Mutual Funds

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  1. Agency Problem

    The agency problem is a conflict of interest where one party, who is naturally motivated by self-interest, is expected to ...
  2. Macro Risk

    Macro risk is a type of political risk in which political actions in a host country can adversely affect all foreign operations. ...
  3. Registered Retirement Savings Plan (RRSP)

    A Registered Retirement Savings Plan (RRSP) is a retirement savings and investing vehicle for employees and the self-employed ...
  4. 3 Mutual Funds That Hold Wal-Mart Stock (WMT, VTSMX)

    Discover analysis of three mutual funds that are major shareholders of Wal-Mart Stores, Inc., and learn about their characteristics ...
  5. Adjusted Earnings

    Adjusted earnings are the sum of earnings and increases in loss reserves, new business, deficiency reserves, deferred tax ...
  6. Liquid Alternatives

    Liquid alternatives are a class of mutual funds that use alternative investing strategies similar to hedge funds but with ...
  7. Alternative Investments: A Look at the Pros & Cons

    Alternative investments are becoming popular investment vehicles for individual investors.
  8. Investment Company

    An investment company is a corporation or trust engaged in the business of investing the pooled capital of investors in financial ...
  9. Annual Report

    An annual report is a publication that public corporations must provide annually to shareholders to describe their operations ...
  10. How can I find tax-exempt mutual funds?

    Learn about finding tax-free mutual funds at major investment firms, including how tax-free funds work and what you should ...
  11. How often are mutual fund prices updated?

    Learn how often mutual funds must report their price, or net asset value: daily for open-ended registered investment companies.
  12. How mutual funds pay dividends: An overview

    The process by which mutual fund dividends are calculated, distributed and reported is fairly straightforward in most cases. ...
  13. Performance Fee

    A performance fee is a payment made to an investment manager for generating positive returns.
  14. The Workings of Equity Portfolio Management

    Portfolio management is a necessity, not an afterthought, in achieving analytical efficiency.
  15. New ETFs & Mutual Funds: Vice, ESG, Active Fixed-Income

    A weekly roundup of new ETF and mutual fund launches, from Financial Planning.
  16. Income tax on mutual funds: The basics

    Learn about the basics of income tax on mutual funds, including what types of income may be subject to the capital gains ...
  17. Bitwise Claims First Cryptocurrency Index Fund for Accredited Investors

    Bitwise launched the HOLD 10 Index―a market-cap-weighted index that tracks the largest cryptocurrencies, including bitcoin, ...
  18. Why Your Clients Need Three Index Funds, Not Just One

    Would three broad index funds outperform just one in your clients' portfolios?
  19. FAANG Stocks Reignite Mutual Funds

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

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

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

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

    We asked three pros what they're excited about in the future of quantitative analysis.
  24. 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.
  25. Tony Robbins on Ray Dalio's All-Weather Portfolio

    Author, Philanthropist and Strategist Tony Robbins on Ray Dalio.
  26. 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 ...
  27. Terri Kallsen: Investopedia Profile

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

    Vanguard saw record inflows in 2016. But will investors turn back to active management under Trump?
  29. 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 ...
  30. Is a Big Stock Buyback Coming? (APPL, MSFT)

    One of Trump’s tax proposal promises could be a boon for stock buybacks.
  31. 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 ...
  32. 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 ...
  33. 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 ...
  34. 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 ...
  35. 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 ...
  36. 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 ...
  37. 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 ...
  38. 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 ...
  39. Why Even Actively-Managed Funds Are Cutting Fees

    American Funds has filed with the SEC to create a new share class with lower fees.
  40. 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 ...
  41. 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.
  42. 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 ...
  43. 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.
  44. 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 ...
  45. Schwab Launches Low-Fee Target-Date Funds

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

    Explore an analysis of the Vanguard Energy Fund Investor Shares, and learn about the characteristics, investment strategy ...
  47. 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 ...
  48. 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 ...
  49. 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 ...
  50. APGCX, ANAGX, ABTHX, AGDAX: Top AllianceBernstein Funds

    Discover the four best mutual funds administered and managed by AllianceBernstein that invest in fixed income securities ...
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