1. Money

Your suggestion is on its way!

An email with a link to:


was emailed to:

Thanks for sharing About.com with others!

Most Emailed Articles

How To Fill Out Form W-4

Mutual Funds: Most Popular Articles

These articles are the most popular over the last month.
The 3 Best S&P 500 Index Funds
Finding the best S&P 500 Index funds can be easy if you know what to look for. Here are a few of the top S&P 500 Index funds and why we recommend them.
A Simple Explanation of Mutual Funds
What is a mutual fund? In one simple explanation, learn the definition, basics, advantages and types of mutual funds.
I Like Dave Ramsey But He's Dead Wrong on...
Investment advice and financial planning guru Dave Ramsey gives his radio show listeners and book readers sage advice but he gives some poor advice on mutual funds.
Top 5 No-Load Mutual Fund Companies for DIY...
Which are the best no-load mutual fund families? Find out where, why and how to find simple, low-cost and high quality funds, all in one place.
The Top 10 Best Mutual Funds
What are the top 10 best mutual funds of all time? Check out this list and learn how to find the best funds for your own portfolio.
Mutual Funds 101 - The Beginners Guide to...
Investing for dummies can't get any smarter than investing with mutual funds. Learn the definition, then move on to the basics.
The Best Mutual Funds for Beginners
Choosing the best mutual funds for beginners is not a matter of finding the best performers of the day. Instead, beginners are wise to know their investment objectives and future plans and prepare for a long-term strategy. Therefore, assuming you want to do it yourself, it is wise to know which mutual fund companies have the best variety of low-cost, no-load funds.
When Capital Gains Aren't a Good Thing
Each year, generally in the last couple of months of the year, mutual fund shareholders face the possibility of receiving capital gains distributions from their mutual funds. Don’t be fooled by the capital gains distributions. These are not gains of the good sort.
How to Choose Between Value or Growth Investing
Which investment strategy is best - value or growth? Or are index funds the best way to invest? Find out for yourself.
Best Online Tools for Mutual Fund Research
Mutual fund research can be made easier with a good online research tool. Whether you are a beginner or a pro, these sites are among the best.
Which of These Top Investing Strategies is Best...
You don't need to be an expert to apply one of these top investing strategies. In fact, if you don't have a strategy, you may be making a big mistake.
10 Reasons to Add a Mutual Fund to Your Portfolio
While there are a plethora of options, a mutual fund can offer a simple, efficient way to invest for retirement, education or other financial goals.
Beat Rising Interest Rates by Buying These Bond...
Which are the best bond mutual funds in a rising interest rate environment? Which bond funds do better against inflation?
Learn How to Use the 4% Rule for Retirement...
The 4% rule is a good retirement planning guideline to help estimate how much income an investment account can generate. Find out how and why.
What Are Index Funds?
Index funds are mutual funds that are intended to track the returns of a market index. Index funds are considered to be passively managed because the portfolio manager of each index fund is replicating the index, rather than trading securities based on his or her view of the potential risk/reward characteristics of various securities. In recent years, more obscure indexes have been created.
Pros and Cons of Using Dividend Mutual Funds
Dividend mutual funds - stock mutual funds that primarily invest in companies that pay dividends - profits that companies share with stock shareholders.
No-Loads or Load Funds - Which is Best?
Should you invest in no-load funds or load funds? Which is best for you and what is the difference?
What Are Index Funds and Which Are the Best?
What are index funds and which ones are the best? Are they better than ETFs?
Best Total Stock Market Index Funds
What are total stock market index funds? Which are the best?
The Best Funds for Investing in Gold
Gold can be used as a hedge against inflation and a falling US dollar, but what's the best way to invest in this precious metal and commodity?
What You Should Know about Mutual Funds before...
As a popular investment option, you have probably already heard plenty about mutual funds. Chances are you own mutual funds in your retirement plan or brokerage account. In fact, according to the Investment Company Institute, more than 92 million individuals in the U.S. (about 45% of U.S. households) owned mutual funds in 2008. But do you know what mutual funds are and why so many people own them?
Mutual Fund Shares Class Types
What are the different types of mutual fund share classes and what are their basic advantages or disadvantages? Which shares are best?
When is the Best Time to Invest in Small-Cap...
Small-Cap stocks can make up a significant portion of your investment portfolio at any time. But when is the best time to invest in small-cap stocks?
Tips and Examples for Building a Portfolio of...
See basic tips and examples for building a portfolio of mutual funds.
How to Analyze Mutual Fund Performance
Past performance of a mutual fund may not be a guarantee of future results but if you know how to analyze performance--if you know what to look for and what to avoid--you can make better investment decisions.
What Does an Aggressive Portfolio Look Like?
For an example of how to build an aggressive portfolio of mutual funds, take a look at this model allocation with helpful percentage suggestions.
How to Invest When You Are In Your 20s and 30s
What are the best types of mutual funds for investors in their 20s and 30s? Not all investors are alike but there are funds that are ideal for them.
Top 16 Tips for Investing in Mutual Funds
It's never too early or too late to review the basics of investing with mutual funds. Check out this easy list to get started or to get back on track.
Use These Fund Types for Kids
What is the best way for children to get started investing with mutual funds? Here are some fund types and specific fund names for kids or anyone beginning to invest.
Learn the Main Categories and Types of Mutual...
Learning how mutual funds are categorized helps an investor choose the best funds for asset allocation and diversification purposes.
What Are Mutual Fund Class R Shares?
Should you invest in R Share mutual funds? Before investing, be sure to understand how the different share classes charge fees and expenses.
The Definitive List of Top Indexes
Need a list of the major market indexes? Check this list for a quick and easy reference for investing in the major stock and bond indices.
7 Tips for Choosing the Right Mutual Funds
Choosing the best mutual funds can be easy. Learn how to find and choose the best ones for you with these simple and proven methods.
Where to Invest When Interest Rates Go Up
What are the best investments when interest rates go up? Here are some mutual funds and sectors for rising rates.
Best Sectors for Investing in 2015
Investors can diversify and boost portfolio performance by investing in some of the best sectors in 2015.
How to Invest in Silver
When investing in silver, Exchange-Traded Funds (ETF) or Exchange-Traded Notes (ETN), it's important to know the risk and nature of commodity investing.
How Mutual Funds Work
When an investor buys a mutual fund, their investment dollars are used to purchase new shares of the mutual fund. Learn more information here.
Which is Best for You - Index Funds or ETFs?
Which is best, index funds or ETFs? What are the differences? What are the advantages and disadvantages? Learn how to choose the best for you.
Which Bond Fund Type is Best for You?
Understanding how bond mutual funds work can help investors understand other areas of finance and economics such as stock investing and interest rates.
Do This Homework Before Building Your Mutual...
Before you build a portfolio of mutual funds, learn some of the basic tips for investing and planning your strategy.
Best No-Load Funds to Get Started Investing...
High quality mutual funds with a low purchase price are rare. But we found 3 of the best funds to get started investing with just $100.
Retirement Income Funds
Retirement income mutual funds can be a simple investment choice for those investors already in or entering retirement. See some of the best retirement income funds and find out if they are a good fit for your needs.
Retirement Investing 101 - Mutual Funds
What are the best mutual funds for retirement planning and savings? What about taxation? Learn the best investment strategies for retirement.
The Cheapest S&P 500 Index Funds
While cheaper doesn't necessarily mean better, you will find some of the cheapest S&P 500 funds that you can buy with $10,000 or less listed below.
These Are the Best Mutual Fund Types for...
Check out this comprehensive list of mutual fund types that generate more income, in the form of dividends and interest, than other fund types.
What Are the 6 Steps of Financial Planning?
What are the 6 steps of financial planning? Use the same planning steps as professional planners.
These Vanguard Funds Produce High Dividends
Vanguard funds are famous for their low-cost mutual funds. They also have some of the best dividend funds for income and long-term investors.
Why Index Funds Beat Actively-Managed Funds
Why do index funds outperform actively-managed funds? Over long periods of time, index funds have higher returns than their actively-managed counterparts for several simple reasons.
What are dividend dates?
Learn more about dividend dates and you can save taxes and improve the performance of your portfolio.
What is Aggressive Growth?
What is Aggressive Growth are what are some mutual fund examples? Aggressive Growth is a mutual fund objective that is so broad, an investor can easily make a mistake when building an investment portfolio. Therefore, the Dave Ramsey mutual fund portfolio example can be misleading advice.
The Best Way to Invest a Big Chunk of Cash
Whether you want to invest a 401(k) or IRA rollover, a tax refund, an inheritance, or you win the lottery, there are a few smart ways to best manage a large amount of cash, no matter what the stock market or economy is doing at the time.
How Do You Start Investing With Mutual Funds?
To get started investing with mutual funds, you will need to know the basics. Learn how by understanding mutual fund types, taxation and how to buy.
The Best and Worst Bond Funds for 2015
Find out which bond funds may perform best in 2015 and which are likely to perform the worst.
What is Short-Term Investing?
What is short-term investing and performance? What are some examples? How long is short-term?
The Dow Jones Industrial Average Index
What is the Dow Jones Industrial Average and why should investors care about it? Although this index only represents 30 large industrial companies, the Dow Jones index still has significant relevance.
5 Disadvantages of Mutual Funds
Before you invest, you should do your homework. Will you choose to use mutual funds, closed-end funds, ETFs, and/or individual stocks and bonds? Inevitably, your homework assignment will lead you to articles outlining the disadvantages of mutual funds. But are all of these so-called disadvantages of mutual funds really disadvantages of mutual funds? Let’s take a look at several so-called disadvantages of mutual funds,and how you can avoid them.
How to Determine Your Own Investment Objective
What is an investment objective and how can you go about forming one for yourself? What are some examples?
How Index Funds Are Advantageous for Investors
Why invest in index funds? Learn about passively-managed investments and how their advantages often enable them to outperform actively-managed funds.
Learn More About Sectors and How to Invest in...
If you are looking for a good list of sectors and the best mutual funds and ETFs for each, here is a great guide for learning the basics.
Total Stock Index vs S&P 500 Index: Which...
Which is best, a total stock market index fund or an S&P 500 index fund? See the differences between them and the advantages for each
Moderate Mutual Fund Portfolio Example
For an example of how to build an moderate portfolio of mutual funds, take a look at this model allocation with percentages.
What is Growth & Income?
The growth and income objective for mutual funds is a combination of one part growth and one part income. Learn more with this simple overview.
Why Invest in Mutual Funds? Here are the Top 8...
The benefits of mutual funds make them the first and best investment type for beginners and pros alike. Use these benefits to your advantage.
6 Sites to Research Mutual Funds
Whether you use an advisor or you do it yourself, you might enjoy a few sites to help you research mutual funds. Follow the 6 links for helpful advice.
The Best No-Load Fund Families
There are hundreds of fund families to choose from but there are only a few that offer investors a wide variety of high quality no-load funds. Find out which fund families are the best for no-load funds.
What Is the Barclays Capital Aggregate Bond...
The Barclays Capital Aggregate Bond Index is the benchmark for most bond funds traded in the US. Should you use a total bond market index fund?
How Do I Compare Index Funds to Actively-Manage...
The evidence shows that there are good active managers, but finding such managers in advance of their outperformance is difficult. According to Vanguard, for the 10 years leading up to 2007, the majority of actively-managed U.S. stock funds underperformed the index they were seeking to outperform.
Diversification: The 3 Most Important Things...
Diversification with mutual funds is more than just putting your eggs into different baskets. Find out how to properly diversify with mutual funds.
Learn the 5% Rule of Investing
How much is too much with investing in mutual funds? You don't want to allocate high percentages of your savings to some fund types.
Find Out Which Funds Do Best When the US Dollar...
What are the best funds to buy when the U.S. dollar is strong compared to other currencies? What is the best way to hedge for an appreciating dollar?
How Often Should You Rebalance Your Portfolio?
When is the best time to rebalance a portfolio of investments and how often is ideal? Rebalancing is a simple buy low and sell high strategy.
Should You Invest in Growth Stock Mutual Funds?
What are growth stock mutual funds? What are examples of growth stocks? Learn how to successfully apply this investing strategy.
What Are Derivatives?
A derivative is a financial instrument that derives its value from an underlying asset such as a stock, bond or commodity.
Learn the Basics on Investing in Defensive...
What are defensive sectors and how can an investor use them for best investing strategies?
How is Modern Portfolio Theory Used With...
How is Modern Portfolio Theory (MPT) used with investing? Learn the definition, application and criticism of this popular investing style.
What to Look for (and What to Ignore) When...
What should you analyze when researching mutual funds? Here's all you need to know (and a few things you can ignore).
Should You Invest in Closed-End Funds?
Closed-end funds are not the same as mutual funds but there are similarities and a few features that can give investors an advantage if used properly.
What is a Mutual Fund's TTM Yield
Have you ever done research on a mutual fund and discovered its TTM Yield? Here's your opportunity to learn the definition of TTM Yield and how to use it.
Inflation Definition, Examples & Investing...
A lack of understanding of inflation can be detrimental to an investor's portfolio. Learn how to invest & hedge against inflationary economic environments.
Load or No-Load? Choosing the Right Mutual Funds
How many times have we been told that there is no free lunch? The same holds true with no-load mutual funds. No-load mutual funds are free of sales charges (loads), but they do have costs. All share classes of funds -- load or no load -- carry fees that are paid out of the fund’s assets to the fund’s investment advisors (as opposed to paying the advisor/broker who sells the fund).
How Are Mutual Fund Dividends Taxed?
What are dividends and how are mutual fund investors taxed on dividends? Understanding the basics taxation is essential to investing success.
Beginner's Guide to Buying Mutual Funds
An overview of the myriad of choices, whether to seek advice, where to buy, how much it is going to cost you.
Get Your Fix on Fixed Income Funds
Fixed income funds are an excellent diversification tool for investors’ portfolios. Start with these five basic types of fixed income funds.
What to Look For in a Mutual Fund
There is more to analyzing a mutual fund than reviewing past performance. Find out what to look for in the best funds.
See Samples of Mutual Fund Portfolios
Need some mutual fund portfolio examples? Here are a few basic and simple portfolios for 3 types of investors - aggressive, moderate or conservative.
Making Sense Out of the Structure of Mutual Funds
To understand the structure of mutual funds, compare other “40 Act Funds” – investment companies registered under the Investment Company Act of 1940.
Long-Term Investing and Performance
Learn more about long-term investments here with examples, strategies, and analysis on how to become a successful long-term investor.
These Fidelity Funds Produce High Dividends
Whether you need a source of income or a solid investment for long-term performance, you'll want to check out these top Fidelity funds for dividends.
How to Invest in Russia With Mutual Funds
Why invest in Russia? What are some of the best mutual funds and ETFs offering broad exposure to the Russian market economy?
What Are Conservative Mutual Funds and Who...
Find out how can investors find the best conservative mutual funds and how to build their own low risk portfolio of funds.
Regulations of Mutual Funds
Mutual funds must comply with a strict set of rules that are monitored by the Securities and Exchange Commission. Find basic information and links here.
10 Ways to Time the Market With Mutual Funds
As with all investment strategies and financial plans, there are wise steps you can take to time the market without taking unreasonable risk.
The Do's and Don'ts of Buying Mutual Funds
class="no-js" itemscope itemtype="http://schema.org/Article" > Do Know the Definition of a Mutual Fund
What Are Mutual Fund Class D Shares?
Should you invest in D Share mutual funds? Before investing, be sure to understand how the different share classes charge fees and expenses.
What Is a Sector Fund?
A sector fund is a mutual fund or exchange-traded fund that concentrates its investments in a single sector of the market. If you invest in individual stocks and you’re uncomfortable investing in stocks within a particular sector, then you may benefit from sector funds. You can diversify your portfolio by adding the neglected sector via a sector fund.
Understanding Mutual Fund Fees
There are various classes of shares of each mutual fund available for purchase (a mutual fund may offer various classes of shares to investors -- the differences are in the fees and expenses of each share class). Several common share classes are: Class A, Class B and Class C. Each share class requires a management and operating fee and many share classes charge a 12b-1 fee.
Should You Invest in the S&P 400 Index?
What is the S&P Midcap 400 Index? Learn more about this often overlooked segment of the market and improve your portfolio's growth potential.
Here's How to Choose the Best Type of...
What is the best type of investment advisor for you? Before you hire a financial professional, be sure to know what they do and how they get paid.
Can Bond Funds Lose Money? Yes They Can!
Can you lose money with bond mutual funds? Find out how and when bonds can depreciate in value.
What are the types of bond funds and which ones...
What are the types of bond funds? How are bond mutual funds categorized? Which bond funds are the best for you?
What is Beta?
A mutual fund investor can use beta in planning their fund selection to determine volatility of the fund and to compare its sensitivity in movement to the overall market.
10 Tips to Reduce Taxes and Maximize Returns
How do I reduce taxes on mutual funds? Understanding mutual fund taxation will help you improve your overall returns by being a smarter investor.
What Is Cost Basis?
Find the definition of cost basis (also known as tax basis) here, as well as some examples to assist in understanding and application.
Vanguard Investments
class="no-js" itemscope itemtype="http://schema.org/Article" > itemprop="description" >Who is Vanguard?
What is the Difference Between Bonds and Bond...
When is the best time to use bonds versus bond funds? Find out here by learning about basics, differences, when to buy which, and more.
Pros and Cons of TIPS Mutual Funds
TIPS are bonds that pay a coupon on the adjusted principal of the bond. They're adjusted on a semi-annual basis with the rate of the Consumer Price Index.
Who is Fidelity Investments?
Who is Fidelity Investments? There is more to know about Fidelity than their mutual funds and retirement services.
Pros and Cons of a Stock Fund
Whether you plan to buy a stock fund or individual stocks, you should become familiar with the pros and cons of a stock fund prior to investing.
What do all the best mutual funds have in common?
The best mutual funds share some common features that every investor should know before investing. Here's what to analyze before buying.
How Many Mutual Funds Should You Have to Be...
How many mutual funds does it take to be diversified? The answer depends upon your objective and the type of funds you buy.
What is a Mutual Fund's Total Net Assets Under...
What is a mutual fund's total net assets under management and why is helpful to analyze this for best investment practices? How much is too much?
What is a good expense ratio?
If you want to find the best low cost mutual funds, you can start by looking at this list of average expense ratios for basic fund types.
Conservative Investors Should See These...
If you are looking for solid, low-risk mutual fund, you'll want to check out these three best Vanguard funds for conservative investors.
5 Things to Know About Mutual Funds
There are a few key things every investor should know about mutual funds. Be prepared by knowing the risks, options, and expenses laid out here.
Dreaded Short-Term Capital Gains Distributions
While most people are painfully aware of short-term capital gains, short-term capital gains distributions are often a misunderstood -- and always a dreaded -- aspect of mutual fund investing. Financial advisors, sophisticated investors and novices alike, forget the rules of the unpleasant feature of mutual funds we know as short-term capital gains distributions.
What Are Mutual Fund Transaction Fees?
Many investments incur transaction fees when buying shares. Investors should be aware of these trading costs, especially when making frequent purchases.
Use these Fund Types for Taxable Acccounts
Which funds are best for taxable accounts? Do some mutual fund types have advantages over others when used in regular brokerage accounts?
What is Fixed Income Investing?
Fixed income refers to an investment strategy that is intended to produce relatively fixed or stable income and is commonly used by retired investors.
Best Year-End Investment Strategies
What are the best year-end investment strategies? At the end of every year, investors should consider some valuable strategies to make their mutual fund portfolios ready for a new year.
Do You Know the Difference Between TTM Yield...
When researching mutual funds for income, it is important to understand the differences between the TTM Yield and the 30-Day SEC Yield.
How to Use Statistical Analysis With Mutual Funds
Statistical analysis of mutual funds requires a fundamental knowledge of quantitative measures. Learn more here and you can choose the best mutual funds.
Advantages of Money Market Funds
A money market fund offers similar protection as the mattress, but offers the benefit of paying a yield on your money.
What Is a Mutual Fund Expense Ratio?
The percentage of fees paid to the mutual fund company to manage and operate the fund, including all administrative expenses and 12b-1 fees. The expense ratio excludes sales charges.
Find the Best Funds for You With This Complete...
Which are the best funds for you? See a complete comparison of fund types, such as load vs no-load, value vs growth, actively-managed vs index, and more.
How to Buy Mutual Funds for Beginners
If you need to know how to buy mutual funds, the process can be simple and profitable. Just learn these basics and you'll be on your way to success.
Hit Your Target Retirement Year With These Funds
What are the best target date retirement funds and how are they used? Find out how to use these simple, diversified funds for your nest egg.
What You Need to Know About TIPS
Treasury Inflation-Protected Securities are very different from conventional bonds. Learn more about the differences between TIPS and other bonds.
Here Are the Best Funds for Short-Term Needs
Which are the best types of mutual funds to use for short-term financial goals? Find out how to find the suitable funds for your investing needs.
Bond Funds for Beginners
What is fixed income? How do bond mutual funds work? Investing in bonds can be risky if you are not aware of the basics.
Best Fund Types to Use in Tax-Deferred Accounts
Which mutual funds are best for retirement accounts, such as IRAs and 401(k)s? Do some fund types have advantages over others?
Which Mutual Fund Share Class is Best?
Which mutual fund share class is best for you? Which is worst? When choosing which fund class is most suitable, investors should take several factors into account, including holding time, expenses, trading costs, the need for advice and more.
What Is the S&P 500?
The S&P 500 Index is a benchmark for the large cap segment of the US equity market. The index includes 500 US-based companies and covers approximately 75% of the US equity market.
Should You Use an Investment Advisor?
Before you do it yourself with investments, ask yourself this: Do you want to hire yourself as the advisor or someone else? Then follow these tips...
Your Questions About Index Funds Answered
Do you have questions about index investing? The answers to what you want to know (and what you never thought to ask) about how to invest with index funds are all here.
Build Your Own Lazy Portfolio
Want to know how to build the best lazy portfolio? Start with these timeless and tested investing strategies. Set it and forget it!
How to Beat Inflation
Inflation erodes at the value of money and can be an investor's worst enemy. Learn how to beat inflation by investing in mutual funds.
How to Build an Entire Portfolio With Only the...
Find out how to build your own investment portfolio with the best Vanguard funds.
The Best and Worst Stock Funds for Investing in...
Find out which are the best stock fund types in 2015 and which are the funds you are wise to avoid.
Basics on How to Invest in Mutual Funds
If you're just getting started investing, learn the basics on how to invest in mutual funds.
Which Are the Best Bond Funds to Buy Now?
Finding the best bond funds in 2016 can be challenging, especially in a rising interest rate environment. Here are investing ideas you can use now.
What is a Core and Satellite Portfolio?
When building a portfolio of mutual funds, the core and satellite design is the best and simplest structure to use. Find out how to do it yourself.
What is R-squared?
R-squared (R2) is a statistical measure that investors can use to determine a particular investment's correlation with a given benchmark.
These Are the 5 Types of Bond Mutual Funds to...
Bond mutual funds are an excellent diversification tool for investment portfolios. Here are the five basic types of bond funds to know.
What Is a Passively Managed Fund?
Index funds are considered to be passively managed funds. The manager of an index fund tries to mimic the returns of the index it follows by purchasing all -- or almost all -- of the holdings in the index. Hundreds of market indexes can be invested in via mutual funds and exchange-traded funds.
Get the Best Advice on Mutual Funds
Which are the best mutual funds for you? Get the best advice on mutual funds, whether you do it yourself or use a financial expert.
How Much Risk Should You Take With Your...
Gauging your risk tolerance is a good way to help you determine how you might react when stock prices crash.
How to Find and Analyze a Mutual Fund's P/E Ratio
To determine if a stock has a fair price, you can look at its Price/Earnings (P/E) ratio. But what if you want to find the value of a mutual fund?
How to Invest in Dogs of the Dow With Mutual...
Some mutual funds invest in the Dogs of the Dow stocks. Not exactly market timing, these 'dogs' are also among the best stocks for dividends.
How to Know the Best Way to Invest for Yourself
To maximize returns and minimize risk, you need to find the best investment styles and strategies that work for you.
Here's What You Need to Know About Mutual Fund...
What are mutual fund holdings? How many is ideal for diversification? The total number of holdings can give an investor a clue to future performance.
Explore Mutual Funds
By Category
    mutualfundsMutual FundsmoneyMoneyaf50337ce80001e93c80037c2f542ae3d9013fddd7004fa7http://mutualfunds.about.comod526F6F7490430liveKent Thunemutualfundsguide3Y80000ozNIP11970-01-0110/od/index.htm0526F6F741approved/od
  1. About.com
  2. Money
  3. Mutual Funds

©2015 About.com. All rights reserved.