Mutual Funds

  1. Active Bond Funds Beat Market More Than Equity

    October 4, 2016
    The S&P SPIVA Scorecard shows that some actively-managed bond funds are outpacing equity funds in terms of performance.
  2. Top Winner and Loser Mutual Funds of Q3 (GUGAX, IIGX)

    October 3, 2016
    Top and bottom 10 mutual funds of Q3.
  3. Bogle Rejects Criticism of Index Investing

    September 23, 2016
    Critics of index investing warn that it will lead to mispriced securities as passive funds become more common. But Jack Bogle ...
  4. Bear Market Mutual Funds Are Attracting Investors (BEARX, GRZZX)

    September 22, 2016
    Bear funds take short positions on the market and profit when prices go down.
  5. Indexing Beats Active Management in a Bear Market

    September 8, 2016
    Think active management can come out ahead of index investing at least during a bear market? A performance review suggests ...
  6. Fidelity Launches Global Real Estate Fund (FWRAX)

    August 30, 2016
    Fidelity has launched a global real estate fund to coincide with the S&P 500's spinoff of real estate companies from ...
  1. 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 ...
  2. Capital Gains: You May Have to Pay Taxes on a Loss

    Here's why some investors need to pay capital gains taxes even if they haven't sold any funds or made any portfolio changes—and ...
  3. 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 ...
  4. 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 ...
  5. What Are the Pros and Cons of Owning an Equity REIT vs. a Mortgage REIT? (AEC, HOT)

    Learn about investing in equity, mortgage, and hybrid REITs. Explore the different strategies REITs employ to generate income ...
  6. 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 ...
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