Mutual Funds

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  1. What does a 'Chief Economist' do?

    Vanguard's Chief Economist Joe Davis discusses his role helping portfolio managers and clients.
  2. FAANG Stocks Reignite Mutual Funds

    The FAANG stocks are boosting returns for actively managed mutual funds.
  3. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  4. This Mutual Fund Actively Unearths Value

    This mutual fund steers clear of debt and finds value stocks.
  5. Does Active Value Investing Pay Off?

    Learn about a well-researched paper that explores why active value investors underperform, and how value investing might ...
  6. What's Next For Quants

    We asked three pros what they're excited about in the future of quantitative analysis.
  7. Top 5 Mutual Funds for Impact Investing

    These five funds are committed to ESG screening and produce positive returns.
  8. Annuities: The Good, Bad and the Ugly

    Annuities suffer from a few perception problems. This primer that covers the good, the bad and the ugly of annuities.
  9. Tony Robbins on Ray Dalio's All-Weather Portfolio

    Author, Philanthropist and Strategist Tony Robbins on Ray Dalio.
  10. Two And Twenty

    A type of compensation structure that hedge fund managers typically employ in which part of compensation is performance based. ...
  11. Best Investment Accounts for Young Investors

    What are the best investment accounts for young investors? A few types to consider.
  12. 5 Things to Know About Asset Allocation

    Overwhelmed by investment options? Learn how to create an asset allocation strategy that works for you and builds toward ...
  13. Portfolio Manager Doug Noland on Spotting a Bubble

    Here, Doug outlines his framework for identifying inflationary biases to pinpoint bubbles, and where the cracks will appear ...
  14. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  15. Will Vanguard's Record Inflows Continue Under Trump?

    Vanguard saw record inflows in 2016. But will investors turn back to active management under Trump?
  16. 4 Investing Resolutions to Make for 2017

    As 2017 approaches, it’s time to turn your thoughts to your financial goals – and the investing resolutions needed to achieve ...
  17. Is a Big Stock Buyback Coming? (APPL, MSFT)

    One of Trump’s tax proposal promises could be a boon for stock buybacks.
  18. Vanguard's John Bogle on the 40th Anniversary of Index Funds

    In a recent interview with Bloomberg, Vanguard's John Bogle reflects on the birth of the index fund and where the industry ...
  19. Expect Big Capital Gains from These Funds in 2016

    Investors in actively-managed mutual funds should be prepared for big capital gains in 2016 and the tax hit that comes with ...
  20. How to Spot Hidden Pension Fees That Cut into Gains

    You’re not likely to even detect pension fees unless a pension fund puts them in disclosure documents. But more recipients ...
  21. Is it Time to Prepare for an Index Fund Sell-off?

    Some portfolio managers are predicting that the index fund bubble will soon burst, creating an entry point for active traders ...
  22. The Boldest Bond Fund of them All? (TPINX)

    The Templeton Global Bond Fund is probably not appropriate for investors who shun volatility, but it has provided solid returns ...
  23. Janus & Henderson Merger: Prepare for Consolidation (JNS)

    Here's a look at where there is fund overlap and potential for consolidation in the wake of the merger between Janus and ...
  24. These Funds Are About to Make Big Capital Gains Distributions (AGTHX, ACRNX)

    The steady rise in the markets since 2009 has led to some outsized gains in a few funds that are finally being realized as ...
  25. Trump May Bring $2 Trillion in U.S. Profits Home

    Companies are stashing at least $2 trillion abroad to avoid taxes. As president, Donald Trump may bring part of that back ...
  26. Why Even Actively-Managed Funds Are Cutting Fees

    American Funds has filed with the SEC to create a new share class with lower fees.
  27. The Average EPS Earnings Season 'Beat Rate' Is 62%

    Stacked deck: Q3 earnings are coming in above expectations, likely because forecasts are, once again, too low. So why do ...
  28. A Look at the SEC's New Mutual Fund Liquidity Rules

    The SEC has released new liquidity rules for mutual funds aimed at reducing risk.
  29. Funds with the Largest Inflows for September, 2016 (VTI, XLRE)

    As the third quarter drew to a close, investors continued to pour money into passive funds, while active funds battled heavy ...
  30. Managed Payout Funds vs. Annuities: How Do They Compare?

    Despite the advantages that they offer over annuities, managed payout funds have been slow to catch on with investors.
  31. Overview of American Funds Fundamental Investors Fund (ANCFX)

    Discover American Funds Fundamental Investors Fund, a large-cap stock fund with excellent long-term returns. Learn about ...
  32. Schwab Launches Low-Fee Target-Date Funds

    Schwab has launched a series of target-date funds that have lower fees than its rivals.
  33. VGENX: Overview of Vanguard Energy Fund

    Explore an analysis of the Vanguard Energy Fund Investor Shares, and learn about the characteristics, investment strategy ...
  34. TRBCX: Introducing T. Rowe Price’s Blue Chip Growth Fund

    Learn about the T. Rowe Price Blue Chip Growth Fund and its investment philosophy, portfolio composition, management, performance ...
  35. AWSHX: American Funds Washington Mutual Investors

    Learn about American Funds Washington Mutual Investors Fund, a highly rated growth and income fund from Capital Group, and ...
  36. BRBPX, FCPEX, VSEQX, NMIAX: 4 Top Quant Mutual Funds

    Discover detailed analyses of the four best quantitatively driven mutual funds, and learn about their characteristics and ...
  37. APGCX, ANAGX, ABTHX, AGDAX: Top AllianceBernstein Funds

    Discover the four best mutual funds administered and managed by AllianceBernstein that invest in fixed income securities ...
  38. PRDGX, PRSIX, TRREX: T. Rowe Price Funds for Income Seekers

    Find out which T. Rowe Price mutual funds to use to create a diversified income portfolio for current income, income growth ...
  39. FLPSX: Overview of Fidelity Low-Priced Stock Fund

    Get an overview of the Fidelity Low-Priced Stock Fund, including the fund's investment philosophy, performance history and ...
  40. Why Paul Tudor Jones is Bearish on U.S. Stocks

    Ready for the fall? Hedge fund luminary Paul Tudor Jones has put options on almost $6B worth of U.S. equities.
  41. BALPX, BCMPX, MACPX: 3 BlackRock Funds Rated 5 Stars

    Discover three five-star Morningstar-rated mutual funds from BlackRock, the world's largest asset manager. Learn how expense ...
  42. TEGBX, FKTIX, FKBAX: Franklin Templeton Fixed Income Funds

    Learn about the four best mutual funds of Franklin Templeton Investments that invest in a wide variety of fixed-income and ...
  43. ATFAX, AEDYX, ALAYX: Invesco's 5 Stars Rated Funds

    Learn about the top three mutual funds administered and managed by Invesco Ltd. that have received a five-star overall rating ...
  44. VGPMX: Overview of Vanguard Precious Metals and Mining Fund

    Learn about the Vanguard Precious Metals and Mining Fund, including highlights of its investment performance, portfolio allocation ...
  45. DLHYX,MBCLX: MassMutual Funds Rated 5 Stars by Morningstar

    Learn about MassMutual, its track record since opening its doors in 1851 and the top two of its funds to consider with five-star ...
  46. AMBFX,ANWFX: American Funds Rated 5 Stars by Morningstar

    Learn about the top 2 mutual funds administered and managed by American Funds that have received five-star overall ratings ...
  47. FUSEX: Overview of Fidelity Spartan 500 Index Fund

    Explore a detailed analysis of the Fidelity Spartan 500 Index Fund - Investor Class, learn about its investment strategy ...
  48. FKINX: Overview of Franklin Income Fund

    Learn about the venerable Franklin Templeton Income Fund in this fund overview, including information about its investment ...
  49. JSECX, OINCX, JMGFX: JPMorgan’s 5 Stars Funds by Morningstar

    Discover the top three mutual funds managed and administered by JPMorgan Chase & Company that have received four- or ...
  50. AMECX: Overview of Income Fund of America

    Learn about the American Funds Income Fund of America, a moderate-allocation fund that focuses on safe income strategies ...
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Hot Definitions
  1. Investing

    The act of committing money or capital to an endeavor with the expectation of obtaining an additional income or profit.
  2. Stagflation

    A condition of slow economic growth and relatively high unemployment - a time of stagnation - accompanied by a rise in prices, ...
  3. Notional Value

    The total value of a leveraged position's assets. This term is commonly used in the options, futures and currency markets ...
  4. Interest Expense

    The cost incurred by an entity for borrowed funds. Interest expense is a non-operating expense shown on the income statement. ...
  5. Call Option

    An agreement that gives an investor the right (but not the obligation) to buy a stock, bond, commodity, or other instrument ...
  6. Pro-Rata

    Used to describe a proportionate allocation. A method of assigning an amount to a fraction, according to its share of the ...
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