mutual funds

How You Can Profit From the Coming Merger Mania

With interest rates so low and corporations sitting on $2 trillion in cash, a slew of mergers and takeovers across a number of industries appears likely in 2011. But picking individual companies is awfully tough. Here's a better way to capitalize on the coming M&A boom.

Jones Villalta Opportunity Fund Likes Financials, Tech Stocks

Where are the best deep-value investment opportunities? Where there is the most pessimism, of course. In this short video, fund manager Tom Villata talks about where he sees the greatest opportunities among blue-chip tech stocks and financials.

ETFs in 2010: The Winners, the Losers and the Warnings

The investment world's love affair with all things ETF did not wane in 2010, as their share of the market rose to $940 billion. But popular doesn't mean easy, and it doesn't always mean profitable. Along with the best and the worst performers, a few reminders about how to use these popular investment vehicles safely.

10 Investing Facts You Probably Don't Know

The securities industry spends hundreds of millions of dollars a year in advertising, but that doesn't mean you're getting the straight scoop. The financial media doesn't always help, either. So, as you contemplate investing for 2011, here are 10 facts to keep in mind.

How to Lower the Taxes on
Your Investments

Could you be keeping more of the money that your portfolio is producing? DailyFinance spoke with professional investment managers and came up with eight tax strategies to help you maximize your after-tax returns.

Active ETFs: Still the Next Big Thing?

Active exchange-traded funds -- a sort of hybrid between a regular ETF and a mutual fund -- were supposed to give investors the best of both worlds. But these newfangled ETFs have so struggled to find their place. Some pros, however, still see a bright future.

Morgan Stanley to Sell Its Invesco Stake

Morgan Stanley said it is divesting its 6.7% stake in investment manager Invesco. The investment bank will sell the 30.9 million shares it received as part of the sale of its Van Kampen mutual fund portfolio to Invesco, a stake worth nearly $717 million at Tuesday's closing price of $23.20.

The 'Unlucky' Way to Double Your Investment Returns

What if you could increase your investment returns more than 200% by simply understanding the role of luck versus skill in investing? Several recent studies have shown how, and if ever there was information the securities industry didn't want you to have, this is it.

29 Hot Mutual Funds to Replace Your Losers

If your end-of-year portfolio rebalancing has you looking for some better mutual funds to reallocate assets into, Standard and Poor's Equity Research wants to help: It has released its first-ever list of Mutual Fund Excellence Award winners -- consistent performers across a range of categories.

For Investors, Defense Isn't Always the Best Offense

The market's recent volatility might make defensive investing seem appealing. But S&P Equity Research analysts caution that focusing too much on defensive sectors could have negative repercussions as well. Here's how to play smarter defense.

How to Play Defense in a Volatile Market

Equity investors have ample reason to be frustrated these days. The S&P 500 has hovered around 1,080 since mid-May, but it hasn't been a quiet ride. Oliver Pursche, president of Gary Goldberg Financial Services, talks about how you can smooth out the bumps of short-term volatility.

Hedge Your Risk With Mixed-Asset Mutual Funds

With stocks underperforming so far in 2010, and Treasury bond yields low, too, Standard & Poor's Equity Research suggests investing in mixed-asset mutual funds, which hold a combination of stocks and bonds to capture the strengths of both asset classes with less volatility.

10 Signs Your 401(k) Plan Is a Clunker

Does your 401(k) plan provide investment advice? Probably not. Is the plan adviser a "real" fiduciary? Doubtful. Find out what the investment industry would probably prefer you didn't know about your 401(k)plan.

Why New 401(k) Fee Disclosures Fall Short

The Labor Department's new regulations don't deal with the core problems of this broken system. Disclosing revenue-sharing payments for mutual funds in retirement plans isn't nearly enough. They should be prohibited altogether.

401(k) Matching: Use It to Your Advantage

One of the biggest perks of a 401(k) is that most companies offer matching dollars. Although the amount of the match varies by company one thing is certain: It's free money, and that's something you never want to pass up.

The Big 401(k) Rip-Off May Finally Be Ending

A recent court decision could end a common investment industry practice that robs millions of 401(k) plan participants of higher returns by choosing funds with expense ratios that are some 40% greater.

Ask Your Broker the Question He Dreads

Here is the question your broker hopes you'll never ask: What about Bill Miller? The man once hailed as "the country's greatest mutual fund manager" for consistently beating the S&P 500 is now a Wall Street goat, and there's a vital investing lesson to be learned from his fall from grace.

Mutual Fund Makes a Fresh Start, Rises to Top

Portfolio manager Brian Stack used the crash of 2008 to revamp the Pioneer Growth Opportunities Fund, and since then, its performance has risen from the bottom of its peer group to the top.

Market Turmoil Sends a Signal: Diversify!

Investors have been reminded by the recent market meltdown of the need for diversification to reduce risk to their portfolios. How much risk is the right amount, and should you flee to gold as a safe haven?

Masters' Select: Diversification -- with Risks

The Masters' Select Equity Fund, managed by Jeremy DeGroot, aims to take a big decision off your hands by investing across five investment styles and cap sizes. But an investor in this fund would be exposed to one big risk -- active stock picking.