Mutual Funds Articles

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  1. Top 5 Mutual Fund Holders of Schlumberger

    Learn about the five largest mutual fund investors in giant oil services firm Schlumberger Limited.
  2. Top 4 Mutual Fund Holders of Intel (INTC)

    Discover which mutual funds own the largest stakes in Intel, and learn about the investment style and strategy of each of ...
  3. Top Mutual Fund Holders of AT&T

    Discover the top three largest mutual fund holders of AT&T shares, and learn how their investment portfolios could improve ...
  4. 4 Mutual Funds that Hold Apple Stock

    Discover the mutual funds offering the most substantial percentage of holdings in Apple, Inc.
  5. Top Mutual Fund Holders of FedEx (FDX)

    Discover FedEx's five largest mutual fund investors, why these fund portfolio managers choose FedEx, and whether you should ...
  6. Top 3 Mutual Fund Holders of IBM

    Discover the top four largest mutual fund holders of IBM shares, and decide if their investment portfolios could improve ...
  7. Top 4 Technology Mutual Funds for 2018

    Considering adding technology exposure? Here are some top mutual funds to get you started.
  8. Key Factors to Consider When Picking Funds

    Choosing funds to invest in can be daunting due to the number of choices available. Consider these factors to narrow the ...
  9. When To Sell A Mutual Fund

    It can be tempting to sell an underperforming mutual fund, but there are a few key factors to consider before jumping ship. ...
  10. Four Strategies For Managing A Portfolio Of Mutual Funds

    Discover some common strategies for devising a plan and maintaining your holdings in a way that reflects it.
  11. The Advantages Of Mutual Funds

    Learn how mutual funds can give investors diversification, liquidity, and professional management at an affordable price. ...
  12. 4 Mutual Funds that Hold Tesla Stock (TSLA)

    Discover which four mutual funds have the most significant allocations to Tesla Motors/
  13. Top 5 Mutual Fund Holders of General Motors

    Discover which mutual funds own the largest positions in General Motors, and learn about the investment style and strategy ...
  14. Top 5 Mutual Fund Holders of Verizon (VZ)

    Discover the top five largest mutual fund holders of Verizon Communications shares, and learn how their portfolio allocations ...
  15. Top 3 Mutual Fund Holders of Procter & Gamble Stock (PG)

    Discover the top three largest mutual fund holders of Procter & Gamble shares, and learn how their investment portfolios ...
  16. Top 3 Mutual Fund Holders of Qualcomm

    Explore the three mutual funds that hold the largest amounts of Qualcomm shares.
  17. Top Mutual Fund Holders of McDonald's

    Discover the top four largest mutual fund holders of McDonald's shares, and learn how their investment portfolios could help ...
  18. Why hedge funds love distressed debt

    Learn how distressed debt can be a good investment for hedge funds, and find out if the risk/return relationship suitable ...
  19. Understanding the mutual fund style box

    A style box is a graphical representation of a mutual fund's characteristics. Evaluate your investments, or your investment ...
  20. The lowdown on index funds

    If you can't beat the market, why not join it? Read on to see what your options are.
  21. Top Mutual Fund Holders of Applied Materials

    Discover the largest mutual fund holders of Applied Materials shares, and determine if their investment strategy can help ...
  22. What Are Market Cap Mutual Funds?

    Mutual funds that target specific market capitalization levels offer unique benefits to investors and market timers.
  23. Top 5 Mutual Fund Holders of Salesforce.com

    Discover Salesforce.com's five largest mutual fund investors and learn why it is important that four of those funds are actively ...
  24. The Pros and Cons of Money Market Funds

    Find out the pros and cons of different money market funds and learn if investing in a one is right for you.
  25. Top Mutual Fund Holders of Microsoft (MSFT)

    Discover the top four largest mutual fund owners of Microsoft shares, and determine how their portfolios benefit from these ...
  26. 3 Mutual Funds That Hold Facebook Stock

    Explore detailed analysis of three mutual funds that include common stock of social media giant Facebook, Inc. in their top ...
  27. Turnover ratios and fund quality

    Learn why the turnover ratios are not as important as some investors believe them to be.
  28. The 4 Ways To Buy And Sell Securities

    Know the four main avenues of buying and selling investment instruments.
  29. The alphabet soup of credit derivative indexes

    Learn how credit derivative indexes work as well as how they are used in the market.
  30. Dollar-Cost Averaging Pays

    Get the most out of your mutual fund by using this simple yet powerful strategy: dollar-cost averaging.
  31. Introduction To Money Market Mutual Funds

    Learn about the easiest way to benefit from money market securities.
  32. Can you become rich investing in mutual funds?

    Find out how you can use mutual fund investments to grow capital, including which types of funds are best suited for rapid ...
  33. The multiple strategies of hedge funds

    Current and potential hedge fund investors need to understand how much risk hedge funds take on in order to make money.
  34. How to sell mutual funds to your clients

    Learn about the top talking points to cover when discussing mutual funds with clients – and how explaining their benefits ...
  35. Institutional ownership: Pros and cons

    Institutional ownership can both create and destroy value for shareholders. Learn how to stay ahead of the game.
  36. Mutual funds: Management fees versus MER

    Having a clear understanding of the fees charged by a mutual fund is a significant component to making an informed investment ...
  37. How to build your own mutual fund

    Creating your own mutual fund can help you avoid fees that cut into profits. Find out how in this primer.
  38. Alpha and beta for beginners

    Alpha and beta are both risk ratios that investors use as a tool to calculate, compare and predict returns. Here is an in-depth ...
  39. Top Mutual Fund Holders of Southwest Airlines (LUV)

    Discover the five largest mutual fund investors in Southwest Airlines common stock.
  40. Top 4 Mutual Fund Holders of Morgan Stanley

    Discover the top four largest mutual fund holders of Morgan Stanley shares, and learn if their investment strategy can help ...
  41. Top Mutual Fund Holders of Bank of America

    Discover the top four largest mutual fund holders of Bank of America shares, and learn if their investment strategies can ...
  42. Top 5 all-time best mutual fund managers

    The best managers produced long-term, market-beating returns and helped investors build big nest eggs. Find out who made ...
  43. Separately managed accounts: A mutual fund alternative

    It takes a hefty minimum investment to get in on an SMA, but these offer some distinct advantages.
  44. The Pros And Cons Of Target-Date Funds

    These accounts will take charge of your retirement savings, but should you let them?
  45. Closed-End vs. Open-End Funds

    Open-end products may be a safer choice than closed-end, but closed-end funds might produce a better return.
  46. The ABCs of Mutual Fund Classes

    Do you understand how the various types of shares differ? We give you the pros and cons of each.
  47. 5 Ways to Measure Mutual Fund Risk

    Statistical measures such as alpha and beta can help investors understand investment risk on mutual funds and how it relates ...
  48. How to Pick the Best Mutual Fund

    Learn the basics of investing in mutual funds, including how to establish your goals and risk tolerance and choose the type ...
  49. Top 5 Mutual Fund Holders of Amazon

    Discover which mutual funds own the biggest stakes in Amazon, which is the world's biggest online retailer and one of the ...
  50. Do Money Market Funds Pay?

    This investment provides security, but its returns may not be adequate for long-term investors.
  51. Understanding Volatility Measurements

    How do you choose a fund with an optimal risk-reward combination? Here we teach you about standard deviation, beta and more. ...
  52. Money Market Mutual Funds: A Better Savings Account

    A good alternative to the traditional savings account is the money market mutual fund. It's easy, safe and has better returns. ...
  53. Evaluating Bond Funds: Keeping It Simple

    Discover some of the key factors for determining a bond fund's risk-return profile.
  54. Active Share Measures Active Management

    Active Share determines the extent of active management being employed by mutual fund managers.
  55. Top 5 Mutual Fund Holders of Electronic Arts

    Discover which five mutual funds are the largest investors in Electronic Arts, Inc., one of the largest and best-known creators ...
  56. Active Management: Is It Working for You?

    There are guidelines when comparing an actively managed investment strategy with a benchmark.
  57. A Guide to Mutual Funds Trading Rules

    Make sure to review this guide on the dos and don'ts of mutual fund trading before you invest, including how trades are executed ...
  58. What are hedge funds?

    Hedge funds may be similar to mutual funds in some ways, but they differ in many others. Learn their distinctions and characteristics ...
  59. How to legally form a hedge fund

    There are many options available, depending on how much money you want to spend on startup.
  60. Top 4 Mutual Fund Holders of Coca-Cola

    Discover the top four largest mutual fund holders of Coca-Cola shares, and determine if their investment strategy can help ...
  61. Top 4 Mutual Fund Holders of Waste Management

    Discover which mutual funds own the largest positions in Waste Management, and learn about the investment style and strategy ...
  62. Mutual Fund Returns: Not Always What They Appear

    Survivorship bias erases substandard performers, distorting overall mutual fund returns.
  63. That's a (Mutual Fund) Wrap!

    Wrap mutual funds offer professional supervision and other tools for a diversified portfolio.
  64. Investing in Leisure Funds

    If you thought investing and leisure don't go together, think again. Find out more here.
  65. Consider Prime Rate Funds for More Income

    Prime rate funds may give you the reliable stream of income you need when you're retired.
  66. Meet Your Investment Objectives With Income Funds

    Discover the categories of income funds and the types of investors for whom they are appropriate.
  67. Major Blunders In Portfolio Construction

    Do you have the best mix of investments? Find out how to make sure by avoiding blunders.
  68. Bond Funds Boost Income, Reduce Risk

    Bond funds can provide stable returns for those who depend on their investment income.
  69. Lower Your Fees With Mutual Fund Breakpoints

    The lower the sales charge you pay, the greater your returns. Find out how to cash in. Use breakpoints.
  70. Digging Deeper Into Mutual Fund Names

    Go beyond the name and find out if that fund fits into your portfolio.
  71. 3 Big Ways to Assess Your Investment Manager

    Find out whether your funds are being managed according to your goals.
  72. Using Mutual Funds to Profit From Market Dips

    Stop hoping for the indexes to go up and start investing in mutual funds that do well in dips.
  73. Subaccounts: As Good Their Clone Funds?

    Variable annuity subaccounts are virtual clones of mutual funds but are tracked separately.
  74. Choose a Fund With a Winning Manager

    We break down key components of analyzing a fund manager's performance so you can find a winner.
  75. Top 3 Mutual Fund Holders of Cisco Systems (CSCO)

    Discover the top three largest mutual fund holders of Cisco Systems, and learn how their investment portfolios could improve ...
  76. Getting Positive Results With Market-Neutral Funds

    Find out how market-neutral mutual funds can add some flavor to your bland portfolio.
  77. The 4 Key Elements of a Well-Managed Portfolio

    Be sure the manager of your actively managed portfolio isn't neglecting these four items.
  78. Mutual Funds: Brand Names Vs. House Brands

    Find out whether an in-house fund will serve you better than a major company's fund offerings.
  79. Is Stock Picking a Myth?

    Can mutual fund managers successfully pick stocks, or are you better off with an index fund?
  80. Creating Highly Effective Hedges With Index LEAPS

    Index LEAPS can be a highly effective way to hedge a portfolio consisting of index or mutual funds.
  81. Create Your Own US Equity Portfolio

    Find out how to structure your portfolio so you can maximize returns.
  82. Analyzing Mutual Funds for Maximum Return

    Using a few simple metrics will help you pick the right fund to provide maximum returns.
  83. Stop Paying High Mutual Fund Fees

    Discover how mutual fund fees effect your mutual fund's returns.
  84. Wrap It Up: Terms and Benefits of Managed Money

    Read here to find out if you should have your money managed by professionals.
  85. Top Mutual Fund Holders of Activision Blizzard (ATVI)

    Learn about Activision Blizzard and why its an attractive investment for mutual funds. Understand the funds with the five ...
  86. Digging Deeper: The Mutual Fund Prospectus

    The jargon in a mutual fund prospectus can be daunting. Find out how to get to the important stuff.
  87. Top Mutual Fund Holders of YUM! Brands

    Discover the top four largest mutual fund holders of YUM! Brands shares, and determine if their investment strategy can help ...
  88. 8 Reasons to Dump a Mutual Fund

    Buy and hold is not forever. Find out when it pays to sell your fund and move on.
  89. Floating-Rate Mutual Funds: Rewards and Risks

    In an economy with low interest rates, investors need to get creative. Floating rate funds can help.
  90. Liquidation Blues: When Mutual Funds Close

    Underperforming mutual funds can be liquidated, leaving investors down and out.
  91. The Lowdown on No-Load Mutual Funds

    No-load mutual funds let you cut out the middleman—and the fees.
  92. A Brief History of the Mutual Fund

    This popular investment vehicle has seen its share of ups and downs, successes and scandals.
  93. American Funds Vs. The Vanguard Group

    Differences between two of the largest mutual fund families, American Funds and Vanguard Funds. Discover how the two companies ...
  94. Top Mutual Fund Holders of Exxon Mobil (XOM, VTSMX)

    Discover the top three largest mutual fund owners of Exxon Mobil shares, and learn how their portfolios could help your investments.
  95. Benchmark Your Returns With Indexes

    If your portfolio is always falling short, you may not be making an apples-to-apples comparison.
  96. When to buy a mutual fund

    Doing a little research can help you find out if mutual funds are a good fit for your portfolio.
  97. Who Are the Owners of Vanguard Group?

    Learn about the unique ownership of Vanguard Group. Understand how this ownership structure benefits investors with low expense ...
  98. Is Your Mutual Fund Safe?

    You might be carrying more risk than you think if your fund invests in derivatives.
  99. Trading mutual funds for beginners

    Learn the basics about mutual funds, including the types of strategies available and the different fees they may charge.
  100. How's Your Mutual Fund Really Doing?

    Determine how mutual funds are doing by sizing them up against their peers.
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