the fund's makeup has evolved between March ...
  89. 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 ...
  90. Will Hedge Funds Be Around in 10 Years?

    Learn why some analysts see hedge funds as a dying breed, especially after a torturous January 2016 for fund managers around ...
  91. 3 Best Dividend-Paying International Equity Mutual Funds (RIGGX, FSIIX)

    Read about three international equity mutual funds that offer competitive dividends for income investors, and why Vanguard ...
  92. FAIRX: The Fairholme Fund's Top 5 Holdings Analysis

    Explore the five largest holdings of the Fairholme Fund, and learn about the fund's exposure to its largest positions and ...
  93. 3 Best Dividend-Paying Industrials Mutual Funds (FSDAX, FCYIX)

    Find out which mutual funds are the best dividend-paying funds in the industrials sector, and why dividend yields are hard ...
  94. 4 Best High-Yielding Long-Term Corporate Bond Mutual Funds (MPHZX, FHYSX)

    Find out which corporate bond mutual funds are the best for offering high yields, solid management and strong performance ...
  95. Why Hedge Funds Shouldn't Be Bullish on Oil

    Hedge funds are bullish on oil right now. Should they be?
  96. 3 Best High-Yielding Municipal Bond Mutual Funds (NHYMX, PYMDX)

    Discover the benefits of including municipal bond funds in your investment portfolio and learn about three high-yielding ...
  97. 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 ...
  98. VBINX: Vanguard Balanced Index Fund's Top 5 Holdings Analysis

    Examine the top five portfolio holdings of the popular Vanguard Balanced Index Fund Investor Shares, a large blend mutual ...
  99. 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 ...
  100. 3 Best High-Yielding Short-Term Bond Mutual Funds (USSBX, BSBSX)

    Learn about the three best high-yielding short-term bond mutual funds and how your portfolio can potentially benefit from ...
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