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Financial Planning August 1, 2005 Ilana Polyak	Fund Manager Profile: Middle Manager Thyra Zerhusen seeks unloved stocks in the mid-cap sector for her ABN Amro fund.
BusinessWeek January 24, 2005	Searching for "Emerging Quality" Goldman Sachs Mid-Cap Value's Eileen Rominger focuses on cheaply priced stocks with potential for positive change.
BusinessWeek January 24, 2005 Lewis Braham	Spotting The Very Brightest Stars Our ratings help you find your way through a crowded mutual-fund universe. James Small Cap Fund... American AAdvantage Small Cap Value... American AAdvantage Small Cap Value... etc.
Investment Advisor November 2005 Palash R. Ghosh	S&P Mutual Fund Sector Focus: Mid-Cap Value Funds Tap Rich Vein For the five-year period through the end of September 2005, the average mid-cap value fund registered an average annualized return of nearly 10.0%, versus a 1.5% drop for the S&P 500: RS Value Fund... Wiley Mid-Cap Value Fund... etc.
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.
Investment Advisor April 2006 Kathleen M. McBride	Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever.
BusinessWeek January 24, 2005	A Steady Hand Beats the Bears Lou Holland's fund has outperformed its battered large-cap peers by sticking to a growth-at-a-reasonable-price strategy.
Registered Rep. March 1, 2006 Stan Luxenberg	The Problem of Success If you overweighted clients' small-cap stock funds exposure a few years back, you're looking like a genius. But what now? Anyone seeking a small-cap choice faces a hard problem: Nearly all the top candidates have been closed.
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 June 2005 Marla Brill	Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth 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 Planning June 1, 2005 Craig L. Israelsen	Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market.
BusinessWeek January 31, 2005	Tapping States for a Tax-Exempt Fund Reid Smith of the Vanguard High-Yield Tax-Exempt Fund on why general-obligation bonds look good to him now.
BusinessWeek October 10, 2005 Lewis Braham	The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds.
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.
Financial Advisor January 2006 Marla Brill	Bold Bets Fund managers who run concentrated portfolios offer a refreshing departure from the increasingly popular practice of far-reaching, benchmark-centric investing.
BusinessWeek January 23, 2006	How Driehaus Does It International Discovery Fund Manager Lynette Schroeder looks for hot companies all over the world - and racks up outsize returns.
Financial Advisor April 2006 Raymond Fazzi	A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks.
Financial Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
Financial Planning March 1, 2006 Craig L. Israelsen	Hidden Measures How did U.S. stocks perform versus U.S. equity mutual funds last year? The market-cap bias in measuring stock returns tends to obscure the true return picture.
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 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.
Financial Planning June 1, 2005 Russell Wild	Style War Some financial advisers argue that there's more than one way to slice a portfolio.
The Motley Fool April 5, 2006 Rex Moore	Are You Invested in the Right Industries? One thing that often gets lost in all the talk of sizzling stocks and 20-baggers is the benefit of diversification. It's a concept every investor can understand and profit from.
BusinessWeek January 22, 2007 Lauren Young	Meet The Funds That Perform Taking the guesswork out of picking mutual funds.
Financial Planning April 1, 2006 Susan B. Weiner	The Middle Ground Mid-cap stocks have yet to command as much respect from advisers and investors as their small- and large-cap peers. Now mid-cap stocks find themselves in an unusual place -- the spotlight -- after a strong showing in 2005.
Investment Advisor January 2006 Kathleen M. McBride	Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional.
Financial Advisor October 2005 Alan Lavine	Tech Stocks: Down So Long That They Look Up After trailing the broad market over the past several years, some analysts expect tech stocks to rally. Their price-to-earnings multiples are low in relation to future earnings.
BusinessWeek August 1, 2005	Replenishing Gains with New Ideas Fidelity Contrafund's Will Danoff says he looks to "the vanguard of the entrepreneurial spirit" for fresh, promising investment leads.
The Motley Fool March 17, 2005 Robert Brokamp	Stocks for the Really Long Term Yes, stocks are the long-term investment of choice. But at any price?
Registered Rep. December 28, 2010 Stan Luxenberg	The Rodney Dangerfield Asset Class Mid-cap stocks and funds get no respect. Many investors overweight small and large stocks -- while giving short shrift to mid caps.
The Motley Fool March 23, 2009 Chris Jones	Honey, They Shrunk My Market Cap How deteriorating market capitalizations change portfolio managers' investment universes.
BusinessWeek April 17, 2006	Three Scenarios Variable Returns: Portfolio 1 -- 75% large cap... 25% bonds... Portfolio 2 -- 50% large cap... 25% small cap... Portfolio 3 -- 16.67% large cap... 16.67% mid cap... etc.
The Motley Fool June 10, 2006 Rex Moore	The Best Stocks for New Money It's time to add new money. What will you do? The most important consideration, especially for the average individual investor, is balance: between large and small caps, between less risk and more risk, and among different industries.
BusinessWeek February 7, 2005 Robert Barker	Still Sweet On Dividend Stocks Still under 3%, the yields on five-year, AAA-rated municipal bonds won't be funding many ocean cruises this winter. That's why I've been keeping my eye on an alternative: dividend-paying stocks.
The Motley Fool June 23, 2005 Nathan Slaughter	Take Your Portfolio on Vacation Even the most ardent patriot should consider non-American stocks. Many investors have been conditioned to fear anything that exists beyond their borders. Sometimes, though, you may actually like what you find.
The Motley Fool May 30, 2006 Stephen D. Simpson	A Dollar's Deciding Difference An extra buck per share from Germany's BASF changes American specialty chemical company Engelhard management's tune. Investors, remember that making investing decisions on the hopes of buyouts is decidedly unwise.
The Motley Fool December 11, 2009 Dan Caplinger	Don't Ignore These Winners in 2010 Overlooking mid-cap stocks can cost you big profits.
BusinessWeek May 16, 2005	"The Least Risk Is Investing Yourself" In this interview, Social Security point man Allan Hubbard assesses the President's ownership agenda.
The Motley Fool April 20, 2006 Brian Gorman	BorgWarner's Going Green The auto-parts producer's alliance with the EPA for cleaner diesel is both Earth-friendly and a shrewd business move. For BorgWarner, going green is also likely to mean more of the type of green that pleases investors.