Mutual Funds Articles

  1. Green Investors Get Heard

    Find out how to make your portfolio and the companies in it greener.
  2. Falling Giant: A Case Study Of AIG

    Find out why the U.S. government approved an enormous bailout package for American Investment Group (AIG).
  3. The Uptick Rule Debate

    This rule was deemed ineffective and repealed in 2007, but critics argue it protects the market from bear raids.
  4. CDOs And The Mortgage Market

    These structured products contribute to keeping borrowing rates low.
  5. Eliot Spitzer - Man Of A Thousand Scandals

    Learn about the Wall Street scandals Eliot Spitzer prosecuted before perpetrating his own.
  6. Should You Buy Banks' "Toxic" Assets?

    The Public-Private Investment Progam is part of the government's effort to fix the failing financial sector. But is it a good investment?
  7. Your Retirement Portfolio: Diversification & Alternatives

    Why diversification and alternatives can play an important role in your retirement portfolio.
  8. Dissecting The Bear Stearns Hedge Fund Collapse

    Learn how a deadly mix of greed and leverage cost investors millions.
  9. How To Avoid Falling Prey To The Next Madoff Scam

    Due diligence does work, but the loose reporting standards for hedge funds make extra care and attention necessary.
  10. Cut Your Tax Bill With Donor-Advised Funds

    Beat the tax man come April 15 by investing in a charity-friendly fund.
  11. The Best Morningstar Tools For Analysts

    Morningstar, both the free standard and premium version, furnishes users with a plethora of analytical and tracking tools.
  12. Trade Like A Hedge Fund Master

    Simple techniques can limit losses - but at a cost.
  13. How to Calculate the Value of an ETF

    An ETF is a good way to get broad exposure without taking on specific risk, but calculating performance may be a bit tricky.
  14. 7 Investments Beating The SPDR S&P 500 ETF (SPY)

    Seven contenders for your investment dollars — assets that simultaneously diversify your portfolio as well as increase your risk-adjusted performance.
  15. Can High Fund Returns Be Deceiving?

    Don't focus too much on a mutual fund's recent returns. To pick a winner, look at how well it is poised for future success, not how it did in the past.
  16. Want A Career In Asset Management? Read This First

    When it comes to landing that job at an asset manager, not all degrees are created equally. Here's a look at the best schools for the job.
  17. What You Need To Know About The Fiduciary Standard

    The financial industry has spent a boatload of money to prevent more stringent fiduciary requirements. Here’s what’s at stake.
  18. An Introduction To Target Date Funds

    Target date mutual funds can be an alternative to bonds and CDs for investors who do not wish to actively manage their savings. The reason: These financial products periodically reallocate fund holdings to a more conservative mix over time as the fund holder approaches the target date – usually retirement.
  19. Learn How To Invest Defensively From This Hedge Fund Pro

    With the Dow Jones Industrial Average and the S&P 500 hovering near all-time highs and plenty of investors shifting to a defensive stance, there are plenty of opportunities to bet against the stock market. But where to start?
  20. 5 Funds to Fight Inflation

    Judging by the price action and performance of conventional inflation hedges over the last 12 months, it appears the investing public's worries over inflation are nearly non-existent.
  21. These Astute Bets Helped Hedge Funds Win Big

    Some astute bets helped hedge fund managers increase their average take by 50% in 2013, though the majority of funds were unable to beat the broad market.
  22. What Will Become of Berkshire Hathaway Beyond Buffett?

    Warren Buffett, who has become almost synonymous with the term “investor,” remains robust, but at 83 is clearly somewhere in the fourth quarter of the game. What does that mean for Berkshire Hathaway investors?
  23. Are Mutual Funds Doomed?

    Decreases in mutual fund classes and the growing use of ETFs means the future of mutual funds will be anything but smooth.
  24. Five Alternative Investments For Main Street

    FOX Business Network anchor Deirdre Bolton explains the alternative investments investors ask her about the most.
  25. Key Takeaways From Warren Buffett's Annual Letters To Shareholders

    A simple yet invaluable look into the key themes Warren Buffett repeats in his annual letter to shareholders.
  26. Money Market Funds: Enough Regulation Already?

    Since September, the Securities and Exchange Commission (SEC) has been sitting on proposed rules for money market mutual funds that would affect 61 million individual investors plus untold businesses that together have parked nearly $3 trillion in the funds for cash management.
  27. An Introduction To Stock Market Indexes

    Investopedia explains the five most talked about indexes and what makes them all different.
  28. Getting Started In Stocks

    We'll provide a step-by-step introduction on how to invest - and succeed - in this market.
  29. Right Fund For You: Closed End Or Open End Fund?

    Open-end and closed-end funds are vehicles that enable investors to invest in professionally-managed portfolios of securities. Although they have some features in common, there are some major differences between open-end funds – which are better known as “mutual funds” – and closed-end funds (CEFs).
  30. Quant Strategies - Are They For You?

    Using the power of modern computers and the input of many financial experts, these models automatically execute trades for you.
  31. A Fresh Look At The Financial Markets

    Different markets provide unique opportunities and risks for investors. Find out more here.
  32. An Inside Look At ETF Construction

    If you're an investor who likes to understand how and why your investment products work, this article is for you!
  33. Mutual Funds: Does Size Really Matter?

    The growth of mutual funds isn't always cause for celebration. Read on to find out why.
  34. Are Hedged Mutual Funds For You?

    Long the purview of institutional investors and ultra-wealthy individuals, financial services firms are making alternative investment strategies available to a wider audience of investors. Understanding both traditional hedge fund strategies and their "lite" versions will help you decide whether the latest incarnation of these investment vehicles should have a place in your portfolio.
  35. Broadening Your Portfolio's Borders

    Find out what type of international fund might suit your needs in gaining exposure to foreign markets.
  36. Six Critical Rules For Successful Retirement Investing

    Specific retirement investing "rule of thumb" tips are helpful, but there are broader guidelines to follow if you want to have enough income to retire when and how you want.
  37. The Multiple Strategies Of Hedge Funds

    Hedge fund investors or potential investors need to understand how much risk hedge funds take in making money.
  38. A Guide To Core-Satellite Investing

    Find out how this approach reduces risk and costs so you can maximize your portfolio's return.
  39. What Are Hedge Funds?

    Hedge funds may be similar to mutual funds in some ways, but they differ in other ways like fee structure. Is a hedge fund for you?
  40. Introduction To Fundamentally Weighted Index Investing

    If you believe the market smiles on those who focus on value, growth or income, this vehicle may be for you.
  41. Fund Of Funds - High Society For The Little Guy

    Like a mutual fund, FOFs provide instant diversity by grouping many hedge funds into one product.
  42. Pay Attention To Your Fund’s Expense Ratio

    Despite trends indicating an overall decrease in fees across many fund categories, investors should still pay attention to expense ratios: even small differences in fees can have a significant impact on your investment over time.
  43. How To Cut Your Mutual Fund Fees By Up To 90%

    Most mutual funds don’t come close to beating the indexes they’re compared against. And yet they carry steep fees for active management. Find out how a little research and effort can cut your mutual fund fees.
  44. Beware Of The Mutual Fund Performance Trap

    Want to own a mutual fund that will double its reported return in the next six months? Chances are, you already do. Every equity mutual fund on the planet is about to report a big jump in its five-year performance. That’s not a prediction; it’s a mathematical certainty—unless the market crashes. The Spike in Five-Year Performance… September 13, 2013 is the fifth anniversary of Lehman Brothers’ bankruptcy, an event that drove prices of almost every asset class except U.S.
  45. Using ETFs To Replace Your Expensive Mutual Funds

    Fees associated with many mutual funds looks small. Some are barely over 1% or even lower. But over time those fees erode the overall value of your portfolio. And even in the near term, as in the example used in this article, you could end up paying nearly 20% of your gains just for the privilege of holding a fund.
  46. Hedge Fund Fees: Exotic Expenses

    Warren Buffett made a bet with Protégé Partners, a fund of funds hedge fund manager, that the S&P500 would beat a group of hedge fund managers selected by Protégé. The bet officially started on January 1, 2008, and runs for a decade, ending on December 31, 2017.
  47. How To Make $1 Million In Finance

    The best opportunities to maximize sheer earning power are in investment banking, private equity and hedge funds. Find out what it takes to succeed in these ultra-lucrative areas of finance.
  48. 10 Steps To A Career In Hedge Funds

    Experience and hard work go a long way toward securing a position in this challenging field.
  49. Financial Careers According To Hollywood

    Find out if classic films about Wall Street reflect what it's actually like to work there.
  50. Mutual Funds: Management Fees Vs. MER

    Having a clear understanding of the fees charged by a mutual fund is a significant component to making an informed investment decision. Often the management fee is used interchangeably with the MER by business publications and financial professionals, but the two are not the same.
  51. The Hidden Fees In 401(k)s

    Learn about the conspicuously disclosed fees that lurk within your 401(k) investments.
  52. Breaking Down The TSP Investment Funds

    For investors seeking growth, income AND capital preservation, the Thrift Savings Plan offered by the U.S. government is a great option to consider. In this article, we examine the five core funds offered in the TSP.
  53. Choose A Fund With A Winning Manager

    We break down the key components of analyzing a fund manager's performance so you can find a winner.
  54. When To Buy A Mutual Fund

    There is money to be made in mutual funds, but investors fall into several pitfalls that keep them from maximizing their profits. Read these tips to take the uncertainty out of investing in mutual funds and find out if mutual funds are a good fit for your portfolio.
  55. George Soros: The Philosophy Of An Elite Investor

    George Soros spent decades as one of the world's elite investors, and even he didn't always come out on top. But when he did, it was spectacular.
  56. Quants: The Rocket Scientists Of Wall Street

    Blend math, finance and computer skills to command a high - and well deserved - salary.
  57. Women: Invest In Your Financial Literacy

    Learning about money may seem intimidating, but it's not as hard as it looks.
  58. 7 Unconventional Ways Businesses Can Borrow Money

    Find out how your business can get the money it needs - even when the bank says "no".
  59. A Look At CFA Job Opportunities

    Being a CFA charterholder can take your career in many different directions. Find out what your option are.
  60. Mutual Fund Ratings: Crucial or Insignificant?

    Mutual fund ratings can help investors, but they have their drawbacks as well.
  61. Multi-Asset Funds Or Your Own Mix?

    The underlying concept of mixed funds is very appealing. Discover if you're better off with professional management or creating a mixed fund of your own.
  62. Affordable ETF Alternatives

    Due diligence should be conducted in knowing the different costs related to ETFs before undertaking an investment in one. The return you get from an ETF investment is dependent on cost factors like the expense ratio.
  63. 5 ETFs Flaws You Shouldn't Overlook

    Despite their popularity, exchange traded funds have some drawbacks that investors should know about.
  64. Which Mutual Fund Market Cap Suits You?

    Different funds invest in companies with different market caps. Find out which is right for you.
  65. 12b-1: Understanding Mutual Fund Fees

    Many mutual funds charge investors a 12b-1 fee to pay for marketing and promotion expenses.
  66. 5 Common Misconceptions About ETFs

    The rise in these funds' popularity has contributed to misinformation about what they are and how they work. Learn more here.
  67. 5 Tips For Diversifying Your Portfolio

    A diversified portfolio will protect you in a tough market. Get some solid tips here!
  68. 3 Essential Rules For New Investors

    Find out how beginner investors can invest sensibly, suitably and simply.
  69. Invest Like A Pro

    By following the strategies of the pros, even a beginner can learn to invest like an expert.
  70. Using ETFs To Build A Cost-Effective Portfolio

    ETFs are a viable alternative to mutual funds, but before you invest, there are a few things you should know.
  71. Carl Icahn's Investing Strategy

    Buying up failing investments and turning them around helped to create the "Icahn lift" phenomenon.
  72. 5 Things To Know About Asset Allocation

    Overwhelmed by investment options? Learn how to create an asset allocation strategy that works for you.
  73. 4 Strategies For Managing A Portfolio Of Mutual Funds

    Discover some common strategies to devise a plan and maintain your holdings to reflect it.
  74. Active Management: Is It Working For You?

    There are guidelines to be followed when comparing an actively-managed investment strategy with a benchmark.
  75. Cutting Edge Options Trades: The Zero-Premium Hedge

    This options trade is essentially free and can have huge profit potential, but it's not without its risks.
  76. Offset Risk With Options, Futures And Hedge Funds

    Though all portfolios contain some risk, there are ways to lower it. Find out how.
  77. Precious Metals Funds: A Golden Opportunity?

    Used intelligently, precious metals can help an investor obtain decent returns in a terrible market.
  78. Quantitative Analysis Of Hedge Funds

    Hedge fund analysis requires more than just the metrics used to analyze mutual funds.
  79. Add Some Real Estate To Your Portfolio

    From REITs to owning your own home, find out how diversify your portfolio with real estate assets.
  80. Advantages And Disadvantages Of ETFs

    You've probably heard that ETFs are better than mutual funds, but you need to consider all aspects before investing.
  81. The Credit Crisis And The Carry Trade

    When boom times turned to bust, these trades proved devastating for traders and the broader markets.
  82. 4 Ways To Use ETFs In Your Portfolio

    To take full advantage of these vehicles, you need to know how they can fulfill certain strategies.
  83. Long-Term Investing: Hot Or Not?

    Forget the latest craze - you're more likely to succeed with a buy-and-hold strategy.
  84. Manage My Own Investments? Are You Kidding?

    Investors need not rely on professional advisors, but going it alone isn't easy.
  85. The 3 Most Timeless Investment Principles

    Benjamin Graham pioneered cutting edge concepts that propelled other top investors to fame.
  86. Buffett Vs. Soros: Investment Strategies

    Warren Buffett and George Soros employ markedly different investing strategies, yet both men have achieved great success.
  87. IMF Or ETF: Which Is Right For You?

    Here's what the professionals think about these similar, but critically different, investment vehicles.
  88. ETFs Vs. Index Funds: Quantifying The Differences

    If you are trying to choose between these two index-tracking investments, compare the costs.
  89. Does Active Value Investing Pay Off?

    Learn about a recently published paper that explores why active value investors underperform.
  90. Equity Investing For The Buy-And-Holder

    The buy-and-hold investment strategy requires investors to disregard their emotional responses to market movements.
  91. Young Investors: What Are You Waiting For?

    By investing at a younger age, you can harness the power of compounding - not penny-pinching - for profit.
  92. Start Investing With Only $1,000

    Find out what fees and restrictions need to be considered before investing $1,000.
  93. The Alphabet Soup Of Credit Derivative Indexes

    Find out how these instruments work and how they are used in the market.
  94. Hedging Basics: What Is A Hedge?

    This strategy is widely misunderstood, but it's not as complicated as you may think.
  95. Using Closed-End Funds To Build Your Core At A Discount

    Closed-end funds offer portfolios a chance to buy assets at discounts to intrinsic values. This is most apparent in the blue-chip stock space.
  96. Ultrashort Bond Funds: More Risk Than Reward?

    These funds' risk may overshadow their returns. Find out all you need to know before you get involved.
  97. How To Reduce Taxes On ETF Gains

    Boost your returns by learning the tax tricks and loopholes for your exchange-traded funds.
  98. Satisfy Your Investment Objectives With Income Funds

    Discover the various categories of income funds and the types of investors for whom they are appropriate.
  99. 5 Ways You're Paying Too Much To Invest

    You can't control what the markets will do in the future, but you do have some control over how much you pay to invest.
  100. 3 Ways To Invest In A Volatile Environment

    Here are three different ways to use the low volatility index to invest in a volatile market.
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