Mutual Funds Articles

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  1. Portfolio Concentration: Why You Should Watch It

    Overconcentration in a specific position or sector can lead to disaster.
  2. 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 ...
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. 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 ...
  7. 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 ...
  8. 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.
  9. 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 ...
  10. 4 Lessons Valeant Can Teach Investors (VRX)

    Learn about the storied tumble of Valeant Pharmaceuticals Inc. and the subsequent effect on institutional and individual ...
  11. 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 ...
  12. 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 ...
  13. 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.
  14. 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 ...
  15. 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 ...
  16. Commodities Relative Value

    In this special report, we take a close look at the hedge fund segment, considering key characteristics and performance trends, ...
  17. 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 ...
  18. 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 ...
  19. CDOs and the Mortgage Market

    These structured products contribute to keeping borrowing rates low.
  20. 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 ...
  21. 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 ...
  22. 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.
  23. Behind the Scenes of Your Mortgage

    Four major players slice and dice your mortgage in the secondary market.
  24. 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 ...
  25. 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. ...
  26. 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 ...
  27. 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 ...
  28. 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 ...
  29. 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 ...
  30. 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 ...
  31. 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 ...
  32. 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 ...
  33. 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. ...
  34. 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 ...
  35. 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.
  36. 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 ...
  37. 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 ...
  38. UXPIX: 3 Best Mutual Funds to Short International Equities

    Explore three international mutual funds that offer short exposure with double leverage for either aggressive contrarian ...
  39. 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 ...
  40. 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 ...
  41. 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 ...
  42. 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?
  43. 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 ...
  44. 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.
  45. 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 ...
  46. 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 ...
  47. 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 ...
  48. DODFX: Dodge & Cox International Top 5 Holdings Analysis

    Discover the five largest holdings within the Dodge & Cox International Stock Fund along with key performance metrics for ...
  49. 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 ...
  50. AVEGX: Quality Oriented Mutual Funds for Growth Investors

    Learn about the investment profiles of three conservative, growth-oriented mutual funds with long track records of excellent ...
  51. 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 ...
  52. 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 ...
  53. 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 ...
  54. FSENX: Fidelity Select Energy Top Holdings Analysis

    Discover the top holdings in the Fidelity Select Energy Portfolio, which in early 2016 included Exxon Mobil Corp. and Schlumberger.
  55. 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.
  56. 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 ...
  57. VWINX: Vanguard Wellesley Income Fund Performance Case Study

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

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

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

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

    Learn more about the Fidelity Select Pharmaceuticals Portfolio, with a summary of the investment strategy, performance and ...
  62. 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.
  63. MALTX: 3 Dividend-Paying South American Equity Mutual Funds

    Discover the three Latin American equity mutual funds that offer investors the highest dividend yields in this category of ...
  64. 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, ...
  65. 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 ...
  66. PRHSX: T Rowe Price Health Sciences Fund Performance Case Study

    Learn more about the T. Rowe Price Health Sciences Fund, including the historical performance and financial trends by quarter ...
  67. 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 ...
  68. 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 ...
  69. 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 ...
  70. FKINX: Franklin Income Performance Case Study

    Learn about the Franklin Income Fund's history, trends and performance for each quarter over the past decade.
  71. 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, ...
  72. 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 ...
  73. CALBX, DLBCFX: 3 Convertible Bond Mutual Funds to Avoid

    CALBX,DAAIX,LBCFX: Learn about three convertible bond mutual funds with poor fundamentals and weak track records.
  74. Selling Mutual Funds: What Happens When You Liquidate?

    Learn about the hidden costs that can be triggered when you redeem mutual fund shares. Even no-load funds have fees and expenses ...
  75. What All Investors Should Know About ETFs

    ETFs have become popular for their versatility and variety, but that doesn't mean they're always the right choice and that ...
  76. 5 Reasons to Pick ETFs Over Mutual Funds

    Discover five reasons why average investors and sophisticated hedge funds choose ETFs instead of mutual funds to meet their ...
  77. 3 Short-Term Bond Mutual Funds to Avoid in 2016 (ACSKX, PPLCX)

    Learn about three short-term bond mutual funds with poor risk-reward characteristics and weak returns that investors would ...
  78. The Top 5 Mutual Fund Managers in the Midwest for 2016

    Discover the top five mutual fund managers located in the Midwest. These leading asset management companies serve individuals ...
  79. SGENX: First Eagle Global Fund Performance Case Study

    Discover the historical trends regarding the First Eagle Global Fund, including the fund's strongest, weakest and most consistent ...
  80. 3 Best Dividend-Paying U.S. Financial Mutual Funds (FSVLX, PRISX)

    Find out the best dividend-paying mutual funds in the financial services sector. The best funds combine solid yields with ...
  81. AWSHX: American Funds Washington Mutual Investors Performance Case Study

    Discover seasonal performance trends for the American Funds Washington Mutual Investors Fund Class A Shares, and learn when ...
  82. VTIVX: Vanguard Target Retirement 2045 Fund Performance Case Study

    Discover the performance trends of the Vanguard Target Retirement 2045 Fund, and learn which times of the year the fund has ...
  83. TRBCX: T. Rowe Price Blue Chip Growth Fund Performance Case Study

    Discover in which seasonal period the T.Rowe Price Blue Chip Growth Fund makes its best performance gains, and learn the ...
  84. VIMAX: Vanguard Mid-Cap Index Fund Performance Case Study

    Discover the performance trends of the Vanguard Mid-Cap Index Fund, and learn which times of the year the fund has performed ...
  85. VWEHX: Vanguard High-Yield Corporate Fund Performance Case Study

    Review the performance trends of the Vanguard High-Yield Corporate Fund, and learn which times of year the fund has performed ...
  86. FSENX: Fidelity Select Energy Portfolio Performance Case Study

    Discover the seasonal performance trends for the Fidelity Select Energy Portfolio, and learn about the fund's the best and ...
  87. FMAGX: Fidelity Magellan Fund Performance Case Study

    Discover the seasonal performance trends of the Fidelity Magellan Fund, and learn which periods are the best and worst times ...
  88. AMECX: Income Fund of America Performance Case Study

    Learn about The Income Fund of America, including an information overview, a historical look at the fund's returns and trend ...
  89. FRESX: Fidelity Real Estate Fund Performance Case Study

    Read a brief overview of the Fidelity Real Estate Investment Portfolio, including an analysis of its five-year performance ...
  90. VBINX: Vanguard Balanced Index Fund Performance Case Study

    Explore the consistent returns of the Vanguard Balanced Index Fund Investor Shares, including the reason behind its low volatility ...
  91. VTIAX: Vanguard Total Int'l Stock Index Performance Case Study

    Discover the performance trends of the Vanguard Total International Stock Index Fund, and learn which times of the year this ...
  92. Vanguard Life Strategy Growth Fund (VASGX): A Performance Case Study

    Learn about the Vanguard LifeStrategy Growth Fund, including a fund overview as well as the fund's performance over the past ...
  93. VGENX: Vanguard Energy Fund Risk Statistics Case Study

    Explore a risk statistics case study on the Vanguard Energy Fund, and learn about its historical modern portfolio theory ...
  94. OAKBX: Oakmark Equity & Income Fund Performance Case Study

    Discover the performance trends of the Oakmark Equity & Income Fund, and learn which times of year the fund has performed ...
  95. VGPMX: Vanguard Precious Metals And Mining Fund Performance Case Study

    Discover the basic information about Vanguard Precious Metals and Mining Fund and learn about the historical performance ...
  96. 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 ...
  97. 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 ...
  98. 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, ...
  99. 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 ...
  100. 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 ...
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