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Financial Advisor March 2007 |
Where They Stand Separate accounts ranked by three-year returns as of December 31: Large-cap growth... Large-cap value... etc. |
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. |
Financial Advisor April 2004 Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
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. |
Investment Advisor April 2006 Palash R. Ghosh |
S&P Mutual Fund Focus: Greater Expectations After six years of underperformance, many observers believe that large-cap growth stocks are poised to make a comeback. Here's a look at Marsico 21st Century Fund... Gartmore U.S. Growth Leaders/IS... etc. |
The Motley Fool January 19, 2012 Amanda B. Kish |
2 Undiscovered Large-Cap Investments Get the scoop on two funds that have flown under investors' radar: Buffalo Growth... LKCM Equity... |
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 July 25, 2007 Amanda B. Kish |
The Perfect Mutual Fund Allocation How you allocate among your funds is as important as which funds you choose. |
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. |
Financial Advisor May 2010 Caren Chesler |
Great Expectations Fund managers believe large-cap stocks are poised to move ahead. |
The Motley Fool October 28, 2011 Amanda B. Kish |
5 ETFs for the Recovery The investments to buy for the next economic phase. |
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. |
Investment Advisor July 2007 Palash R. Ghosh |
Travel The World, While Staying Home Global equity funds differ from international stock funds in that they have the latitude to invest in U.S. stocks as well as foreign companies. |
Financial Planning February 1, 2007 Elizabeth O'Brien |
Goldilocks Economy? Investors wonder if the economy found its sweet spot as the year ended with a strong fourth quarter. |
The Motley Fool December 19, 2006 Tim Hanson |
This Is the Year for These Stocks Predictably, many financial pundits are falling all over themselves to proclaim that this is going to be the year of the large-cap growth renaissance. But historically speaking, the best-performing stocks are small. |
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. |
Financial Planning April 1, 2013 Craig L. Israelsen |
Value vs. Growth: Which Investing Strategy Is Better? How do returns from these two types of equities compare? We test them - and find a real difference in performance. |
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. |
Entrepreneur June 2005 Dian Vujovich |
Living Large Large-cap companies are looking attractive again. |
Financial Planning May 1, 2005 Pamela Black |
Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend. |
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. |
Registered Rep. August 1, 2005 Bob Hirschfeld |
When Growth Is a Value It's among the thorniest of issues in the investment world: At what point does an underperforming style of investment turn appealing? The bottom line is that value investors could do far worse than consider entering the out-of-favor arena of growth stock investing. |
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! |
The Motley Fool January 5, 2012 Sean Williams |
2 Bold Predictions for 2012 Two completely outside-the-box predictions for 2012. |
BusinessWeek May 2, 2005 Mara Der Hovanesian |
On the Sunny Side of the Street Is the economy overheating or heading for a nasty fall? Both fears have many investors heading for the exits. But many investment pros are sticking with stocks. |
The Motley Fool April 3, 2007 Tim Hanson |
The Stocks You Need in Your Portfolio Small companies rank among the best performers on both foreign and domestic exchanges. That makes sense: Small companies have more room for growth than larger ones. As a result, individual investors should make room for small companies in their portfolios. |
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. |
Investment Advisor November 2006 |
Blending In Nicely Although value stocks have outperformed growth over the past few years, some observers believe growth is poised for a rebound. By investing in a blended fund, one can possibly ignore the eternal pendulum between growth and value. |
The Motley Fool August 17, 2004 Shannon Zimmerman |
Time to Buy? The market downturn this summer has handed smart fund investors a world-class opportunity to go shopping down the equity market's large-cap growth aisle. |
The Motley Fool July 1, 2009 Dan Caplinger |
These Are Stocks You Need to Own Small-caps outdid their large-cap brethren in the second quarter. |
Investment Advisor February 2007 Kara Stapleton |
Small Caps On Top Again The small-cap Russell 2000 Index made a comeback in 2006. |
The Motley Fool May 30, 2007 Amanda B. Kish |
All in the Fund Family Whether you choose to go with one fund family or 10 different ones, remember that your most important step is digging beyond the family name for an in-depth look at each individual fund. |
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. |
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 December 2006 Raymond Fazzi |
Flying Blind Money managers find themselves vexed about the U.S. economy's direction. |
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. |
Investment Advisor April 2006 Kathleen M. McBride |
Best of Breed The 2006 Separately Managed Accounts Awards recognize excellence in products and managers. Small Cap: Riverbridge Partners, Small Cap Growth... Tax Efficiency: KCM Investment Advisors, Large-Cap GARP Equity... etc. |
The Motley Fool November 29, 2006 Zoe Van Schyndel |
Go Continental: The Vanguard European Stock ETF Europe is a great destination -- for your portfolio. This ETF can take you there. |
Registered Rep. July 7, 2006 Kevin Burke |
Money Managers Press Case for Foreign Stocks While Americans continue their love affair with foreign cars, wines and watches, they remain cool to foreign stocks even as the reasons for investing in them grow stronger. |
Investment Advisor January 2006 Kathleen M. McBride |
Down, Then Up, in 2006 Economic predictions for the year by Robert Doll, president and CIO of Merrill Lynch Investment Management. |
Financial Advisor December 2004 Raymond Fazzi |
Are Low Returns Here To Stay? With the economy on course for more than 3% growth this year, there is reason to hope for sustained growth in 2005. Some market watchers say that as investors come to grips with low returns, there may be a movement of investment dollars from passive to active management vehicles. |
Investment Advisor October 2005 Ben Warwick |
The Puzzler: Large Cap or Small? We all know that when it comes to stocks, size matters. But bigger isn't always better, especially when the subject under discussion is the equity market. |
On Wall Street June 1, 2009 Craig Israelsen |
Variable Products, Variable Results The question is: Do the higher costs of variable products cause them to systematically underperform mutual funds? |
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. |
The Motley Fool January 25, 2005 Shannon Zimmerman |
Time to Buy Here's a tip for fortifying your portfolio during troubled times: Growth funds are on sale. Get 'em while they're not hot. |
The Motley Fool September 2, 2011 Sean Williams |
Small-Cap Investing: The Roulette Wheel of Wall Street Unlocking the secrets of growth, profitability, and sustainability. |
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. |
The Motley Fool June 1, 2011 |
Here's What Brandes Investment Partners Bought and Sold Last Quarter Charles Brandes is a value investor and focuses on the purchase of securities that are trading at discounts to their intrinsic value. Let's see what his Brandes Investment Partners did last quarter. |
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 March 3, 2009 Dan Caplinger |
Is This the End for Large-Cap Stocks? Today's strange combination of market conditions has made smaller companies much more attractive than their large-cap brethren right now. |