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Registered Rep. March 2, 2015 John F. Wasik	How to Spot a Closet Indexer With expenses continuing to fall on exchange traded funds and passively managed mutual funds, it's hard to justify investing in an actively managed portfolio that isn't pulling its own weight.
Investment Advisor February 2008 Callahan & Howard	Illusionist Are your firm's money managers really just closet indexers?
Financial Planning October 1, 2006 Elizabeth O'Brien	White Paper How Active Is Your Fund Manager? The number of funds that claim to be active, but are in fact passive, has increased significantly over the last two decades.
The Motley Fool April 23, 2009 Dan Caplinger	Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund.
Registered Rep. April 1, 2008 Stan Luxenberg	Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market.
The Motley Fool October 27, 2011 Selena Maranjian	Mutual Funds That Are in the Closet Are No Bargain Make sure you're not severely overpaying for your funds. The problem is closet-indexing, which happens when a fund has too much in common with the S&P 500 index of 500 of America's biggest companies, or with some other index that serves as its benchmark.
The Motley Fool September 7, 2011 Dan Caplinger	How These Big Losers Could Pay Off for You So far this year, active funds are really stinking up the joint. But there may be a silver lining from the egregious underperformance of active funds in 2011.
The Motley Fool July 6, 2009 Selena Maranjian	Fewer Stocks Can Mean Higher Returns Diversification can help you protect your portfolio from volatility. But if you want to maximize your returns, you have to be willing to invest with conviction. So, concentrate on concentration with these "focused" funds.
The Motley Fool May 1, 2009 Dan Caplinger	The Safer Way to Seek Great Returns Dipping your toes into new stocks that you've never looked at before will be enough to get you started on the road to better returns.
Financial Advisor July 2011 James Picerno	Old Debate, New Look Recent research suggests that alpha isn't so elusive after all.
BusinessWeek September 6, 2004 Lewis Braham	How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it.
Registered Rep. December 28, 2012 Stan Luxenberg	Passive or Active Funds Overseas It's true that retail investors have been selling domestic-oriented equity mutual funds for the last five years. But they are buying foreign ETFs.
Registered Rep. February 21, 2014 Stan Luxenberg	Au Contraire The First Eagle managers were not the only ones who were out of step with the markets last year. Top fund companies that lagged badly include GMO, Royce Funds, and Weitz Funds.
The Motley Fool May 31, 2011 Dan Caplinger	How to Make the Most From Your Funds Investors make big mistakes with their mutual funds. Here's how to avoid them.
Registered Rep. February 15, 2011 Stan Luxenberg	Fundamental Indexes Have Had a Good Run. Converted Yet? Proponents claimed that fundamental ETFs and mutual funds would outdo the S&P 500 and other traditional benchmarks. Critics scoffed. But now many of the funds have significant track records, and the results are promising.
The Motley Fool April 22, 2008 Selena Maranjian	Closet Indexing This is a good reminder that when we study mutual funds, we should be vigilant.
The Motley Fool January 5, 2010 Selena Maranjian	Will This Investment Crush Your Funds? Boring old index funds might be more powerful than you think.
The Motley Fool November 25, 2009 Dan Caplinger	These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs.
Registered Rep. December 1, 2009 Stan Luxenberg	How to Pick Outperforming Fund Managers This group of managers doesn't disappoint: Morningstar's "fund managers of the year." After winning the award, most managers go on to beat their categories.
Registered Rep. January 27, 2014 Stan Luxenberg	The Price of Buying High To help clients avoid ill-timed moves, consider reliable funds that have histories of delivering strong investor returns.
The Motley Fool May 4, 2005 David Meier	The Value of Cash What should an individual investor do if the overall stock market isn't expected to return much over the next few years? In a struggling market, valuation -- not cash -- is king.
The Motley Fool January 19, 2007 Mary Dalrymple	Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds.
Financial Planning September 1, 2006 Elizabeth O'Brien	Waiting for His Comeback Buy-and-hold value investor Bill Nygren, lead manager of the large-cap value funds Oakmark and Oakmark Select, is down, but not out.
The Motley Fool September 12, 2008 Selena Maranjian	Are Most "Good" Fund Managers Just Lucky? It seems that the likelihood of a managed fund outperforming the market is actually even lower than we've thought.
Financial Planning May 1, 2006 Israelsen & Walker	Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate.
The Motley Fool May 8, 2007 John Rosevear	How to Beat the Index Understanding index construction can help improve your portfolio's performance.
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.
BusinessWeek August 27, 2009 Tara Kalwarski	Time to Take Action? There's a surprisingly strong case to be made for buying into actively managed funds.
The Motley Fool April 27, 2007 Amanda B. Kish	Foolish Weekly Fund Wrap-Up Is what we know about active and passive investing wrong? This just stresses how important it is to take the time to research your funds before you buy -- to make sure you're buying those funds with the best chance of being winners. It can be done!
BusinessWeek July 18, 2005 Adrienne Carter	Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns.
The Motley Fool December 10, 2009 Selena Maranjian	A High IQ Won't Make You a Great Investor We investors, even us smarties, often place more importance on how we think a fund performs than on its fees.
The Motley Fool June 20, 2008 Selena Maranjian	Make Money Despite Higher Fees A low fee isn't everything.
The Motley Fool January 14, 2011 Dan Caplinger	Your Index Fund Is Making a Bad Investment Funds have to do what the indexes they track do.
The Motley Fool January 4, 2011 Andrew Bond	A Great Year for This Growth Investor Noah Blackstein's Dynamic U.S. Growth Fund returned more than 50% last year. That was enough to top the list of unlevered diversified stock funds.
The Motley Fool September 10, 2009 Amanda B. Kish	Wall Street 1, Investors 0 Plaintiffs have filed charges against Harris Associates, which runs the Oakmark family of funds. There's no shortage of mutual fund companies charging excessive fees -- but for the most part, Harris Associates isn't one of them.
The Motley Fool July 3, 2008 Brian Richards	The Worst Investment I've Ever Seen Many people do not realize that mutual fund fees are important for making an index fund investment decision. Secondly, even investors who realize fees are important do not minimize index fund fees.
On Wall Street October 1, 2008 John Ameriks	The Myth of the Stockpicker's Market When investors try to outrun both the bulls and the bears, look to sports cliches for help: The best offense is a good defense.
The Motley Fool February 12, 2010 Amanda B. Kish	Must-Read Mutual Fund News Stay up-to-date on fund happenings: Bruce Berkowitz of the Fairholme Fund makes a move... Eight new ProShares exchange-traded funds... The incredible shrinking mutual fund industry...
The Motley Fool May 23, 2007 Randall Abramson	What's My Guru Talking About? If you're a small investor, find a value manager who has a sound strategy, a disciplined approach to value, and a solid above-market historical track record. And let the power of compounding work for you, too.
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.
The Motley Fool May 2, 2011 Amanda B. Kish	Are Big Bets Sinking Fairholme? Recent stumbles mar manager Bruce Berkowitz's long-term success.
Financial Planning November 1, 2006 Pamela Black	White Paper: Predicting Emerging Market Fund Performance This study examines the ability of fund characteristics such as size, expense ratio, turnover, past performance, Morningstar rating and manager tenure to predict emerging market fund performance.
Financial Advisor September 2011 Robert Pozen	Performance Analysis And Fund Ratings What goes into the fund investment recommendations that we typically hear.
Registered Rep. September 10, 2010 Stan Luxenberg	Are Index Funds' Distorting Markets? With money pouring into index funds and ETFs, passive portfolios are distorting markets, harming many investors. Index funds are creating disturbing conditions in a variety of asset classes, including emerging markets, small stocks, and commodities.
Financial Planning February 1, 2007 Steve Savage	Short-Term Slumps Many great managers share common traits, including a willingness to own unpopular names, to make decisions based on long-term analysis and to maintain the discipline to ignore painful shorter-term market swings. This ability to ignore painful shorter-term swings is being tested as we speak.
The Motley Fool November 1, 2010 Amanda B. Kish	An Investment Guru's New Trick Bruce Berkowitz's latest fund trades safety for flexibility.
Entrepreneur July 2006 Scott Bernard Nelson	Pulled Under Since expectations for mutual funds can be artificially sunny, consider using index funds to stay afloat.
The Motley Fool November 7, 2011 Amanda B. Kish	Hold On to These Lagging Investments These two funds are worth keeping.
The Motley Fool August 9, 2010 Amanda B. Kish	The Key to Selecting Winning Investments A surprising factor could help determine a fund's success.
Financial Advisor January 2006 Marla Brill	Bold Bets Fund managers who run concentrated portfolios offer a refreshing departure from the increasingly popular practice of far-reaching, benchmark-centric investing.