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Entrepreneur
April 2006
Dian Vujovich |
Less Is More Quality counts more than quantity with the Janus Orion fund.   |
Investment Advisor
April 2008
Beth Piskora |
Talking Technology Technology stocks were a good holding in 2007. Tech stocks in the S&P 500 index put up an average gain of 15.5% last year, versus only a 3.5% gain for the "500" as a whole. But what will 2008 bring? |
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. |
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
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. |
The Motley Fool
March 2, 2011
Amanda B. Kish |
3 Big Bets for Today's Market While there is a far amount of skepticism out there surrounding actively managed mutual funds, there are a small number of managers with the skill to actually outperform the market over the long run. |
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. |
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. |
The Motley Fool
August 21, 2007
Amanda B. Kish |
A Fund Against the Grain Janus Contrarian, the firm's fourth-largest fund, is designed to zig when others zag. |
The Motley Fool
March 14, 2011
Amanda B. Kish |
More Proof of a Losing Investment Strategy Finding outperformance among actively managed funds. |
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
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
January 19, 2007
Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. |
The Motley Fool
October 31, 2006
Dan Caplinger |
Why Pay for Nothing? From the standpoint of the individual investor, mutual fund fees often go unnoticed. However, they're extremely significant and represent a large handicap for savers to overcome in trying to reach their financial goals. |
Financial Advisor
March 2007
Alan Lavine |
Values Persist In Mid-Cap Stocks While the market favors the big boys, smaller stocks keep chugging along. |
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
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
October 15, 2007
Selena Maranjian |
When Funds Undergo Personality Changes The fund you own may not be the fund you bought. How much should that worry you? |
The Motley Fool
January 13, 2007
Doug Short |
Beating the S&P 500 If your portfolio gained less than 15.8% last year, perhaps it's time to think outside the box. |
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. |
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. |
Investment Advisor
October 2010
John Sullivan |
Overexposed and Underestimated Janus's Triton Fund focuses on an area too many advisors miss -- small-cap companies that grow to mid-caps, and the returns captured along the way |
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. |
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. |
Financial Planning
December 1, 2005
Craig L. Israelsen |
Keeping it in Perspective How often and by how much does growth outperform value? |
Investment Advisor
July 2006
Carol A. Wood |
S&P Mutual Fund Sector Focus: Steady at the Helm in Rough Seas S&P's continues to recommend placing 20% of one's portfolio in foreign equities, including 3% in emerging market stocks. Here are some fund recommendations. |
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. |
The Motley Fool
March 9, 2009
Dan Caplinger |
You're Not as Diversified as You Think While the right mix of mutual funds can help you create a diversified portfolio that gives you broad exposure to a wide range of financial markets, you have to stay on the lookout to avoid unnecessary overlap in the stocks your funds own. |
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
September 16, 2008
Selena Maranjian |
Making Money Down the Middle Investing in mid-cap companies can sometimes give you the best of both the large-cap and small-cap worlds. |
Financial Advisor
October 2004
Alan Lavine |
Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector? |
The Motley Fool
March 23, 2009
Chris Jones |
Honey, They Shrunk My Market Cap How deteriorating market capitalizations change portfolio managers' investment universes. |
Financial Advisor
April 2004
Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
The Motley Fool
September 8, 2005
Rick Aristotle Munarriz |
Janus Turns the Other Cheek Performance is perhaps the best way to get jaded shareowners back into your good graces. That's why it has to be heartening for Janus to see a few of its funds doing so well relative to its hundreds of rivals. |
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 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
December 11, 2009
Dan Caplinger |
Don't Ignore These Winners in 2010 Overlooking mid-cap stocks can cost you big profits. |
The Motley Fool
January 14, 2005
Shannon Zimmerman |
ETF Tip No. 4: Get Smart Why it's smart to own actively and passively managed funds. |
The Motley Fool
April 13, 2007
Amanda B. Kish |
The Perfect Mutual Fund Portfolio Owning fewer funds just makes sense. But now the question remains -- exactly how many funds do you need to adequately diversify your portfolio? |
The Motley Fool
June 8, 2004
Shannon Zimmerman |
The Case for Mutual Funds Our resident fund jockey takes on all doubters. Are mutual funds a good investment, or just a way to underperform? |
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
March 1, 2012
Brian J. Lazorishak |
Mid-Cap, Big Return Over a 10-, 20- and 30-year period ending last year, mid-caps (generally defined as issues with market capitalizations of $1 billion to $15 billion) have outperformed both large-caps and small-caps on an absolute basis. |
The Motley Fool
August 5, 2010
Amanda B. Kish |
Low-Barrier Investments You Can Buy Today Mutual funds for those with minimal cash. |
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. |
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. |
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
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. |
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 Planning
June 1, 2009
Craig L. Israelsen |
The Value Premium While industry experts might be trumpeting growth as the place to be when the market rebounds, advisors should remember that longer-term, the market values value. |
The Motley Fool
January 2, 2008
Dan Caplinger |
Resolve to Invest Smarter Three tips to help your portfolio become fit and gain weight in a good way. |
