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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.   |
The Motley Fool
July 19, 2010
Amanda B. Kish |
New Investment Ideas Worth Checking Out Here are some newer fund-related options piquing our interest. |
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... |
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 28, 2008
Zoe Van Schyndel |
Good Things Come in Small Packages Micro-cap funds add diversification and potentially high returns to your portfolio. |
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... |
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. |
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. |
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. |
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. |
Financial Advisor
September 2010
Bruce W. Fraser |
Are Small Caps' Outsized Gains Over? Momentum seems to favor small-cap stocks over their large-cap counterparts. |
The Motley Fool
October 28, 2009
Amanda B. Kish |
A Superstar Stock-Picker Moves to Bonds The Fairholme Fund's lead portfolio manager, Bruce Berkowitz, is relying on his stock-picking expertise to break into bond territory. |
The Motley Fool
December 11, 2009
Dan Caplinger |
Don't Ignore These Winners in 2010 Overlooking mid-cap stocks can cost you big profits. |
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. |
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
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... |
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. |
Financial Advisor
August 2009
Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
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. |
Investment Advisor
August 2009
Vaughan Scully |
The ETF Advisor: Those Outperforming Small Caps Exchange traded funds offer a relatively convenient and cost-effective way to invest in small cap stocks. |
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. |
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. |
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
September 10, 2007
Amanda B. Kish |
A Fund Changes Its Stripes The FBR Small-Cap Fund is changing its mandate, lifting its market cap limitations, re-creating the fund as an all-cap strategy, and changing its name to the FBR Focus Fund, all without giving investors a say. |
Financial Advisor
October 2006
Tracey Longo |
Alive And Kicking Four small-cap managers talk about opportunities and challenges ahead. Whitney George, managing director and senior portfolio manager of Royce & Associates... Chris Cordaro, chief investment officer at RegentAtlantic Capital... etc. |
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
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
August 5, 2010
Amanda B. Kish |
Low-Barrier Investments You Can Buy Today Mutual funds for those with minimal cash. |
The Motley Fool
February 2, 2011
Amanda B. Kish |
Get Into These Investments While You Can Rising asset levels will nudge many hot-performing small-cap funds to close their doors this year. So if you want in on some terrific funds take action sooner rather than later. |
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? |
Financial Advisor
February 2007
Marla Brill |
Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely. |
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. |
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. |
The Motley Fool
October 31, 2011
Brian D. Pacampara |
4-Star ETFs Poised to Pop: Vanguard Small-Cap Market-trouncing returns could be written in this four-star. |
The Motley Fool
October 5, 2010
Matthew Brown |
Diversify or Die During the recent market crash, diversification made the difference between those who got crushed and those who lived to fight another day. |
The Motley Fool
July 31, 2007
Amanda B. Kish |
Can Ariel Funds Turn the Tide? After two losing years, two funds hope to reverse their fortunes. The Ariel Fund, and the Ariel Appreciation Fund, may be waking up from their performance slumber. |
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. |
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
March 23, 2009
Chris Jones |
Honey, They Shrunk My Market Cap How deteriorating market capitalizations change portfolio managers' investment universes. |
The Motley Fool
December 14, 2004
Shannon Zimmerman |
Two Great Gift Funds Giving the gift of investing? Consider this pair of stocking stuffers. Vanguard Total Stock Market... Royce TrustShares... |
The Motley Fool
May 7, 2007
Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. |
Financial Planning
June 1, 2006
Elizabeth O'Brien |
A Tireless News Hound No tidbit of information is too small to attract the interest of Royce Opportunity Fund's Buzz Zaino. That curiosity has helped keep Royce Opportunity ahead of the pack. |
The Motley Fool
August 20, 2009
Dan Caplinger |
Find Small-Cap Winners the Simple Way Picking a good small-cap ETF makes it easy to broaden your portfolio and improve its long-term returns. Which of these four ETFs has the secret to top returns? |
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? |
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. |
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
Kathleen M. McBride |
Risks & Rewards An obsession with managing risk has resulted in lower volatility and decades of solid returns for Charles Royce's $3.8 billion Pennsylvania Mutual Fund. |
Financial Planning
December 1, 2005
Donald Jay Korn |
Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners. |
The Motley Fool
June 13, 2008
Selena Maranjian |
How Economists Invest The American Economic Association has invested its portfolio of nearly $18 million in ways that leave something to be desired. |
