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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...
The Motley Fool September 9, 2011 Amanda B. Kish	How to Make Money With Mutual Funds A lowdown on mutual funds.
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 January 28, 2009 John Rosevear	Don't Miss This New Opportunity There are a lot of benefits to owning good actively managed funds during periods of market turmoil -- and now some of the best ones are open to new investors again.
The Motley Fool June 23, 2008 Dan Caplinger	You're Smarter Than the S&P 500 Maybe you can beat an index fund, but don't get cocky; remember, hindsight doesn't count.
The Motley Fool October 30, 2009 Selena Maranjian	Big Gains and Minimal Taxes Many fund investors will enjoy a silver lining come tax time.
The Motley Fool September 30, 2009 Dan Caplinger	Dump Your Losing Stocks Now! For the past six months, the market rally has given most investors a break from thinking much about losing stocks. Yet you may well still have some stocks in your portfolio with losses -- and if you do, you might want to think about selling them sooner, rather than later.
The Motley Fool September 17, 2008 Dan Caplinger	You're Holding the Bag on Financials It's too early to tell just how big the taxpayer bill for the various bailouts, bank failures, and bankruptcies might be. But one thing is for sure: Mutual fund shareholders have already taken a big hit.
The Motley Fool October 19, 2004 Shannon Zimmerman	Fidelity's Finest Funds Here are three top fund picks and one to consider selling.
The Motley Fool July 7, 2008 Dan Caplinger	If You're Gonna Sell, Sell Now Thinking about tax strategies a little early can give you an edge.
Registered Rep. December 1, 2009 Stan Luxenberg	How to Pick Outperforming Fund Managers This group of managers doesn't disappoint: Morningstar's "fund managers of the year." After winning the award, most managers go on to beat their categories.
Registered Rep. December 1, 2005 Stan Luxenberg	Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly.
The Motley Fool April 11, 2008 Dan Caplinger	Does Your Portfolio Make the Grade? Be firm but fair with your fund managers.
The Motley Fool July 23, 2009 Dan Caplinger	2-Time Losers You Should Sell Now Don't let these bad mutual funds hurt you three times.
The Motley Fool June 11, 2009 Dan Caplinger	This Smart Move Will Save Your Retirement Leaving your investments alone while continuing to make new contributions is more likely to pay off in the long run.
Entrepreneur July 2003 Scott Bernard Nelson	Can't Win for Losing A mutual fund tax quirk limits your capital losses.
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
BusinessWeek November 1, 2004 Young & Woolley	Making the Most of Your Losses Your portfolio's ailing stocks can help trim your tax bill -- with this simple strategy. Sell your losers to generate tax losses that can offset any gains you've taken or plan to take. But there are some caveats.
The Motley Fool April 6, 2009 Dan Caplinger	How You Got Snookered by Bad Investments Here's how to get your money's worth.
BusinessWeek October 28, 2010 Suzanne Woolley	A 401(k) Funds Popularity Contest A look at which actively managed mutual funds shepherd the most retirement assets, how well they do it, and where they are putting your money.
Registered Rep. November 1, 2004 Stan Luxenberg	The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity.
The Motley Fool May 13, 2009 Dan Caplinger	No Rally Can Help These Stocks For many investors, the losses they've suffered have been so bad that there's almost no possibility they'll ever earn back what they've lost.
The Motley Fool August 14, 2009 Dan Caplinger	Investors Deserve This Tardy Tax Break It's better late than never for relief on mutual fund capital gains taxes.
The Motley Fool June 27, 2008 Dan Caplinger	Don't Buy Bad Stocks Twice If you have too many funds, you might be doubling up on losers.
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.
The Motley Fool November 20, 2009 Dan Caplinger	Why These Big Winners Are Really Losers Some stocks have done extremely well during the rally, but they fell so much in the lead-up to the crisis that they're still trading well below 2007 levels.
Financial Planning June 1, 2009 Donald Jay Korn	Loss Leaders Should tax-loss carryforwards be considered when deciding whether to acquire or retain a mutual fund in a taxable account?
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 March 20, 2009 Dan Caplinger	6 Smart Investments That Stomped Out the Bear Sometimes, past performance does give you good future results. The following funds beat the bear markets simply by sticking with their winning strategies from previous years.
The Motley Fool November 25, 2009 Selena Maranjian	Time to Sell Those Winners -- and Losers The end of the year is approaching, and there are things you can do now to reduce your tax hit.
The Motley Fool January 14, 2008 Dan Caplinger	Do Reopened Funds Perform Better? How do investors fare when closed funds start taking new money again?
The Motley Fool June 7, 2011 Amanda B. Kish	This Cheap Sector Just Got Even Cheaper Information technology offers an opportunity.
The Motley Fool December 19, 2008 Dan Caplinger	Don't Repeat This 2008 Mistake Target funds got billed as the perfect way to save for retirement or other long-term goals. Yet judging from their performance this year, investors who relied on target funds to get their allocations right got a nasty surprise.
Financial Planning January 1, 2011 Donald Jay Korn	True Value How did value funds post superior numbers for the trailing 10 years? The short answer is that they held few technology stocks and emerged from the burstng tech bubble with a lead they held through the decade, says Michael Breen, associate director of mutual fund analysis for Morningstar.
The Motley Fool October 30, 2008 Dan Caplinger	Dump Your Losers or Double Down? If you're seeing companies in your portfolio suffer big price drops, what should you do?
The Motley Fool October 23, 2008 Dan Caplinger	Are Your Investments All Wrong? In most bear markets, you can find somewhere to hide. But this time around, there's really no harbor from the financial storm.
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.
BusinessWeek September 6, 2004 Lewis Braham	How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it.
The Motley Fool April 24, 2009 Dan Caplinger	Invest Well or Your Kids Will Blame You Many investors have turned to 529 plans to help with their college savings. Yet the bear market has had a huge impact on these savings vehicles as well. What can you do now?
The Motley Fool April 27, 2006 Chuck Saletta	Dueling Fools: Mutual Funds Bear Problems ingrained in the basic structure of mutual funds typically make them bad investments.
The Motley Fool May 18, 2009 Dan Caplinger	Value Stocks Have Turned the Tide After a disastrous 2008 that saw many of its most popular stocks decimated, the question remains: Can value investing come back as a viable stock strategy?
The Motley Fool March 2, 2010 Selena Maranjian	Up 150% in a Lost Decade All is not lost -- as long as you keep investing. Our friends at Fidelity Investments recently announced that between 1999 and 2009, employees who regularly contributed to their 401(k) accounts realized a gain of almost 150%.
The Motley Fool August 22, 2011 Dan Caplinger	How You Can Become a Better Investor Many people are convinced that investing is a rigged game. But all it takes to get a big edge over the average investor is some basic knowledge about markets and investment choices.
The Motley Fool June 4, 2009 Dan Caplinger	These Buyers Will Launch Stocks Higher For fund managers who've kept money on the sidelines this year, the pressure's on to get fully invested -- and when those holdouts start buying, they'll likely push stocks even higher.
The Motley Fool May 30, 2007 Amanda B. Kish	All in the Fund Family Whether you choose to go with one fund family or 10 different ones, remember that your most important step is digging beyond the family name for an in-depth look at each individual fund.
The Motley Fool October 12, 2009 Dan Caplinger	This Risk Will Come Back to Bite You Overdoing risk in your investing can really cost you.
The Motley Fool September 12, 2006 Selena Maranjian	You Don't Need a Million to Make a Million As little as $6,000 a year and some patience can get you there, but if you don't approach your investing sensibly, you could see your nest egg shrink instead of grow.
The Motley Fool December 3, 2008 Dan Caplinger	The Year-End Mistake You Don't Want to Make If you prefer to use mutual funds rather than individual stocks to invest, there's one expensive tax mistake that you'll want to be sure to avoid.
The Motley Fool November 26, 2007 Dan Caplinger	4 Ways to Cut Your Taxes Now Act now with these end-of-year tax tips to pay less next April.
The Motley Fool April 19, 2005 Selena Maranjian	Be a Critic Cast a careful eye upon mutual fund media coverage.