Mutual Funds Articles

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  1. 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 ...
  2. 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 ...
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. 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 ...
  7. 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 ...
  8. Lazard Asset Management: Investment Manager Highlight (LAZ)

    Read about Lazard Asset Management, a subsidiary of Lazard Ltd. and one of the pre-eminent globally focused investment companies ...
  9. ARTIX: Overview of Artisan International Investor Fund

    Learn about Artisan Partners, collective returns from Artisan funds in 2016 year to date, and an overview of the Artisan ...
  10. VDIGX Vs. VEIPX: Comparing Two Vanguard Dividend Funds

    Learn about Vanguard Equity Income Fund Investor Shares and Vanguard Dividend Growth Fund, and the main differences between ...
  11. The Advantages of ETFs Compared to Index Funds

    With the ongoing ETF boom, ETFs gain more variety and increased competition in the market leads to further investors' advantages ...
  12. The Retiree Conundrum: ETFs or Mutual Funds?

    Choosing between ETFs and mutual funds depends on your knowledge of the stock and bond markets – and on how hands-on you ...
  13. Federated Investors: Asset Manager Highlight (FII)

    Take a closer look at the history and key players for Federated Investors, one of the largest investment management companies ...
  14. VTSMX: Top Mutual Fund Holders of Bank of America (BAC)

    Discover the top four largest mutual fund holders of Bank of America shares, and learn if their investment strategies can ...
  15. FRESX: Overview of Fidelity Real Estate Investment Fund

    Learn about the Fidelity Real Estate Investment Port including its investment philosophy, management, investment performance, ...
  16. VWINX: Overview of Vanguard Wellesley Income Fund

    Learn the highlights of the Vanguard Wellesley Income Fund in this overview, including its investment objective, management ...
  17. VGSTX: Overview of Vanguard STAR Fund

    Take a closer look at one of Vanguard's more interestingly constructed mutual funds, the Vanguard STAR Fund, which is made ...
  18. VBMFX: Overview of Vanguard Total Bond Market Index

    Learn about the world's largest fund, the Vanguard Total Bond Market Index Fund, including its performance and portfolio ...
  19. VBINX: Overview of Vanguard Balanced Index Fund

    Find out about the Vanguard Balanced Index Inv in this fund overview, which includes highlights of its management, portfolio ...
  20. MacKay Shields: Investment Manager Highlight (AWF)

    Get a look at the key executives and investment professionals who direct investing at the asset management firm of MacKay ...
  21. VTSMX: Top 4 Mutual Fund Holders of McDonald's (MCD)

    Discover the top four largest mutual fund holders of McDonald's shares, and learn how their investment portfolios could help ...
  22. Acadian Asset Management: Investment Manager Highlight (STT)

    Take a closer look at Acadian Asset Management, the Boston-based global equity investment advisory firm that specializes ...
  23. 5 Mutual Funds for Dividend Investors from Morningstar (VDIGX, PRDGX)

    Find out which five highly rated dividend funds are Morningstar favorites for their strong yields and overall performance ...
  24. Where Does Peter Lynch Keep His Money?

    Read about how legendary mutual fund manager Peter Lynch spends his retirement years and his money.
  25. Harding Loevner: Investment Manager Highlight

    Take an in-depth look at the global asset management firm Harding Loevner, including its investment approach and key portfolio ...
  26. Top 5 Positions in Chase Coleman's Portfolio (NFLX, AMZN)

    Take a look at the top five holdings in the portfolio of Chase Coleman III, the manager of the hedge fund Tiger Global Management.
  27. Victory Capital: Investment Manager Highlight (KEY)

    Read about Victory Capital Asset Management, a conglomeration-style asset manager that acts as an umbrella operation for ...
  28. Top 5 Mutual Fund Holders of Amazon Inc (AMZN, AGTHX)

    Discover which mutual funds own the biggest stakes in Amazon, which is the world's biggest online retailer and one of the ...
  29. When Socially Responsible Investing Hurts

    Socially responsible investing can make you feel good but it may not boost your returns.
  30. Are NextShares the Future of Funds? (EVSTC)

    Eaton Vance's NextShares are expected to revolutionize both the ETF and mutual fund industries
  31. John Paulson's 5 Best Dividend Stocks (STAY, HOT)

    Check out five of the top dividend-paying stocks that hedge fund manager John Paulson has recently recommended by investing ...
  32. AllianceBernstein: Investment Manager Highlight (AB)

    Learn about AllianceBernstein Holding L.P., including its investment processes, investment management teams and investment ...
  33. Allianz Global Investors: Investment Manager Highlight (ALV)

    Take a closer look at Allianz Global Investors, a worldwide asset management company with more than $477 billion in assets ...
  34. Artisan Partners: Investment Manager Highlight (APAM)

    Learn about Artisan Partners Asset Management, including its unique business model and diverse selection of investment strategies.
  35. Top 5 Positions in Mohnish Pabrai's Portfolio (FCAU, MS)

    Learn about Mohnish Pabrai and the types of funds and philanthropies he runs. Discover the top five positions in his hedge ...
  36. Delaware Investments: Investment Manager Highlight (MQBKY)

    Take a look at the executive leaders and investment professionals who guide investment management at Delaware Investments.
  37. Fisher Investments: Investment Manager Highlight

    Take a close look at Fisher Investments, a giant among money management firms.
  38. Franklin Templeton: Investment Manager Highlight (BEN)

    Learn about Franklin Templeton Investments, including its investment processes, investment teams and the investment products ...
  39. GE Asset Management: Investment Manager Highlight (GE, ELFNX)

    Read more about GE Asset Management, the General Electric Company (GE) subsidiary with approximately $115 billion in assets ...
  40. Guggenheim Partners: Investment Manager Highlight (GPAM)

    Take a closer look at Guggenheim Partners Asset Management, the Santa Monica-based domestic investment wing of Guggenheim ...
  41. Harris Associates: Investment Manager Highlight

    Take a look at the executive management and investment professionals team that leads the private investment firm of Harris ...
  42. JPMorgan Asset Management: Investment Manager Highlight (JPM)

    Read about the asset management arm of JPMorgan Chase & Company, one of the largest banking and financial services companies ...
  43. Invesco: Investment Manager Highlight (IVZ)

    Explore the investment management profile of Invesco Ltd., including the company's investment strategies, management teams ...
  44. Legg Mason: Investment Manager Highlight (LM)

    Read about Legg Mason, one of the world's largest asset management firms, and learn more about its multi-manager approach ...
  45. Janus Capital Group: Investment Manager Highlight (JNS)

    Learn about Janus Capital Group, including its investment management profile, the average tenure of its portfolio managers ...
  46. John Griffin's Success Story: Net Worth, Education & Top Quotes

    Read about the personal and professional journey of John Anthony Griffin, hedge fund manager at Blue Ridge Capital and one ...
  47. Lord Abbett: Investment Manager Highlight

    Take an inside look at the executive and investment team of the asset management company Lord Abbett, as well as the services ...
  48. John Paulson's Success Story: Net Worth, Education & Top Quotes

    Learn about the early life and distinguished career of John Paulson, the hedge fund manager who made billions betting on ...
  49. William Blair & Company: Investment Manager Highlight

    Learn about William Blair's service offering, executive leadership and holdings. Learn about the firm's areas of expertise ...
  50. MFS Investment Management: Investment Manager Highlight (SLF)

    Learn about MFS Investment Management, its investment process, investment teams, star portfolio managers and the investment ...
  51. Northern Trust: Investment Manager Highlight (NTRS)

    Discover one of the world's premier asset and wealth management firms, Northern Trust, an iconic financial giant that treats ...
  52. PIMCO: Investment Manager Highlight

    Learn about Pacific Investment Management Company LLC and its investment management profile, investment process and the products ...
  53. Putnam Investments: Investment Manager Highlight

    Learn about Putnam Investments, one of the original mutual fund companies. Discover how the company is recovering from a ...
  54. SEI Investments: Investment Manager Highlight (SEIC)

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

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

    Robo-advisors, which typically offer passively-managed investments, are starting to offer actively-managed investments.
  57. 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 ...
  58. 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 ...
  59. 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 ...
  60. 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 ...
  61. 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 ...
  62. 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 ...
  63. 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 ...
  64. 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 ...
  65. 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, ...
  66. 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 ...
  67. 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 ...
  68. 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 ...
  69. 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.
  70. 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 ...
  71. 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, ...
  72. 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 ...
  73. 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, ...
  74. 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 ...
  75. 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 ...
  76. 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 ...
  77. 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 ...
  78. 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 ...
  79. Top 5 Positions in John Griffin's Portfolio

    Learn more about "tiger cub" John Griffin and discover the top five holdings in his portfolio.
  80. 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 ...
  81. Vanguard Equity Index Funds Overview (VFINX, VTSAX)

    Learn about Vanguard's investment philosophy and its equity index mutual fund offerings, which encompass substantially all ...
  82. 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 ...
  83. 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 ...
  84. 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 ...
  85. 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 ...
  86. 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 ...
  87. 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 ...
  88. 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 ...
  89. American Funds Vs. The Vanguard Group

    Discover the differences between two of the largest mutual fund families, American Funds and Vanguard Funds. Discover how ...
  90. 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 ...
  91. BlackRock: Investment Manager Highlight (BLK)

    Explore an overview of the world's largest investment management firm BlackRock, and learn about its executives, mutual funds ...
  92. 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.
  93. 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 ...
  94. 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 ...
  95. 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 ...
  96. 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 ...
  97. Fidelity Income Replacement Funds Overview

    Learn about the Fidelity Income Replacement Funds, with a summary of the methodology behind the strategy and details about ...
  98. 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 ...
  99. The 5 Biggest Mutual Funds in 2016

    Learn about the mutual fund industry and some of the largest mutual funds in the marketplace.
  100. 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 ...
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