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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
January 27, 2005
Selena Maranjian |
Getting Into Closed Funds There's no need to stress out if you're locked out of a good fund. |
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 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. |
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. |
Investment Advisor
May 2006
Kathleen M. McBride |
When Smaller Equals Better Perritt MicroCap Opportunities Fund offers micro-cap growth tempered with value discipline. Here's an interview with Michael Corbett, president and lead portfolio manager. |
The Motley Fool
July 27, 2006
Selena Maranjian |
Good Funds Opening and Closing The Neuberger Berman International Fund is closing its doors to new investors, but the Longleaf Partners International Fund, which closed its doors to new investors back in February of 2004, is reopening them. |
Registered Rep.
March 1, 2003
Stan Luxenburg |
Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance). |
Registered Rep.
August 1, 2004
Stan Luxenberg |
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio. |
The Motley Fool
March 17, 2004
Selena Maranjian |
Yay, My Fund Closed! Bigger isn't always better when it comes to mutual funds. |
Investment Advisor
January 2006
Callahan & Howard |
Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best. |
Financial Advisor
September 2005 |
A Look At Separate Accounts Large Cap Growth: New Century Investment Management... JAG... Large Cap Value: Cascade Investment Counsel... Clear Asset Management... Large Cap Blend: TCW... Harris Investment Management... etc. |
BusinessWeek
April 17, 2006 |
Three Scenarios Variable Returns: Portfolio 1 -- 75% large cap... 25% bonds... Portfolio 2 -- 50% large cap... 25% small cap... Portfolio 3 -- 16.67% large cap... 16.67% mid cap... etc. |
The Motley Fool
August 17, 2004
Shannon Zimmerman |
Time to Buy? The market downturn this summer has handed smart fund investors a world-class opportunity to go shopping down the equity market's large-cap growth aisle. |
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. |
The Motley Fool
September 27, 2007
Amanda B. Kish |
The Best Funds From T. Rowe Price: Part 1 A closer look at these T. Rowe Price funds: T. Rowe Price Personal Growth Fund... T. Rowe Price Spectrum Growth Fund... |
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. |
Registered Rep.
November 1, 2005
Stan Luxenberg |
Alpha Dogs To protect clients, financial advisors should consider mutual funds with steady results and strong risk-adjusted returns. Sounds obvious, right? But doing so may mean taking a pass on a fund with gaudy returns. Big returns often equate big risks. |
BusinessWeek
November 10, 2003
Jeffrey M. Laderman |
Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers. |
The Motley Fool
March 17, 2005
Robert Brokamp |
Stocks for the Really Long Term Yes, stocks are the long-term investment of choice. But at any price? |
The Motley Fool
December 28, 2005
Michael D. Leibert |
Like the Funds? Love the Advisor! Investors in T. Rowe Price funds do well, but investors in the advisor do even better. |
AskMen.com
Michael Estrin |
12 Financial Terms You Probably Didn't Know About Here's a list of 12 everyday financial terms that you might encounter, along with their definitions. |
The Motley Fool
October 24, 2007
Matt Koppenheffer |
Tallying T. Rowe's Earnings Investors, T. Rowe Price announced solid third-quarter results. |
The Motley Fool
April 26, 2005
Shannon Zimmerman |
Should You Jump In Before a Fund Closes? Not so fast, savvy investor. Great funds close for good reasons. |
Registered Rep.
June 1, 2004
Stan Luxenberg |
Escape Is Rarely the Safest Bet Don't tell Brandywine Fund that fleeing stocks for cash is a safe, conservative maneuver. Several mutual funds now have a substantial portion of their assets in cash. Is this a good idea? |
Registered Rep.
February 1, 2003
Stuart Chaussee |
Trading Places It's time for a growth rebound. The argument for growth rests on the reversion-to-the-mean concept. Overly simplified, the concept means that when stocks (or any asset class) outperform their historical average, that asset class enters a period of underperformance and vice versa. |
BusinessWeek
June 20, 2005
Lewis Braham |
Why Boutiques Have An Edge Owner-managers bring passion to fund investing. After all, that's where their cash is. If you find the right fund, there's a chance you could invest in it for life. |
The Motley Fool
January 4, 2010
Rick Aristotle Munarriz |
Sizing Up Mutual Fund Predictions for 2009 After suffering through the double whammy of falling stock prices and investor redemptions in 2008, folks had little problem snapping up mutual fund shares once the equity markets began rallying in March. |
The Motley Fool
September 16, 2004
Jim Schoettler |
Bargain Hunting How to find values in beaten-down stocks. Here are five steps that help you separate the dazzlers from the duds. |
BusinessWeek
August 4, 2003
Lewis Braham |
Funds That Make the A-List These funds are proving to be stalwarts in a still-iffy market |
The Motley Fool
January 25, 2005
Shannon Zimmerman |
Time to Buy Here's a tip for fortifying your portfolio during troubled times: Growth funds are on sale. Get 'em while they're not hot. |
Entrepreneur
November 2003
Dian Vujovich |
Value Added Here's a midcap fund that's more than just middle of the road. |
The Motley Fool
June 16, 2006
Tim Hanson |
A Priceless Investment Can you improve your returns with less work? Find out how. |
The Motley Fool
January 24, 2008
Rick Aristotle Munarriz |
Fun With Funds Shares of Janus Capital and Franklin Resources both opened higher, buoyed by healthy quarterly reports. |
Financial Advisor
November 2003
Tracey Longo |
The Logic Of Rethinking International Investing Reasons to consider increasing your international portfolio. |
The Motley Fool
September 17, 2004
Rich Smith |
Hit 'Em Where They Ain't By focusing your investing on small caps, you can go where the giants of the investing world can't. |
The Motley Fool
April 20, 2010
Rick Aristotle Munarriz |
A Split Decision on Mutual Funds Life isn't getting any easier for Janus. |
BusinessWeek
August 1, 2005
Lauren Young |
A Green Light For Blue-Chip Funds Returns have been off lately, but funds investing in big-cap stocks are set to rebound. |
Registered Rep.
February 1, 2005
Stan Luxenberg |
Look Over There, but Beware Though foreign shares can help to diversify portfolios, some advisers are wary of the sudden move abroad. International stocks can be volatile. |
The Motley Fool
April 5, 2006
John Bluis |
Plugging the P/E While the P/E ratio gets a bad rap, it doesn't mean investors should steer clear of using it. Watch what it can do. |
The Motley Fool
May 27, 2005
Bill Barker |
$40 Billion Small Caps How your "small-cap" fund might own some of the biggest companies in the market. |
The Motley Fool
April 27, 2004
Nathan Slaughter |
T. Rowe Price Impresses The no-load fund complex doubles earnings and attracts record inflows. |
BusinessWeek
August 27, 2009 |
Picking Winners All of these actively managed funds get an A for stewardship from Morningstar, thanks to their top-notch management companies and fees that are below-average for their fund category |
The Motley Fool
November 5, 2004
Selena Maranjian |
10 Big Investing Mistakes Some mistakes are not always mistakes. |
Financial Advisor
October 2004
Tracey Longo |
Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying. |
Entrepreneur
April 2004
Dian Vujovich |
Riding It Out This telecom fund has major staying power. |
Registered Rep.
July 1, 2006
Stan Luxenberg |
Fundamental Indexing During the 1990s, S&P 500 index funds were all the rage -- and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns. |
Registered Rep.
January 1, 2005
Stan Luxenberg |
Grading Governance The mutual fund scandals have put advisors in a tough position: Recommending a fund that ends up in the headlines can deal a serious blow to an advisor's reputation and can even mean lost clients. |
Inc.
December 1, 2002
Kenneth Klee |
Rational Pessimism Turns out there's a bright side to falling stock prices. |
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. |
