Mutual Funds Articles

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  1. VGSTX: Vanguard Star Fund Performance Case Study

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

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

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

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

    Explore the performance of the Fidelity Puritan Fund since 2012, including the events that led to the fund's double-digit ...
  6. (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 ...
  7. FUSEX: Fidelity Spartan 500 Index Fund Performance Case Study

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

    Discover the performance trends of the Fidelity Capital & Income Fund, and learn which times of year the fund has performed ...
  9. 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 ...
  10. JANBX: Overview of Janus Balanced Fund

    Discover a balanced mutual fund with a solid performance history, weathering down markets and routinely outperforming equity ...
  11. 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 ...
  12. 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 ...
  13. FREEX: A Performance Case Study

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

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

    Find information relating to Vanguard REIT Index Fund including an overview, historical performance analysis and price trends ...
  16. 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 ...
  17. 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 ...
  18. ARTIX: Artisan International Investor Performance Case Study

    Explore the performance of the Artisan International Fund since 2012, and learn how foreign currency risk can make this fund ...
  19. PTTRX: A Risk Statistics Case Study

    Analyze the risk metrics of the mutual fund PTTRX. Find out what standard deviation, capture ratios and R-squared indicate ...
  20. VGENX: A Performance Case Study

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

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

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

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

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

    Learn about the Fidelity Gold Select mutual fund, including a fund overview, its objectives and a summary of its top five ...
  26. PDHYX: 3 High-Yield Mutual Funds to Avoid

    Discover three high-yield bond mutual funds that investors should avoid due to their poor fundamentals and unfavorable risk-reward ...
  27. 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 ...
  28. ARTIX: Portfolio Trends in 2016

    Evaluate the composition of the Artisan International Fund, and examine how its makeup has evolved between March 2015 and ...
  29. 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 ...
  30. 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 ...
  31. 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 ...
  32. 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 ...
  33. 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 ...
  34. Zacks vs. Morningstar: Comparing MF Research Providers

    Discover the similarities and differences between mutual fund research providers, Morningstar, Inc. and Zacks Investment ...
  35. 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 ...
  36. 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 ...
  37. CWGIX: A Performance Case Study

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

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

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

    Evaluate the composition of the BlackRock Global Allocation Fund, and determine how the fund's makeup has evolved between ...
  41. 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.
  42. 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 ...
  43. 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 ...
  44. CAIBX: American Funds Capital Income Builder Trends in 2016

    Learn about the composition of the American Funds Capital Income Builder fund, and discover how its makeup has evolved between ...
  45. 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 ...
  46. (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 ...
  47. ANCFX: Portfolio Trends in 2016

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

    Evaluate the composition of the American Balanced Fund from American Funds, and learn how the fund's makeup has evolved between ...
  49. 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 ...
  50. 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 ...
  51. 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 ...
  52. PTTRX: Overview of PIMCO Total Return Fund

    Explore the PIMCO Total Return Fund Institutional Class and its investment strategy, portfolio composition, management, performance ...
  53. 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 ...
  54. 3 Ways to Avoid High ETF Fees

    Interested in trading ETFs? Here are three ways to avoid unnecessary fees.
  55. 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.
  56. MassMutual Financial Group: Investment Manager Highlight (DLHYX, MBCSX)

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

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

    Read about the investment management operations of Mesirow Financial, an employee-owned financial services firm with $96.8 ...
  59. FBALX: Fidelity Balanced Fund's Top Holdings Analysis

    Learn about the Fidelity Balanced Fund, a stable portfolio composed of large-cap, income-producing stocks combined with investment-grade ...
  60. 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 ...
  61. 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 ...
  62. FAIRX: The Fairholme Fund's Top 5 Holdings Analysis

    Explore the five largest holdings of the Fairholme Fund, and learn about the fund's exposure to its largest positions and ...
  63. Why Hedge Funds Shouldn't Be Bullish on Oil

    Hedge funds are bullish on oil right now. Should they be?
  64. 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 ...
  65. 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 ...
  66. FAGIX: Fidelity Capital & Income Fund's Top 5 Holdings Analysis

    Evaluate the top five holdings of the Fidelity Capital & Income Fund, and study the basics and recent performance of the ...
  67. 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. ...
  68. 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 ...
  69. 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.
  70. 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?
  71. 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 ...
  72. 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 ...
  73. 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 ...
  74. Asset Allocation Models: Comparing 3 Traditional Strategies

    Learn about the three most common asset allocation models: conservative, moderate and aggressive.
  75. 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 ...
  76. 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 ...
  77. Do Liquid Alts Deliver During Volatile Markets?

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

    Learn more about Brown Advisory, including products the firm offers, asset classes it covers and background information about ...
  79. 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 ...
  80. VGSIX: Vanguard REIT Index Fund Portfolio Trends

    Evaluate the composition of the Vanguard REIT Index Fund, and evaluate how the fund's makeup has evolved between March 2 ...
  81. 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 ...
  82. VTIVX: Mutual Fund From Vanguard for Retirement in Year 2045

    Discover a mutual fund designed for individuals wishing to retire on or around the year 2045, and learn the details of the ...
  83. 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 ...
  84. 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 ...
  85. 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 ...
  86. Why Advisors Are Likely to See More Fee Compression

    Advisors have experienced fee compression for years. Here's why that is likely to continue.
  87. 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 ...
  88. Neuberger Berman: Investment Manager Highlight

    Read about Neuberger Berman, one of the world's largest employee-owned asset management companies, where employees invest ...
  89. 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 ...
  90. American Century: Investment Manager Highlight

    Discover American Century Investments, a uniquely socially responsible asset management firm that only does asset management ...
  91. 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. ...
  92. 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 ...
  93. 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 ...
  94. 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 ...
  95. 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 ...
  96. 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 ...
  97. 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 ...
  98. 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 ...
  99. 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 ...
  100. 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 ...
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