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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... mark for My Articles similar articles
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... mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2006
Tracey Longo
Alive And Kicking Four small-cap managers talk about opportunities and challenges ahead. Whitney George, managing director and senior portfolio manager of Royce & Associates... Chris Cordaro, chief investment officer at RegentAtlantic Capital... etc. 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
September 2010
Bruce W. Fraser
Are Small Caps' Outsized Gains Over? Momentum seems to favor small-cap stocks over their large-cap counterparts. 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
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 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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 10, 2007
Amanda B. Kish
A Fund Changes Its Stripes The FBR Small-Cap Fund is changing its mandate, lifting its market cap limitations, re-creating the fund as an all-cap strategy, and changing its name to the FBR Focus Fund, all without giving investors a say. mark for My Articles similar articles
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. mark for My Articles similar articles
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? 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
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. mark for My Articles similar articles
Financial Planning
January 1, 2006
Stephen Savage
Why Size Matters There's a huge incentive for money managers and fund executives to discount the significance of asset growth. But investors who ignore asset growth do so at their own risk. Here's why and how planners can spot trouble. 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
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 11, 2004
Shannon Zimmerman
Building the Perfect Portfolio Smart asset allocation is critical to successful fund investing. Staying the course is a fine idea, but because your goals and tolerance for risk are bound to change over time, the perfect portfolio will always be a work in progress. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
November 2006
Dian Vujovich
Track All-Star Highly ranked small cap shows steady growth. mark for My Articles similar articles
The Motley Fool
April 24, 2007
Amanda B. Kish
Columbia Acorn Goes Nuts This fund is as sturdy as an oak. Long-time lead portfolio manager Charles McQuaid has served as skipper of the fund since 1978, and is assisted by co-portfolio manager Robert Mohn, who has been on board since 2003. mark for My Articles similar articles
Entrepreneur
July 2003
Dian Vujovich
Fit to Commit This small-cap value fund wants investors for the long haul. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 27, 2007
Amanda B. Kish
The 5-Minute Fund Test Follow these easy steps to find worthy mutual funds. mark for My Articles similar articles
The Motley Fool
October 28, 2010
Amanda B. Kish
Award-Winning Investments Our analyst picks the winners. mark for My Articles similar articles
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. 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
BusinessWeek
August 27, 2009
Picking Winners All of these actively managed funds get an A for stewardship from Morningstar, thanks to their top-notch management companies and fees that are below-average for their fund category mark for My Articles similar articles
The Motley Fool
July 19, 2010
Amanda B. Kish
New Investment Ideas Worth Checking Out Here are some newer fund-related options piquing our interest. mark for My Articles similar articles
Entrepreneur
July 2005
Dian Vujovich
The Small Time Investing in small-cap funds can pay off big. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 13, 2006
Bill Barker
70 Times Better Than the Next Microsoft There are thousands of small-cap value plays that might not carry the wallop of a potential Microsoft over the short term, but over many decades, and taken as a group -- wow! mark for My Articles similar articles
BusinessWeek
June 20, 2005
Lewis Braham
Why Boutiques Have An Edge Owner-managers bring passion to fund investing. After all, that's where their cash is. If you find the right fund, there's a chance you could invest in it for life. mark for My Articles similar articles
The Motley Fool
December 14, 2004
Shannon Zimmerman
Two Great Gift Funds Giving the gift of investing? Consider this pair of stocking stuffers. Vanguard Total Stock Market... Royce TrustShares... mark for My Articles similar articles
BusinessWeek
August 9, 2004
A Fund That's Outgrowing The Small Fry Wasatch's new large-cap fund taps insight gleaned from its small-cap experience. mark for My Articles similar articles
The Motley Fool
January 19, 2007
Mary Dalrymple
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. mark for My Articles similar articles
The Motley Fool
May 28, 2009
Dan Caplinger
3 Keys to Avoiding Bad Investments When truly great funds reopen, you should be the first to step up and buy. But not every newly opened fund is great. Before you pick a reopening fund, be sure that it's really the best place for your money. mark for My Articles similar articles
The Motley Fool
March 21, 2005
Beyers & Slaughter
Stock Madness 2005: Buffalo Wild Wings vs. Royce Premier Fund Do your tastes run to sweet barbecue sauce or a small-cap blend? Find out by playing "Stock Madness 2005," a contest based loosely on the annual NCAA College Basketball Tournament, a.k.a. March Madness. mark for My Articles similar articles
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. mark for My Articles similar articles