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Financial Advisor
August 2009
Marla Brill
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
February 2007
Kara Stapleton
Small Caps On Top Again The small-cap Russell 2000 Index made a comeback in 2006. mark for My Articles similar articles
Financial Planning
May 1, 2006
Israelsen & Walker
Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2006
Scott A. Leonard
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it. mark for My Articles similar articles
The Motley Fool
August 29, 2007
Amanda B. Kish
The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 25, 2011
Cindy Johnson
It's Time to Sell Your Small-Cap Stocks Large-cap valuations are unusually attractive. mark for My Articles similar articles
The Motley Fool
April 9, 2007
Amanda B. Kish
Are "Excellent" Funds Foolish? Part 2 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. Mid-cap growth... Two good small-cap picks... mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 29, 2007
Amanda B. Kish
The Best Enhanced Index Funds: Part 2 More top funds with a return-boosting twist: Calvert Large Cap Growth... Vanguard Growth & Income... mark for My Articles similar articles
Financial Advisor
March 2005
Craig L. Israelsen
Benchmark Checkup Comparing equity mutual fund returns to an index can be very deceiving. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2007
Alan Lavine
Values Persist In Mid-Cap Stocks While the market favors the big boys, smaller stocks keep chugging along. mark for My Articles similar articles
The Motley Fool
July 28, 2010
Jared Cummans
Simplifying Investing: 5 All Cap ETF Options Get exposure in all the right places. mark for My Articles similar articles
The Motley Fool
June 9, 2009
Dan Caplinger
Market-Beating Returns Made Simple This twist on the old index fund does well. Equal-weight funds have done quite well compared to traditional index funds over periods of several years. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2011
Robert Pozen
Performance Analysis And Fund Ratings What goes into the fund investment recommendations that we typically hear. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 13, 2007
Doug Short
Beating the S&P 500 If your portfolio gained less than 15.8% last year, perhaps it's time to think outside the box. mark for My Articles similar articles
The Motley Fool
April 8, 2011
Dan Caplinger
5 Stocks to Buy Before the Crowd Does It's never too early to start thinking about index rebalancing. mark for My Articles similar articles
Financial Advisor
November 2008
Marla Brill
Fund Bullet Proofing What attracts Mani Govil, manager of the RS Large Cap Alpha Fund, to a stock is some aspect of its business that will allow it to outperform its competitors even in the toughest times. mark for My Articles similar articles
The Motley Fool
March 11, 2010
Amanda B. Kish
Do You Own This Top-Performing Investment? Mid-cap stocks can give you much better than middling returns. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
March 1, 2012
Brian J. Lazorishak
Mid-Cap, Big Return Over a 10-, 20- and 30-year period ending last year, mid-caps (generally defined as issues with market capitalizations of $1 billion to $15 billion) have outperformed both large-caps and small-caps on an absolute basis. mark for My Articles similar articles
Financial Advisor
March 2006
Jeff Schlegel
Waiting For Life In Large Caps History and valuations offer compelling reasons to expect a resurrection in large-cap stocks, say fund managers and financial strategists. mark for My Articles similar articles
The Motley Fool
December 11, 2009
Dan Caplinger
Don't Ignore These Winners in 2010 Overlooking mid-cap stocks can cost you big profits. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
April 2004
Jeff Schlegel
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. mark for My Articles similar articles
The Motley Fool
May 24, 2007
Amanda B. Kish
Protect Your Portfolio Many fund managers predict a market slide. Are you prepared? mark for My Articles similar articles
Financial Planning
January 1, 2006
Craig L. Israelsen
Think Inside the Box The many investments within a style box are not all alike. Market-cap variance can lead to significant performance differences within style boxes -- particularly among large-cap funds. mark for My Articles similar articles
The Motley Fool
March 22, 2005
Beyond the S&P 500 Index investors have more choices than just the S&P 500. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
August 2009
Craig L. Israelsen
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
April 2007
Jeff Schlegel
Does Growth Investing Matter? Growth stocks are expected to outperform, but good luck figuring out what they are. mark for My Articles similar articles
On Wall Street
November 1, 2009
Tim Knepp
Growth Equities: How Big Can They Get? The allure of growth equity investments is based on reasonable logic, that companies experiencing higher earnings growth would seem to be more attractive than those with average growth. mark for My Articles similar articles
Financial Planning
January 1, 2011
Donald Jay Korn
True Value How did value funds post superior numbers for the trailing 10 years? The short answer is that they held few technology stocks and emerged from the burstng tech bubble with a lead they held through the decade, says Michael Breen, associate director of mutual fund analysis for Morningstar. mark for My Articles similar articles
Financial Planning
June 1, 2009
Richard A. Ferri
Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task. mark for My Articles similar articles