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Mutual Fund News Roundup: October 24

Staying on top of the most important mutual fund news is important for investors. Below, we highlight some recently reported mutual fund-focused...

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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...

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Q&A with Bason Asset Management's James Osborne

We had the pleasure of speaking with James Osborne, the President of Bason Asset Management. As a Certified Financial Planner (CFP), James gave us some insights into investment management as well as opportunities he sees for the future.

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Fund of the Week: Fidelity® Select Natural Resources Portfolio (FNARX)

With nearly $1 billion in assets under management, Fidelity® Select Natural Resources Portfolio (FNARX) focuses primarily on energy stocks, which have seen a significant amount of volatility over the last few months. With crude oil prices...

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10 Mutual Funds for Hard-to-Reach Places

For many investors, the main draw of mutual funds is the diversification they provide. For relatively little capital, investors can access a wide variety of stocks and bonds under a single ticker; as such, using them to build a core portfolio for...

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4 Key Points About Liquid Alternatives

Wealthy investors have traditionally embraced alternative investments because of the benefits they may bring to a portfolio, such as increased diversification, lower volatility, and the potential for enhanced returns with low correlation to other...

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Q&A with Forward Funds Portfolio Manager Jim Welsh

We recently spoke with Forward Funds Portfolio Manager Jim Welsh, who manages Forward Tactical Enhanced Fund and Forward Equity Long/Short Fund. In addition to being a portfolio manager, Jim is an active writer on his financial blog.

In the...

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Paul Price: 20 Years of Outperformance (from a Fund You've Never Heard of)

When you think “big picture” we all have the same investment time horizon. Everybody has to do something with their money for the rest of their lives. Once you get a handle on that, financial planning gets a lot easier.

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Mutual Fund Weekly News Roundup for October 17

For mutual fund investors, staying up to date on big industry news can be very important. Below are some of the biggest news pieces for the week ended October 17.

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Beginner's Guide to Hybrid Mutual Funds

Mutual funds have become extremely popular over the last 20 years. In the United States alone, one half of all households invest in mutual funds making it a $15 trillion market, which is one half of the $30 trillion of mutual fund assets...

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Q&A with Rick Ferri

Rick Ferri has made his mark on the financial industry, writing several books, becoming a recognized speaker and founding Portfolio Solutions. Rick is also a financial advisor and an expert on index fund investing. With two market downfalls under...

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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...

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Fund of the Week: Prudential Jennison Utility Fund (PRUAX)

As investors flock towards safer, yield-friendly investments, we have chosen Prudential Jennison Utility Fund (PRUAX) to be the fund of the week for October 15. This fund focuses on the utility sector and currently has $3.6 billion in assets...

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Q&A with RSQ International Equity Fund's Riad Younes

Riad Younes is the CEO of R Squared Capital and the co-portfolio Manager for the RSQ International Equity Fund, which was launched in November 2013.

The International Equity Fund (RSQVX) currently has $48.2 million in AUM and is focused on...

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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...

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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...

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Mutual Fund Weekly News Roundup for October 10

For mutual fund investors, staying up to date on big industry news can be very important. Below are some of the biggest news pieces for the week ended October 10.

Sideways
Do Mutual Fund Benchmarks Matter?

A mutual fund benchmark is highly useful when comparing the performance of the mutual fund with that of the broader market. Only then can an investor know if the fund outperformed the market, matched the market, or underperformed.

Econindicators
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...

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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...

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Q&A with Hodges Funds' Eric Marshall

We had the pleasure of speaking with Eric Marshall, the co-portfolio manager for Hodges Small Cap Fund (HDPSX). The fund, which has been running since 2007, currently has $1.7 billion in total assets.

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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...

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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...

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How Index Mutual Funds Work

When it comes to mutual funds, there are basically two flavors: active management and index funds. Most beginning investors understand the idea of active management, where you are basically paying someone to pick and choose what stocks, bonds or...

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What Constellation Brands' Earnings Mean for Mutual Fund Investors

Constellation Brands reported significantly lower second quarter net income on Thursday, which came in below analysts' estimates. The company reported higher revenues, but failed to meet expectations.

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What Berkshire's Auto Dealership Acquisition Means For Mutual Fund Investors

Warren Buffett owns a very diverse group of companies and now he will be owning a car dealership company. Berkshire Hathaway announced on Thursday that it will be acquiring Van Tuyl Group - the largest privately owned car dealership company in the...

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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...

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What the Ebola Case Means for Mutual Fund Investors

After killing more than 3,000 people in West Africa, Ebola has been reported for the first time in the U.S. While the disease has the U.S. frightened of an outbreak, it has also gained attention from investors.

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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...

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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...

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What the Consumer Confidence Report Means for Mutual Fund Investors

Consumer confidence fell to its lowest point since May 2013 on Tuesday, due to looming fears over the job market and economic growth.

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What eBay's PayPal Spin-Off Means for Mutual Fund Investors

After months of the highly anticipated announcement, eBay reported on Tuesday morning that it will be spinning of PayPal into a separate publicly traded company. The spin-off was first brought up nine months ago by activist investor Carl Icahn.

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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...

Pimco
Major PIMCO Outflows Expected Following Departure of Bill Gross

We saw some of the biggest mutual fund news in years on Friday. PIMCO's founder Bill Gross announced that "he would be leaving the firm":http://http://mutualfunds.com/news/2014/09/26/pimcos-bill-gross-to-join-janus/ for Janus Capital (JNS). The...

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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...

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Pimco Founder Bill Gross Departs Company for Janus Capital

Pimco founder Bill Gross announced on Friday that he has left the company to join Janus Capital. The announcement shocked Wall Street and sent shares of Janus Capital (JNS) soaring 35% on Friday morning.

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What Nike's Earnings Mean for Mutual Fund Investors

Nike (NKE) shares surged on Friday morning, helping the Dow offset some of its losses from Thursday. The company reported a significant increase in revenue and profits, which both came in above analysts' estimates.

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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...

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Mutual Fund News Roundup: September 25

Staying on top of the most important mutual fund news is important for investors. Below, we highlight some recently reported mutual fund-focused news.

Wallst
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...

Housing
What the August New Home Sales Report Means for Mutual Fund Investors

The New Home Sales for August 2014 were released on Wednesday. New home sales skyrocketed in August, reaching their highest point since 2008.

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What KB Home's Earnings Mean for Mutual Fund Investors

Shares of KB Home (KBH) were crushed on Wednesday morning after the homebuilder released its third quarter results. Although the company reported higher net income and revenue, it missed analysts' expectations.

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What Accenture's Earnings Mean for Mutual Fund Investors

Shares of Accenture were down on Wednesday morning after the company reported earnings that missed fourth quarter estimates, despite its higher reported net income and revenue for the quarter. The company's stock was also pulled down by a...

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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...

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The Top Alternative Mutual Fund Launches of 2014

Alternative mutual funds have been gaining popularity among mutual fund investors. These funds differ from traditional mutual funds as they use hedge fund-like characteristics. In 2014, there have been nearly 50 new alternative mutual funds...

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American Beacon Advisors Explores Sale

American Beacon Advisors Inc, which is a mutual fund management firm owned by Pharos Capital Group LLC and TPG Capital LP, is now exploring a possible sale.

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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...

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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...

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Vanguard Group Reaches $3 Trillion In Assets

Asset management firm Vanguard Group reached a milestone of $3 trillion in assets - a record in the mutual fund industry. With the firm's increase in assets, it is now larger than the entire hedge fund industry.

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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...

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Big Mutual Funds Eyeing Alibaba (BABA) IPO

All eyes are set on Alibaba Group Holdings Ltd. (BABA) this morning as the company gears up to make its debut on the New York Stock Exchange.

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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...

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Morningstar Releases Mutual Fund and ETF August Asset Flows

Morningstar released data on Wednesday that reported asset flows for August for mutual funds and exchange-traded funds (ETFs). The reported indicated that funds gained $32.6 billion in new investor cash in August due to an upside in international...

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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...

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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...

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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 estimates.

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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...