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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. mark for My Articles similar articles
BusinessWeek
August 4, 2003
Lewis Braham
Funds That Make the A-List These funds are proving to be stalwarts in a still-iffy market mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
January 22, 2007
Lauren Young
Meet The Funds That Perform Taking the guesswork out of picking mutual funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
BusinessWeek
January 31, 2005
Lewis Braham
Is Your Bond Fund Reliable? Here's help for finding solid bond fund performers. mark for My Articles similar articles
BusinessWeek
October 10, 2005
Lewis Braham
The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2003
Tracey Longo
The Logic Of Rethinking International Investing Reasons to consider increasing your international portfolio. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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." mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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). mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
August 4, 2003
Frederik Balfour
Offshore Funds Take Flight Again With worries about war and SARS fading, they moved higher mark for My Articles similar articles
AskMen.com
April 14, 2002
Rashmikant Patel
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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." mark for My Articles similar articles
Financial Advisor
November 2004
David A. Twibell
Understanding Exchange Funds Diversify clients' concentrated positions while deferring taxes with exchange funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles