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BusinessWeek February 2, 2004 Young & Gutner	Why You Belong In Bonds Even when rates rise, bond funds provide a market cushion. We've done the math to find the best ones for right now.
BusinessWeek January 22, 2007 Lauren Young	Meet The Funds That Perform Taking the guesswork out of picking mutual funds.
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.
BusinessWeek January 26, 2004 Lauren Young	The Cream Of The Crop In Mutual Funds After the tough times and the scandals, this year's Scoreboard will come in especially handy.
BusinessWeek January 31, 2005 Lewis Braham	Is Your Bond Fund Reliable? Here's help for finding solid bond fund performers.
BusinessWeek August 4, 2003 Lewis Braham	Funds That Make the A-List These funds are proving to be stalwarts in a still-iffy market
BusinessWeek August 2, 2004 Lauren Young	Mutual Funds: Keeping Fit In A Flat Market It's hard to draw a bead on the stock market these days. With the major equity indexes flat for the year, it feels like neither the bulls nor the bears are in charge. So where does that leave an investor in search of a few good places to stash some cash?
BusinessWeek March 6, 2006 Lauren Young	Funds That Play The Field All-cap funds have their pick of equities, and are beating more focused peers.
BusinessWeek January 31, 2005	This High-Yield Fund Skirts Risk Alex Lock's strategy at Westcore Flexible Income is to look for "solid, stable companies that offer attractive yields over the long-term."
BusinessWeek January 23, 2006	Steady Income Wins the Race The co-managers of Fifth Third Strategic Income Fund explain their strategies and goals for the $160 million fund.
The Motley Fool April 19, 2011 Amanda B. Kish	Investments for Volatile Markets How balanced funds can fit in your portfolio.
BusinessWeek October 10, 2005 Lewis Braham	The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds.
BusinessWeek April 11, 2005 Suzanne Woolley	Follow The Raging Oil Bulls Energy funds may head higher. But most stock and bond funds look earthbound.
Registered Rep. January 1, 2006 Stan Luxenberg	Housewarming Come April, Merrill Lynch will remove its famous name from the brokerage's own funds to relaunch them under a new (as yet to be determined) name to compete on their own. But all the major wirehouses have struggled to sell their proprietary mutual funds.
Financial Planning April 1, 2005 Kristen French	5 Investors to Follow A look at five fund managers with a winning view of the world. #1: The Leisure-Time Investor... #2: The International investor... #3: The Preservationist...
Registered Rep. December 1, 2002 Stan Luxenberg	Calming the Terrified Client For most clients, however, there are options more lucrative than principal-protection funds that provide a respectable return without assuming the risk of straight equity funds. Consider, for example, closed-end municipal bond funds.
Financial Planning May 1, 2005 Donald Jay Korn	Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break.
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.
BusinessWeek January 31, 2005	A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform
Financial Planning January 1, 2005 Donald Jay Korn	Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics.
BusinessWeek April 12, 2004 Lauren Young	Where Investors Hunt For Refuge As the bull struggles, they're playing it safer at home -- and investing more abroad. A look at where the money is flowing to, and the outlook from some mutual fund managers.
The Motley Fool December 4, 2006 Dan Caplinger	10 Trillion Reasons to Invest Mutual funds keep raking in the money.
Registered Rep. February 13, 2012 Stan Luxenberg	Searching for Yield Yield-starved investors have good reason to be increasingly frustrated. Money-market funds yield next to nothing, and 5-year Treasuries yield less than 1 percent. TIPS sport negative yields.
Financial Planning April 1, 2005 Scholl & Baldt	Municipal Mindset Beating the municipal bond market requires the skills of a sleuth. Does your manager have what it takes?
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. July 1, 2005 Stan Luxenberg	A Tough, but Smart Sell Plenty of clients detest bond mutual funds, but a bond fund can be less volatile than a small portfolio of individual bonds. The typical fund is broadly diversified and includes hundreds of names.
BusinessWeek February 4, 2010 Tara Kalwarski	How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010
The Motley Fool April 9, 2007 Amanda B. Kish	Are "Excellent" Funds Foolish? Part 5 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. Focus on bond funds... Mortgage-backed bonds... Not necessarily necessary... etc.
Financial Planning July 1, 2005 Susan Weiner	Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious.
Financial Planning May 1, 2005 Pamela Black	Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend.
Registered Rep. October 1, 2005	An Unconventional Approach In this excerpt from Unconventional Success: A Fundamental Approach to Personal Investment, author David Swensen describes the many risks facing corporate bond investors.
The Motley Fool December 20, 2007 Dan Caplinger	The Ratings Game The companies that rate bonds look at several factors in rating fixed-income securities. Learn how these ratings work, and don't buy without knowing the facts.
Registered Rep. May 1, 2004 Stan Luxenberg	Over There Foreign bond funds will help grab yield, diversify client portfolios and, in some cases, hedge against a falling dollar.
Financial Planning March 1, 2005 Justin Daniels	Not Dead Yet Interest rates may be rising, but fixed-income products may bloom again in 2005.
BusinessWeek March 22, 2004	The Best Mutual Fund Managers 2004 Here are the winners of the second annual Standard&Poor's/BusinessWeek Excellence in Fund Management Awards
Financial Planning January 1, 2005	Mutual Fund Monitor Should you invest in bond funds or individual bonds?
BusinessWeek January 23, 2006 Lauren Young	How Do Your Picks Compare? How to customize the Mutual Fund Scoreboard to sort by what's most important to you.
Financial Planning August 1, 2009 Donald Jay Korn	The New Stocks Where can financial planners seek those historic equity market returns without the painful setbacks? One place to start is in the bond market.
Registered Rep. January 1, 2003 Stan Luxenberg	Are Bond Funds Still Attractive? Advisors who are kicking the tires of bond funds these days might be entering the market too late.
Financial Advisor May 2008 Marla Brill	Munis' Turn To Shine One of the country's most influential fixed-income managers is enthusiastic about a municipal bond market that she says is more exciting than any she has seen in her 23-year career.
Registered Rep. March 1, 2005 Stan Luxenberg	Looks Like a Hedge Fund, Smells Like For clients who cannot --- or will not --- try hedge funds, there is a compelling alternative: mutual funds that follow hedge-like strategies. Here are some options.
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.
Financial Advisor July 2007 Marla Brill	Coming Of Age As emerging market economies become more secure, so too does their debt.
BusinessWeek December 25, 2006 Lauren Young	Mutual Funds: It's The Large Caps' Turn To Shine Forecasts of a slower-growing economy have more money managers thinking big.
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.
BusinessWeek January 24, 2005	Searching for "Emerging Quality" Goldman Sachs Mid-Cap Value's Eileen Rominger focuses on cheaply priced stocks with potential for positive change.
Registered Rep. October 1, 2002 Eric Uhlfelder	Making the Grade Think you're safe buying an investment grade bond for your client? Guess again. Rating downgrades are coming at a record pace.
Financial Advisor July 2005 Marla Brill	A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups.
BusinessWeek January 23, 2006	How Driehaus Does It International Discovery Fund Manager Lynette Schroeder looks for hot companies all over the world - and racks up outsize returns.
BusinessWeek March 22, 2004	Q&A with Jeffrey Gundlach The co-manager of TCW Galileo Total Return Bond Fund says "by concentrating in mortgages, we have an edge over more diversified funds"