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What General Mills' Earnings Mean for Mutual Fund Investors

General Mills (GIS) reported its first quarter financial results on Wednesday. Both revenue and net income declined, with both missing analyst...

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25 Online Tools for Mutual Fund Investors

Mutual funds provide investors with an easy way to participate in the financial markets. While investing in mutual funds is relatively straightforward, investors must choose from tens of thousands of different fund options. Fortunately, there are...

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A Guide to the Different Types of Mutual Funds

When looking at mutual funds, there are many different types to choose from. It is important to look at each one, its holdings and objectives, and consider the potential for capital gains and risk of loss. As of 2014, there were over 18,000...

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What Sears' $400 Million Loan From CEO Means for Mutual Fund Investors

Shares of Sears Holdings Corp (SHLD) plummeted on Tuesday morning after reports were released that the company will be borrowing $400 million from its CEO's hedge fund, ESL Investments. The company has been seeking cash for its turnaround as it...

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Oaktree to Launch First Mutual Funds

Asset management firm Oaktree Capital Group (OAK) is a company that focuses on alternative investments, and the company recently announced that it will be launching its first in-house mutual funds. Oaktree will initially be launching two...

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How Are Mutual Funds Traded?

Mutual Funds play an important part in long-term investing, most notably retirement planning. It is no wonder then that in the U.S. the mutual fund industry has over $15 trillion in assets under management, accounting for half of the $30 trillion...

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What a Deal Between Anheuser-Busch and SABMiller Means for Mutual Fund Investors

On Sunday, Dutch brewer Heineken reported that London-based SABMiller had proposed a deal to the company about a possible acquisition. According to reports, SABMiller made an offer to defend itself against a possible offer from its rival...

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How Mutual Funds Are Taxed

Mutual funds provide many advantages to investors including diversification, professional management and liquidity. However, funds that are held outside of IRAs or qualified plans can be taxed in several different ways, depending upon the type of...

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What the 9/12 Retail Sales Report Means for Mutual Fund Investors

The latest retail sales report was encouraging, as consumer spending increased during the month of August, while also prompting an upward revision of the last two data releases; the month-over-month growth rate also managed to meet analysts'...

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What Happens When Mutual Funds Are Redeemed or Sold?

For most investors, the idea of buying a mutual fund is easy. After you choose a fund and appropriate share class, you send the fund company a check, and within a few days you’re the proud owner of the fund. It’s simple, and while it differs...

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Charles Schwab Investment Management to Launch Global Real Estate Mutual Fund

Charles Schwab Investment Management (CSIM) reported this week that it plans to launch a mutual fund that will allow investors to gain exposure to the global real estate market. This October, CSIM will be launching its Schwab Fundamental Global...

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25 Tweeples to Follow During Earnings Season

Earnings season is by far one of the busiest times of the year on Wall Street, as companies announce their quarterly and annual earnings reports. Considering the sheer number of reporting firms, sometimes it is difficult to keep track of the hits...

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The Cheapest Mutual Funds for Every Investment Objective

Mutual funds provide individuals with an easy way to invest without worrying about building and maintaining a portfolio of stocks and bonds. While mutual funds take care of the heavy lifting, investors should carefully select the right mutual...

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Franklin Resources and Legg Mason Report August Assets Under Management

Legg Mason and Franklin Resources reported preliminary assets under management (AUM) for August 2014 on Wednesday. In the reports, both company's reported higher AUM from July.

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What Does A Mutual Fund Manager Do?

For investors, one of the key selling points of mutual funds is that someone manages the portfolio of stocks, bonds and other assets for you. Whether it be actively managed or a passive index, there is a human being driving the fund. And while...

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SEC to Tighten Rules for Mutual Funds

The asset management industry is the next industry that may face tighter regulations from the SEC. This will include mutual funds, hedge funds and private equity funds. These new rules proposed by the SEC would require funds to offer more...

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What Are Share Classes?

For investors looking to add mutual funds to their portfolio, they need to familiarize themselves with the ABC’s. In this case we’re talking about the various share classes of each fund. While some mutual funds carry a “one-size fits all” moniker,...

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What Is a Mutual Fund Management Fee?

Mutual funds cover their expenses and make a profit by charging several different types of fees to their investors. These fees can vary considerably from one fund to another, and they are charged regardless of whether the fund is making money or...

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What Campbell Soup Company's Earnings Mean for Mutual Fund Investors

On Monday morning, Campbell Soup Company (CPB) reported its fourth quarter earnings. The company turned a profit in the most recent quarter, compared to a loss from a year ago.

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What Is a Mutual Fund?

Mutual funds have grown to be one of the most popular types of investments in the world for both individuals and institutions. Their diversification and flexibility make them ideal vehicles for accomplishing almost any type of investment...

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What the 9/5 Employment Report Means for Mutual Fund Investors

The latest employment report showed signs of hiring slowing down as the nonfarrm payrolls number fell short of analysts' expectations while the unemployment rate managed to tick a bit lower.

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How to Read Your Annual Mutual Fund Report

Mutual fund investors can find out how their fund has done by reading the annual fund report. All mutual funds that are registered with the SEC are required to send a full report to all shareholders every year. This report contains a great deal of...

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An Upside for Automakers in August

The August automobile sales were reported this week, jumping 5.4% from August 2013. Every major auto maker reported higher sales except for the troubled General Motors (GM).

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How to Read a Mutual Fund Table

Mutual funds represent a pool of securities that are either initially chosen or traded by professional portfolio managers. They offer diversification, professional management, and relative liquidity in most cases. There are now thousands of funds...

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Understanding Mutual Fund Net Asset Value (NAV)

Mutual funds provide diversification, professional portfolio management, and liquidity for both small and large investors. Each fund pools the money from its investors and then purchases a portfolio of securities that is held and traded by the...

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Long Term Picture for Retailers Looks Murky

Shares of Staples (SPLS) and Office Depot (ODP) surged on Tuesday after a Credit Suisse analyst suggested that the two office supply retailers merge in order to better compete with big-name companies like Amazon (AMZN). Investors remained bullish...

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30 Blogs That Mutual Fund Investors Should Read

Mutual funds are among the most popular investment vehicles in the world, with approximately $15.7 billion in total assets as of June 2014, according to the Investment Company Institute (“ICI”). With many prominent fund managers providing free...

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What is the Investment Company Act of 1940?

While you can argue for and against more government intervention on Wall Street, there have been some net-positive pieces of regulation for retail investors. One of the strongest is the Investment Company Act of 1940. It was this piece of...

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Mutual Fund Investors Back from Long Weekend

Mutual Fund investors are returning to the markets this Tuesday morning with a bit of a positive bias as the month of September ushers in new money flows, potential global concerns, and everything else that investors tend to fixate on. This...

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A Brief History of Mutual Funds

Despite being the number one way that many invest for the future, most people know little about the basic history behind mutual funds. Perhaps not as exciting as the birth of exchange traded funds (ETFs), mutual funds' history is exciting in its...

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Blackrock CEO Sees Increased Heavy Mutual Fund Demand in Europe

During an interview last week, Blackrock (BLK) CEO Larry Fink was quoted as seeing tremendous demand from European investors.

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Chipotle Blowout Quarter Great for T.Rowe Price & Fidelity Investors

Chipotle Mexican Grill (CMG) clobbered earnings estimates by $.42 and reported profits of $3.50 per share in the second quarter. Sales rose 28.6% to $1.05 billion, beating views for $989.55 million, marking the third straight quarter of faster...

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Detroit Pension Cuts a Stark Reminder Why Long-Term Investing Matters

As if the news couldn’t get any bleaker for those Detroit pension retirees, a vote last night (approved by the retirees themselves) means that a pension settlement has been reached. The news is bleak is because the result forces retirees to take a...

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Quality Perception Problem Could Hang Over McDonald’s and Mutual Funds That Own Shares

Fast-food giant McDonald's (MCD) quarterly profit slipped about 1 percent as comparable sales in its struggling U.S. business fell. Per-share profit rose to $1.40 a share, but below analysts surveyed by FactSet who were looking for profit of $1.44...

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Wall Street Pauses After Netflix Earnings Announcement

Shares of Netflix (NFLX) may need work through another quarter before the shares can build on its nearly 23% stock price gains in 2014.

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Major Company Upgrades Positive for Several Mutual Funds

Despite the markets closing lower on Monday, there may be reason for mutual fund investors to be optimistic if several analyst calls from earlier today prove to be correct.

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Becoming the Top 1% of Mutual Fund Investors

In covering the markets from a trader’s standpoint, and then as a long-term investor and financial web entrepreneur, I can tell you that to get a true sense of investing success, long-term is really the only game a mutual fund investor needs to...

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Fund Focus: Davis Financial (RPFGX) Looks to Continue Gains

In what was a solid week for financial company earnings (Citigroup, JP Morgan, Wells Fargo, Goldman Sachs), it may make sense for mutual fund investors to consider allocating a portion of investor capital in what is appearing to be a stable and...

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Inflation Risk Means Investors Need to Think Long Term

Looking at historical rates of inflation increases, one can scour the data and find 4% as the approximate number for the annual rate of increases. If you do the math over 30 years, what someone pays $1 for this year will cost you nearly $3.25 over...

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Dividend Mutual Funds to Watch on Negative Tobacco Verdict

Tobacco stocks will be in play today following this past weekend’s jury verdict of $23.6 billion in punitive damages against RJ Reynolds (RAI) in a lawsuit filed by the widow of a longtime smoker who died of lung cancer.

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Bull Market Pulling in Big Dollars for Mutual Funds

Morningstar just released its June mutual fund flows and there appears to be no slowing down for investors as $24 billion came into the markets.

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Mutual Funds Enjoy Big Week from Skyworks Solutions

Skyworks Solutions (SWKS), a chipmaker that enables smartphones and other mobile devices to connect wirelessly to the Internet, gained over 12% on the week following earnings results that showed a better-than-expected 54% jump in fiscal Q3 profit....

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Time Warner Takeover Rumor Set to Reward these Mutual Funds

There’s been lots of takeover buzz with yesterday’s report that Time Warner (TWX) is being targeted as an acquisition from Rupert Murdoch’s Twenty-First Century Fox (FOXA) company. In looking at the media landscape, any deal of this size will come...

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Mutual Fund Investors Reap M&A Rewards

Thanks to the recent spate of takeover deals, mutual fund investors have seen a new catalyst to higher stock prices and bigger portfolio gains. Judging from the building momentum, we may still be in the early innings as far as M&A is concerned.

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Under the Hood of the Most Popular Mutual Funds

While investors may have a wide variety of mutual funds to choose from, there are a handful products that have managed to rake in billion of dollars in net assets over the years. The U.S. mutual fund market has approximately $15 trillion in total...

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Complete Guide to Mutual Fund Expenses

Mutual fund investing has been the cornerstone of long-term portfolios for decades, as investors have long used these products to construct diversified portfolios. But for all of the investing options that mutual funds provide, there can often be...

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7 Questions to Ask When Buying a Mutual Fund

Putting forth the effort to take charge of your investments is the first, and often the most difficult, step in the financial planning process. The second half of the battle lies in education; that is to say, taking the time to get familiar with...