Similar Articles |
|
Investment Advisor January 2006 Kathleen M. McBride |
Off the Grid Financial professionals discuss whether style boxes are necessary. |
The Motley Fool January 3, 2006 Rich Duprey |
15 and Counting at Legg Mason Legendary fund manager Bill Miller beats the market for the 15th straight year, and you can, too by following several basic principles. |
The Motley Fool May 30, 2006 Tim Beyers |
Better Know a Fund Manager Up this week: Bill Miller and Legg Mason Value Trust. Is this fund for you? |
Investment Advisor January 2006 Callahan & Howard |
Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand. |
The Motley Fool June 28, 2005 Shannon Zimmerman |
Focus on Fees When it comes to mutual funds, it pays to be a cheapskate. Take a look at the funds you currently own. Are you paying for the "privilege" of underperformance? If so, it could be time for a mutual fund makeover. |
The Motley Fool August 12, 2008 Julie Clarenbach |
How to Buy Winners Set yourself up for big gains. |
Investment Advisor December 2005 Kathleen M. McBride |
Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest? |
BusinessWeek December 20, 2004 Anne Tergesen |
Funds: Going The Hybrid Route Mutual funds that ape hedge-fund tactics can help you profit from a tepid market. Unfortunately, some hybrid funds with strong track records are closed to new investments. Still, some good opportunities remain. |
Financial Planning July 1, 2006 Dan Wheeler |
Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think. |
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. |
The Motley Fool June 20, 2008 Selena Maranjian |
Make Money Despite Higher Fees A low fee isn't everything. |
The Motley Fool November 27, 2007 Adam J. Wiederman |
How to Invest When You're Busy If you're pressed for time, mutual funds may be the perfect investment opportunity for you. |
Investment Advisor June 2006 John Rekenthaler |
In Defense of Style Boxes Style boxes are undeniably useful instruments for categorizing funds, for understanding a portfolio's positioning, and for communicating with clients. There is no reason to expect more from them. |
The Motley Fool September 6, 2006 Selena Maranjian |
Bill Miller's Timing Buying into a fund solely because of its calendar-year records isn't the best idea. Instead, look at the long-term overall record. |
The Motley Fool April 22, 2005 Selena Maranjian |
Not Your Father's Mutual Fund Funds have changed a lot -- and not for the better. Select carefully. |
Financial Advisor December 2004 Christopher P. Parr |
Look Mom! I Beat the S&P Again! Legg's Value Trust---relative fund superstar or absolute media hype? |
Entrepreneur April 2007 Scott Bernard Nelson |
Shed Light Are hedge funds leaving you in the dark? Morningstar's extensive database might be a good place to start your research. |
Registered Rep. February 1, 2006 Brad Zigler |
Getting What You Pay For A risk consultant and finance professor has concluded that hedge funds are actually cheaper than has commonly been supposed and that mutual funds are more expensive than most have believed. |
The Motley Fool June 14, 2011 Dan Caplinger |
Who Sneaked These High-Risk Stocks Into Your Portfolio? Although mutual funds don't have to disclose their holdings all that often, most do on a quarterly basis -- so take a quick look and see what changes your fund managers have made. |
The Motley Fool April 11, 2008 Dan Caplinger |
Does Your Portfolio Make the Grade? Be firm but fair with your fund managers. |
The Motley Fool January 4, 2010 Rick Aristotle Munarriz |
Sizing Up Mutual Fund Predictions for 2009 After suffering through the double whammy of falling stock prices and investor redemptions in 2008, folks had little problem snapping up mutual fund shares once the equity markets began rallying in March. |
Financial Planning July 1, 2005 Donald Jay Korn |
How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image. |
The Motley Fool November 2, 2006 Richards & Hanson |
Beat the Pros at Their Own Game Which is the better hypothetical long-term investment, owning stock mutual funds or the common stocks of the companies that run those mutual funds? |
The Motley Fool September 17, 2008 Dan Caplinger |
You're Holding the Bag on Financials It's too early to tell just how big the taxpayer bill for the various bailouts, bank failures, and bankruptcies might be. But one thing is for sure: Mutual fund shareholders have already taken a big hit. |
The Motley Fool September 9, 2011 Amanda B. Kish |
How to Make Money With Mutual Funds A lowdown on mutual funds. |
Financial Advisor March 2006 Brad Zigler |
What Price Active Management? When stock picking is distilled from within a mutual fund, the true cost of active management bubbles to the surface. |
The Motley Fool January 19, 2007 Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. |
The Motley Fool August 31, 2007 Mac Greer |
Fool Video: Time to Sell Your Mutual Fund? In the past two months there have been huge outflows from U.S.- focused stock mutual funds. Should you get out too? Watch a video discussion about this topic. |
The Motley Fool May 22, 2007 Amanda B. Kish |
Building a Better Style Box? Meet a possible competitor to Morningstar's mutual fund classification system. Instead of measuring how assets are currently invested, a new system currently being tested by AthenaInvest studies how well a manager follows one of 10 overarching strategies. |
Financial Planning December 1, 2007 Donald Jay Korn |
Hedge Funds Redux Despite a midsummer month's nightmare, hedge funds are still pointing to successful records and raking in money. |
Wall Street & Technology October 27, 2005 Eugene Gilerson |
Mutual Funds Wake-Up Call The developing new market landscape has made it clear that mutual fund families will have to take decisive technological actions to keep their share of the market and sustain profitability. |
The Motley Fool July 6, 2004 |
Seeking Outstanding Mutual Funds Don't settle for below-average performance when you can earn average or better. |
Financial Advisor February 2008 Bruce A. Weininger |
Out Of The Style Box You have a much greater chance of improving performance by using a smaller number of managers who have shown an ability to outperform the market -- as long as you give them the freedom to invest in their best ideas, unconstrained by the style-box police. |
The Motley Fool December 15, 2005 Steven Mallas |
You've Got a Gain. Now What? Mutual funds might be the best vehicles for a marketplace victory. Here's why. |
Financial Planning December 1, 2009 Donald Jay Korn |
Hedge Fund Backlash Investors deserted hedge funds in droves in 2008, angered by the perceived arrogance of managers who weren't holding up to their promises. |
The Motley Fool May 14, 2007 Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Morningstar looks at ETF valuations... Bill Miller wants to go global... etc. |
The Motley Fool October 31, 2006 Dan Caplinger |
Why Pay for Nothing? From the standpoint of the individual investor, mutual fund fees often go unnoticed. However, they're extremely significant and represent a large handicap for savers to overcome in trying to reach their financial goals. |
Financial Planning August 1, 2006 Elizabeth O'Brien |
Adviser Pulse: Funds, Funds, Funds In 1992, advisers had 3,261 mutual funds to choose from. Today there are 16,580. Here's what financial advisers need to consider when choosing an asset manager. |
The Motley Fool January 6, 2011 Rick Aristotle Munarriz |
Evaluating Mutual Fund Predictions It wasn't easy to call the mutual fund industry's direction in 2010. |
Registered Rep. March 1, 2005 Stan Luxenberg |
Looks Like a Hedge Fund, Smells Like For clients who cannot --- or will not --- try hedge funds, there is a compelling alternative: mutual funds that follow hedge-like strategies. Here are some options. |
The Motley Fool April 27, 2006 Chuck Saletta |
Dueling Fools: Mutual Funds Bear Problems ingrained in the basic structure of mutual funds typically make them bad investments. |
Registered Rep. February 28, 2007 Stan Luxenberg |
A Market Sell Off? What Market Sell Off? How did these mutual funds, designed to act like hedge funds, perform when the market sank on Feb. 27? Analytic Global Long/Short... Arbitrage... Diamond Hill Focus Long/Short... etc. |
The Motley Fool April 21, 2005 Chuck Saletta |
Found Money How does an individual value investor have the upper hand on the market's Goliaths? |
BusinessWeek June 26, 2006 Lauren Young |
Mutual Funds: Back In Action Sure, the markets are jittery, but mutual funds are doing a better job for investors since the dot-com smashup. Long-term returns are up, fees are down, and, despite ETFs and hedge funds, money is rolling in. |
The Motley Fool July 30, 2007 Amanda B. Kish |
Old Mutual Spreads Its Wings It remains to be seen if Old Mutual's plans for growth will make this firm's funds worth owning, but one fund, Old Mutual Focused Fund, is already worth a look. |
The Motley Fool May 13, 2005 Selena Maranjian |
Mutual Funds to Save You If your financial future is shaky, certain mutual funds can save you. Before you invest in any mutual fund, make sure you've studied it well -- either on your own or with some help. |
The Motley Fool September 28, 2007 Amanda B. Kish |
The Key to Successful Mutual Fund Investing Mutual fund expenses may be one of the best ways to tell whether a fund will outperform or not. |
The Motley Fool September 11, 2006 Zoe Van Schyndel |
Hedge Fund Wannabes If you have champagne tastes but a beer budget, hybrid mutual funds can represent a practical way to get hedge-fund-like exposure. Templeton Global Long-Short... Diamond Hill Focus Long/Short... Hussman Strategic Growth... |
The Motley Fool March 16, 2009 Dan Caplinger |
This Wealth-Killing Blunder Will Cost You Some commentators are arguing that the way millions of investors put money to work in the markets through mutual funds has fundamental flaws that simply can't be overcome. |
BusinessWeek September 13, 2004 Anne Tergesen |
Time To Hedge On Hedge Funds? New research shows that returns are sliding, and some don't help you diversify. |