Mutual Funds Articles

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  1. 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 ...
  2. 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 ...
  3. 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 ...
  4. 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 ...
  5. Zacks vs. Morningstar: Comparing MF Research Providers

    Discover the similarities and differences between mutual fund research providers, Morningstar, Inc. and Zacks Investment ...
  6. 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 ...
  7. 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 ...
  8. 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 ...
  9. Oppenheimer: Investment Manager Highlight (OPY)

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

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

    Evaluate the composition of the BlackRock Global Allocation Fund, and determine how the fund's makeup has evolved between ...
  12. 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.
  13. 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 ...
  14. 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 ...
  15. 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 ...
  16. 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 ...
  17. (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 ...
  18. Portfolio Trends in 2016 (ANCFX)

    Evaluate the composition of the American Funds Fundamental Investors fund, and determine how the fund's makeup has evolved ...
  19. 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 ...
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. Overview of PIMCO Total Return Fund (PTTRX)

    Explore the PIMCO Total Return Fund Institutional Class and its investment strategy, portfolio composition, management, performance ...
  24. 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 ...
  25. 3 Ways to Avoid High ETF Fees

    Interested in trading ETFs? Here are three ways to avoid unnecessary fees.
  26. 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.
  27. MassMutual Financial Group: Investment Manager Highlight (DLHYX, MBCSX)

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

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

    Read about the investment management operations of Mesirow Financial, an employee-owned financial services firm with $96.8 ...
  30. 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 ...
  31. 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 ...
  32. Why Hedge Funds Shouldn't Be Bullish on Oil

    Hedge funds are bullish on oil right now. Should they be?
  33. 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 ...
  34. 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 ...
  35. 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 ...
  36. 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. ...
  37. 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 ...
  38. 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.
  39. 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?
  40. 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 ...
  41. 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 ...
  42. 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 ...
  43. Asset Allocation Models: Comparing 3 Traditional Strategies

    Learn about the three most common asset allocation models: conservative, moderate and aggressive.
  44. Oppenheimer Developing Markets Fund Top 5 Holdings Analysis (ODMAX)

    Explore the five largest holdings of the Oppenheimer Developing Markets Fund Class A, an emerging markets equity mutual fund ...
  45. 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 ...
  46. Do Liquid Alts Deliver During Volatile Markets?

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

    Learn more about Brown Advisory, including products the firm offers, asset classes it covers and background information about ...
  48. Vanguard International Index Portfolio Trends in 2016 (VTIAX)

    Evaluate the composition of the Vanguard Total International Stock Index Fund Admiral Shares, and analyze how it has evolved ...
  49. 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 ...
  50. Mutual Fund From Vanguard for Retirement in Year 2045 (VTIVX)

    Discover a mutual fund designed for individuals wishing to retire on or around the year 2045, and learn the details of the ...
  51. 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 ...
  52. Overview of Franklin Real Estate Securities Fund (FREEX)

    Learn about the Franklin Real Estate Securities Fund, a real estate sector fund that can provide excellent diversification ...
  53. 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 ...
  54. Why Advisors Are Likely to See More Fee Compression

    Advisors have experienced fee compression for years. Here's why that is likely to continue.
  55. 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 ...
  56. Neuberger Berman: Investment Manager Highlight

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

    Discover American Century Investments, a uniquely socially responsible asset management firm that only does asset management ...
  58. 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. ...
  59. 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 ...
  60. Portfolio Trends in 2016 (VGHCX)

    Evaluate the composition of the Vanguard Health Care Fund, and study how the fund's makeup has evolved over the previous ...
  61. Portfolio Trends in 2016 (TRBCX)

    Learn about the portfolio shifts in the T. Rowe Price Blue Chip Growth Fund for 2016 and consider whether the fund is right ...
  62. Portfolio Trends in 2016 (FSENX)

    Discover the portfolio trends in Fidelity Select Energy Portfolio and learn how it's positioned to grow with the rebound ...
  63. Portfolio Trends in 2016 (VGENX)

    Evaluate the composition of the Vanguard Energy Fund, and study how the fund's makeup has evolved between March 2015 and ...
  64. Portfolio Trends in 2016 (DODGX)

    Discover the year-over-year portfolio trends in the Dodge and Cox Stock Fund ("DODGX") and learn if its strategy can help ...
  65. Portfolio Trends in 2016 (DODBX)

    Evaluate the composition of the Dodge & Cox Balanced Fund, and study how its makeup and allocation have evolved in the last ...
  66. Portfolio Trends in 2016 (PRHSX)

    Discover how the T. Rowe Price Health Sciences Fund is positioned in 2016, and learn what trends in the portfolio may help ...
  67. 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 ...
  68. 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 ...
  69. Overview of Artisan International Investor Fund (ARTIX)

    Learn about Artisan Partners, collective returns from Artisan funds in 2016 year to date, and an overview of the Artisan ...
  70. 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 ...
  71. 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 ...
  72. 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 ...
  73. 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 ...
  74. VWINX: Overview of Vanguard Wellesley Income Fund

    Learn the highlights of the Vanguard Wellesley Income Fund in this overview, including its investment objective, management ...
  75. 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 ...
  76. 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 ...
  77. Overview of Vanguard Balanced Index Fund (VBINX)

    Find out about the Vanguard Balanced Index Inv in this fund overview, which includes highlights of its management, portfolio ...
  78. 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 ...
  79. 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 ...
  80. 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 ...
  81. Where Does Peter Lynch Keep His Money?

    Read about how legendary mutual fund manager Peter Lynch spends his retirement years and his money.
  82. 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 ...
  83. 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.
  84. Victory Capital: Investment Manager Highlight (KEY)

    Read about Victory Capital Asset Management, a conglomeration-style asset manager that acts as an umbrella operation for ...
  85. 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 ...
  86. When Socially Responsible Investing Hurts

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

    Eaton Vance's NextShares are expected to revolutionize both the ETF and mutual fund industries
  88. 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 ...
  89. AllianceBernstein: Investment Manager Highlight (AB)

    Learn about AllianceBernstein Holding L.P., including its investment processes, investment management teams and investment ...
  90. 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 ...
  91. Artisan Partners: Investment Manager Highlight (APAM)

    Learn about Artisan Partners Asset Management, including its unique business model and diverse selection of investment strategies.
  92. 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 ...
  93. Delaware Investments: Investment Manager Highlight (MQBKY)

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

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

    Learn about Franklin Templeton Investments, including its investment processes, investment teams and the investment products ...
  96. 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 ...
  97. Guggenheim Partners: Investment Manager Highlight (GPAM)

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

    Take a look at the executive management and investment professionals team that leads the private investment firm of Harris ...
  99. 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 ...
  100. Invesco: Investment Manager Highlight (IVZ)

    Explore the investment management profile of Invesco Ltd., including the company's investment strategies, management teams ...
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