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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.
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 April 2006 Kathleen M. McBride	Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever.
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.
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.
The Motley Fool December 11, 2009 Dan Caplinger	Don't Ignore These Winners in 2010 Overlooking mid-cap stocks can cost you big profits.
Investment Advisor April 2006 Palash R. Ghosh	S&P Mutual Fund Focus: Greater Expectations After six years of underperformance, many observers believe that large-cap growth stocks are poised to make a comeback. Here's a look at Marsico 21st Century Fund... Gartmore U.S. Growth Leaders/IS... etc.
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 May 2006 Kathleen M. McBride	When Smaller Equals Better Perritt MicroCap Opportunities Fund offers micro-cap growth tempered with value discipline. Here's an interview with Michael Corbett, president and lead portfolio manager.
The Motley Fool April 9, 2007 Amanda B. Kish	Are "Excellent" Funds Foolish? Part 2 This five-part series takes a closer look at the 24 funds highlighted in the 2007 Business Week/Standard & Poor's Excellence in Fund Management Awards. Mid-cap growth... Two good small-cap picks...
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.
The Motley Fool December 23, 2009 Amanda B. Kish	Royce's New Market Sweet Spot Small-cap investing experts Royce & Associates recently announced that they will launch their first mid-cap fund, but the move is not too much of a stretch.
Investment Advisor August 2007 Palash R. Ghosh	Small-Cap Value Still Chugging Along While small-cap stocks have generally underperformed large-caps in recent years, small-cap value has kept pace with its larger-cap value peers.
The Motley Fool October 15, 2007 Selena Maranjian	When Funds Undergo Personality Changes The fund you own may not be the fund you bought. How much should that worry you?
Investment Advisor November 2007 Palash R. Ghosh	Mid-Sized, Sturdy, and Speedy One of the best performing funds in the mid-cap sector is Janus Orion Fund, which invests in a small number of companies chosen for their upside potential.
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.
Registered Rep. February 1, 2003 Stuart Chaussee	Trading Places It's time for a growth rebound. The argument for growth rests on the reversion-to-the-mean concept. Overly simplified, the concept means that when stocks (or any asset class) outperform their historical average, that asset class enters a period of underperformance and vice versa.
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.
The Motley Fool December 22, 2005 Bill Barker	50 Years of Market Whomping Time-tested strategies are good all the time. Small caps had a better year than large caps -- again. And value stocks outperformed growth stocks -- again.
The Motley Fool May 27, 2005 Bill Barker	$40 Billion Small Caps How your "small-cap" fund might own some of the biggest companies in the market.
BusinessWeek January 24, 2005	"We Know What We Own" ABN AMRO's Thyra Zerhusen, who has guided her Mid Cap Fund to strong returns, discusses the advantages of a concentrated portfolio.
The Motley Fool September 28, 2004	How to Think About Diversification There's no absolute best number of stocks to own. Too few and you've taken on too much risk. Too many and you've diluted the power of your holdings more than you had to.
The Motley Fool March 11, 2010 Amanda B. Kish	Do You Own This Top-Performing Investment? Mid-cap stocks can give you much better than middling returns.
The Motley Fool August 21, 2007 Amanda B. Kish	A Fund Against the Grain Janus Contrarian, the firm's fourth-largest fund, is designed to zig when others zag.
Financial Planning April 1, 2013 Craig L. Israelsen	Value vs. Growth: Which Investing Strategy Is Better? How do returns from these two types of equities compare? We test them - and find a real difference in performance.
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.
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.
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.
The Motley Fool March 6, 2006 Joseph Khattab	Invest Well, Sleep Well Your portfolio shouldn't keep you up at night. It is possible to beat the market with low-risk stocks.
Investment Advisor October 2005 Palash R. Ghosh	S&P Mutual Fund Sector Focus: Financials Come in All Flavors Financial services stocks have bloomed under a benign climate of historically low interest rates the past few years. Now that the Federal Reserve is committed to raising rates, this asset class may come under pressure as earnings, margins, and credit quality contend with tightening credit.
Investment Advisor April 2008 Beth Piskora	Talking Technology Technology stocks were a good holding in 2007. Tech stocks in the S&P 500 index put up an average gain of 15.5% last year, versus only a 3.5% gain for the "500" as a whole. But what will 2008 bring?
Financial Planning February 1, 2012 Craig L. Israelsen	Mid-Cap's Role Mid-cap U.S. equity is almost always included when advisors and investors assemble diversified portfolios. One way to see if this popularity is justified is to do an in-depth survey of mid-cap funds, and to see how these funds affect portfolio performance.
The Motley Fool February 22, 2006 Selena Maranjian	Small Caps Win For many investors, it makes a lot of sense to inject some small-cap companies into their portfolios.
Registered Rep. December 1, 2005 John Churchill	The Big Calm Having trouble convincing clients that the equity market isn't such a wild place? Give them a quick history lesson: Turns out that the past two years have been some of the least volatile since 1996.
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.
The Motley Fool February 4, 2005 Paul Elliott	Wall Street's Worst-Kept Secret If you invest in stocks for the long term, you must own small-cap stocks.
Financial Advisor April 2005 Raymond Fazzi	Stunted Growth Still-rattled investors crowd onto the value bandwagon.
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.
Registered Rep. March 1, 2005	Ten Years Ago in Registered Rep. A quote from March 1995 numbering the days of brokers pushing hot stocks.
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.
The Motley Fool September 21, 2007 Amanda B. Kish	Do Top Fund Managers Measure Up?: Part 2 A look at a few of Barron's top fund picks: The Boston Company International Small-Cap Fund... Perritt Micro-Cap Opportunities... Fidelity Leveraged Company Stock... Legg Mason Opportunity...
The Motley Fool May 4, 2004 Dayana Yochim	Peek Into Your Boss' Portfolio It turns out that company executives invest as conservatively as they dress.
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...
The Motley Fool November 16, 2006 Brian Richards	The Best ETF for 2007: Vanguard Small-Cap Value If 70 years of results are good enough for you, this ETF is worth checking out.
Financial Advisor April 2004 Marla Brill	Mid-Cap Market Has Legs According to David Wallack, manager of T. Rowe Price's Mid-Cap Value Fund, energy and health care still offer opportunities.
The Motley Fool March 4, 2005 Paul Elliott	Wall Street's Worst-Kept Secret Over the long haul, smaller-company stocks outperform their mid- and large-cap peers, so smart investors own them.
Investment Advisor January 2007 Palash R. Ghosh	Wearing Many Caps Equity mutual funds that invest without regard to market-cap size are difficult to characterize -- for they possess the stability of larger-cap stocks, the growing maturity of mid-cap issues, as well as the volatility and high potential of smaller-cap names.
Financial Advisor April 2004 Jeff Schlegel	Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year.
The Motley Fool September 16, 2008 Selena Maranjian	Making Money Down the Middle Investing in mid-cap companies can sometimes give you the best of both the large-cap and small-cap worlds.
The Motley Fool January 16, 2004 Matt Richey	Be Greedy for Value "Mini-bubbles" may be popping up, but Matt Richey says there's still value to be found.