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. |
Investment Advisor April 2007 Palash R. Ghosh |
Like Money In The Bank The average financial services equity mutual fund has roughly matched the performance of the broader S&P 500 index over the past year, but has outperformed the index over the longer term. |
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 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 July 27, 2010 Amanda B. Kish |
3 Off-the-Radar Small-Cap Gems These quality funds can give your portfolio the exposure it needs. |
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. |
Financial Advisor September 2010 Bruce W. Fraser |
Are Small Caps' Outsized Gains Over? Momentum seems to favor small-cap stocks over their large-cap counterparts. |
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. |
Investment Advisor May 2007 Kathleen M. McBride |
Opening Day Chuck Akre's FBR Small Cap Fund is once again accepting new business. |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
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. |
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 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. |
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 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 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... |
The Motley Fool April 28, 2008 Zoe Van Schyndel |
Good Things Come in Small Packages Micro-cap funds add diversification and potentially high returns to your portfolio. |
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. |
BusinessWeek June 12, 2006 Lewis Braham |
Try These SmallCaps On For Size Funds little enough for veteran managers to run nimbly come out as winners. |
The Motley Fool April 13, 2010 John Rosevear |
Scary Stocks Worth Buying Anyway Sometimes, your lowest-risk move is a risky investment. If you take a portfolio that's weighted heavily toward large-cap stocks and add some small caps -- you don't need a lot -- your returns should, on average, go up. |
The Motley Fool September 11, 2008 Zoe Van Schyndel |
Do Fund Ratings Matter? Learn how to pick a winning fund. |
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. |
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. |
Financial Advisor October 2007 Bruce W. Fraser |
Thinking Small Small-cap funds should be in any portfolio, so don't let recent underperformance scare away clients. |
The Motley Fool June 9, 2009 Dan Caplinger |
Market-Beating Returns Made Simple This twist on the old index fund does well. Equal-weight funds have done quite well compared to traditional index funds over periods of several years. |
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 June 1, 2006 Elizabeth O'Brien |
A Tireless News Hound No tidbit of information is too small to attract the interest of Royce Opportunity Fund's Buzz Zaino. That curiosity has helped keep Royce Opportunity ahead of the pack. |
The Motley Fool October 19, 2009 Selena Maranjian |
Big Investors Can't Touch This Small-Investor Edge Not having billions can be an advantage, sort of. So there's one area where we smaller investors have an edge: investing in small-cap stocks. |
The Motley Fool June 9, 2010 Dan Caplinger |
The Perfect Fit for Long-Term Investors Low-turnover funds invest like you do. |
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. |
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. |
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. |
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 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. |
The Motley Fool September 8, 2009 Rick Aristotle Munarriz |
I'll Trade You 83 Cents for a Dollar Closed-end funds offer an open case for value hunters. |
The Motley Fool November 6, 2006 Tim Hanson |
Don't Try to Beat the Market It's entirely possible to be a hands-off investor and still put the long-term wealth-building power of the stock market to work for you. The secret? Index funds. |
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? |
The Motley Fool November 16, 2006 Tim Hanson |
The Best ETF for 2007: iShares Russell Microcap The iShares Russell Microcap Index Fund is a pick every investor should consider. Why? Because it tracks the most rewarding part of the stock market: extremely small companies. |
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. |
Financial Planning January 1, 2006 Craig L. Israelsen |
Think Inside the Box The many investments within a style box are not all alike. Market-cap variance can lead to significant performance differences within style boxes -- particularly among large-cap funds. |
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 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. |
The Motley Fool May 13, 2005 Paul Elliott |
Whisper-Stock Party Tips If you own stocks, you should own small caps. Not so necessarily with micro caps. Their performance can be out of this world, but these tiniest of gems are not for everyone. |
The Motley Fool March 11, 2005 Paul Elliott |
Whisper-Stock Party Tips If you own stocks, you should own small caps. Not so necessarily with micro caps. Their performance can be out of this world, but these tiniest of gems are not for everyone. |
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? |
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 June 10, 2005 Paul Elliott |
Whisper-Stock Party Tips If you own stocks, you should own small caps. That's not necessarily so with micro caps. Their performance can be out of this world, but these tiniest of gems are not for everyone. |
The Motley Fool April 4, 2008 Brian Richards |
Avoid This Ticker ... for Now Vanguard Small Cap Value is an ETF to avoid for now, although it still may be a winning fund for patient long-term owners. |
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. |
The Motley Fool February 4, 2005 Paul Elliott |
Whisper-Stock Party Tips The author reveals Wall Street's best-kept secret. If you own stocks, you should own small caps. Not so with micro caps. Their performance can be out of this world, but these tiniest of gems are not for everyone. |