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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...   |
The Motley Fool
February 28, 2008
Zoe Van Schyndel |
This Green Fund Brings In the Green Environmental friendliness and cold cash aren't mutually exclusive. The Winslow Green Growth Fund has managed to keep both its picks and its returns abundantly green. |
The Motley Fool
September 21, 2007
Amanda B. Kish |
Do Top Fund Managers Measure Up?: Part 2 A look at a few of Barron's top fund picks: The Boston Company International Small-Cap Fund... Perritt Micro-Cap Opportunities... Fidelity Leveraged Company Stock... Legg Mason Opportunity... |
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... |
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. |
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... |
Financial Planning
November 1, 2005
Ilana Polyak |
Fund Manager Profile: Going for Green Winslow Green Growth manager Jackson Robinson is profiting from the post-hurricane push for energy alternatives. |
Financial Planning
October 1, 2010
Craig L. Israelsen |
Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009. |
Financial Planning
January 1, 2011
Donald Jay Korn |
True Value How did value funds post superior numbers for the trailing 10 years? The short answer is that they held few technology stocks and emerged from the burstng tech bubble with a lead they held through the decade, says Michael Breen, associate director of mutual fund analysis for Morningstar. |
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. |
The Motley Fool
August 5, 2010
Amanda B. Kish |
Low-Barrier Investments You Can Buy Today Mutual funds for those with minimal cash. |
Financial Planning
February 1, 2012
Craig L. Israelsen |
Mid-Cap's Role Mid-cap U.S. equity is almost always included when advisors and investors assemble diversified portfolios. One way to see if this popularity is justified is to do an in-depth survey of mid-cap funds, and to see how these funds affect portfolio performance. |
Financial Advisor
March 2007
Alan Lavine |
Values Persist In Mid-Cap Stocks While the market favors the big boys, smaller stocks keep chugging along. |
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. |
Financial Planning
September 1, 2005
Craig L. Israelsen |
Don't Box Me In Is it better to diversify from the four corners of the equity style box or take the middle road? Investment professionals have different recommendations. |
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
October 4, 2010
Amanda B. Kish |
3 Investments for Your 401(k) 3 high-turnover funds that might be good to own in a tax-deferred account like a 401k. |
The Motley Fool
September 23, 2009
Selena Maranjian |
Meet 5 Fund Companies That Care These are some of the biggest names in socially responsible fund investing: Appleseed... Calvert... Domini Social Investments... Pax World... Winslow... |
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. |
Financial Planning
April 1, 2006
Susan B. Weiner |
The Middle Ground Mid-cap stocks have yet to command as much respect from advisers and investors as their small- and large-cap peers. Now mid-cap stocks find themselves in an unusual place -- the spotlight -- after a strong showing in 2005. |
Investment Advisor
November 2007
Palash R. Ghosh |
Mid-Sized, Sturdy, and Speedy One of the best performing funds in the mid-cap sector is Janus Orion Fund, which invests in a small number of companies chosen for their upside potential. |
The Motley Fool
January 31, 2008
Todd Wenning |
This Will Scare You Silly As scary as the current and potential 10-year returns for the S&P sound, investors who added international stocks to their portfolio in 1998 have still come out ahead. |
Financial Planning
December 1, 2005
Craig L. Israelsen |
Keeping it in Perspective How often and by how much does growth outperform value? |
Registered Rep.
December 1, 2005
John Churchill |
The Big Calm Having trouble convincing clients that the equity market isn't such a wild place? Give them a quick history lesson: Turns out that the past two years have been some of the least volatile since 1996. |
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. |
BusinessWeek
January 24, 2005 |
Searching for "Emerging Quality" Goldman Sachs Mid-Cap Value's Eileen Rominger focuses on cheaply priced stocks with potential for positive change. |
The Motley Fool
December 11, 2009
Dan Caplinger |
Don't Ignore These Winners in 2010 Overlooking mid-cap stocks can cost you big profits. |
The Motley Fool
March 15, 2008
Todd Wenning |
This Will Scare You Silly Take a look at some scary annualized returns from index and bond funds, and what you can do to maximize your portfolio's returns. |
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. |
Investment Advisor
December 2006
Kathleen M. McBride |
Growing Green Focusing solely on the environment has given Winslow Green Growth Fund a way to measure SRI results. |
Financial Advisor
January 2007
Marla Brill |
Cyclicals Still In Play Despite a recent slowdown, Excelsior Value and Restructuring Fund manager David Williams thinks energy and other cyclicals may grow. |
Investment Advisor
January 2006
Kathleen M. McBride |
Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional. |
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. |
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. |
Registered Rep.
December 28, 2010
Stan Luxenberg |
The Rodney Dangerfield Asset Class Mid-cap stocks and funds get no respect. Many investors overweight small and large stocks -- while giving short shrift to mid caps. |
Financial Advisor
February 2005
Raymond Fazzi |
A Late Inning Comeback Forget predictions, trends and momentum. Trying to predict the stock market of 2004 would have been impossible. A fourth-quarter rally saved the year for mutual funds. Even REITs, which some were expecting to run out of steam, finished at the top. |
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. |
The Motley Fool
April 20, 2011
Amanda B. Kish |
2 New ETFs You Should Own The picks of the newest crop of ETFs. |
Outside
November 2006
Carleen Hawn |
Put Your Money Where the Green Is An introduction to a guru of green investing. Because in a world of high gas prices and climate change, cashing in on clean technology and eco-friendly businesses is good for the planet and even better for your financial portfolio. |
Financial Advisor
October 2004
Alan Lavine |
Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector? |
