Mutual Funds Articles

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  1. 3 Mutual Funds for Bull and Bear Markets (ALBAX, LAMAX)

    Learn about the top large-cap core funds from Alger, Lord Abbett and Nuveen, with a summary of the funds' investment strategies ...
  2. Top 2 Holdings of Columbia Threadneedle's Mutual Fund (MSFT, JNJ)

    Discover the two AAA-rated by S&P top holdings of the Columbia Dividend Income fund: Microsoft Corp. and Johnson & Johnson.
  3. The Hidden Cost of Hedge Funds

    Are hedge funds worth the hype and exclusivity they exude? Let us take a closer look at what is involved when investing with ...
  4. What Happens to Investors' Money When a Hedge Fund Fails?

    Learn about investors' rights of redemption for money invested in hedge funds, as well as what happens to investors' money ...
  5. 4 Growth Stocks Mutual Funds Are Underestimating (GS, AAPL)

    Discover four stocks in which growth fund managers remain underweight despite evidence that momentum may still exist in the ...
  6. Hussman Fund's Highest-Performing Total Return Mutual Fund (HSTRX)

    Discover how the Hussman Strategic Total Return Fund has outperformed the S&P 500, and learn how your portfolio can benefit ...
  7. 4 Best Qualitatively Driven Mutual Funds (FSRPX, VGHCX)

    Learn about some of the best qualitatively driven mutual funds around, as these investment vehicles can provide compelling ...
  8. At What Point Does Indexing Get Top Heavy?

    More than 40% of all investment assets are now held in index funds. Are they becoming too popular?
  9. Top 4 Mutual Fund Holders of MetLife Inc. (MET)

    Learn more about MetLife and discover the fundamental aspects of the top four mutual fund holders of the insurance holding ...
  10. 4 Mutual Fund Trends in Company 401(k)s

    Learn about some of the mutual fund trends emerging in the 401(k) marketplace, and discover how these changes are affecting ...
  11. 3 Catalysts for U.S. Equity Market Correction (KMI, SWN)

    Find out what hedge fund manager David Tepper and other top market analysts foresee for the U.S. economy and the stock market ...
  12. 3 Cases Against Buffett's Recommendation on Index Funds (BRK-A, GS)

    Learn why Warren Buffet believes index funds are the best choice for investors, but why they may not perform as well in 2 ...
  13. The Biggest ETF Risks

    ETFs have become so popular because of the many advantages they offer. Still, investors must keep in mind that they aren't ...
  14. Top 3 Stocks Hedge Funds Sold in Q1 2016 (AAPL, AVGO)

    Learn about how the top 50 hedge funds performed during the first quarter of 2016 and the top three stocks that were sold ...
  15. David Einhorn: Tips on How to Read Financial Statements (SUNE)

    Find out what Greenlight Capital manager and value investing extraordinaire David Einhorn says about reading financial statements.
  16. 5 ETFs Flaws You Shouldn't Overlook

    Despite their popularity, exchange traded funds have some drawbacks that investors should know about.
  17. Why This Billionaire Is Cutting Hedge Fund Fees (IVW, JNS)

    Discover the struggles of hedge funds and Tudor Investment Corporation's Paul Tudor Jones, a Wall Street pioneer adapting ...
  18. 3 Mutual Funds That Rely on Strong M&A (EMAYX, GAKIX)

    Discover three small- to mid-cap mutual funds that rely heavily on merger and acquisition activity, with a summary of each ...
  19. 3 Mutual Funds to Avoid During U.S. Rate Hikes (FRBAX, FSRBX)

    Learn why banks may not receive the traditional benefits from rising interest rates, and discover three financial mutual ...
  20. 4 Reasons Why Fund Managers Prefer Individual Stocks (BRK-A, VOO)

    Learn about some of the reasons why fund managers prefer trading in individual stocks over index funds, despite their overall ...
  21. S&P 500 Index: A Performance Analysis of Long-Term Returns

    Discover how to gain insight into the returns generated by the S&P 500 Index over the long term and how this can assist your ...
  22. Index Funds: The Case Against Bill Ackman (STT, BLK)

    Explore the reasoning behind Bill Ackman's concern of an impending index fund bubble, and why his argument sounds like an ...
  23. Why This Billionaire Says the Stock Market Is Dead Money (DBLTX)

    Discover why billionaire fund manager Jeffrey Gundlach says the stock market is dead money and learn what catalysts may cause ...
  24. Hedge Funds: Under Pressure or Under Assault? (AIG)

    Find out whether the recent massive outflows from the hedge fund industry represent an all-out assault or weary investors ...
  25. Hedge Funds: Is Activist Investing Peaking? (M, QCOM)

    Discover the trend and direction of activist campaigns by hedge funds and whether they have reached a peak or are continuing ...
  26. The 5 Best Muni Bond Funds

    These five funds are some of the best bets for muni bonds for those seeking diversification and tax benefits.
  27. When is a Mutual Fund the Best Investment Option?

    ETFs and their multitude of strategies are super-popular, but when it a good old mutual fund the best choice?
  28. 4 Reasons Why the Hedge Fund Industry Is Getting Attacked (VFIAX)

    Learn about the continued scrutiny of hedge funds and how the industry has come under fire for both regulatory and performance ...
  29. Robert Olstein On Index Investing and Value Investing (SPY)

    Find out why fund manager Robert Olstein trusts fundamental value investing strategies, and how his approach differs from ...
  30. Fidelity Funds vs. Vanguard Funds: Tale of the Tape

    Learn the differences in Fidelity funds versus Vanguard funds, with a breakdown of each fund company's lineup by asset class ...
  31. Sunny Vanderbeck, CEO of Satori Capital: Influencer

    A Q&A Sunny Vanderbeck, Managing Partner of Dallas-based Satori Capital, who has some enlightened views on the future of ...
  32. Will the Hedge Fund Industry Lose 25% of Assets? (MET, AIG)

    Discover why one Wall Street pro predicts further trouble for hedge funds as performance and operational issues have investors ...
  33. Portfolio Concentration: Why You Should Watch It

    Overconcentration in a specific position or sector can lead to disaster.
  34. Fidelity Is Selling More Index Funds

    Learn about Fidelity Investments' presence in the index fund marketplace as of 2016 and discover what the company is doing ...
  35. Bill Ackman Is Against Mutual Funds: Should Investors Listen? (VRX, VFIAX)

    Learn about Bill Ackman's view of index funds and how passive management ignores stock valuation, leading U.S. equities to ...
  36. 3 Lessons From Hedge Funds' Favorite Stocks (HTZ, VRX, SUNEQ)

    Learn about the increasing influence of hedge fund managers on investors and how the stock selection of the pros should always ...
  37. 2 Reasons to Be Bullish on the Dollar (RDPIX, RDPSX)

    Discover the reasons why the U.S. dollar is performing strongly. Learn about three mutual funds that can be used to gain ...
  38. 3 Reasons Why Buffett Suggests Index Funds for Average Americans (BRK-A, SPY)

    Discover why legendary investor Warren Buffett believes that index funds are the best long-term investment option for most ...
  39. The Case for Merger Appraisal Rights

    In this article, we discuss appraisal rights in detail and why we believe the strategy represents a compelling investment ...
  40. 3 Reasons Why Hedge Funds Are Bearish on China (GWLLF, 0590.HK)

    Learn some of the major reasons why many top hedge fund managers are adopting or maintaining a bearish stance toward China.
  41. The Top Three Tech Stocks Favored by Hedge Funds (GS, FB)

    In its weekly kickstart report, investment bank Goldman Sachs Group Inc. revealed the three tech stocks favored by hedge ...
  42. 4 Lessons Valeant Can Teach Investors (VRX)

    Learn about the storied tumble of Valeant Pharmaceuticals Inc. and the subsequent effect on institutional and individual ...
  43. 4 African ETFs Traded in the U.S.

    African markets have become more interesting for private and institutional investors. ETFs with exposure to Africa are an ...
  44. 3 S&P 500 Companies With the Most Hedge Fund Exposure (HOT, SWN)

    Learn about three companies on which hedge fund managers have become bullish, acquiring significant ownership positions in ...
  45. Why the Top-Performing Fund Isn’t the Best Choice

    The top-performing mutual fund or ETF isn't often the best choice for your portfolio. Here's why.
  46. Smart Beta vs. Active Management: Which is Better? (BLK, SCHB)

    Learn how smart beta funds combine the advantages of both active and passive management by tracking customized indexes without ...
  47. Event-Driven Equity – Hedge Fund Crowding Overshadows

    Learn why selling pressure from several large hedge funds has led to meaningful underperformance in more heavily trafficked ...
  48. Commodities Relative Value

    In this special report, we take a close look at the hedge fund segment, considering key characteristics and performance trends, ...
  49. Do Municipal Bond Mutual Funds Offer a Tax Incentive?

    Learn about individual municipal securities and municipal bond funds, whose principal stability and tax-free yield appeal ...
  50. 3 Mutual Funds to Profit Off Millennial Spending Patterns (PRWAX, LSGRX)

    Learn about millennials, and uncover their spending patterns. Discover three mutual funds that can be used to gain exposure ...
  51. CDOs and the Mortgage Market

    These structured products contribute to keeping borrowing rates low.
  52. Should Investors Still Buy Index Mutual Funds at Current Stock Market Prices?

    Learn about some of the metrics used to determine relative market valuation and discover if stock index funds are appropriate ...
  53. India's Economy Is Bright: 3 Mutual Funds to Take Advantage of (MINDX, WAINX)

    Learn about three India equity sector funds positioned to take advantage of phenomenal growth forecast for the emerging market ...
  54. How New SEC Rule Would Hit Alternative Mutual Funds

    New rules proposed by the SEC could require some alternative mutual funds to scale back the use of derivatives.
  55. Behind the Scenes of Your Mortgage

    Four major players slice and dice your mortgage in the secondary market.
  56. The Top 5 J.P Morgan Shareholders (JPM)

    Examine the largest shareholders of JP Morgan Chase. Identify ownership patterns and discover how mutual funds and ETFs impact ...
  57. Is Bigger Better with ETFs, Mutual Funds?

    Bigger can be better with an index or large-cap mutual fund, or in an ETF strategy, but it can be a curse in other cases. ...
  58. Large-Cap Mutual Fund: ClearBridge's Best YTD Value Fund (SINAX)

    Discover how the ClearBridge Large-Cap Value Fund Class A outperforms the S&P 500 in down markets, and learn how it can fortify ...
  59. ETFs vs. Mutual Funds: How Investors Can Choose

    While ETFs and mutual funds are fundamentally different, they also provide many of the same benefits. Here's how to choose ...
  60. BMO's Top 3 U.S. Dollar Mutual Funds (BMO, AAPL)

    Take a look at three U.S. dollar-denominated mutual funds from BMO Financial Group targeted at Canadian investors interested ...
  61. 3 Best Dividend-Paying Australian Equity Mutual Funds

    Discover analyses of the top dividend-paying Australian equity mutual funds, and learn about the characteristics and historical ...
  62. 4 Best CT-based Mutual Funds (QRHNX, AQMNX)

    Discover two popular Connecticut-based mutual fund families, based on AUM, and learn about a few of their unique mutual fund ...
  63. 4 Reasons Why Einhorn Does Not Invest in Indexes

    Find out why David Einhorn, founder of the hedge fund Greenlight Capital, does not believe in index investing, and learn ...
  64. Here's an Asset Manager With Quantitative Analysis Expertise

    Learn about the $39 billion hedge fund firm D.E. Shaw Group in this overview of the firm, its investment strategies and its ...
  65. Clinton vs. Trump: How They Match Up as Investors

    When it comes to investing, Hillary Clinton is more conservative than Donald Trump. Here's how their investing styles compare. ...
  66. Concentrated Funds: Here's What to Know

    Concentrated funds can help clients achieve returns with a smaller base of diversification than traditional funds. Here's ...
  67. ETFs vs. Mutual Funds: The Lowdown on Costs

    Confused about the full range of fees on ETF and mutual funds? Here's a quick guide on fees and expenses.
  68. 4 Billionaires Who Graduated From Yale (MT, BX)

    Learn about four of Yale University's many billionaire alums: Wilbur Ross Jr., Stephen A. Schwarzman, James Chanos and Charles ...
  69. Value Mutual Funds: 3 Long-Term Portfolio Managers to Consider

    Learn about three long-tenured mutual fund managers working in the area of value equities, and discover more about their ...
  70. Is the Hedge Fund Industry Peaking?

    Learn if the hedge fund industry has crested, and explore the characteristics of the fund community that may have implications ...
  71. 3 Billionaire PMs That You Should Follow (BRK.A, KO)

    Explore three portfolio managers, each with a personal net worth exceeding $1 billion, and discover similarities between ...
  72. 3 Investment Fees You Can't Lower

    Investment fees are a guarantee for every investor. Knowing what's negotiable and what isn't when it comes to these charges ...
  73. These Funds Have Seen a Decade of Outflows

    Actively-managed mutual funds have seen ongoing outflows over the last 10 years. Why and will this trend continue?
  74. OAKBX: Oakmark Equity And Income Portfolio Trends in 2016

    Discover the Oakmark Equity & Income Fund, its portfolio trends in 2016 and the manager who has been at the helm for over ...
  75. What to Watch Out for When Investing with ETFs

    ETFs have become a popular vehicle for various investment objectives, but that doesn't mean they're totally free of drawbacks.
  76. 3 Cases When ETFs and Mutual Funds Are Not Comparable

    Explore the similarities and differences between mutual funds and exchange-traded funds, including the areas where the two ...
  77. Is this USAA Money Market Fund Worth It? (USAXX)

    Learn about the USAA Money Market Fund and understand why it offers safety for short-term investors but leaves much to be ...
  78. CPFXX: Top Money Market Mutual Funds From American Century

    Learn about the profiles of three money market funds in the American Century Investments family of funds and why these funds ...
  79. Dodge & Cox International Top 5 Holdings Analysis (DODFX)

    Discover the five largest holdings within the Dodge & Cox International Stock Fund along with key performance metrics for ...
  80. 4 Reasons to Still Consider Traditional 2 & 20 Hedge Funds

    Find out why traditional 2 & 20 hedge funds are still worth considering as an investment, even though they have underperformed ...
  81. VGHCX: Vanguard Health Care Fund Performance Case Study

    Find out current information about Vanguard Health Care Fund including the fund’s history, recent performance and financial ...
  82. VGPMX: Vanguard Precious Metals Fund Top 5 Holdings Analysis (AEM, NSU)

    Learn about the Vanguard Precious Metals and Mining Fund Investor Shares mutual fund in terms of what it is, its objectives ...
  83. VASGX: Vanguard LifeStrategy Growth Fund Top 4 Holdings Analysis

    Find out how the Vanguard LifeStrategy Growth Fund has constructed its index-based portfolio for aggressive growth-oriented ...
  84. How a 1% Annual Fee Can Ruin Your Nest Egg

    What kind of impact does an annual 1% fee have on your portfolio? The answer may surprise you.
  85. Stock Activist Case Study: Starboard Value & Darden Restaurants (DRI)

    Study an activist investing case featuring Starboard Value and Darden Restaurants to discover why Starboard believed Darden ...
  86. VWINX: Vanguard Wellesley Income Fund Performance Case Study

    Learn basic information for the Vanguard Wellesley Income Fund, including historical performance and market return trends ...
  87. Vanguard Wellington Fund Performance Case Study (VWELX)

    Learn about the Vanguard Wellington Fund, including an overview of the fund, its historical performance and a trend analysis ...
  88. Vanguard Target Retirement 2050 Fund Performance Case Study (VFIFX)

    Learn about Vanguard Target Retirement 2050 Fund including an overview, performance analysis and breakdown of fund price ...
  89. Low-cost Investments for Retirees

    Retirees need to be mindful of investment fees and focus on low-cost investments.
  90. FPHAX: Fidelity Select Pharmaceuticals Performance Case Study

    Learn more about the Fidelity Select Pharmaceuticals Portfolio, with a summary of the investment strategy, performance and ...
  91. Ira Sohn Conf. 2016: Nerd Prom for Investors

    Sohn Investment Conference 2016, nerd prom and Met Gala for the investor set, is upon us. Here is an almost live blog.
  92. AIVSX: American Funds Investment Company Performance Case Study

    Learn more about American Funds Investment Company of America mutual fund including fund history, asset holding composition, ...
  93. TPINX: Templeton Global Bond Top 5 Holdings Analysis

    Explore the largest exposures of the Templeton Global Bond Fund. Find out which positions are largest and to which governments ...
  94. T Rowe Price Health Sciences Fund Performance Case Study (PRHSX)

    Learn more about the T. Rowe Price Health Sciences Fund, including the historical performance and financial trends by quarter ...
  95. Hedge Funds: 4 Long Term Portfolio Managers to Consider

    Learn about four highly-compensated hedge fund managers whose seasoned approaches and complex trading strategies spawned ...
  96. PRWCX: T Rowe Price Capital Appreciation Fund Performance Case Study

    Check out an overview of T. Rowe Price Capital Appreciation Fund as well as its financial performance and historical trends ...
  97. CAIBX: American Funds Capital Income Builder Performance Case Study

    Learn about the American Funds Capital Income Builder fund, including an overview of the fund and trends relating to the ...
  98. FKINX: Franklin Income Performance Case Study

    Learn about the Franklin Income Fund's history, trends and performance for each quarter over the past decade.
  99. 3 Small-Cap Value Mutual Funds for Bull and Bear Markets (UBVAX, ABSAX)

    Discover three exceptional small-cap value funds that perform well in bull markets and weather the storm in bear markets, ...
  100. Active Management Case Study: Comparing Index to Actively Managed Fees (MORN)

    Find out how actively managed funds compare with passively managed funds in terms of cost and whether higher cost funds outperform ...
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