Mutual Funds


Capital Group Plans Hiring Spree to Strengthen Ties to Financial Advisors

The giant asset manager says it plans to invest up to $70 million a year to hire more than 100 new staffers and expand client centers on each coast.

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The Janus Henderson Bidding War Is Over. Here’s How the Funds Trian Fought for Have Performed.

The company’s fixed-income funds are thriving, but its stock funds remain a mixed bag.

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The SpaceX IPO Is Coming. Cathie Wood’s Ark Venture and More Funds to Get in on the Action.

SpaceX is reportedly looking to file for an initial public offering. Funds that own private stakes are soaring. But buyer beware.

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This Small-Cap Value Fund Is Crushing Its Peers. What It’s Buying Now.

The Heartland Value is snapping up regional banks and consumer-discretionary stocks.

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Bill Ackman’s Pershing Square IPO Is Coming. Should You Buy?

Ackman has had a great record over the past seven years. Now he’s making it easier for U.S. investors to buy in. They should be wary.

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Hilda Applbaum

Hilda Applbaum is a portfolio manager at Capital Group.

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Kim DeDominicis

Kim DeDominicis is portfolio manager of target-date funds at T. Rowe Price.

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Sharon Hill

Sharon Hill is head of global and income active equity at Vanguard.

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Starbucks, Amgen, and CVS Help This Income Fund Shine

Hilda Applbaum, co-manager of the American Funds Income Fund of America, likes to buy inexpensive, high-yielding stocks poised for an upturn. Her strategy has trounced 98% of peers.

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Foreign Stocks Are Reeling From the Iran War. It’s Time to Buy the Dip.

The energy shock has hit markets in Europe and Asia, but their growth drivers are intact. Where to find bargains.

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Robinhood’s Venture Fund Begins Trading. What to Know.

The company wants to give mainstream investors more access to private investments.

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How AI Will Impact the Mutual Fund Industry

A new study shows that most manager trades are predictable—and that could mean that investors are overpaying for underperforming funds.

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Victory Capital Discloses Competing Bid to Buy Janus Henderson

A consortium led by Nelson Peltz’s Trian Fund Management is the other contender to buy asset manager Janus Henderson.

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Barron’s Best Fund Families

The top fund families of 2025 had exquisite timing—and managers with strong stomachs. How they navigated a tumultuous year.

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Now Is the Time to Buy Alternative Funds

There’s a strong case for hedging your bets with alts. The question is which kind to buy.

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What the Heck Is an Evergreen Fund?

These newfangled funds offer individual investors access to investments that were once primarily the domain of institutional investors.

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Brokerage Firms May Start Charging ETF Distribution Fees. Who Will Pay.

The investor shift away from mutual funds to exchange-traded funds has eroded an important revenue stream for brokerage firms.

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Vanguard Slashes Fees on Dozens of Mutual Funds and ETFs

Vanguard says its fee reductions will total almost $250 million in 2026.

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This Winning Fund Pro Likes J&J, Lowe’s, and Utility Stocks

Susan Bao’s large-cap JPMorgan fund has outperformed the S&P 500 over many years. She’s bullish on stocks, focused on bargains.

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Berkshire Hathaway Will Lose Its Biggest Mutual-Fund Fan With Danoff’s Retirement

Contrafund’s stake in Berkshire is now worth about $10 billion, Barron’s calculates.

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Fidelity Star Manager Will Danoff to Retire After 35 Years

Will Danoff, who has led Fidelity Contrafund since 1990 and outperformed the market over three decades, will step down at the end of 2026. Two co-managers are set to take over in 2027.

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Why This Star Mid-Cap Fund Likes Ralph Lauren and Planet Fitness

Fed rate cuts could boost mid-cap companies—and the earnings outlook is strong. The T. Rowe Price Diversified Mid Cap Growth fund stands to gain.

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Our Roundtable Pros See More Gains for Stocks, Especially Those Left Behind Until Now

This year’s panelists offered plenty of reasons beyond AI to expect gains in 2026. Plus, 13 investment ideas.

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Copper Rally Is Still Young. 6 Ways to Play It.

Copper could outperform gold and silver in 2026, according to this market technician. Plus, investment newsletter commentary on stocks, bonds, crude.

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This Tech Investor Likes Broadcom, Bloom Energy, and Other AI Bargains

Paul Wick of Seligman Investments has piloted his winning fund through numerous technology cycles. How he is playing AI, and why he is skeptical of quantum computing stocks.

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