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Registered Rep.
July 2, 2003
David A. Gaffen
Morningstar Editors Differ on Fund Disclosures Among the proposed revisions to mutual fund disclosure rules, the one relating to "soft-dollar" arrangements between fund companies and brokerages is touching off particularly spirited debate. mark for My Articles similar articles
The Motley Fool
June 2, 2005
Selena Maranjian
Americans Favor Mutual Funds Stock funds are hot, as they should be. mark for My Articles similar articles
The Motley Fool
January 3, 2006
Rich Duprey
15 and Counting at Legg Mason Legendary fund manager Bill Miller beats the market for the 15th straight year, and you can, too by following several basic principles. mark for My Articles similar articles
The Motley Fool
January 15, 2010
Rick Aristotle Munarriz
3 Mutual Fund Predictions for 2010 Let's sneak a peek at the future of the mutual fund industry. mark for My Articles similar articles
The Motley Fool
January 4, 2010
Rick Aristotle Munarriz
Sizing Up Mutual Fund Predictions for 2009 After suffering through the double whammy of falling stock prices and investor redemptions in 2008, folks had little problem snapping up mutual fund shares once the equity markets began rallying in March. mark for My Articles similar articles
BusinessWeek
July 29, 2010
Lynn Thomasson
Big Investors Are Bulls, Small Fry Are Bears The difference in sentiment between the two groups is unusually broad - which, in the past, has suggested an excellent buying opportunity. mark for My Articles similar articles
The Motley Fool
January 6, 2009
Rick Aristotle Munarriz
The Worst Mutual Funds of 2008 Bill Miller is the yardstick in another bad year for Legg Mason. mark for My Articles similar articles
Registered Rep.
July 1, 2003
David A. Gaffen
Is it Safe Yet? Does the phone ring with a sweeter tone? Is the workday flying by? Do clients smile at you when you bump into them at restaurants? Has perhaps the market found its bottom and have clients recovered their nerve? Is it safe to go back to business as usual? mark for My Articles similar articles
BusinessWeek
November 10, 2003
Jeffrey M. Laderman
Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers. mark for My Articles similar articles
The Motley Fool
June 27, 2006
Buz Livingston
Better Than Picking Stocks Life's full of interesting pursuits; let someone else pick your stocks. Selected Funds American Shares, managed by Christopher Davis and Kenneth Feinberg, has continuously surpassed the S&P each year since they began managing the fund. mark for My Articles similar articles
Registered Rep.
June 28, 2010
Stan Luxenberg
Investors More Sophisticated, but Still Buying and Selling at Wrong Times In recent years, shareholders have become smarter fund shoppers, said speakers at the Morningstar Investment Conference, which was held in Chicago last week. mark for My Articles similar articles
Registered Rep.
June 25, 2004
David A. Gaffen
Advisor Concern and Heated Exchanges at Morningstar Conference While most advisors interviewed at the conference were hopeful that they could weather the recent spate of mutual fund-related scandals, it doesn't mean that they, or their clients, are happy about recent events. mark for My Articles similar articles
The Motley Fool
January 13, 2009
Selena Maranjian
Is Your Mutual Fund One of the Worst? The dismal performance of some top mutual funds in 2008 is probably enough to send most investors out the door, and to keep many would-be investors away. But should these funds really be avoided? Perhaps not. mark for My Articles similar articles
Financial Advisor
August 2004
New Accounts Won't Cover Lifetime Medical Cost Health Savings Accounts will fall short... Advisors Cautious On New Hedge Fund Rule... Portfolio Management Software... Managers Bullish On U.S. Equities... etc. mark for My Articles similar articles
The Motley Fool
May 14, 2007
Amanda B. Kish
Foolish Weekly Fund Wrap-Up Morningstar looks at ETF valuations... Bill Miller wants to go global... etc. mark for My Articles similar articles
Investment Advisor
May 2009
Melanie Waddell
Danger & Opportunity: Raising the Bar An interview with Morningstar's Don Phillips, president of fund research, about the renewed importance of research in investing. mark for My Articles similar articles
Financial Advisor
December 2004
Raymond Fazzi
Are Low Returns Here To Stay? With the economy on course for more than 3% growth this year, there is reason to hope for sustained growth in 2005. Some market watchers say that as investors come to grips with low returns, there may be a movement of investment dollars from passive to active management vehicles. mark for My Articles similar articles
Financial Advisor
April 2010
Marla Brill
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. mark for My Articles similar articles
Financial Advisor
February 2, 2009
Bruce W. Fraser
A Glimmer Of Rewards Prices on high-quality corporate bond issues represent a buying opportunity for advisors. mark for My Articles similar articles
BusinessWeek
October 6, 2003
Lewis Braham
Amid Turmoil, Funds Take Off During the third quarter, equities rallied up a storm. mark for My Articles similar articles
The Motley Fool
July 30, 2007
Amanda B. Kish
Old Mutual Spreads Its Wings It remains to be seen if Old Mutual's plans for growth will make this firm's funds worth owning, but one fund, Old Mutual Focused Fund, is already worth a look. mark for My Articles similar articles
BusinessWeek
January 6, 2011
Charles Stein
Sticking with Large-Cap Stocks for 2011 Three noted money managers are holding to their view that high-quality, large-cap stocks offer the best values in the market. mark for My Articles similar articles
The Motley Fool
October 20, 2009
Dan Caplinger
This Easy Move Will Save You $215,900 It's all in what you pay. Doing what you can to minimize your costs, however, will always put money back in your pocket. mark for My Articles similar articles
Financial Advisor
December 2004
Christopher P. Parr
Look Mom! I Beat the S&P Again! Legg's Value Trust---relative fund superstar or absolute media hype? mark for My Articles similar articles
The Motley Fool
December 15, 2003
Selena Maranjian
One Red-Hot Fund While most managed stock mutual funds fail to do as well as a simple index fund, Bill Miller's Legg Mason Value Trust fund has a winning streak going that's on the verge of its 13th year. What stocks does Miller like now? mark for My Articles similar articles
The Motley Fool
September 6, 2006
Selena Maranjian
Bill Miller's Timing Buying into a fund solely because of its calendar-year records isn't the best idea. Instead, look at the long-term overall record. mark for My Articles similar articles
The Motley Fool
November 2, 2009
Rick Aristotle Munarriz
Not So Fast, Bill Miller Unless something catastrophic happens to Legg Mason funds during the last two months of 2009, the legendary fund manager will be back to beating the market. mark for My Articles similar articles
The Motley Fool
July 24, 2006
Ryan Fuhrmann
Bill Miller, Money Master: Part 1 This article is Part 1 of a five-article series on the legendary investor. Here is a history of his career, his current musings, and a number of stocks Mr. Miller currently finds interesting. mark for My Articles similar articles
The Motley Fool
January 20, 2006
Doug Short
Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth. mark for My Articles similar articles
The Motley Fool
July 11, 2007
Amanda B. Kish
Tips for Tracking Turnover In mutual funds, how much turnover is too much? mark for My Articles similar articles
Financial Advisor
April 2004
Marla Brill
Recent Lessons From Behavioral Finance Don't look for logic in the way investors act, say these experts. mark for My Articles similar articles
The Motley Fool
May 20, 2010
Amanda B. Kish
This Rally Is So Over While bonds still serve a vital role in every investor's portfolio, just make sure you're not banking your entire future on them. mark for My Articles similar articles
The Motley Fool
April 25, 2007
Selena Maranjian
Are Holding Periods Pointing Toward a Crash? Many individuals and funds are selling too soon, and too often. While you're searching your investing soul for your holding-period habits, do so with your mutual funds, too. mark for My Articles similar articles
Salon.com
June 13, 2000
Steve Bodow
The great mutual fund rip-off Millions sink money into them, but do you really know what your fund manager is up to? mark for My Articles similar articles
Financial Advisor
December 2010
Eric Uhlfelder
Going Global Investors have entered some less explored foreign corners of the debt market in their search for yield. So far, it has been paying off, but caution is needed. mark for My Articles similar articles
Financial Planning
June 1, 2010
Ilana Polyak
Style Setter By creating a taxonomy for mutual funds, Morningstar's Don Phillips has helped advisors build better portfolios. mark for My Articles similar articles
Registered Rep.
December 1, 2005
Stan Luxenberg
Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly. mark for My Articles similar articles
BusinessWeek
January 16, 2006
Christopher Palmeri
Long Live The New King Of Bonds Wamco's chief investment officer Ken Leech avoids flashy moves and keeps an institutional focus. mark for My Articles similar articles
The Motley Fool
January 12, 2010
Selena Maranjian
Sorry, Wrong Number The value Wall Street gives a stock matters less than what it's actually worth. mark for My Articles similar articles
BusinessWeek
July 21, 2003
Susan Scherreik
Stocks: Take the Breadth Test Charting how many issues are involved in market moves can help you flag trends (P.S. This rally looks strong). mark for My Articles similar articles
The Motley Fool
April 22, 2005
Selena Maranjian
Not Your Father's Mutual Fund Funds have changed a lot -- and not for the better. Select carefully. mark for My Articles similar articles
BusinessWeek
June 26, 2006
Lauren Young
Mutual Funds: Back In Action Sure, the markets are jittery, but mutual funds are doing a better job for investors since the dot-com smashup. Long-term returns are up, fees are down, and, despite ETFs and hedge funds, money is rolling in. mark for My Articles similar articles
Real Estate Portfolio
Jul/Aug 2003
Strategy Session Real Estate Portfolio was at the Board of Governors luncheon at the 2003 NAREIT Institutional Investor Forum where three top U.S. market strategists discussed the market, the economy, world affairs, and other topics of interest. Here is an excerpt from the ensuing conversation. mark for My Articles similar articles
The Motley Fool
November 30, 2007
Rich Duprey
Bill Miller's New Streak After an amazing 15-year run of beating the S&P 500 index, legendary value investor Bill Miller and his Legg Mason Value Trust are shaping up to fall short of the benchmark for the second year in a row. Has the guru lost his mojo? mark for My Articles similar articles
Financial Planning
January 1, 2013
Laton McCartney
Money Flowing Into Bonds Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20%. mark for My Articles similar articles
Registered Rep.
October 1, 2002
Stan Luxenberg
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them. mark for My Articles similar articles
Registered Rep.
July 6, 2006
Kevin Burke
Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar. mark for My Articles similar articles
BusinessWeek
July 18, 2005
Adrienne Carter
Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns. mark for My Articles similar articles
Financial Planning
July 1, 2009
Donald Jay Korn
Down But Not Out For mutual funds, 2008 was the year of the ebb tide: Long-term funds saw net outflows of $226 billion. The carnage continued in the first quarter of 2009, when an additional $43 billion flowed out of equity funds. mark for My Articles similar articles
BusinessWeek
March 1, 2004
Vickers, Henry & Miller
Is The Bull Ready To Catch Its Breath? Valuations aren't really out of whack -- and a correction may be a buying opportunity. Stocks have been on a tear since they bottomed out last March. mark for My Articles similar articles