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Financial Advisor March 2006 Jeff Schlegel |
Waiting For Life In Large Caps History and valuations offer compelling reasons to expect a resurrection in large-cap stocks, say fund managers and financial strategists. |
Investment Advisor February 2007 Kara Stapleton |
Small Caps On Top Again The small-cap Russell 2000 Index made a comeback in 2006. |
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. |
Financial Advisor April 2005 Raymond Fazzi |
Stunted Growth Still-rattled investors crowd onto the value bandwagon. |
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 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. |
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 Advisor April 2007 Jeff Schlegel |
Does Growth Investing Matter? Growth stocks are expected to outperform, but good luck figuring out what they are. |
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 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. |
Investment Advisor November 2006 Kathleen M. McBride |
Fundamental Indexing Goes Main Street Index investing has traditionally been linked to capital-weighted indexes, whereby a company's market cap determines how much of a company actually got into an index. And that's the fatal flaw in conventional index-linked investing. |
The Motley Fool June 19, 2008 Todd Wenning |
The Stocks to Own in This Choppy Market Traditional wisdom posits that when times are gloomy, investors should flock to so-called defensive stocks. |
Financial Planning November 1, 2005 Randy Lert |
Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%. |
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. |
Financial Advisor February 2007 Marla Brill |
Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely. |
The Motley Fool April 8, 2011 Dan Caplinger |
5 Stocks to Buy Before the Crowd Does It's never too early to start thinking about index rebalancing. |
The Motley Fool May 26, 2011 Jared Cummans |
A Glimpse Into Goldman Sachs' ETF Holdings Will Goldman's ETF holdings surprise you? |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
On Wall Street April 1, 2012 Jeff Tjornehoj |
Benchmarking the Benchmarks The news hasn't been good lately for actively managed funds and their investors. In 2011, only one-third of large-cap fund managers beat the S&P 500 index. |
The Motley Fool June 24, 2009 Dan Caplinger |
6 Stocks to Sell Before Everyone Else Does It's time for the annual changes to the Russell indexes. |
The Motley Fool December 19, 2011 Dan Caplinger |
You Probably Just Bought These Stocks More index moves demand investor attention. |
Registered Rep. October 1, 2002 Stan Luxenberg |
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them. |
Financial Advisor October 2005 Raymond Fazzi |
Small Caps Look To Extend Streak Performing like Wall Street's version of The Little Engine That Could, small-cap equities are in a neck-and-neck race to outperform the large-cap sector for the sixth straight year. |
The Motley Fool May 24, 2011 Dan Caplinger |
This Could Be an ETF Game Changer Longtime index company Russell Investments comes out with new ETFs. |
Financial Planning September 1, 2006 Scott A. Leonard |
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it. |
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. |
The Motley Fool January 27, 2010 Dan Caplinger |
These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect. |
On Wall Street June 1, 2009 Gwen Moran |
Are Small Caps a Safe Bet? Many may not be well-known or particularly exciting, but small-cap stocks are increasingly getting respect as the way to enjoy big returns and capitalizing on market trends. |
Financial Advisor May 2006 Raymond Fazzi |
The Value Run Continues While investors may be waiting for some exciting developments in the growth arena, it hasn't happened yet. And as equities continue down their boring single-digit-return path, value managers continue to largely outperform their growth counterparts. |
Financial Planning September 1, 2006 Elizabeth O'Brien |
White Paper Performance: Keep Expectations in Check -- A study predicts that annual compound returns from various securities will be lower, over the coming 20 years, than they were in the previous three decades. |
The Motley Fool July 26, 2007 Blake Fulton |
Is a Big Drop on Its Way? Some pros are less bullish on the market this year than last. Can large-cap growth be the answer? |
BusinessWeek March 1, 2004 Vickers, Henry & Miller |
Is The Bull Ready To Catch Its Breath? Valuations aren't really out of whack -- and a correction may be a buying opportunity. Stocks have been on a tear since they bottomed out last March. |
Financial Advisor May 2007 Eric Rasmussen |
Looking At The Value Of Everything Will value stock funds continue to outpace growth? |
Financial Advisor September 2008 Marla Brill |
Seeking Solid Ground The tribulations of the financial services sector are likely to keep the stock market from gaining momentum for the rest of the year and perhaps longer. |
Financial Advisor March 2007 Alan Lavine |
Values Persist In Mid-Cap Stocks While the market favors the big boys, smaller stocks keep chugging along. |
The Motley Fool April 25, 2011 Cindy Johnson |
It's Time to Sell Your Small-Cap Stocks Large-cap valuations are unusually attractive. |
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. |
Financial Advisor April 2004 Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
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 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. |
Financial Advisor June 2006 Marla Brill |
Going Everywhere For the first time in its five-year history, Thornburg Core Growth Fund -- a multicap growth fund that usually leans toward small- and mid-cap stocks -- is finding more enticing investment opportunities in larger companies. |
Financial Advisor February 2011 Eric Rasmussen |
Frisky Business What to expect from five fund categories in 2011: Large caps... Small Caps... Mid Caps... International Stocks... Real Estate... |
Financial Advisor February 2007 Raymond Fazzi |
Surprisingly Few Surprises Investment strategies in the mutual fund market that worked in 2005 more often than not worked out just as well, or even better, in 2006. |
The Motley Fool February 25, 2011 Matt Koppenheffer |
Everybody Loves Large-Cap Stocks Everyone seems to talk the talk when it comes to large caps. So how come nobody's buying? |
The Motley Fool October 15, 2008 Selena Maranjian |
A New Way to Battle the Economy Should you defend your portfolio with the new Sabrient Defensive Equity Index ETF? |
Financial Planning April 1, 2010 Craig L. Israelsen |
Size Matters U.S. equity mutual funds do not mirror the overall domestic stock market. That isn't necessarily bad, it's just the way it is. |
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. |
The Motley Fool March 22, 2005 |
Beyond the S&P 500 Index investors have more choices than just the S&P 500. |
The Motley Fool December 29, 2011 Alex Dumortier |
My 6 Monkey-Level Investing Predictions Scoring 2011 predictions and looking to some for 2012. |
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. |