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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
The Motley Fool
July 16, 2007
Amanda B. Kish
Large Caps Making a Comeback? So how can smart investors best capitalize on any coming large-cap rebound? Well, don't abandon small caps completely. mark for My Articles similar articles
Financial Advisor
April 2006
Raymond Fazzi
Signals Point To Growth Investors, it seems, are still not ready to fully embrace growth equities -- a wariness that some market watchers say may be due to a lingering backlash to the technology collapse of 2000, as well as continued uncertainties about the economy. mark for My Articles similar articles
Financial Advisor
February 2005
Raymond Fazzi
A Late Inning Comeback Forget predictions, trends and momentum. Trying to predict the stock market of 2004 would have been impossible. A fourth-quarter rally saved the year for mutual funds. Even REITs, which some were expecting to run out of steam, finished at the top. mark for My Articles similar articles
Financial Advisor
August 2009
Marla Brill
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. 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
Financial Advisor
May 2009
Raymond Fazzi
Growth At A Discount Global financial misery has a lot of large-cap growth investors thinking in terms of value. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 24, 2011
Amanda B. Kish
This ETF Sector Is Getting Pricey While large-cap stocks dominated in the late 1990s, small-cap stocks have had a truly amazing run in the decade since then. mark for My Articles similar articles
Financial Advisor
October 2005
Raymond Fazzi
Small Caps Look To Extend Streak Performing like Wall Street's version of The Little Engine That Could, small-cap equities are in a neck-and-neck race to outperform the large-cap sector for the sixth straight year. mark for My Articles similar articles
Financial Advisor
May 2007
Eric Rasmussen
Looking At The Value Of Everything Will value stock funds continue to outpace growth? mark for My Articles similar articles
Financial Advisor
April 2004
Jeff Schlegel
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. mark for My Articles similar articles
Financial Advisor
October 2008
Jeff Schlegel
Small-Cap Surprise This was supposed to be the year of the large-cap stock. A weak U.S. economy in the throes of a wholesale financial quagmire should have spelled trouble for small caps with their mostly domestic focus. Oh well, so much for predictions. mark for My Articles similar articles
Financial Advisor
March 2006
Jeff Schlegel
Waiting For Life In Large Caps History and valuations offer compelling reasons to expect a resurrection in large-cap stocks, say fund managers and financial strategists. mark for My Articles similar articles
Investment Advisor
February 2007
Kara Stapleton
Small Caps On Top Again The small-cap Russell 2000 Index made a comeback in 2006. mark for My Articles similar articles
Financial Planning
December 1, 2005
Donald Jay Korn
Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners. mark for My Articles similar articles
Financial Advisor
May 2006
Raymond Fazzi
The Value Run Continues While investors may be waiting for some exciting developments in the growth arena, it hasn't happened yet. And as equities continue down their boring single-digit-return path, value managers continue to largely outperform their growth counterparts. mark for My Articles similar articles
Financial Advisor
February 2004
Raymond Fazzi
Mutual Funds Finally Start To Rebound But how long will the rally last? mark for My Articles similar articles
Financial Advisor
June 2004
Kevin M. Wilson
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? mark for My Articles similar articles
Financial Planning
September 1, 2006
Scott A. Leonard
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
October 2005
Ben Warwick
The Puzzler: Large Cap or Small? We all know that when it comes to stocks, size matters. But bigger isn't always better, especially when the subject under discussion is the equity market. 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
Financial Advisor
June 2006
Marla Brill
Going Everywhere For the first time in its five-year history, Thornburg Core Growth Fund -- a multicap growth fund that usually leans toward small- and mid-cap stocks -- is finding more enticing investment opportunities in larger companies. mark for My Articles similar articles
Financial Planning
October 1, 2005
Mutual Fund Monitor A logical question for investors to ask themselves is: Given the massive and sustained underperformance of growth stocks, is this asset class sufficiently compelling to justify a tactical overweighting? mark for My Articles similar articles
Financial Advisor
December 2006
Raymond Fazzi
Flying Blind Money managers find themselves vexed about the U.S. economy's direction. mark for My Articles similar articles
Financial Advisor
April 2006
Blank & Psoras
When Sin Is Superior Eliminating vice stocks from portfolios may mean lower returns. mark for My Articles similar articles
Financial Planning
May 1, 2006
Elizabeth O'Brien
Fund Manager Profile: Shawn Be Nimble Touchstone Large Cap Growth keeps beating its peers and the S&P by using a flexible model and filtering through many fundamental factors. mark for My Articles similar articles
Financial Advisor
April 2007
Jeff Schlegel
Does Growth Investing Matter? Growth stocks are expected to outperform, but good luck figuring out what they are. mark for My Articles similar articles
Registered Rep.
July 1, 2006
Stan Luxenberg
Fundamental Indexing During the 1990s, S&P 500 index funds were all the rage -- and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns. mark for My Articles similar articles
Financial Advisor
February 2007
Raymond Fazzi
Surprisingly Few Surprises Investment strategies in the mutual fund market that worked in 2005 more often than not worked out just as well, or even better, in 2006. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
January 1, 2006
Donald Jay Korn
Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast... mark for My Articles similar articles
Financial Planning
January 1, 2007
Donald Jay Korn
Outlook 2007: A Year for the Big Guys? An economic slowdown is likely to spur a flight to quality, as investors shift their focus to the most powerful domestic large caps. mark for My Articles similar articles
Financial Advisor
June 2005
Marla Brill
Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks. mark for My Articles similar articles
The Motley Fool
February 25, 2009
Selena Maranjian
Index Funds Are Hard to Beat An eye-opening new study from Standard & Poor's reveals that the majority of managed funds fail to outperform simple index funds. That's right -- funds run by actual human beings still can't beat a copycat strategy of matching a broad index's holdings. mark for My Articles similar articles
Financial Advisor
December 2003
Tracey Longo
Investment Outlook Where the best and brightest see things headed in 2004. 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 Advisor
April 2008
C. & J. Carty
Capturing Alpha With ETFs An actively managed portfolio of exchange-traded funds can generate risk-adjusted excess returns above those of its individual funds -- a positive alpha. mark for My Articles similar articles
Registered Rep.
July 1, 2006
David A. Geracioti
The 20-Year Itch An interview with Jim O'Shaughnessy on his book, Predicting the Markets of Tomorrow who tells financial advisors if they think they can protect clients by putting them in "safe" large-cap stocks or in, say, an S&P 500 index fund, they'll be disappointed. mark for My Articles similar articles
The Motley Fool
April 7, 2005
Rick Aristotle Munarriz
Three Funds for Stock Investors Even the most hardcore equity buffs can afford to own some mutual funds. Oakmark International Fund... Arbitrage Fund... Gateway Fund... mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 28, 2010
Jared Cummans
Simplifying Investing: 5 All Cap ETF Options Get exposure in all the right places. mark for My Articles similar articles
Financial Advisor
September 2009
Raymond Fazzi
A Small Risk Conventional wisdom says small caps are riskier than their large-cap counterparts, but they remain a basic building block in retirement portfolios. 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
Financial Planning
February 1, 2007
Steve Savage
Short-Term Slumps Many great managers share common traits, including a willingness to own unpopular names, to make decisions based on long-term analysis and to maintain the discipline to ignore painful shorter-term market swings. This ability to ignore painful shorter-term swings is being tested as we speak. 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
Financial Advisor
February 2007
Marla Brill
Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely. mark for My Articles similar articles
Financial Planning
January 1, 2005
Bernard R. Horn
Global Goodies It's not risky to invest overseas--in fact, it's riskier not to. Exchange rates and political and economic risks can mitigate returns, but experienced global equity managers know how to navigate foreign markets by making solid stock picks. mark for My Articles similar articles
The Motley Fool
June 29, 2007
Amanda B. Kish
The Best Enhanced Index Funds: Part 2 More top funds with a return-boosting twist: Calvert Large Cap Growth... Vanguard Growth & Income... mark for My Articles similar articles