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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.
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 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.
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.
BusinessWeek January 24, 2005	"We Know What We Own" ABN AMRO's Thyra Zerhusen, who has guided her Mid Cap Fund to strong returns, discusses the advantages of a concentrated portfolio.
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 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 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.
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.
BusinessWeek January 24, 2005 Lewis Braham	Spotting The Very Brightest Stars Our ratings help you find your way through a crowded mutual-fund universe. James Small Cap Fund... American AAdvantage Small Cap Value... American AAdvantage Small Cap Value... etc.
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 January 20, 2006 Doug Short	Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth.
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.
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 March 17, 2005 Robert Brokamp	Stocks for the Really Long Term Yes, stocks are the long-term investment of choice. But at any price?
Financial Planning April 1, 2006 Len Reinhart	The Equity Puzzle Stocks are a critical component of lifetime investment plans, but clients need more than cookie-cutter allocations and market-mirror index funds.
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%.
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.
Investment Advisor November 2005 Kathleen M. McBride	Bright Idea Judith Saryan's Eaton Vance Utilities Fund generates returns, dividends, and value. Advisors need to look at where this fund would fit in an investor's 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.
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.
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 Advisor February 2005 Marla Brill	Power Up Utility funds shined in 2004, but rising interest rates could slow them down.
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 May 5, 2006 Shannon Zimmerman	Rev Up Your Retirement Growing older doesn't mean giving up on growth. The best way to zero in on the kind of growth stocks that won't keep you up at night is a GARP -- growth at a reasonable price -- strategy.
Investment Advisor January 2006 Kathleen M. McBride	Many Happy Returns Stratton Growth Fund has displayed a disciplined approach to all-cap value investing that has outperformed for decades.
Investment Advisor February 2007 Kara Stapleton	Small Caps On Top Again The small-cap Russell 2000 Index made a comeback in 2006.
Investment Advisor April 2006 Ben Warwick	The Puzzler: The Tilt of Beating the Market? The uncorrelated nature of portfolio tilts creates a type of safety net that puts the advisor in the driver's seat. Combined with tax-loss selling and account rebalancing, portfolio tilts are a powerful addition to an arsenal and a nearly fool-proof way to generate alpha for clients.
Financial Advisor May 2009 Raymond Fazzi	Growth At A Discount Global financial misery has a lot of large-cap growth investors thinking in terms of value.
Financial Planning October 1, 2005	Mutual Fund Monitor A logical question for investors to ask themselves is: Given the massive and sustained underperformance of growth stocks, is this asset class sufficiently compelling to justify a tactical overweighting?
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.
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.
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...
BusinessWeek January 24, 2005	A Steady Hand Beats the Bears Lou Holland's fund has outperformed its battered large-cap peers by sticking to a growth-at-a-reasonable-price strategy.
The Motley Fool March 24, 2006 Paul Elliott	Yes, You Can Still Cash In Why small-caps (especially small-cap growth) are a good place to put your investment dollars.
Financial Advisor November 2005 Marla Brill	Manager Cautious After Disaster Even though the stock market managed to right itself after Hurricane Katrina, portfolio manager Wendell Perkins fears that investors will be feeling the reverberations of the natural disaster long after the streets of New Orleans are dry and cleared of debris.
The Motley Fool May 24, 2007 Amanda B. Kish	Protect Your Portfolio Many fund managers predict a market slide. Are you prepared?
Investment Advisor March 2006 Kathleen M. McBride	Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager.
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 Advisor April 2004 Jeff Schlegel	Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year.
Financial Planning April 1, 2006 Donald Jay Korn	Rx for Investing Healthcare stocks may cure investors' ills over the long term, but the current prognosis is less clear. For clients in diversified funds, planners should decide whether additional healthcare exposure is justified, through individual stocks or specialized funds.
Financial Planning August 1, 2006 Elizabeth O'Brien	Uncertainty--and Losses--Mount Volatility shook investors out of their complacency in the second quarter as market gyrations recalled the bear market of 2002. A period of "stable disequilibrium" dampens returns, even in the so-called safe harbors.
Registered Rep. July 1, 2006 David A. Geracioti	The 20-Year Itch An interview with Jim O'Shaughnessy on his book, Predicting the Markets of Tomorrow who tells financial advisors if they think they can protect clients by putting them in "safe" large-cap stocks or in, say, an S&P 500 index fund, they'll be disappointed.
Financial Advisor April 2006 Marla Brill	The Earnings Kicker Chris Leavy's Oppenheimer Value Fund integrates earnings power into a value strategy.
Financial Advisor May 2005 Marla Brill	Cultivating Good Returns One financial adviser looks to his farming days to guide his strategy.
Financial Advisor March 2006 Marla Brill	Leaving The Nest Graduates of small- and mid-cap Baron funds find a home at its Fifth Avenue Growth Fund.
Entrepreneur June 2005 Dian Vujovich	Living Large Large-cap companies are looking attractive again.
BusinessWeek January 23, 2006 Lauren Young	Funds: The Easy Way To Find The Best This Mutual Fund Scoreboard turns up funds you might never have heard of otherwise.
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.
Entrepreneur April 2006 Dian Vujovich	Less Is More Quality counts more than quantity with the Janus Orion fund.