Mutual Funds Articles

How to Measure the Skills of Your Fund Manager

April 2015 by Yakov Amihud
The statistical measure R-squared can reveal whether a fund manager is a closet indexer or is truly following a strategy different than the benchmark index. Read more »

How to Measure the Skills of Your Fund Manager

April 2015 by Ruslan Goyenko
The statistical measure R-squared can reveal whether a fund manager is a closet indexer or is truly following a strategy different than the benchmark index. Read more »

The Top Mutual Funds Over Five Years: Health Care’s Vitals Look Good

March 2015 by Charles Rotblut
Four health care funds topped the rankings, helping to make the category the best performer over the past five years. Read more »

The Top Mutual Funds Over Five Years: Health Care’s Vitals Look Good

March 2015 by Jaclyn McClellan
Four health care funds topped the rankings, helping to make the category the best performer over the past five years. Read more »

Selecting Active Equity Mutual Funds: Don’t Get Caught in the Middle

November 2014 by Thomas Howard
Mutual funds with market-beating performance tend to be highly active, hold relatively fewer stocks and are of smaller size. Read more »

Common Investor Mistakes and Other Investing Insights

July 2014 by Charles Rotblut
In the second part of our interview with John Bogle, he discusses how investors commonly put too much emphasis on past performance. Plus, he offers his views on high-frequency trading. Read more »

Common Investor Mistakes and Other Investing Insights

July 2014 by John Bogle
In the second part of our interview with John Bogle, he discusses how investors commonly put too much emphasis on past performance. Plus, he offers his views on high-frequency trading. Read more »

Achieving Greater Long-Term Wealth Through Index Funds

June 2014 by Charles Rotblut
Index investors, in aggregate, are likely to realize higher returns because of lower costs and the effect of reversion to the mean on active strategies. Read more »

Achieving Greater Long-Term Wealth Through Index Funds

June 2014 by John Bogle
Index investors, in aggregate, are likely to realize higher returns because of lower costs and the effect of reversion to the mean on active strategies. Read more »

Qualitative Guidelines for Mutual Fund Selection

June 2014 by John Deysher
Looking at the type and frequency of communications, portfolio holdings, manager stability and expense ratio caps can help with the fund selection process. Read more »

Qualitative Guidelines for Mutual Fund Selection

June 2014 by Michael Walters
Looking at the type and frequency of communications, portfolio holdings, manager stability and expense ratio caps can help with the fund selection process. Read more »

The Mutual Fund Cash Dilemma

May 2014 by John Deysher
While most mutual fund managers are required to stay invested, some have the flexibility to raise their cash allocations, raising an allocation dilemma for shareholders. Read more »

The Mutual Fund Cash Dilemma

May 2014 by Michael Walters
While most mutual fund managers are required to stay invested, some have the flexibility to raise their cash allocations, raising an allocation dilemma for shareholders. Read more »

The Top Mutual Funds Over Five Years: Credit the Bull and the Calendar

March 2014 by Charles Rotblut
Domestic stock and sector funds lead the top performers as a bull market and a calendar shift boosted their five-year returns. Read more »

Money Funds and the Regulators

June 2013 by Mike Krasner
Following the 2008 financial crisis, there has been debate about how much regulatory change is needed, including whether floating net asset values should be required. Read more »

The Top Mutual Funds Over Five Years: The Bear’s Claw Marks Remain

March 2013 by Charles Rotblut
The losses of the last bear market were so severe, they continue to impact the five-year annualized rates of returns for stock funds. Read more »

Target Date Funds: A Simple Premise, but Underlying Complexities

October 2012 by Charles Rotblut
Target date funds offer a single, diversified portfolio that grows more conservative over time, but the simplicity of their pitch masks underlying complexities. Read more »

The Top Funds Over Five Years: Bond Funds Take the Lead

March 2012 by Charles Rotblut
Out of the 10 top-ranking mutual fund categories, nine are in the bond arena, thanks to falling interest rates and weak five-year returns for stocks. Read more »

The Truth About Top-Performing Mutual Fund Managers

July 2011 by Aaron Reynolds
Top-performing mutual fund managers will likely underperform their benchmarks at some point, but investors are usually rewarded for sticking with them. Read more »

The Top Funds Over Five Years: Gold, Emerging Markets & Diversification Lead

March 2011 by Charles Rotblut
Gold and emerging market stock funds continued to deliver the best returns, though many bond categories also ranked high. Read more »

The Top Funds Over Five Years: Finding Common Themes in a Volatile Market

March 2010 by Charles Rotblut
Our annual review of the mutual funds with the highest performance over the past five years shows that diversification worked. See which funds led their categories and which five funds delivered the highest returns overall. Read more »

The Individual Investor's Guide to The Top Mutual Funds 2010

February 2010
Our annual mutual fund guide provides information and performance statistics on more than 700 funds. Read more »

The Dividend Yield: Stock Mutual Funds and ETFs That Generate Income

November 2008 by John Markese
Looking for an investment that has the potential to produce a growing income stream and long-term capital appreciation along with reasonable risk? A closer look at stock mutual funds and ETFs with relatively high dividend yields. Read more »

Rolling the Currency Dice: Investing in International Bond Funds

June 2008 by John Markese
The search for yield and the weak U.S. dollar have prompted investors to consider investing in foreign bond mutual funds. However, these funds have unique risks that are magnified by the ebb and flow of the currency markets. A careful look is in order before you let your money travel overseas. Read more »



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