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BusinessWeek June 10, 2010 |
Big Funds, Small Returns Most of the 10 biggest actively managed stock mutual funds are in the red this year. |
The Motley Fool June 30, 2009 Dan Caplinger |
Do These Black-Sheep Investments Deserve Your Money? Don't feel compelled to stick with a below-average fund just because it's offered by an otherwise good fund family. |
The Motley Fool July 30, 2009 Dan Caplinger |
What's the Best Way for You to Invest? You've got a lot of choices in the financial services arena. |
The Motley Fool June 26, 2009 Dan Caplinger |
The Danger Lurking in Your Portfolio Think you're diversified? Think again. |
The Motley Fool September 9, 2011 Amanda B. Kish |
How to Make Money With Mutual Funds A lowdown on mutual funds. |
The Motley Fool November 25, 2009 Dan Caplinger |
These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs. |
The Motley Fool March 9, 2009 Dan Caplinger |
You're Not as Diversified as You Think While the right mix of mutual funds can help you create a diversified portfolio that gives you broad exposure to a wide range of financial markets, you have to stay on the lookout to avoid unnecessary overlap in the stocks your funds own. |
The Motley Fool August 27, 2007 Amanda B. Kish |
The Secret of Chart-Topping Funds Whichever fund family you prefer, keep in mind that firms with the greatest success retaining their investment talent are often equally good at generating above-average returns. Dodge & Cox Stock... American Funds Capital World Growth & Income... etc. |
The Motley Fool June 13, 2008 Julie Clarenbach |
A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them. |
The Motley Fool June 27, 2007 Amanda B. Kish |
The 5-Minute Fund Test Follow these easy steps to find worthy mutual funds. |
The Motley Fool November 23, 2004 Shannon Zimmerman |
The Case for Mutual Funds Investors willing to do their homework can whip up on the Wise with one hand tied behind their checkbooks. Picking the right fund is every bit as important as picking the right stock, if not more so. |
Financial Planning March 1, 2007 Craig L. Israelsen |
Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories. |
The Motley Fool April 6, 2009 Dan Caplinger |
How You Got Snookered by Bad Investments Here's how to get your money's worth. |
The Motley Fool March 14, 2011 Amanda B. Kish |
More Proof of a Losing Investment Strategy Finding outperformance among actively managed funds. |
The Motley Fool May 11, 2005 Shannon Zimmerman |
The Case for Mutual Funds Picking the right fund is every bit as important as picking the right stock, if not more so. |
Investment Advisor February 2007 |
February 2007 In response to the scandal over favors given to some Fidelity mutual fund equity traders... Morningstar Inc. named its 19th annual mutual fund managers of the year... SunGard acquired Automated Financial Systems... etc. |
The Motley Fool September 1, 2006 Dan Caplinger |
Build Your Own Mutual Fund Buy the same stocks the best fund managers buy. If you identify a fund manager whose style you like, and whose results have been good, you can look at what investments have contributed the most to the manager's success. There are a few different ways of doing so. |
The Motley Fool June 28, 2011 Amanda B. Kish |
Does Your Manager Invest Alongside You? And why that shouldn't be the only question you ask your fund manager. |
The Motley Fool July 6, 2009 Selena Maranjian |
Fewer Stocks Can Mean Higher Returns Diversification can help you protect your portfolio from volatility. But if you want to maximize your returns, you have to be willing to invest with conviction. So, concentrate on concentration with these "focused" funds. |
The Motley Fool April 19, 2005 Selena Maranjian |
Be a Critic Cast a careful eye upon mutual fund media coverage. |
The Motley Fool December 9, 2004 Selena Maranjian |
Beware of Lists of Top Funds One danger of investing is the list of top-performing mutual funds that you'll find often in many financial periodicals. Why are such lists problematic? Let us count the ways. |
The Motley Fool June 24, 2010 Dan Caplinger |
The Hidden Danger in Your Portfolio You can't count on a name. In trying to distinguish themselves, some mutual funds go over the line and choose investments that don't fit in with what you'd guess from the fund's name. |
The Motley Fool June 30, 2008 Selena Maranjian |
Your Mutual Fund's Hidden Costs When sizing up funds, put expense ratios in context. |
The Motley Fool October 28, 2010 Amanda B. Kish |
Award-Winning Investments Our analyst picks the winners. |
BusinessWeek September 30, 2010 Charles Stein |
Indexing Helps Vanguard Top Fidelity in Fund Assets The low-cost mutual fund house founded by John Bogle passes the home of once-giant fund Magellan as investors lose faith in stockpickers. |
Financial Advisor April 2008 |
Advisor Emporium Fidelity Enhances RIA Management Platform... Vanguard Changes Investment Advisory Teams... New ETF Revenue-Based Index Launched... Lehman Brothers Creates An ETN Platform... RCB Small Cap Value Re-Opens... etc. |
The Motley Fool January 5, 2007 Selena Maranjian |
Recent Trends in Mutual Funds Most of us hold some mutual funds. See how they've been growing lately. |
The Motley Fool January 8, 2004 Selena Maranjian |
3 Mutual Fund Winners As more and more mutual fund families have been caught up in scandals, it can make an investor wonder whether there are any trustworthy funds out there. Well, there are. Here are three fund families that remain very solid. |
Investment Advisor December 2006 |
Upgrades Vanguard reopened the Strategic Equity Fund... Two new families of exchange-traded funds trading on the American Stock Exchange have been launched... Franklin Templeton launched a new mutual fund... etc. |
The Motley Fool January 31, 2011 Amanda B. Kish |
Top-Priority Investments Finding the right mix of investments for retirement can be a special challenge. |
The Motley Fool February 16, 2011 Amanda B. Kish |
A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation. |
The Motley Fool November 29, 2007 Dan Caplinger |
One-Stop Fund Shopping Large fund families aim to make it easy for investors to diversify their portfolios across several asset classes. Read on to see how using fund families can simplify your mutual fund investing. |
The Motley Fool November 24, 2009 Selena Maranjian |
Focus Fuels a Comeback Recently, a bunch of mutual funds have been enjoying strong comebacks after the devastation of 2008. |
The Motley Fool July 6, 2006 Buz Livingston |
A Passport for Your Portfolio Add international diversity to your portfolio with a single well-chosen fund. |
The Motley Fool April 23, 2009 Dan Caplinger |
Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund. |
The Motley Fool May 31, 2005 Shannon Zimmerman |
Mutual Fund Dart Board If you want to hit the bull's-eye, you'll need more than luck. So how, exactly, does a savvy fund investor go about finding future mutual fund standouts? An excellent question. Here's the answer. |
The Motley Fool May 31, 2007 Amanda B. Kish |
The Best Closed Mutual Funds: Part 1 Though closed to new money, these large-cap funds still excel: Dodge & Cox Stock... Vanguard Primecap... Fidelity Contrafund... |
Financial Planning March 1, 2013 Charles Paikert |
Mutual Funds Show a Boom Stock funds soar as grim forecasts prove overly pessimistic. |
The Motley Fool September 19, 2006 Zoe Van Schyndel |
Retirement Planning the Easy Way? As you plan for retirement, a target fund might be worth considering. Make sure that the fund you select matches your risk tolerance and your personal retirement goals. |
The Motley Fool September 21, 2011 Amanda B. Kish |
Why Superstar Investors Are Losing Their Luster The days of star fund managers may be over, but that's a good thing. |
Registered Rep. January 1, 2005 |
The Wrong Medicine? The SEC's requirement that mutual fund boards be stocked with more independent executives met with jeers when it was passed last year. Now, the raspberry blowers have some research to back up their disdain. |
The Motley Fool November 9, 2007 Selena Maranjian |
Fund Fees Rising When They Should Be Falling Are you getting ripped off by your fund family? While many mutual funds are now enjoying lower operating costs, many fund companies have actually raised the annual fees they charge shareholders. |
BusinessWeek August 27, 2009 |
Picking Winners All of these actively managed funds get an A for stewardship from Morningstar, thanks to their top-notch management companies and fees that are below-average for their fund category |
The Motley Fool September 8, 2004 Selena Maranjian |
Marketing, Vanguard-Style Phenomenal growth with minimal marketing -- it can be done. Between 1981 and 2004, Vanguard's market share of mutual fund assets swelled from 1.7% to 9.6%. |
The Motley Fool April 13, 2007 Amanda B. Kish |
The Perfect Mutual Fund Portfolio Owning fewer funds just makes sense. But now the question remains -- exactly how many funds do you need to adequately diversify your portfolio? |
Registered Rep. September 1, 2004 Stan Luxenberg |
A Question of Size If there is safety in numbers and comfort in size, fund investors are now putting their need for reassurance on parade. |
The Motley Fool April 9, 2008 Selena Maranjian |
Why I Was Wrong, and Then Wrong Again Don't get all excited about a mutual fund based on its performance in a single year. |
The Motley Fool February 10, 2005 Josie Raney |
Stocks Fools Love: Fidelity Spartan Total Market Index Fund The fund's annualized three-year trailing return of 6.4% bests the S&P's mark by more than 1.5% per year. |
The Motley Fool February 6, 2009 Dan Caplinger |
The Investing Secret You Need to Know A winning mutual fund strategy boils down to asset allocation. |
Wall Street & Technology October 27, 2005 Eugene Gilerson |
Mutual Funds Wake-Up Call The developing new market landscape has made it clear that mutual fund families will have to take decisive technological actions to keep their share of the market and sustain profitability. |