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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
September 28, 2007
Amanda B. Kish |
A Safe Harbor for International Investors Harbor International Fund boasts a seasoned manager, Hakan Castegren, who has been at the helm since 1987. If you are looking for a core international fund, this is probably one of the best choices out there to fill that position. |
The Motley Fool
June 28, 2007
Amanda B. Kish |
American Funds' Greatest Hits Top picks from this fund family giant. Europacific Growth... Income Fund of America... etc. |
Financial Advisor
November 2006
Eric Uhlfelder |
Foraging For Funds Abroad Here's what to consider when selecting international funds for your financial advisory clients. |
The Motley Fool
June 29, 2007
Amanda B. Kish |
The Best Enhanced Index Funds: Part 1 These top-notch index funds offer an extra twist: Mainstay ICAP Select Equity... Mainstay ICAP International... |
Financial Planning
March 1, 2007
Craig L. Israelsen |
Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories. |
The Motley Fool
December 26, 2006
Selena Maranjian |
Seek (and Find!) Your Fortune Abroad Grab your passport, because hefty profits are being generated internationally. The world of international investing isn't even as esoteric as you might think, but don't jump in without being careful. |
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 21, 2007
Zoe Van Schyndel |
Funds of the Rising Sun Japan may be a good consideration for investors seeking an alternative to the much-hyped China and India plays. |
The Motley Fool
June 16, 2010
Amanda B. Kish |
Look Who's Buying Europe These three funds aren't afraid of investing in big, bad Europe. |
Financial Advisor
April 2008
C. & J. Carty |
Capturing Alpha With ETFs An actively managed portfolio of exchange-traded funds can generate risk-adjusted excess returns above those of its individual funds -- a positive alpha. |
The Motley Fool
January 15, 2008
Zoe Van Schyndel |
East Meets West in This ETF The Vanguard Europe Pacific ETF fund combines the Pacific Rim and Europe. |
The Motley Fool
April 9, 2007
Amanda B. Kish |
Are "Excellent" Funds Foolish? 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. First up: large-cap equity funds... All-cap is all right... |
Financial Advisor
August 2009
Craig L. Israelsen |
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. |
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. |
BusinessWeek
August 27, 2009
Tara Kalwarski |
Time to Take Action? There's a surprisingly strong case to be made for buying into actively managed funds. |
Financial Planning
April 1, 2012
Craig L. Israelsen |
Beyond Borders The benefits of investing in international stock are clear. |
Financial Planning
January 1, 2012
Craig L. Israelsen |
Swapping Out If designed well, a diversified, multi-asset portfolio can provide growth during pre-retirement accumulation years and stable income flows during post-retirement distribution years. |
The Motley Fool
June 27, 2007
Amanda B. Kish |
The 5-Minute Fund Test Follow these easy steps to find worthy mutual funds. |
Financial Planning
October 2, 2007
Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you. |
The Motley Fool
February 3, 2011
Amanda B. Kish |
How Does a 1,000,000% Return Sound? Buy and hold is the key to big returns. So exactly what investment has managed to post a 1 million percent return? Look no further than the Pioneer Fund. |
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
July 20, 2006
Shannon Zimmerman |
Smart Ways to Get Started, Part 3 In this final installment, we look to foreign shores and ask: How much of a new investor's portfolio should be allocated to international stocks? |
Financial Advisor
March 2007
Eric Uhlfelder |
Challenging EAFE Managers who closely track market-cap-weighted country indexes may miss opportunities. |
The Motley Fool
March 14, 2011
Amanda B. Kish |
More Proof of a Losing Investment Strategy Finding outperformance among actively managed funds. |
Registered Rep.
December 28, 2012
Stan Luxenberg |
Passive or Active Funds Overseas It's true that retail investors have been selling domestic-oriented equity mutual funds for the last five years. But they are buying foreign ETFs. |
The Motley Fool
April 5, 2010
Dan Caplinger |
The Biggest Danger in Investing Overseas Know what you're getting from your foreign stocks. |
The Motley Fool
May 17, 2007
Amanda B. Kish |
No Thorns in Thornburg's Side It's not enough just to pick a well-known international mutual fund out of a hat in order to get some quick foreign exposure. Thornburg fund shines in the international spotlight. |
Financial Planning
November 1, 2005
Donald Jay Korn |
Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk. |
The Motley Fool
December 15, 2011
Amanda B. Kish |
2 Euro-Shy Global Investments These funds tread lightly in this risky region. |
Financial Advisor
July 2006 |
Advisor Emporium The Potomac Funds Changes "Direxion"... Fidelity Launches Value International Fund... Vanguard Offers New Retirement Funds... Support Platform For SMAs Introduced... etc. |
Financial Planning
May 1, 2012
Craig L. Israelsen |
Emerging Stars Compared with U.S. stock funds and broad international stock funds, funds that specialize in emerging foreign markets are a bit like Usain Bolt sprinting against mere mortals. They leave the competition far behind. But this class of investment also carries a lot of volatility. |
The Motley Fool
April 24, 2007
Amanda B. Kish |
Growth Fund of America Tips the Scales Has this fund gotten too big for its own good? |
Financial Planning
September 1, 2005
Ilana Polyak |
Fund Manager Profile: Global Vision A newly opened global-equity fund from Julius Baer finds a world of opportunities. |
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
September 27, 2007
Selena Maranjian |
A Number to Know: 72 Here's one of Wall Street's dirty little secrets. According to Standard & Poor's data cited in Money magazine, 72% of actively managed large-cap funds have failed to beat the stock market over the past five years. How can you find the other 28%? |
Financial Planning
March 1, 2006
Craig L. Israelsen |
Hidden Measures How did U.S. stocks perform versus U.S. equity mutual funds last year? The market-cap bias in measuring stock returns tends to obscure the true return picture. |
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. |
Financial Planning
May 1, 2006
Israelsen & Walker |
Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate. |
The Motley Fool
May 7, 2007
Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. |
The Motley Fool
July 31, 2007
Amanda B. Kish |
The Best Emerging-Market Funds: Part 3 These funds offer the best window into emerging-market stocks. Templeton Institutional Emerging Markets... Vanguard Emerging Markets Index... |
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
April 26, 2005
Shannon Zimmerman |
Should You Jump In Before a Fund Closes? Not so fast, savvy investor. Great funds close for good reasons. |
Financial Planning
October 1, 2011
Craig L. Israelsen |
Multiply Returns by Dividing Gaining exposure to U.S. stocks by using three equally weighted index funds produced better performance than a single mega-market index fund during the Lost Decade of 2001 to 2010. |
The Motley Fool
February 25, 2009
Selena Maranjian |
Index Funds Are Hard to Beat An eye-opening new study from Standard & Poor's reveals that the majority of managed funds fail to outperform simple index funds. That's right -- funds run by actual human beings still can't beat a copycat strategy of matching a broad index's holdings. |
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. |
The Motley Fool
January 14, 2011
Amanda B. Kish |
Should You Buy 2010's Best Investments? Here are three award-winning fund management teams to consider. |
The Motley Fool
November 19, 2007
Adam J. Wiederman |
Is Your Portfolio Safe? A safe portfolio is a diversified portfolio, with savings spread across a variety of opportunities. |
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... |
Financial Planning
February 1, 2007
Steve Savage |
Short-Term Slumps Many great managers share common traits, including a willingness to own unpopular names, to make decisions based on long-term analysis and to maintain the discipline to ignore painful shorter-term market swings. This ability to ignore painful shorter-term swings is being tested as we speak. |
