Mutual Funds Articles

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  1. SEI Investments: Investment Manager Highlight (SEIC)

    Learn about SEI's investment management services, including its executive team, its asset management philosophy and the products ...
  2. T. Rowe Price: Investment Manager Highlight (TROW)

    Learn about T. Rowe Price and its investment process, investment management teams, star managers, and financial services ...
  3. Active Management Enters the Robo-Advisor Arena

    Robo-advisors, which typically offer passively-managed investments, are starting to offer actively-managed investments.
  4. Vanguard Money Market Funds Overview

    Learn about the Vanguard Group and the different money market funds offered by the company, and discover how these funds ...
  5. The Federated Strategic Value Dividend Fund: A Dividend Case Study (SVAIX, GSK)

    Learn about the head of the Federated Strategic Value Dividend Fund, Daniel Peris, and his dividend-oriented investment strategy.
  6. The Top 5 Alternative Energy Bond Mutual Funds for 2016 (TSBRX, CGAFX)

    Discover mutual funds that enable investors to focus their investments in alternative energy bonds. With these funds, investors ...
  7. Comparing Investment Strategies: The 1% Vs. the 99%

    Discover how the wealthy 1% differ from the other 99% when it comes to investment opportunities and other financial management ...
  8. 4 Best Mutual Funds for an Oil Rebound (VGENX, FSENX)

    Find out which energy-focused mutual funds are best positioned to take full advantage of an oil price rebound.
  9. 3 Different ETF Strategies for Your Portfolio

    If the world of investing feels like it’s become more confusing lately, you’re not imagining things. Market volatility has ...
  10. The 3 Best International Mutual Funds

    If you want to invest outside of the United States, here are three international mutual funds to consider.
  11. Inside the Hedge Fund Infatuation with Charter Schools

    Find out why the federal tax credits available for investing in charter schools has lured dozens of hedge funds to the lucrative ...
  12. Investing in Gold: Direct Vs. Professional Management (ABX, GG)

    Find out how you can access the gold market through common stock, futures contracts, and actively managed or passively managed ...
  13. AEPGX: American Funds EuroPacific Growth Fund Highlight

    Read about the recent performance, management structure and investment philosophy behind the American Funds EuroPacific Growth ...
  14. Louis Bacon's Success Story: Net Worth, Education & Top Quotes

    Read about the early life, education, business highlights and worldwide conservation efforts of hedge fund manager Louis ...
  15. Philip Falcone's Success Story: Net Worth, Education & Top Quotes (HCHC)

    Learn how, in true rags-to-riches style, Phil Falcone made his way from a small mining town in Minnesota to making billions ...
  16. 3 Mutual Funds Holding Only Dividend Stocks (VDAIX, VDIGX)

    Discover detailed analysis of the characteristics and suitability of three mutual funds that primarily invest in common stocks ...
  17. VGSIX: Overview of Vanguard REIT Index Fund

    Learn the highlights of the Vanguard REIT Index Inv in this fund overview, including details of its investment objective, ...
  18. Top 5 Positions in David E. Shaw's Portfolio

    Find out which five stocks comprise the top positions in billionaire hedge fund manager David E Shaw's $67 billion equities ...
  19. The Top 5 Positions in Ken Fisher's Portfolio (AMZN, LQD)

    Pay attention to whether Amazon.com, Inc. remains the top holding of Fisher Asset Management despite a 27% share price drop ...
  20. Jim Simons: Justifying a 5% Management Fee

    Find out how Jim Simons of Renaissance Technologies is able to justify a 5% management fee at a time when many hedge funds ...
  21. John Hancock Investments: Investment Manager Highlight

    Learn about John Hancock Investments, its leaders and its unique manager-of-managers approach to the asset management business.
  22. David E. Shaw's Success Story: Net Worth, Education & Top Quotes

    Learn how one of the most intriguing men in finance, David E. Shaw, used his computer science genius to revolutionize the ...
  23. 4 Mistakes to Avoid When Choosing Mutual Funds to Invest in

    Mutual funds are a great way to build wealth but not all of them are the same. Investors have to be mindful of fees, turnover, ...
  24. Dan Loeb Vs. Warren Buffett: Is Loeb Right? (BRK.A, BAC)

    Find out what triggered Daniel Loeb's comments about Warren Buffett and whether his claims of Buffett's hypocrisy have any ...
  25. The Top 5 Positions in Eddie Lampert's Portfolio (IBM, SRG)

    Check out the top five equity portfolio holdings of RBS Partners LP, the hedge fund created and managed by Eddie Lampert, ...
  26. Top 5 Positions in David Tepper's Portfolio

    Discover the top five portfolio holdings of legendary investor David Tepper, a man known for his ability to invest in distressed ...
  27. Zoetis: An Activist Investment Analysis (ZTS)

    Learn about the high-profile standoff between activist investor Bill Ackman and Zoetis, the world's largest provider of animal ...
  28. Motorola Solutions: An Activist Investment Analysis (MSI)

    Learn how a string of activist investors, from Carl Icahn to Jeff Ubben, fought their way onto Motorola's board and changed ...
  29. Richard Perry's Success Story: Net Worth, Education & Top Quotes

    Learn how Richard Perry, through hard work and determination, was able to found and lead one of the world's most successful ...
  30. Vanguard International Equity Funds Overview (VXUS, VPL)

    Get an overview of the Vanguard international equity mutual funds and exchange-traded funds, with a summary of each strategy ...
  31. Top 5 Positions in John Griffin's Portfolio

    Learn more about "tiger cub" John Griffin and discover the top five holdings in his portfolio.
  32. Alan Howard's Success Story: Net Worth, Education & Top Quotes

    Read about the enigmatic and publicly shy Alan Howard, co-founder of Brevan Howard Asset Management and one of the wealthiest ...
  33. Vanguard Equity Index Funds Overview (VFINX, VTSAX)

    Learn about Vanguard's investment philosophy and its equity index mutual fund offerings, which encompass substantially all ...
  34. Bruce Kovner's Success Story: Net Worth, Education & Top Quotes

    Learn about the life of Bruce Kovner, one of the most successful hedge fund managers in the United States and one of its ...
  35. Whitney Tilson's Success Story: Net Worth, Education & Top Quotes

    Take a look at ultra-successful hedge fund manager, Whitney Tilson, and learn about his background, investing philosophy ...
  36. Mohamed El-Erian's Success Story: Net Worth, Education & Top Quotes (ALV)

    Take an inside look at the success story of noteworthy financial expert Mohamed El-Erian, and learn about his approach to ...
  37. Chase Coleman's Success Story: Net Worth, Education & Top Quotes (FB)

    Learn more about top hedge fund manager, Chase Coleman, and the singular story of his success, along with his approximate ...
  38. Eddie Lampert's Success Story: Net Worth, Education & Top Quotes (SHLD)

    Learn more about famed hedge fund manager, Eddie Lampert, the unique story of his success, and distinctive Lampert quotes ...
  39. Jim Simons' Success Story: Net Worth, Education & Top Quotes

    Learn about the billionaire "Quant King," James Simons, and how the award-winning mathematician built his highly successful ...
  40. Ray Dalio's Success Story: Net Worth, Education & Top Quotes

    Read about Ray Dalio, one of the most successful investors in the United States and founder of the world's largest hedge ...
  41. 3 Investments With the Best Long Term Track Records

    Take a look at the three asset classes with the best risk-adjusted performance since 1990, and find out why the Sharpe ratio ...
  42. American Funds Vs. The Vanguard Group

    Discover the differences between two of the largest mutual fund families, American Funds and Vanguard Funds. Discover how ...
  43. Top 5 Positions in Louis Bacon's Portfolio

    Learn about the five largest stock positions in Louis Bacon's hedge fund Moore Capital. Find out how the exposure changed ...
  44. BlackRock: Investment Manager Highlight (BLK)

    Explore an overview of the world's largest investment management firm BlackRock, and learn about its executives, mutual funds ...
  45. Top 5 Positions in J.P. Morgan's Portfolio (JPM, SPY)

    Learn about the top five holdings that JPMorgan Chase & Co. uses as a base for its $2.4 trillion investment portfolio.
  46. Fund Highlight: Parnassus Core Equity Fund (PRBLX)

    Learn about the Parnassus Core Equity Fund, which invests in a concentrated portfolio of stocks of companies that have socially ...
  47. Top 5 Positions in First Pacific Advisors' Portfolio

    Learn about the top five equity holdings of First Pacific Advisors, an asset management firm that practices the contrarian ...
  48. Eaton Vance: Investment Manager Highlight (EV, EIHSX)

    Discover Eaton Vance, a leading global asset and wealth management firm that created one of the first mutual funds. Learn ...
  49. Dodge & Cox: Investment Manager Highlight (DODBX)

    Learn about Dodge & Cox, a large yet little known employee-owned asset and wealth management company based in San Francisco ...
  50. Capital Group: Investment Manager Highlight

    Discover Capital Group, one of the largest but least-known global asset managers. Learn about Capital Group's 85-year history ...
  51. Fidelity Income Replacement Funds Overview

    Learn about the Fidelity Income Replacement Funds, with a summary of the methodology behind the strategy and details about ...
  52. Fidelity Fixed-Income Index Funds Overview

    Get an overview of the Fidelity fixed-income index funds, known as Spartan Index funds, with a summary and performance data ...
  53. 3 Mutual Funds for Up and Down Markets

    Find out more about the top three mutual funds that have consistently outperformed broad market indices in bull and bear ...
  54. Fund Highlight: T. Rowe Price New Horizons Fund (PRNHX)

    Learn about the T. Rowe Price New Horizons Fund, which specializes in investing in small market capitalization companies ...
  55. The 5 Biggest Mutual Funds in 2016

    Learn about the mutual fund industry and some of the largest mutual funds in the marketplace.
  56. Adobe Systems: An Activist Investment Analysis (ADBE)

    Find out how activist investor and ValueAct Capital CEO Jeffrey Ubben led computer software producer Adobe Systems into a ...
  57. 3 Northern Trust Funds Rated 5 Stars by Morningstar (NTRS)

    Discover the top three mutual funds administered and managed by Northern Trust that have received four-star or higher ratings ...
  58. Paul Tudor Jones' Success Story: Net Worth, Education & Top Quotes

    Take a closer look at famed investor, Paul Tudor Jones II, including his estimated net worth, the story of his success and ...
  59. Top 5 Positions in Raymond Dalio's Portfolio (VWO, SPY)

    Discover analyses of the top five positions in the famous hedge fund manager Raymond Dalio's portfolio at the end of the ...
  60. The Top 5 Mutual Fund Managers on the West Coast for 2016 (MN, BEN)

    Learn about five top quality West Coast mutual fund managers, and discover a couple of the top mutual funds that these companies ...
  61. Want to Beat the Market? Try Ignoring the Pros

    If 'winning' stocks (according to hedge funds and analysts) are losing and 'losing' stocks are winning, what makes sense? ...
  62. Top 5 Positions in Longleaf Partners' Portfolio

    Learn about the largest positions in Longleaf Partners' portfolio. Find out how those holdings performed in recent periods ...
  63. OppenheimerFunds’ Top 4 Funds for Retirement

    These four mutual funds are OppenheimerFund's best for retirement portfolios.
  64. Top 5 Positions in John Paulson's Portfolio (AGN, VRX)

    Find out which stocks are holding the top five positions in investment guru John Paulson's hedge fund portfolio and which ...
  65. Top 5 Positions in Bill Ackman's Portfolio

    Find out which stocks hold the top five positions in Bill Ackman's investment portfolio, and where he is waging his biggest ...
  66. The Top 5 Positions in Bruce Berkowitz's Portfolio (SHLD, AIG)

    Learn more about successful value investor Bruce Berkowitz, along with information about his hedge fund and the top five ...
  67. Apple: An Activist Investment Analysis (AAPL)

    Learn about how activist investors have put pressure on Apple to return cash to its shareholders. Read about a proposal for ...
  68. Vanguard Asset Allocation Funds Overview

    Discover the different types of Vanguard asset allocation funds, such as the Target Retirement series, the LifeStrategy series ...
  69. Walgreens Boots Alliance: An Activist Investment Analysis (WBA)

    Find out how Jana Partners, led by activist investor Barry Rosenstein, used a 1.2% stake to influence Walgreens' corporate ...
  70. Top 5 Positions in Whitney Tilson's Portfolio

    Take a look inside the portfolio of hedge fund manager Whitney Tilson, director of T2 Partners Management LP, and learn about ...
  71. NetApp: An Activist Investment Analysis (NTAP)

    Read about the activist push at NetApp, Inc. when hedge fund Elliott Management Corporation successfully earned two board ...
  72. Steven Cohen's Success Story: Net Worth, Education & Top Quotes

    Discover the life story of Steven Cohen, including his upbringing and education and what led him to become one of America's ...
  73. Top 5 Positions in Goldman Sachs' Portfolio (GS, SPY)

    Learn about Goldman Sachs Group, how the bank is facing the current economic climate, and the top five investments the bank ...
  74. Daniel Loeb's Success Story: Net Worth, Education & Top Quotes

    Read about the education, training and business life of Daniel Loeb, the often-contentious founder of activist hedge fund ...
  75. Marathon Petroleum Corporation: An Activist Investment Analysis (MPC, MPLX)

    Learn about Jana Partners' 2012 activist campaign with Marathon Petroleum. Find out how the hedge fund influenced the spinoff ...
  76. Chesapeake Energy: An Activist Investment Analysis (CHK)

    Learn about Carl Icahn's activist campaign against Chesapeake Energy in 2012. See how Chesapeake's share price has suffered ...
  77. Vanguard Index Funds: 4 Reasons They Are Unique

    Find out the advantages of investing in Vanguard's index funds versus other index funds and why these advantages make the ...
  78. Fidelity Asset Allocation Funds Overview

    Learn the different types of asset allocation funds that Fidelity offers; such as the target-date, target risk and income ...
  79. Top 3 Harbor Funds for Retirement Diversification in 2016

    Learn more about Harbor Funds and its top four funds for retirement diversification in 2016, including each fund's manager, ...
  80. Fidelity Target Date Funds Overview

    Get an overview of Fidelity's Freedom Funds, with an explanation of the strategy and a brief summary of the Freedom 2005, ...
  81. Top 5 Positions in Daniel Loeb's Portfolio

    Find out which stocks hold the top five positions in Daniel Loeb's investment portfolio, as well as where he is waging his ...
  82. Jim Simons' 5 Best High-Dividend Stock Picks in 2016

    Find out which high-yielding dividend stocks are among the largest positions in "Quant King" Jim Simons' massive equities ...
  83. The Activist Report: Starboard's Plans for Macy's Inc. (M)

    Find out what shareholder activist Jeff Smith is up to with his plan to have Macy's divest itself of its $21 billion real ...
  84. Amgen: An Activist Investment Analysis (AMGN)

    Learn about the activist investor campaign Third Point Partners has initiated against Amgen. Read about Third Point's criticisms ...
  85. Top 5 Positions in George Soros' Portfolio

    Learn about the top five holdings in George Soros' portfolio, including major mergers proposed for two of the holdings.
  86. Investing in Hedge Funds Vs. Private Equity in 2016

    Discover how hedge funds and private equity face challenging market environments in 2016 and learn about funds that performed ...
  87. Top 10 Performing Hedge Funds in January 2016

    These hedge funds have consistently delivered positive returns over the years, even during a bearish market in January.
  88. New Goldman ETF Uses Its Own Hedge Fund Research

    Goldman Sachs is about to launch an ETF that follows popular hedge fund holdings. No brainer or high risk?
  89. How to Invest Your Excess Cash in Growth Stocks

    Understand the choices that must be made when using excess cash to invest in growth stocks, including different investment ...
  90. Top 5 Positions in Lee Ainslie's Portfolio (LBTYK, ARMK)

    Find out what the top five stocks are in the equity investment portfolio of Lee Ainslie, manager of the Maverick Capital ...
  91. 4 Strategies Only Hedge Funds Dare Use

    Learn why investing strategies employed by hedge funds may result in steep losses and are not appropriate for most retail ...
  92. 4 Best Quantitatively Driven Mutual Funds

    Discover detailed analyses of the four best quantitatively driven mutual funds, and learn about their characteristics and ...
  93. Top 5 Asset Management Firms for Portfolios in 2016 (PIMCO, BLK)

    Learn how finding the right asset management firms may be difficult and discover the top five asset management firms to consider ...
  94. 5 Ways to Beat the S&P 500 in 2016 (XME, XLE)

    It will be tough to beat the S&P 500 in 2016 but five strategies may show profitable results.
  95. Vanguard Fixed-Income Index Funds Overview

    Get an overview of Vanguard's fixed-income index funds, and learn about the characteristics of Vanguard Group and the array ...
  96. Starboard Value: An Activist Investor Analysis

    Read about the aggressive and successful activist strategy employed by Jeffrey Smith, head of New York-based hedge fund Starboard ...
  97. J.C. Penney: An Activist Investment Analysis (JCP)

    Learn about Pershing Square's activist investment with J.C. Penney. Discover what strategies Bill Ackman tried to implement ...
  98. 3 J.P. Morgan Funds Rated 5 Stars by Morningstar (JPM)

    Discover the top three mutual funds managed and administered by JPMorgan Chase & Company that have received four- or five-star ...
  99. 3 Funds That Stand Tall in Market Downturns

    Learn about how you can protect your portfolio from 2008-like disaster with these three funds that stood tall and outperformed ...
  100. 3 MassMutual Funds Rated 5 Stars by Morningstar

    Learn about MassMutual, its track record since opening its doors in 1851 and the top three of its funds to consider with ...
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