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Mutual Funds Archive

One-Stop Global Funds

Most of these funds that invest in stocks and bonds from all over the worlds come with a sales charge. Here are some options to avoid that extra cost.

2010's Most Disappointing Funds

Muhlenkamp offers a reminder of how hard it is to marry big-picture calls with strong stock selection.

Surprise! Mutual Fund Fees Fall

Investing with two of the biggest fund companies may cost you less, and one fund company will pay you.

Is Momentum Investing Dead?

Investors of momentum funds have gathered mediocre results over the past decade. But some fund companies are still drawn to the strategy.

Old Mutual Fund Stars Can Still Shine

Consider buying once-great funds if they can pass two important tests.

Round Out Your Collection of Bond Funds

Make Pimco Total Return the core of a bond portfolio and complement it with other funds.

Beware Mutual Funds' Shifting Styles

Market upheavals can quickly swing industries from growth to value and back again -- and knock your portfolio off balance.

Flex Funds Stumble

Funds with bolder allocation strategies are struggling because of the Greek financial crisis.

Funds for All Seasons

A few funds have managed to outpace their benchmarks in both rallies and selloffs.

The High Court on Fees

The ruling maintains the status quo, so investors should seek out low-cost funds and let fund companies that overcharge feel it in the pocketbook.

Get In While You Can

There's a lot to be said for a fund that doesn't hesitate to close to new investors.

Stock Jockeys Try Bonds

Fairholme and Third Avenue have new funds that venture into bonds.

Fidelity’s Unsung Heroes

I can think of three managers who may stick around and for whom I’m willing to stick out my neck.

Fund Fees on Trial

The most intriguing outcome would be a court ruling that puts downward pressure on fees.

Under-the-Radar Picks

These funds aren't hot performers. They are simply funds that have gradually built strong records.

Four Big Surprises

Some funds managed to perform well both this year and last, and others were stinkers both years.

Why Your Results Stink

Volatile funds push all the wrong emotional buttons. When they go way up, we get greedy and buy.

An Undiscovered Gem

Manning & Napier has built a line of relatively low-cost stock funds and balanced funds that have delivered strong risk-adjusted results.

5 Ways to Vet a Fund

Here's how to identify the most important information

When to Pull the Plug

It's natural to want to punish your poor performers. But if you're not careful, you may punish yourself.



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