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The Motley Fool
September 21, 2007
Amanda B. Kish
Do Top Fund Managers Measure Up?: Part 1 A look at a few of Barron's top fund picks: Aegis Value... Black Rock International Opportunity... CGM Focus Fund... mark for My Articles similar articles
The Motley Fool
September 21, 2007
Amanda B. Kish
Do Top Fund Managers Measure Up?: Part 3 A look at a few of Barron's top fund picks: Excelsior Mid-Cap Value & Restructuring Fund... Quaker Strategic Growth... Winslow Green Growth Fund... mark for My Articles similar articles
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... mark for My Articles similar articles
The Motley Fool
October 27, 2005
Nathan Slaughter
Halloween Trick: APEX Mid-Cap Growth Fund This fund will have shareholders running for their lives: Only five of the top 25 holdings have managed to avoid a loss, and the fund overall has plummeted 23% on the year. mark for My Articles similar articles
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? mark for My Articles similar articles
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 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
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
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
The Motley Fool
January 3, 2006
Rich Duprey
15 and Counting at Legg Mason Legendary fund manager Bill Miller beats the market for the 15th straight year, and you can, too by following several basic principles. mark for My Articles similar articles
Financial Advisor
March 2007
Alan Lavine
Values Persist In Mid-Cap Stocks While the market favors the big boys, smaller stocks keep chugging along. mark for My Articles similar articles
Investment Advisor
November 2005
Palash R. Ghosh
S&P Mutual Fund Sector Focus: Mid-Cap Value Funds Tap Rich Vein For the five-year period through the end of September 2005, the average mid-cap value fund registered an average annualized return of nearly 10.0%, versus a 1.5% drop for the S&P 500: RS Value Fund... Wiley Mid-Cap Value Fund... etc. 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
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
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
Investment Advisor
April 2006
Kathleen M. McBride
Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever. mark for My Articles similar articles
The Motley Fool
November 30, 2007
Rich Duprey
Bill Miller's New Streak After an amazing 15-year run of beating the S&P 500 index, legendary value investor Bill Miller and his Legg Mason Value Trust are shaping up to fall short of the benchmark for the second year in a row. Has the guru lost his mojo? mark for My Articles similar articles
BusinessWeek
October 28, 2010
Suzanne Woolley
A 401(k) Funds Popularity Contest A look at which actively managed mutual funds shepherd the most retirement assets, how well they do it, and where they are putting your money. mark for My Articles similar articles
The Motley Fool
April 16, 2010
Amanda B. Kish
The SEC Doesn't Want You to Buy This Investment Leveraged ETFs are under the regulatory spotlight. mark for My Articles similar articles
The Motley Fool
February 21, 2006
Nathan Slaughter
Beware of Gold-Medal Funds Short-term performance can be a misleading way to measure a mutual fund. Not only is it a backward-looking metric, but it is also an unreliable method of gauging a fund's long-term potential. mark for My Articles similar articles
Registered Rep.
February 1, 2006
Brad Zigler
Getting What You Pay For A risk consultant and finance professor has concluded that hedge funds are actually cheaper than has commonly been supposed and that mutual funds are more expensive than most have believed. mark for My Articles similar articles
The Motley Fool
September 6, 2006
Selena Maranjian
Bill Miller's Timing Buying into a fund solely because of its calendar-year records isn't the best idea. Instead, look at the long-term overall record. mark for My Articles similar articles
The Motley Fool
August 16, 2007
Amanda B. Kish
Legg Mason Goes Shopping Time will tell whether Legg Mason's shopping spree will yield positive benefits for the firm. In the meantime, most investors will be looking for fund performance to turn a corner. 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
The Motley Fool
March 11, 2010
Amanda B. Kish
Do You Own This Top-Performing Investment? Mid-cap stocks can give you much better than middling returns. mark for My Articles similar articles
The Motley Fool
August 5, 2010
Amanda B. Kish
Low-Barrier Investments You Can Buy Today Mutual funds for those with minimal cash. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 20, 2011
Amanda B. Kish
2 New ETFs You Should Own The picks of the newest crop of ETFs. mark for My Articles similar articles
BusinessWeek
January 6, 2011
Charles Stein
Sticking with Large-Cap Stocks for 2011 Three noted money managers are holding to their view that high-quality, large-cap stocks offer the best values in the market. mark for My Articles similar articles
The Motley Fool
July 29, 2008
Rick Aristotle Munarriz
Has Bill Miller Lost His Touch? Money managers are human. They make mistakes. However, Legg Mason Value Trust's Bill Miller's oversized bet on wobbly-kneed financials, moribund health-care providers, and overpriced tech stocks is crushing his legacy. mark for My Articles similar articles
The Motley Fool
January 6, 2005
Nathan Slaughter
Bill Miller Does It Again The famous investor beats the S&P 500 for the 14th straight year. While congratulations are in order for the Legg Mason Value Trust, there is no shortage of compelling choices out there in the actively managed universe. mark for My Articles similar articles
The Motley Fool
April 9, 2008
Selena Maranjian
Why I Was Wrong, and Then Wrong Again Don't get all excited about a mutual fund based on its performance in a single year. mark for My Articles similar articles
The Motley Fool
January 6, 2009
Rick Aristotle Munarriz
The Worst Mutual Funds of 2008 Bill Miller is the yardstick in another bad year for Legg Mason. mark for My Articles similar articles
The Motley Fool
May 30, 2006
Tim Beyers
Better Know a Fund Manager Up this week: Bill Miller and Legg Mason Value Trust. Is this fund for you? mark for My Articles similar articles
The Motley Fool
February 10, 2005
Josie Raney
Stocks Fools Love: Fidelity Spartan Total Market Index Fund The fund's annualized three-year trailing return of 6.4% bests the S&P's mark by more than 1.5% per year. mark for My Articles similar articles
The Motley Fool
November 17, 2011
Amanda B. Kish
Bill Miller Heads for the Exit The legendary investor is throwing in the towel. What lessons have we learned? 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
The Motley Fool
February 12, 2007
Nathan Slaughter
I Love Bill Miller Perhaps more than any other investor over the past decade, the famed Legg Mason money manager has helped discredit the efficient market hypothesis and carry the banner for active fund management. mark for My Articles similar articles
Investment Advisor
June 2006
Upgrades At the Fidelity Brokerage Company's Executive Forum, President Ellyn McColgan said FBC is increasing overall technology spending to $950 million... A report reveals that advisors fleeing the wirehouses are primarily interested in... etc. mark for My Articles similar articles
The Motley Fool
October 28, 2009
Chris Jones
Bill Miller Thinks Outside the Box Legg Mason fund guru Bill Miller is bucking the pessimistic crowd, arguing that fleeing from equities could prove to be a bad move. 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
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
Registered Rep.
July 11, 2008
Stan Luxenberg
Legg's Bill Miller Is Suddenly Stupid. Or Is He? Has the legendary manager of Legg Mason's Value Trust lost his touch? After 15 years of outperforming the S&P 500, the fund has slipped into a funk, and assets are in a steep decline. mark for My Articles similar articles
Financial Planning
June 1, 2005
Craig L. Israelsen
Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market. mark for My Articles similar articles
The Motley Fool
December 11, 2009
Dan Caplinger
Don't Ignore These Winners in 2010 Overlooking mid-cap stocks can cost you big profits. 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
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. mark for My Articles similar articles
The Motley Fool
July 26, 2005
Nathan Slaughter
Legg Mason Gets a Leg Up The money manager posts solid growth ahead of the pending Citigroup asset swap. Legg Mason shareholders still have much to look forward to. mark for My Articles similar articles
The Motley Fool
November 2, 2009
Rick Aristotle Munarriz
Not So Fast, Bill Miller Unless something catastrophic happens to Legg Mason funds during the last two months of 2009, the legendary fund manager will be back to beating the market. mark for My Articles similar articles
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... mark for My Articles similar articles