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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.
Financial Advisor August 2009 Marla Brill	Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.
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...
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 July 27, 2010 Amanda B. Kish	3 Off-the-Radar Small-Cap Gems These quality funds can give your portfolio the exposure it needs.
Registered Rep. October 1, 2002 Stan Luxenberg	The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them.
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.
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 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.
The Motley Fool August 29, 2007 Amanda B. Kish	The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF.
The Motley Fool February 2, 2011 Amanda B. Kish	Get Into These Investments While You Can Rising asset levels will nudge many hot-performing small-cap funds to close their doors this year. So if you want in on some terrific funds take action sooner rather than later.
Investment Advisor August 2009 Vaughan Scully	The ETF Advisor: Those Outperforming Small Caps Exchange traded funds offer a relatively convenient and cost-effective way to invest in small cap stocks.
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.
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 Advisor February 2007 Marla Brill	Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely.
The Motley Fool October 31, 2011 Brian D. Pacampara	4-Star ETFs Poised to Pop: Vanguard Small-Cap Market-trouncing returns could be written in this four-star.
The Motley Fool May 29, 2007 Amanda B. Kish	The World's Most Expensive Mutual Fund Frontier Micro Cap fund takes the cake for sky-high expenses with an eye-popping 18.4% expense ratio.
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.
Financial Planning February 1, 2005 Israelsen & Farr	Now You See It... Domestic small-cap equity funds, particularly those with a value tilt, are a fundamental component of any well-designed equity portfolio. The trick is finding ones that are for sale.
The Motley Fool April 4, 2007 Amanda B. Kish	Finding Needles in Funds' Haystack 7,000 reasons to separate good funds from bad ones. Too often, investors look first for funds with the highest recent returns, then perform due diligence only on funds at the top of that list.
The Motley Fool June 27, 2007 Amanda B. Kish	The 5-Minute Fund Test Follow these easy steps to find worthy mutual funds.
The Motley Fool May 31, 2007 Amanda B. Kish	The Best Closed Mutual Funds: Part 2 You might still have a shot at these superior small-cap funds: Royce Premier... Rainier Small/Mid Cap... American Century Small-Cap Value...
The Motley Fool January 20, 2006 Doug Short	Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth.
The Motley Fool November 29, 2007 Adam J. Wiederman	The Worst Investment Out There Take a look at Shepherd Large Cap Growth Fund, which year to date has impressively outperformed the market, but may have set itself up disastrously for the long term.
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...
Investment Advisor January 2007 Kathleen M. McBride	Risks & Rewards An obsession with managing risk has resulted in lower volatility and decades of solid returns for Charles Royce's $3.8 billion Pennsylvania Mutual Fund.
The Motley Fool January 19, 2007 Mary Dalrymple	Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds.
On Wall Street September 1, 2008 J Gibson Watson	The Sleeping Bear Has Emerged. Now What? The hardest-hit market segments are often the ones that will lead the pack during the subsequent recovery.
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.
Financial Planning March 1, 2012 Craig L. Israelsen	Small Thoughts The benefit of investing in small U.S. stocks is clear. Over the 42-year period from Jan. 1, 1970, to Dec. 31, 2011, a $10,000 investment in large U.S. stocks would have grown to $507,362.
The Motley Fool August 3, 2009 Adam J. Wiederman	The Stocks to Lead the Recovery But are you ready to profit from their rise? What you might not know is that small caps are especially winners during market recoveries.
The Motley Fool October 28, 2010 Amanda B. Kish	Award-Winning Investments Our analyst picks the winners.
The Motley Fool June 16, 2006 Tim Beyers	Investing World Cup: India and Southeast Asia Small-cap countries are like small-cap stocks: ripe for returns.
The Motley Fool August 21, 2007 Nathan Alderman	4 Keys to Easier Investing Mystified by mutual funds? Here's what to look for. Once you know these four key elements to seek out when judging a fund, you'll be ready to start your own search to build your perfect fund portfolio.
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.
The Motley Fool January 13, 2007 Doug Short	Beating the S&P 500 If your portfolio gained less than 15.8% last year, perhaps it's time to think outside the box.
Financial Planning June 1, 2008 Elizabeth O'Brien	Sheer Energy A look at the Energy & Natural Resources Fund.
The Motley Fool March 23, 2009 Chris Jones	Honey, They Shrunk My Market Cap How deteriorating market capitalizations change portfolio managers' investment universes.
The Motley Fool April 8, 2011 Dan Caplinger	5 Stocks to Buy Before the Crowd Does It's never too early to start thinking about index rebalancing.
The Motley Fool August 20, 2009 Dan Caplinger	Find Small-Cap Winners the Simple Way Picking a good small-cap ETF makes it easy to broaden your portfolio and improve its long-term returns. Which of these four ETFs has the secret to top returns?
The Motley Fool May 18, 2011 Matt Koppenheffer	Can You Really Make Money in Blue Chips? There are good opportunities among the large caps, but you have to be choosy.
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.
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 December 15, 2009 Dan Caplinger	Simple Ways to Win With Small Caps Put together a great set of investments in just a few steps by using exchange traded funds.
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.
The Motley Fool April 25, 2011 Cindy Johnson	It's Time to Sell Your Small-Cap Stocks Large-cap valuations are unusually attractive.
Investment Advisor August 2006 Kathleen M. McBride	Discipline, Dividends, Diversification Quality companies yield dividends at opportune prices at Allianz NFJ Dividend Value Fund. Here's an interview with two of the fund's managers, E. Clifton Hoover and Benno Fischer.
The Motley Fool August 31, 2011 Amanda B. Kish	Don't Give Up On These Investments Here are three exchange-traded funds that are trailing the market this year -- and why you might want to keep them around.
The Motley Fool October 13, 2005 Selena Maranjian	These Funds Smell Train your nose to steer clear. Bad funds are bad. Learn how to separate the cream from the crud.
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.