Mutual Funds

Mutual funds are necessary investments for investors both young and old. They provide essential diversification and can strengthen your returns over the long-term. But there are too many funds for any single investor to sift through. Luckily, our analysts give you the inside track on funds with the smallest minimal investments and funds that charge low fees, so you can maximize your performance.

Vanguard Fund Managers Dropping Like Flies

By Dan Wiener
Is Vanguard in revolt? I don’t believe so. Let’s call this evolution, rather than revolution.

Save on Taxes, Help Others With These 3 Donor-Advised Funds

By Bill Wysor
For investors that are looking for a useful, timely way to cut their tax bill, donor-advised funds might be just the ticket.

Lower Your Expectations as Mutual Fund Performance Soars

By Dan Wiener
With October now past, five-year returns for mutual funds no longer include the losses of October 2008. Don't be fooled by misleading numbers.

Vanguard STAR – The Simple Solution, But Not the Right One

By Dan Wiener
Life-cycle funds like Vanguard STAR promise diversification and low risk…but along with that comes low returns.

Vanguard Total Stock Market: The World’s New Favorite Fund

By Bill Wysor
We take a look at Vanguard Total Stock Market Index Fund (VTSMX) -- the Vanguard fund that kicked Pimco Total Return to the curb.

Vanguard Wellington – Strong Returns from Diversification

By Dan Wiener
Ed Bousa offers his best ideas in an undiluted fashion through Vanguard Wellington Fund.

Vanguard REIT ETF – High Yield, High Risk

By Dan Wiener
Real estate funds like Vanguard REIT ETF offer a wild ride, even when combined with a global diversifying fund.

Vanguard Total Stock Market Index’s AUM Passed Pimco’s Long Ago

By Dan Wiener
A recent article stated that assets under management at Vanguard's Total Stock Market Index Fund surpassed Pimco's similar fund, but the 'news' is both wrong and wrong-headed.

3 Best Mutual Funds for Stingy Retirees

By Dan Burrows, InvestorPlace Feature Writer
Retirees looking for steady, generous income and low risk too often pay punishingly high fees. These low-risk income funds can't be beat on price.

3 Winning Mutual Funds From ‘Super Mario’

By Bill Wysor
Investors looking for a fundamental, disciplined approach to value investing should consider these three mutual funds under the watch of Mario Gabelli.

Vanguard Funds – Cutting Costs and Cleaning House with Mergers

By Jeff DeMaso
Vanguard is streamlining its underperforming funds with mergers, and opening up low-cost Admiral shares to a wider audience.

Get Global Exposure Now, Debt Ceiling or Not

By Dan Wiener and Jeff DeMaso
It always makes sense to have international exposure, regardless of the debt ceiling or other political calamity. Get that exposure via Vanguard's VWIGX.

2 Balanced Funds for Uncertain Times

By Bill Wysor
Growth is go-go this year, but these Fidelity and Oakmark balanced fund offerings are the perfect holdings for times of tumult.

Mutual Funds: Winners and Losers for Q3

By Bill Wysor
The third quarter of 2013 saw some big moves in mutual funds, spurred by small-cap success, among other factors. Of course, it also saw some duds.

New Low-Volatility Fund at Vanguard

By Jeff DeMaso
Low volatility and global exposure -- sounds great, but funds with this strategy have not had a chance to prove themselves in a down market.

Hunting for Yield? Target These 3 Municipal Bond Funds

By Bill Wysor
Municipal bonds have suffered a months-long investor exodus, but that might be creating some values in the municipal bond fund space.

5 Fire-Breathing China Mutual Funds to Buy

By Jim Woods, Editor-in-Chief, Successful Investing, Intelligence Report, Bullseye Stock Trader
If you're looking to invest in China, it's smart to use mutual fund managers as a tour guide of sorts. Here are five top Chinese mutual funds to consider.

3 Mutual Funds Poised to Profit From Obamacare

By Bill Wysor
By Bill Wysor -- There are winners and losers in the changing healthcare industry, but let seasoned mutual fund managers do the legwork for you.

5 Mutual Funds to Avoid

By Will Ashworth, InvestorPlace Contributor
Sometimes investing success comes from what you avoid rather than what you actually buy. Here are five mutual funds to avoid at all costs.
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