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Entrepreneur
September 2004
Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners.   |
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 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 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. |
Financial Planning
March 1, 2007
Craig L. Israelsen |
Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories. |
Investment Advisor
January 2007
Palash R. Ghosh |
Wearing Many Caps Equity mutual funds that invest without regard to market-cap size are difficult to characterize -- for they possess the stability of larger-cap stocks, the growing maturity of mid-cap issues, as well as the volatility and high potential of smaller-cap names. |
Financial Planning
August 1, 2006
Elizabeth O'Brien |
Don't Box Him In Don Hodges ranges far and wide for a fund that defies categorization. |
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
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
March 7, 2005
Suzanne Woolley |
A Bottom Fisher's Big Haul Fairholme Fund holds few stocks but has fat returns. |
The Motley Fool
November 2, 2006
Dan Caplinger |
Compound Your Diversification By being aware of the benefits of diversification, you can ensure that you take the necessary steps to protect yourself and minimize the risks that you face as an investor. |
The Motley Fool
November 6, 2007
Rich Greifner |
The Dangers of Diversification Diversification is one of the key benefits of mutual fund investing. But by investing in a broad range of securities, mutual funds also reduce the upside potential of winners. |
The Motley Fool
April 9, 2007
Amanda B. Kish |
Are "Excellent" Funds Foolish? 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. First up: large-cap equity funds... All-cap is all right... |
The Motley Fool
September 9, 2011
Amanda B. Kish |
How to Make Money With Mutual Funds A lowdown on mutual funds. |
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. |
Financial Advisor
February 2007
Marla Brill |
Going Their Own Way Fund managers with broad investment latitude chart their courses. Janus Contrarian... Hodges Fund... Ivy Asset Strategy Fund... etc. |
AskMen.com
April 14, 2002
Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
Entrepreneur
November 2005
Dian Vujovich |
Mystery Manager In this day of disclosure, why is it sometimes difficult to get the scoop on who's managing your fund? |
The Motley Fool
September 10, 2007
Amanda B. Kish |
A Fund Changes Its Stripes The FBR Small-Cap Fund is changing its mandate, lifting its market cap limitations, re-creating the fund as an all-cap strategy, and changing its name to the FBR Focus Fund, all without giving investors a say. |
Financial Planning
September 1, 2011
Ilana Polyak |
Small But Potent With thousands of mutual funds, it's hard to keep track of more than a tiny fraction. So how do little-known funds distinguish themselves? Usually with impressive performance, especially during tough economic periods. DGHM AllCap Value is no different. |
Investment Advisor
July 2006
Carol A. Wood |
S&P Mutual Fund Sector Focus: Steady at the Helm in Rough Seas S&P's continues to recommend placing 20% of one's portfolio in foreign equities, including 3% in emerging market stocks. Here are some fund recommendations. |
Financial Advisor
October 2011
Marla Brill |
Digging Deeper In Europe In spite of the financial problems Europe faces, many companies there have durable appeal, says this manager. |
The Motley Fool
October 25, 2007
Selena Maranjian |
30% Annual Returns? Wow! Don't be misled by big numbers from mutual funds. Here, take a closer look at Hodges. The five-year average annual return was 30%, but the year-by-year tells a different story. |
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
January 20, 2011 |
Jerry Jordan's Stock Picks Jordan Opportunity Fund sees UAL, Mosaic, SanDisk, and Disney as unheralded investment opportunities |
The Motley Fool
May 22, 2009
Selena Maranjian |
New Fund Name, Same Lousy Performance? Beware mutual funds that change their monikers, but not their methods. |
Investment Advisor
January 2006
Kathleen M. McBride |
Off the Grid Financial professionals discuss whether style boxes are necessary. |
