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Larry Swedroe: There's a Perfect Storm Brewing Part II

As we discussed at the end of last month, the outperformance of U.S. stocks relative to international stocks has led many investors to make certain...

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What D.R. Horton's Earnings Mean for Mutual Fund Investors (DHI)

Before Monday's opening bell, D.R. Horton, Inc. (DHI) released its first quarter financial results. Here's what the results mean for mutual fund investors.

What Norfolk Southern's Earnings Mean for Mutual Fund Investors (NSC)

Before Monday's opening bell, Norfolk Southern (NSC) released its second quarter financial results. Here's what the results mean for mutual fund investors.

What United Parcel Service's Weak Outlook Means for Mutual Fund Investors (UPS)

On Friday Morning, United Parcel Service (UPS) updated its outlook for its 2014 earnings. Here's what the news means for mutual fund investors.

What McDonald's Earnings Mean for Mutual Fund Investors

Before the opening bell on Friday, McDonald's (MCD) released its fourth quarter financial results. Here's what the report means for mutual fund investors.

Mutual Fund News Roundup: January 23

Staying on top of mutual fund news is important for investors. Below, we look at the most important mutual fund news from the past week.

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Paul Price: Everyone’s Investment Time Horizon Is Really the Same

No matter what you’ve been told or taught previously, your financial plan covers exactly the same period that mine does. It is not “age 65,” or “12 to 24 months.” It is always: “The rest of your life.”

Interview with Catalyst Funds Portfolio Manager David Miller

We recently spoke with Catalyst Funds portfolio manager David Miller. Below, David discusses some of the firm’s funds including the Catalyst Insider Buying Fund (INSAX) and the The Catalyst SmallCap Insider Buying Fund (CTVAX).

Beginner’s Guide to Emerging Market Mutual Funds

Many investors who seek higher returns over time have become frustrated with the continual pullbacks that have plagued our domestic markets in recent years. And while foreign exposure does continue to provide a measure of diversification, the...

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Larry Swedroe: Why Do Individual Investors Buy “Overpriced” Stocks?

The academic literature provides us with evidence of a clear investment anomaly — stocks with a high probability of default have low subsequent returns.

Beginner's Guide to Money Market Mutual Funds

All fixed-income securities can be divided into two categories. Bonds and notes that have maturities longer than 270 days are considered to be in the capital market, while those with maturities of 270 days or less are classified as money market...

Beginner’s Guide to Bond Mutual Funds

Investors who seek current income from their holdings will often find what they are looking for with mutual funds that invest in bonds. There are thousands of bond funds currently available that invest in all types of fixed-income instruments with...

Under the Hood of the 10 Biggest Mutual Funds

Since their creation, mutual funds have helped investors—both retail and institutional—meet their goals. The structure is perfectly suited to allow investors access to a wide range of stocks, bonds and other assets all under...

Larry Swedroe: Management Tenure and Mutual Fund Performance

In the search for active managers who will deliver alpha—what I call the Holy Grail of outperformance—investors, both individual and institutional, will almost always examine a mutual fund’s prior performance record. Doing so is a...

Mutual Funds and Pre-IPO Companies

For investors, nothing can be more thrilling than investing in stocks that just recently hit the tape. Buying stock in initial public offerings (IPOs) can be a huge source of gains for a portfolio. The recent success of IPOs like GoPro (GPRO) and...

10 Biggest Mutual Fund Investing Myths Debunked

Mutual funds as an investment offer a variety of benefits. They allow individual investors access to a managed and diversified portfolio of assets within the capital markets which would otherwise be difficult to do as an individual investor. They...

Beginner's Guide to Leveraged Mutual Funds

Leveraged mutual funds are just like regular mutual funds, but use leverage to increase their returns, delivering multiples of the index or benchmark they track. Leverage allows an investor to magnify their returns, shortening the time it takes to...

Beginner’s Guide to International Mutual Funds

A study provided by Vanguard in 2012 stated that 30%-40% of an investor’s stock portion of their portfolio should consist of international stocks. Investors typically have a significant bias towards owning investments within their own...

Beginner’s Guide to Real Estate Funds

Real estate has stood the test of time as one of two asset classes that has consistently grown faster than the rate of inflation over the decades. However, this form of equity ownership is financially out of reach for many people who lack the...

35 Twitter Accounts Mutual Fund Investors Should Follow

Twitter has become a popular information-sharing tool for investors, as evidenced by the rise of services like StockTwits. By following the right accounts, investors can access everything from timely news alerts to actionable trade ideas to...

7 Essential Tax Tips for Mutual Fund Investors

Mutual funds are popular with investors because they offer diversification, liquidity and professional money management in a convenient vehicle. However, mutual fund investors will get a tax bill for the dividends, interest, and any capital gains...

Quiz: Which Country Has a Higher GDP?

When it comes to international markets, investors are quick to look at a country's gross domestic product (GDP) as a means of gauging its importance on the global stage. The quiz below aims to challenge your ability to determine which nation...

Beginner's Guide to Commodity Mutual Funds

Commodity mutual funds can be a great way to gain exposure to commodities, provide diversification, and protect against inflation for the average investor’s portfolio. They are easier to invest in and require less capital than investing directly...

How to Research Mutual Funds

For investors looking to add mutual funds to their portfolio, making the decision on what fund to actually buy can seem like a daunting task. According to the Investment Company Institute’s latest factbook, there are over 7,707 different...

How Big Is the Mutual Fund Industry?

Mutual funds have grown to be one of the most popular investment vehicles in the modern marketplace. Their diversification, professional management and liquidity make them appealing to both individual and institutional customers and they have...

20 Emerging Markets Blogs Worth Reading

Interest in emerging market investments has grown significantly over the years, as investors continue to embrace these regions for their lucrative growth opportunities. Considering the size of the emerging markets landscape, however, it can be...

A Guide to the Turnover Ratio

There are many technical characteristics that reflect how a mutual fund is operated and its portfolio managed. Beta provides a measure of a fund’s volatility while alpha indicates how well the portfolio manager is doing compared to the fund’s...

The 7 Biggest Mistakes to Avoid When Investing in Mutual Funds

For investors, mutual funds continue to be one of the best ways to build wealth over the long haul. By pooling their money with other investors, portfolios gain powerful diversification benefits and the capacity to own a bunch of stocks or bonds...

ETFs vs. Mutual Funds: The Similarities and Differences

Mutual funds have been very popular to invest in for the past few decades. Exchange traded funds, or ETFs, on the other hand, are relatively new but are gaining in popularity. As of 2013, global ETF assets were $2.25 trillion whereas mutual funds...

10 Ways to Beat Inflation with Mutual Funds

Inflation is one of the chief enemies of all consumers and investors. This invisible force inexorably erodes both your purchasing power and the returns you receive on your investments as the prices of goods and services rise. Of course, this...

The 15 Most Notorious Wall Street Villains

Money can be a cruel mistress. While it can bring about real positive change, it can also drive some normally good people to do some pretty nasty things. Wall Street, in particular, is full of various “villains” trying to game the system and break...

The Benefits of Mutual Funds

From their inception during the Great Depression to their current status as the go-to investment vehicle for both individual and institutional investors around the world, mutual funds offer many benefits that can help shareholders to achieve...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...