Mutual Funds

Blackstone’s New Hedge Fund Mutual Fund: A Winning Alternative

Are "alternative" investment strategies like hedge fund mutual funds worthwhile? Sure ... as long as you understand what you're buying. Read Article

Vanguard Muni Bond Funds: 2 Buys & 1 Hold

The tax-free yield of municipal bonds can be a big draw for long-term investors -- but before you jump in, here's what you need to know, plus 3 recommendations. Read Article

5 Funds to Buy for Rising Interest Rates

If you depend on a reliable income stream from your portfolio, these funds can help you navigate the treacherous interest-rate waters for the rest of 2013. Read Article

The Best and Worst Mutual Funds at 2013′s Midway Point

The biggest trends so far in 2013 include gains in U.S. and Japanese stocks and pain in emerging markets and gold. These mutual funds benefited -- or suffered -- the most from these trends. Read Article

Market Stampede or Sell-Side Exhaustion?

Headlines say to panic, and panic now -- but should you? In all likelihood, selling has reached an exhaustion point. Read Article

3 Mutual Funds for the Second Half of 2013

With the end of 2013's first half at hand, investors should begin looking to retool their fund allocations. Here are three mutual funds ripe with opportunity. Read Article

Which Vanguard Bond Fund Is Right for You?

Not all of Vanguard’s fixed-income funds are created equal. Here’s my take on which mutual funds you should buy, sell or hold. Read Article

4 Lessons From 4 Crummy Mutual Funds

NerdWallet's list of the 12 worst mutual funds gives us an idea about what general traits investors should avoid in most other funds. Read Article

Gold Just Isn’t Worth the Risk

Even Vanguard's Precious Metals & Mining Fund -- one of the better-managed precious metals funds -- illustrates the poor risk/reward of gold-related investing. Read Article

5 Mutual Fund Safe Havens for Summer

Don't sell in May and walk away completely -- instead, pile some of your newfound cash into these five funds that should perform even during the summer's lull. Read Article

Do Vanguard Funds Beat the Market?

Vanguard's quantitative actively managed fund returns weren't much different from investing in the S&P 500 Index. Read Article

Vanguard’s Capital Opportunity Just Isn’t What it Used to Be

Vanguard recently reopened its Capital Opportunity Fund (VHCOX) to new investors, but since it has shifted more toward large-caps, it’s no longer the best choice for aggressive capital growth. Read Article

How NOT to Bring a Vanguard Fund Back from the Dead

The numbers don’t check out on Fran Kinniry’s alternative to Vanguard Intermediate-Term Tax-Exempt Fund. Read Article

5 Active Fund Managers Making a Difference

A recent study finds that active mutual fund managers don't do such a bad job, especially when you consider risk-adjusted returns. Here are five examples that stick out. Read Article

The Best and Worst Mutual Funds of Q1 2013

Healthcare and Japanese stocks were among some of the hottest mutual fund flavors of the year's first quarter, while India and gold lagged behind. Read Article

Should I Buy the PIMCO Total Return Fund? 3 Pros, 3 Cons

Bonds are a staple of most long-term portfolios, and Bill Gross is the biggest names in bonds. So does that make an investment in PIMCO Total Return a no-brainer? Read Article

Vanguard’s Quarterly Distributions Are Right Around the Corner

Are you a Vanguard investor? Here's a handy list of mutual funds and ETFs that are paying out distributions this month. Read Article

Buck the Trend and Buy These 3 Mutual Funds

Investors are increasingly turning to ETFs for broad exposure and low fees, but these three funds will make you forget all about their exchange-traded counterparts. Read Article

Mutual Fund Managers Are Channeling Peter Lynch; You Should, Too

Mutual fund managers don't just buy companies based on earnings or valuations. Many other factors come into play -- including one that carries a lesson for individual investors. Read Article

Vanguard Finally Charts Course for International Bonds

Vanguard has announced a new international bond fund that will be included in several popular funds-of-funds by 2014. But it might not affect your Vanguard investments all that much. Read Article