Mutual Funds Articles

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  1. 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 ...
  2. 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 ...
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. 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 ...
  7. Asset Allocation Models: Comparing 3 Traditional Strategies

    Learn about the three most common asset allocation models: conservative, moderate and aggressive.
  8. 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 ...
  9. 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 ...
  10. 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 ...
  11. 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 ...
  12. 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 ...
  13. 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 ...
  14. 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 ...
  15. 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 ...
  16. Do Liquid Alts Deliver During Volatile Markets?

    Have liquid alternative funds and ETFs delivered in this volatile stock market and over time? It depends.
  17. 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 ...
  18. Brown Advisory: Investment Manager Highlight

    Learn more about Brown Advisory, including products the firm offers, asset classes it covers and background information about ...
  19. 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 ...
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. 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 ...
  24. 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 ...
  25. 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 ...
  26. 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 ...
  27. 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 ...
  28. 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 ...
  29. 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 ...
  30. VWELX: Overview of Vanguard Wellington Fund

    Learn about the Vanguard Wellington Fund Investor Shares, including its portfolio composition, performance and management.
  31. 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 ...
  32. 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 ...
  33. 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 ...
  34. Why Advisors Are Likely to See More Fee Compression

    Advisors have experienced fee compression for years. Here's why that is likely to continue.
  35. 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 ...
  36. 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 ...
  37. Neuberger Berman: Investment Manager Highlight

    Read about Neuberger Berman, one of the world's largest employee-owned asset management companies, where employees invest ...
  38. 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 ...
  39. American Century: Investment Manager Highlight

    Discover American Century Investments, a uniquely socially responsible asset management firm that only does asset management ...
  40. 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 ...
  41. VFIFX: Overview of Vanguard Target Retirement 2050 Fund

    Explore the Vanguard Target Retirement 2050 Fund and its investment objective, portfolio composition, management, performance ...
  42. 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. ...
  43. 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 ...
  44. 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 ...
  45. FMAGX: Overview of Fidelity Magellan Fund

    Analyze the Fidelity Magellan Fund, including its investment philosophy, performance history and manager biographies.
  46. 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 ...
  47. 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 ...
  48. 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 ...
  49. 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 ...
  50. 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 ...
  51. 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 ...
  52. 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 ...
  53. 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.
  54. 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 ...
  55. 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 ...
  56. 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 ...
  57. 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 ...
  58. 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 ...
  59. 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 ...
  60. 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 ...
  61. 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 ...
  62. 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 ...
  63. 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 ...
  64. 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 ...
  65. 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 ...
  66. 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 ...
  67. DODIX: Overview of Dodge & Cox Income Fund

    Learn about the Dodge & Cox Income Fund, its investment objective, portfolio composition, management team, performance and ...
  68. 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 ...
  69. Franklin Templeton’s Top Funds for Retirement

    These are Franklin Templeton's top mutual funds and ETFs for a diversified retirement portfolio.
  70. 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 ...
  71. 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 ...
  72. Top 4 Mutual Fund Holders of Bank of America (BAC, VTSMX)

    Discover the top four largest mutual fund holders of Bank of America shares, and learn if their investment strategies can ...
  73. Top 3 Mutual Fund Holders of IBM (VFINX, VTSMX)

    Discover the top four largest mutual fund holders of IBM shares, and decide if their investment portfolios could improve ...
  74. AWSHX: Overview of American Funds Washington Mutual Fund

    Learn about American Funds Washington Mutual Investors Fund, a highly rated growth and income fund from Capital Group, and ...
  75. FRESX: Overview of Fidelity Real Estate Investment Fund

    Learn about the Fidelity Real Estate Investment Port including its investment philosophy, management, investment performance, ...
  76. FOCPX: Overview of Fidelity OTC Portfolio Fund

    Learn about the Fidelity OTC Portfolio mutual fund, how the fund uses active management and the combination of smaller and ...
  77. VWINX: Overview of Vanguard Wellesley Income Fund

    Learn the highlights of the Vanguard Wellesley Income Fund in this overview, including its investment objective, management ...
  78. VTIVX: Overview of Vanguard Target Retirement 2045 Fund

    Learn about the Vanguard Target Retirement 2045 Fund, a mixed-allocation fund designed for mutual fund investors who plan ...
  79. Top 4 Mutual Fund Holders of General Electric (GE, VTSMX)

    Discover the top four largest mutual funds owners of General Electric shares, and determine whether their portfolios can ...
  80. Top 5 Mutual Fund Holders of Seagate Technology PLC (STX, FLPSX)

    Discover the top five largest mutual fund holders of Seagate Technology shares, and learn if their investment styles can ...
  81. Top 4 Mutual Fund Holders of AT&T (T, VTSMX)

    Discover the top three largest mutual fund holders of AT&T shares, and learn how their investment portfolios could improve ...
  82. VGSTX: Overview of Vanguard STAR Fund

    Take a closer look at one of Vanguard's more interestingly constructed mutual funds, the Vanguard STAR Fund, which is made ...
  83. VGHCX: Overview of Vanguard Health Care Fund

    Find out about the Vanguard Health Care Fund in this fund overview, with information on investment performance and fund management.
  84. AMCPX: Overview of American Funds AMCAP Fund

    Learn about the American Funds Amcap Fund, a large-cap growth fund from Capital Group, which is one of the nation's most ...
  85. Top 5 Mutual Fund Holders of Monsanto Company (MON, AGTHX)

    Discover the top five mutual fund investors in Monsanto Company's common stock. Learn how many institutional portfolios hold ...
  86. Top 5 Mutual Fund Holders of Medtronic (MDT, VTSMX)

    Learn about Medtronic plc's five largest mutual fund investors. Medtronic is one of the world's leading medical device and ...
  87. VBMFX: Overview of Vanguard Total Bond Market Index

    Learn about the world's largest fund, the Vanguard Total Bond Market Index Fund, including its performance and portfolio ...
  88. VBINX: Overview of Vanguard Balanced Index Fund

    Find out about the Vanguard Balanced Index Inv in this fund overview, which includes highlights of its management, portfolio ...
  89. TRBCX: Overview of T. Rowe Price Blue Chip Growth Fund

    Learn about the T. Rowe Price Blue Chip Growth Fund and its investment philosophy, portfolio composition, management, performance ...
  90. Top 5 Mutual Fund Holders of General Motors Stock (GM, TM)

    Discover which mutual funds own the largest positions in General Motors, and learn about the investment style and strategy ...
  91. FFFFX: Overview of Fidelity Freedom 2040 Fund

    Learn about the Fidelity Freedom 2040 Fund and its investment philosophy, portfolio composition, management, performance ...
  92. Top 3 Mutual Fund Holders of Procter & Gamble Stock (PG, VTSMX)

    Discover the top three largest mutual fund holders of Procter & Gamble shares, and learn how their investment portfolios ...
  93. FUSEX: Overview of Fidelity Spartan 500 Index Fund

    Explore a detailed analysis of the Fidelity Spartan 500 Index Fund - Investor Class, learn about its investment strategy ...
  94. Top 4 Mutual Fund Holders of Morgan Stanley (MS, VTSMX)

    Discover the top four largest mutual fund holders of Morgan Stanley shares, and learn if their investment strategy can help ...
  95. AIVSX: Overview of Investment Company of America Fund

    Discover the American Funds Investment Company of America, a growth and income fund with an 80-plus-year history of providing ...
  96. PRWCX: Overview of T. Rowe Price Capital Appreciation Fund

    Learn about the T. Rowe Price Capital Appreciation Fund and its investment strategy, portfolio composition, management, investment ...
  97. Top 4 Mutual Fund Holders of Microsoft (MSFT, VTSMX)

    Discover the top four largest mutual fund owners of Microsoft shares, and determine how their portfolios benefit from these ...
  98. MacKay Shields: Investment Manager Highlight (AWF)

    Get a look at the key executives and investment professionals who direct investing at the asset management firm of MacKay ...
  99. ODMAX: Overview of Oppenheimer Developing Markets Fund

    Learn about the state of emerging market stocks, their outlook for 2016, and get a fund analysis of the Oppenheimer Developing ...
  100. Top 5 Mutual Fund Holders of SolarCity Corporation (SCTY, FOCPX)

    Discover which three of the top five mutual fund investors are adding to their SolarCity holdings despite turbulent market ...
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