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BusinessWeek January 23, 2006 Lauren Young |
Funds: The Easy Way To Find The Best This Mutual Fund Scoreboard turns up funds you might never have heard of otherwise. |
BusinessWeek August 4, 2003 Lewis Braham |
Funds That Make the A-List These funds are proving to be stalwarts in a still-iffy market |
BusinessWeek February 2, 2004 Young & Gutner |
Why You Belong In Bonds Even when rates rise, bond funds provide a market cushion. We've done the math to find the best ones for right now. |
BusinessWeek August 2, 2004 Lauren Young |
Mutual Funds: Keeping Fit In A Flat Market It's hard to draw a bead on the stock market these days. With the major equity indexes flat for the year, it feels like neither the bulls nor the bears are in charge. So where does that leave an investor in search of a few good places to stash some cash? |
BusinessWeek January 26, 2004 Lauren Young |
"Risk to Us Is Not Volatility" Oakmark's David Herro explains how he has guided the fund through some treacherous times in international investing. |
BusinessWeek January 22, 2007 Lauren Young |
Meet The Funds That Perform Taking the guesswork out of picking mutual funds. |
BusinessWeek April 12, 2004 Lauren Young |
Where Investors Hunt For Refuge As the bull struggles, they're playing it safer at home -- and investing more abroad. A look at where the money is flowing to, and the outlook from some mutual fund managers. |
BusinessWeek March 6, 2006 Lauren Young |
Funds That Play The Field All-cap funds have their pick of equities, and are beating more focused peers. |
BusinessWeek September 12, 2005 Lewis Braham |
Building A Focused Fund Of Your Own Portfolios of under 50 stocks have outrun the market with less risk. Here's how they do it. |
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. |
BusinessWeek August 1, 2005 Lauren Young |
A Green Light For Blue-Chip Funds Returns have been off lately, but funds investing in big-cap stocks are set to rebound. |
BusinessWeek January 31, 2005 Lewis Braham |
Is Your Bond Fund Reliable? Here's help for finding solid bond fund performers. |
BusinessWeek October 10, 2005 Lewis Braham |
The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds. |
Registered Rep. September 1, 2004 Stan Luxenberg |
A Question of Size If there is safety in numbers and comfort in size, fund investors are now putting their need for reassurance on parade. |
Financial Advisor November 2003 Tracey Longo |
The Logic Of Rethinking International Investing Reasons to consider increasing your international portfolio. |
BusinessWeek May 3, 2004 Lauren Young |
Small-Caps That Still Want You Many hot small-company stock funds are closed to newcomers. Check out these small-cap funds that still welcome new investors. |
Investment Advisor August 2005 Angelina Dance |
S&P Mutual Fund Sector Focus: Small-Cap Growth Still Packing a Punch Growth investing, particularly in the small-cap sector, has traditionally been considered a high-risk approach, yet in the past several years has proven to be rewarding. |
BusinessWeek March 22, 2004 |
The Best Mutual Fund Managers 2004 Here are the winners of the second annual Standard&Poor's/BusinessWeek Excellence in Fund Management Awards |
The Motley Fool September 14, 2004 Tim Beyers |
Finding Profitable Funds In this Q & A, Champion Funds chief analyst Shannon Zimmerman covers how he looks for funds, why sector funds might not be a good bet, and whether or not the fund scandal is really winding down. |
BusinessWeek March 20, 2006 Lewis Braham |
Is Your Manager Earning His Keep? One way to evaluate your fund manager is to benchmark him against himself. |
Investment Advisor January 2006 Kathleen M. McBride |
Many Happy Returns Stratton Growth Fund has displayed a disciplined approach to all-cap value investing that has outperformed for decades. |
BusinessWeek August 9, 2004 |
A Fund That's Outgrowing The Small Fry Wasatch's new large-cap fund taps insight gleaned from its small-cap experience. |
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright |
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios. |
BusinessWeek January 26, 2004 Kate Hazelwood |
"Not All Emerging Markets Are Alike" Charlemagne Capital's Julian Mayo warns that less-experienced mutual fund emerging-markets teams will have "egg on their faces." |
Financial Advisor November 2003 Marla Brill |
Al Frank Fund Chief Struts His Stuff John Buckingham of the Al Frank Fund looks to play a recovering economy. |
Commercial Investment Real Estate Mar/Apr 2003 Gretchen Pienta |
Building a Powerful Portfolio Learn which commercial real estate vehicle provides a strong foundation for your clients' investments. |
Entrepreneur September 2004 Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners. |
Financial Advisor October 2005 David Reilly |
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note. |
Registered Rep. November 1, 2005 Stan Luxenberg |
Alpha Dogs To protect clients, financial advisors should consider mutual funds with steady results and strong risk-adjusted returns. Sounds obvious, right? But doing so may mean taking a pass on a fund with gaudy returns. Big returns often equate big risks. |
Registered Rep. March 1, 2003 Stan Luxenburg |
Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance). |
Real Estate Portfolio Jul/Aug 2004 Christopher M. Wright |
Q&A with Jeremy Siegel The Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania weighs in on his long-term bullish outlook and the prospects he sees for REIT stocks. |
Investment Advisor March 2006 Kathleen M. McBride |
Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager. |
Financial Advisor August 2004 Alan Lavine |
Small-Cap Funds Start Exhibiting Caution Several managers believe next year will be better than this year. But they are also realistic. |
BusinessWeek August 4, 2003 Frederik Balfour |
Offshore Funds Take Flight Again With worries about war and SARS fading, they moved higher |
AskMen.com April 14, 2002 Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
The Motley Fool March 14, 2006 Shannon Zimmerman |
Investment Strategery Investors, when it comes to diversification, don't forget about strategy -- especially when investing in mutual funds. |
Real Estate Portfolio Jan/Feb 2003 |
For Diversification, It Isn't Home Sweet Home Jack Goodman provides economic and demographic research to the real estate industry through his firm, Hartrey Advisors. Goodman shared his thoughts on the diversification benefits of home ownership versus REITs. |
The Motley Fool July 25, 2007 Amanda B. Kish |
2 Stellar Small-Cap Funds These small-cap funds are off the radar, but on the right track. LKCM Small-Cap Equity Fund... TCW Opportunity Fund... |
Financial Advisor July 2005 Marla Brill |
A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups. |
BusinessWeek November 1, 2004 Young & Woolley |
Making the Most of Your Losses Your portfolio's ailing stocks can help trim your tax bill -- with this simple strategy. Sell your losers to generate tax losses that can offset any gains you've taken or plan to take. But there are some caveats. |
Registered Rep. November 1, 2005 Stan Luxenberg |
The Worthy Tired of lackluster performance, investors have been ignoring large-cap domestic funds. Instead, foreign funds are all the rage. But, there are still good reasons for many investors to consider active large-cap managers. |
The Motley Fool January 7, 2005 Paul Elliott |
Wall Street's Worst-Kept Secret If you invest in stocks for the long term, you must own small-cap stocks. |
Registered Rep. February 1, 2005 Stan Luxenberg |
Look Over There, but Beware Though foreign shares can help to diversify portfolios, some advisers are wary of the sudden move abroad. International stocks can be volatile. |
BusinessWeek January 31, 2005 |
This High-Yield Fund Skirts Risk Alex Lock's strategy at Westcore Flexible Income is to look for "solid, stable companies that offer attractive yields over the long-term." |
Financial Advisor November 2004 David A. Twibell |
Understanding Exchange Funds Diversify clients' concentrated positions while deferring taxes with exchange funds. |
Real Estate Portfolio Nov/Dec 2004 Matthew Bechard |
Homeownership and REITs Jack Goodman shares his thoughts regarding the diversification benefits of home ownership versus REITs. |
Financial Advisor August 2005 Marla Brill |
Poised For Improvement Manager of the Nicholas Limited Edition Fund contends that as the economic recovery matures, investors will once again give the nod to small growth companies with steady earnings. |
Registered Rep. November 1, 2002 Stan Luxenberg |
When Funds Put Up the Velvet Rope For months, advisors looking to invest in a solid small cap fund have been faced with a growing problem: Many of the best ones have been closed to new investors. If there are ways to access a closed fund manager, should you do it? Probably not. |
BusinessWeek March 22, 2004 |
No Stars, Stellar Work Strong performance drew so much cash to the Dodge & Cox Stock Fund (DODGX ), one of our 2003 award winners, that it closed to new investors in January. Would-be investors aren't completely shut out: They can still buy shares in the $13.2 billion Dodge & Cox Balanced Fund |
BusinessWeek January 23, 2006 Lauren Young |
How Do Your Picks Compare? How to customize the Mutual Fund Scoreboard to sort by what's most important to you. |