Mutual Funds Articles

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  1. 3 Convertible Bond Mutual Funds to Avoid (CALBX, DLBCFX)

    CALBX,DAAIX,LBCFX: Learn about three convertible bond mutual funds with poor fundamentals and weak track records.
  2. 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 ...
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. 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 ...
  7. First Eagle Global Fund Performance Case Study (SGENX)

    Discover the historical trends regarding the First Eagle Global Fund, including the fund's strongest, weakest and most consistent ...
  8. 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 ...
  9. American Funds Washington Mutual Investors Performance Case Study (AWSHX)

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

    Discover the performance trends of the Vanguard Target Retirement 2045 Fund, and learn which times of the year the fund has ...
  11. 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 ...
  12. 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 ...
  13. 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 ...
  14. 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 ...
  15. Fidelity Magellan Fund Performance Case Study (FMAGX)

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

    Learn about The Income Fund of America, including an information overview, a historical look at the fund's returns and trend ...
  17. 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 ...
  18. 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 ...
  19. 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 ...
  20. 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 ...
  21. Oakmark Equity & Income Fund Performance Case Study (OAKBX)

    Discover the performance trends of the Oakmark Equity & Income Fund, and learn which times of year the fund has performed ...
  22. 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 ...
  23. American Funds AMCAP Fund Performance Case Study (AMCPX)

    Explore the market-beating performance of the American Funds AMCAP Fund, including the seasonal patterns when buying and ...
  24. Dodge & Cox Income Fund Performance Case Study (DODIX)

    Learn about the Dodge & Cox Income Fund (DODIX) including an informational overview as well as a look at the fund’s price ...
  25. 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, ...
  26. Fidelity Select Gold Portfolio Trends in 2016 (FSAGX, GOLD, GG)

    Evaluate the composition of the Fidelity Select Gold Portfolio, and study how the fund's makeup has evolved between March ...
  27. Fidelity Growth Company Performance Case Study (FDGRX)

    Explore the market-beating returns of the Fidelity Growth Company since 2012, as well as the seasonal patterns when share ...
  28. VBMFX: Vanguard Total Bond Market Index Performance Case Study

    Analyze the performance trends of the Vanguard Total Bond Market Index Fund, and learn which times of the year that the fund ...
  29. DODBX: Dodge & Cox Balanced Fund Performance Case Study

    Explore the returns of the Dodge & Cox Balanced Fund since 2012, as well as the seasonal trading patterns when the fund registers ...
  30. PTTRX: PIMCO Total Return Fund Performance Case Study

    Discover the performance trends of the PIMCO Total Return Fund, and learn which times of year the fund has performed better ...
  31. Oppenheimer Developing Markets Fund Performance Case Study (ODMAX)

    Learn about the Oppenheimer Developing Markets Fund, including an information overview as well as its historical performance ...
  32. Russell Clark and 3 Reasons Why His Horseman Global Fund Has Outperformed

    Discover why Russell Clark's Horseman Global Fund has outperformed in 2015 and 2016. His bearish bets on certain sectors ...
  33. Vanguard Star Fund Performance Case Study (VGSTX)

    Learn about the Vanguard STAR Fund, including an information overview and a look at its historical financial performance ...
  34. BlackRock Global Allocation Fund Performance Case Study (MCLOX)

    Explore the performance of the BlackRock Global Allocation Fund since 2012, including a summary of how currency fluctuations ...
  35. American Funds American Balanced Fund Performance Case Study (ABALX)

    Explore the performance of the American Funds American Balanced Fund, including how the fund limits volatility, as well as ...
  36. Fairholme Fund Performance Case Study (FAIRX)

    Learn an overview of the Fairholme Fund, as well as its historical performance and financial trends relating to the fund’s ...
  37. Fidelity Puritan Fund Performance Case Study (FPURX)

    Explore the performance of the Fidelity Puritan Fund since 2012, including the events that led to the fund's double-digit ...
  38. (ANCFX) American Funds: Mutual Fund With Contrarian Stocks

    Explore the yearly returns of the American Funds Fundamental Investors Class A shares since 2012, including the months when ...
  39. Fidelity Spartan 500 Index Fund Performance Case Study (FUSEX)

    Explore the performance of the Fidelity Spartan 500 Index Fund since 2012 and discover the months when the fund is most likely ...
  40. Fidelity Capital & Income Fund Performance Case Study (FAGIX)

    Discover the performance trends of the Fidelity Capital & Income Fund, and learn which times of year the fund has performed ...
  41. DODGX: Dodge & Cox Stock Fund Performance Case Study

    Discover the seasonal performance trends for the Dodge and Cox Stock Fund and learn which are the best and worst performing ...
  42. Trends in Capital Flows: U.S. Equities

    Analyze asset flow data for U.S. equity mutual funds and ETFs from 2014 and 2015 to identify changes in demand, investor ...
  43. Large Cap Mutual Funds: 5 Long-Term Portfolio Managers to Consider (FDGRX, TRBCX)

    Discover five mutual fund managers who have extensive investment experience, managing portfolios that have routinely outperformed ...
  44. A Performance Case Study (FREEX)

    Learn about the Franklin Real Estate Securities Fund, including a historical analysis per quarter of the fund's performance ...
  45. Templeton Global Bond Performance Case Study (TPINX)

    Explore the performance of the Templeton Global Bond Fund since 2012, including the role that fluctuating currencies played ...
  46. VGSIX: A Performance Case Study

    Find information relating to Vanguard REIT Index Fund including an overview, historical performance analysis and price trends ...
  47. How ETFs Are Being Used by Advisors

    The versatility of ETFs has earned the attention of financial advisors. Here's why they're well-suited to their needs and ...
  48. Why ETFs Will Eventually Trump Mutual Funds

    Exchange-traded funds are growing rapidly in popularity and may well overtake their traditional open-ended cousins at some ...
  49. Artisan International Investor Performance Case Study (ARTIX)

    Explore the performance of the Artisan International Fund since 2012, and learn how foreign currency risk can make this fund ...
  50. A Performance Case Study (VGENX)

    Learn about Vanguard Energy Fund’s historical performance. Find out about the fund's gain and loss trends by quarter over ...
  51. ABALX: Top 5 Holdings Analysis

    Discover the five largest holdings in the American Funds American Balanced A Fund, along with key performance metrics for ...
  52. Bridgewater Associates: Investment Manager Highlight

    Discover the investment methodologies of Ray Dalio's Bridgewater Associates, the world's largest and most profitable hedge ...
  53. AQR Capital Management: Investment Manager Highlight

    Discover the investment strategies and secrets of hedge fund powerhouse AQR Capital Management LLC in the alternative investment ...
  54. Portfolio Trends in 2016 (USAGX)

    Evaluate the composition of the USAA Precious Metals and Minerals Fund, and discover how its makeup evolved between March ...
  55. Top 5 Holdings Analysis (FSAGX)

    Learn about the Fidelity Gold Select mutual fund, including a fund overview, its objectives and a summary of its top five ...
  56. 3 Investment Fees That Are Negotiable

    Investment fees are a necessary evil but that doesn't mean they have to be overly costly. There are ways to negotiate some ...
  57. Portfolio Trends in 2016 (ARTIX)

    Evaluate the composition of the Artisan International Fund, and examine how its makeup has evolved between March 2015 and ...
  58. How Does Betterment Automate ETF Selection? (IBM, MSFT)

    Learn how Betterment uses automation to simplify the investing process and lower costs for investors. Discover why using ...
  59. Alternative Investments: How The Game Has Changed for Retail Investors

    Learn how retail investors are using liquid alternative investments to diversify their portfolios. These funds are not correlated ...
  60. 5 Best Ways to Earn Interest

    Learn how to use tools to increase your interest earnings. Use compounding interest and breakpoints to increase your interest ...
  61. A look into Warren Buffett's biggest holdings (KHC, IBM)

    What do Kraft and IBM have in common? They are two of the most profitable surging stocks in Warren Buffett’s iconic hedge ...
  62. 4 Mutual Fund Trends in Q1 2016 (GLD, IAU)

    Learn how the mutual fund industry fared in the first quarter of 2016, and discover some of the prevailing trends that occurred ...
  63. Zacks vs. Morningstar: Comparing MF Research Providers

    Discover the similarities and differences between mutual fund research providers, Morningstar, Inc. and Zacks Investment ...
  64. Is the Hedge Fund Model Sustainable?

    The FSOC voted yesterday to endorse a document update to SEC rules promulgated last year about risks associated with the ...
  65. Why ETFs Are So Popular with Financial Advisors

    Liquidity, convenience, diversification, transparency and tax efficiency at a low cost: It's no wonder why financial advisors ...
  66. A Performance Case Study (CWGIX)

    Discover a case study about the mega-fund American Funds Capital World Growth & Income a-shares, or CWGIX, over the five ...
  67. Oppenheimer: Investment Manager Highlight (OPY)

    Learn more about OppenheimerFunds, Inc., a leading provider of mutual funds across domestic stock, international stock, municipal ...
  68. Portfolio Trends in 2016 (ODMAX)

    Learn about ODMAX, an emerging-markets fund that seeks capital appreciation in foreign economies such as China, where consumer ...
  69. Portfolio Trends in 2016 (MCLOX)

    Evaluate the composition of the BlackRock Global Allocation Fund, and determine how the fund's makeup has evolved between ...
  70. What Happens to Bond ETFs in Stressed Markets?

    We are going to dive a little deeper today at how bond exchange traded funds (ETFs) fare when the markets are stressed.
  71. Money Fund Alternatives for 401(k) Plan Clients

    Upcoming changes to money market fund rules may trigger changes in options offered by many 401(k) plans. Here are some alternatives ...
  72. VWINX: Top 5 Holdings Analysis (MSFT, WFC)

    Learn about the Vanguard Wellesley Income Investor Class mutual fund and its portfolio make-up, and get a complete analysis ...
  73. American Funds Capital Income Builder Trends in 2016 (CAIBX)

    Learn about the composition of the American Funds Capital Income Builder fund, and discover how its makeup has evolved between ...
  74. 4 Things to Know Before Choosing an ETF

    ETFs are a low-cost way to get exposure to different markets. But they're not all the same. Investors should research the ...
  75. (FJPBX, SAESX) 3 Japan Equity Mutual Funds to Avoid

    Discover three Japanese equity mutual funds investors should avoid in 2016. Explore the risk-reward metrics and third-party ...
  76. Portfolio Trends in 2016 (ANCFX)

    Evaluate the composition of the American Funds Fundamental Investors fund, and determine how the fund's makeup has evolved ...
  77. Portfolio Trends in 2016 (ABALX)

    Evaluate the composition of the American Balanced Fund from American Funds, and learn how the fund's makeup has evolved between ...
  78. Investing in Oil: Direct vs. Professional Management (XOM, VGENX)

    Examine the advantages and disadvantages of the direct investment and professional management approaches to investing in ...
  79. 3 Best NYC-based Mutual Funds (BALPX, SGENX)

    Discover three top NYC-based mutual fund companies, with a brief summary of each company and one of its top-performing mutual ...
  80. What's Behind So Many Mutual Fund Share Classes?

    Despite the confusion they create, the number of share classes offered by mutual fund families will most likely continue ...
  81. Overview of PIMCO Total Return Fund (PTTRX)

    Explore the PIMCO Total Return Fund Institutional Class and its investment strategy, portfolio composition, management, performance ...
  82. Singer Gets Better End of AGN-PFE Deal Implosion

    Paul Singer increased his stake in Allergen by 204.75% in the fourth quarter. How will this impact his portfolio since the ...
  83. 3 Ways to Avoid High ETF Fees

    Interested in trading ETFs? Here are three ways to avoid unnecessary fees.
  84. How ETFs Fit Into Your Portfolio

    ETFs can be used to construct a portfolio that meets almost any type of investment objective. Here's a quick guide.
  85. MassMutual Financial Group: Investment Manager Highlight (DLHYX, MBCSX)

    Learn about Massachusetts Mutual Life Insurance Company (MassMutual) and its investment subsidiaries. MassMutual offers insurance ...
  86. Prudential Financial: Investment Manager Highlight (PRU)

    Learn the highlights of Prudential Financial, focusing on each of its four investment divisions: Jennison Associates, Fixed ...
  87. Mesirow Financial: Investment Manager Highlight

    Read about the investment management operations of Mesirow Financial, an employee-owned financial services firm with $96.8 ...
  88. 3 Growth Investing Strategies for Beginners

    Learn how to pursue a basic growth investment strategy and take some preliminary steps to ensure a smooth transition into ...
  89. Will Hedge Funds Be Around in 10 Years?

    Learn why some analysts see hedge funds as a dying breed, especially after a torturous January 2016 for fund managers around ...
  90. Why Hedge Funds Shouldn't Be Bullish on Oil

    Hedge funds are bullish on oil right now. Should they be?
  91. 3 Emerging Markets Equity Mutual Funds to Avoid in 2016 (TPECX, PCEFX)

    Learn about how emerging market stocks have fared in 2016, where developing stocks could be heading, and three emerging market ...
  92. 5 Trends in the Mutual Fund Market to Date in 2016 (TFCVX)

    Learn about the trends affecting mutual funds in 2016, including worries surrounding the junk bond market and the ongoing ...
  93. Fidelity Capital & Income Fund's Top 5 Holdings Analysis (FAGIX)

    Evaluate the top five holdings of the Fidelity Capital & Income Fund, and study the basics and recent performance of the ...
  94. Vanguard Raises Fees on 52 Funds...Or Did It?

    A Vanguard expense ratio watcher claims that it raised fees on 52 funds over the last 6 months. Vanguard says it didn't. ...
  95. 3 Commodities-Oriented Mutual Funds to Avoid in 2016 (RYMBX, GSCCX)

    Discover how commodities have performed since selling off at the start of 2016, and find out about the top three commodity ...
  96. How are Englander's investment faring? (QCOM, SUNE)

    Let’s take a closer look at Israel Englander’s fourth quarter investments in QUALCOMM, Inc. and Sunedison Inc.
  97. ETFs or Mutual Funds: How to Know Which One to Use

    When are mutual funds—and not ETFs—a better choice for your portfolio? And when is the opposite true?
  98. 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 ...
  99. 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 ...
  100. Fidelity Blue Chip Fund - A Performance Case Study (FBGRX)

    Learn about the the Fidelity Blue Chip Growth Fund, a large-cap fund that has consistently outperformed the S&P 500 Index ...
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