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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.
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.
Financial Advisor May 2008 Alan Lavine	Value Fund Managers Find Bargains Value fund managers, who have been snapping up large company stocks they expect to perform well in an economic rebound, say they have time on their side.
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.
Financial Advisor October 2004 Alan Lavine	Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector?
Financial Advisor November 2003 Marla Brill	Al Frank Fund Chief Struts His Stuff John Buckingham of the Al Frank Fund looks to play a recovering economy.
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 March 1, 2006 Craig L. Israelsen	Hidden Measures How did U.S. stocks perform versus U.S. equity mutual funds last year? The market-cap bias in measuring stock returns tends to obscure the true return picture.
Registered Rep. January 1, 2003 David A. Geracioti	Jeremy Siegel Is Still A Believer in Stocks for the Long Term Siegel's most important message? That there must be a new approach to calculating the "right" price-to-earnings multiple for large stocks.
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.
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 March 17, 2005 Robert Brokamp	Stocks for the Really Long Term Yes, stocks are the long-term investment of choice. But at any price?
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.
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.
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.
Financial Planning June 1, 2005 Russell Wild	Style War Some financial advisers argue that there's more than one way to slice a portfolio.
Financial Advisor April 2004 Jeff Schlegel	Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year.
Financial Advisor February 2007 Marla Brill	Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely.
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 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.
Investment Advisor August 2007 Palash R. Ghosh	Small-Cap Value Still Chugging Along While small-cap stocks have generally underperformed large-caps in recent years, small-cap value has kept pace with its larger-cap value peers.
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.
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.
Financial Advisor October 2005 Alan Lavine	Tech Stocks: Down So Long That They Look Up After trailing the broad market over the past several years, some analysts expect tech stocks to rally. Their price-to-earnings multiples are low in relation to future earnings.
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.
Financial Advisor January 2005 Marla Brill	Going For Growth Spiros Segalas, manager of the Harbor Capital Appreciation Fund, believes growth stocks will rotate into favor as earnings growth rates for companies in the S&P 500 Index return from last year's high levels to a more normal historical range. Here are some of his stock picks.
Financial Advisor June 2005 Marla Brill	Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks.
The Motley Fool June 23, 2004	Kinds of Funds Learn the difference between income funds and balanced funds.
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.
BusinessWeek September 12, 2005 Lewis Braham	Building A Focused Fund Of Your Own Portfolios of under 50 stocks have outrun the market with less risk. Here's how they do it.
Investment Advisor January 2006 Ben Warwick	The Puzzler: Trading by the Calendar The January Effect, which involves buying small-cap stocks at year end and selling them a month later, is the Elvis of investing. Has it left the building?
Financial Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
Entrepreneur June 2005 Dian Vujovich	Living Large Large-cap companies are looking attractive again.
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.
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. 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. 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).
The Motley Fool December 18, 2003 Motley Fool Staff	Why Stock Prices Go Up and Down If a company's profits keep growing, its stock price will follow suit -- eventually. Corporate earnings drive stocks in the long run. In the short run, though, there are many different reasons stock prices flitter up and down. Don't take all moves too seriously.
BusinessWeek August 4, 2003 Frederik Balfour	Offshore Funds Take Flight Again With worries about war and SARS fading, they moved higher
Financial Advisor May 2005 Marla Brill	Cultivating Good Returns One financial adviser looks to his farming days to guide his strategy.
Financial Advisor August 2009 Marla Brill	Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.
Entrepreneur July 2006 Dian Vujovich	Away From Home Property isn't the only kind of real estate investment.
Registered Rep. August 1, 2005 Bob Hirschfeld	When Growth Is a Value It's among the thorniest of issues in the investment world: At what point does an underperforming style of investment turn appealing? The bottom line is that value investors could do far worse than consider entering the out-of-favor arena of growth stock investing.
Entrepreneur March 2005 Dian Vujovich	He's got game Frank Holmes, chief investment officer of U.S. Global Investments, is on a roll. Over the past few years, many of his firm's equity funds, including its Global Resources Fund, have racked up solid performance numbers.
BusinessWeek October 10, 2005 Lewis Braham	The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds.
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.
Registered Rep. July 1, 2004 Robin Penfold	Challenging Assumptions It's possible that, for the first time in any living person's career, U.S. stocks will not perform as well as bonds in the next couple of decades.
Real Estate Portfolio Jul/Aug 2004 Christopher M. Wright	Q&A with Jeremy Siegel The Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania weighs in on his long-term bullish outlook and the prospects he sees for REIT stocks.
Registered Rep. December 1, 2004 Stan Luxenberg	Rubber-Band Man For funds that focus on one style box, the choices could be slim. But flexible managers have freedom to maneuver in flat markets. Among the most wide-ranging performers are Julius Baer International Equity and its sibling Julius Baer Global.
Financial Planning January 1, 2006 Donald Jay Korn	Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast...