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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.
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.
The Motley Fool August 21, 2007 Amanda B. Kish	A Fund Against the Grain Janus Contrarian, the firm's fourth-largest fund, is designed to zig when others zag.
BusinessWeek May 14, 2009 Aaron Pressman	Allocation Funds Are on the Rise New funds that switch among different asset classes are gaining popularity with investors tired of constant loss.
BusinessWeek August 4, 2003 Lewis Braham	Funds That Make the A-List These funds are proving to be stalwarts in a still-iffy market
Financial Planning November 1, 2006 Elizabeth O'Brien	Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam.
On Wall Street October 1, 2011 Tom Roseen	The Global "Go Anywhere" Funds Investors have not given up on equity funds entirely, generally injecting net new money primarily into world equity funds, mixed-asset funds, and select commodity funds.
Registered Rep. April 14, 2011 Diana Britton	Advisors Get More Flexible Advisors and investors are turning to mutual funds with more flexible mandates to cushion their portfolios against the unknowns.
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.
Financial Advisor December 2003 Tracey Longo	Investment Outlook Where the best and brightest see things headed in 2004.
Financial Planning October 1, 2009 Craig L. Israelsen	An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take.
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 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.
The Motley Fool April 9, 2010 Dan Caplinger	The Simple Path to Winning Investing Allocation funds make everything a bit easier.
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
Financial Planning February 1, 2005 Kristen French	Last Dash Equity mutual funds staged a comeback in the fourth quarter of 2004, while fixed-income funds marched steadily ahead.
Registered Rep. February 1, 2011 Diana Britton	American Funds: A Victim of Its Own Success? The mutual fund giant's fortunes seem to have turned, with sizeable outflows.
BusinessWeek May 14, 2009	Extreme Diversification Over the past three years these tactical asset allocation funds managed to improve returns without taking on much added risk.
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.
The Motley Fool January 31, 2011 Amanda B. Kish	Top-Priority Investments Finding the right mix of investments for retirement can be a special challenge.
The Motley Fool February 5, 2010 Tim Hanson	The Stocks You Need to Buy Now Do you know what you're missing? With an asset allocation plan and additional foreign exposure, your portfolio will be better positioned to profit over the next decade.
The Motley Fool November 26, 2010 Palash R. Ghosh	Railway Stocks on Track for Long-Term Growth Buffett's buy created some interest, but the industry remains underfollowed -- and undervalued.
On Wall Street September 1, 2009 James MacPherson	Investing for the Future If classic asset allocation did not prevent most portfolios from losing value, what might investors and advisors do to protect their portfolios, now and in the future?
BusinessWeek August 15, 2005	Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan.
Financial Planning February 1, 2008 Huxley & Burns	The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.
The Motley Fool July 6, 2009 Dan Caplinger	You Shouldn't Have Missed These Winners Since it's impossible to predict with any certainty exactly which category may be tomorrow's big winner, the best strategy for most investors is to own some of everything by owning mutual funds in different categories.
Investment Advisor July 2007 Palash R. Ghosh	Travel The World, While Staying Home Global equity funds differ from international stock funds in that they have the latitude to invest in U.S. stocks as well as foreign companies.
On Wall Street April 1, 2011	Investment Update: Change And Chaos Drive Demand Five experts on equities, bonds, retirement, actively managed exchange-traded funds and commodities offer their analysis of where to look for upside this year, and where to expect pitfalls.
Entrepreneur December 2003 Dian Vujovich	Anything Goes Here's a top-performing fund that's got flexibility on its side.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios.
BusinessWeek June 26, 2006 Adrienne Carter	Janus Is Looking Forward With a new chief executive, a deeper research bench, and a revamped investment team, Janus is looking for a new beginning.
Registered Rep. January 1, 2006 Kevin Burke	Balancing Act Part of the fallout from the regulatory onslaught of the past three years has been a drastic overhaul in how mutual funds are sold. Heading into 2006, the money-management business is entering a new era of price competition and consolidation.
Investment Advisor December 2008 James J. Green	The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future.
Financial Planning November 1, 2005 Marion Asnes	Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work.
The Motley Fool July 1, 2010 John Rosevear	You Need This Offbeat Investment Some funds -- which Morningstar calls "moderate allocation" funds -- take nonstandard approaches to investing: Some take short positions, some buy and sell options, some invest in commodities, some combine all of the above and more.
Financial Planning September 1, 2009 Geoff Considine	Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide.
The Motley Fool November 17, 2006 Dan Caplinger	How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need.
Financial Planning October 1, 2006 Stephen Savage	When To Sell a Mutual Fund Applying common-sense guidelines is easy; making a real-world decision is often fraught with difficulties.
Investment Advisor August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
The Motley Fool February 27, 2008 Matt Koppenheffer	Investing in Investors There's big business out there for asset managers, and big profits for people investing in asset managers.
The Motley Fool March 25, 2004	Foolish Asset Allocation Moving in and out of the stock market every few months will not lead to success.
The Motley Fool June 4, 2009 Dan Caplinger	These Stocks Belong in Your Portfolio Enhance your returns by seeking out specialized investments.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
Investment Advisor December 2005 Kathleen M. McBride	Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest?
Financial Planning February 1, 2006 Bob Hirschfeld	Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year.
U.S. Banker August 2001 Bennett & Hackett	Co-Prosperity, the Backbone of Community Banking Ranking community banks based on return on equity and growth in per-share earnings.
On Wall Street October 1, 2008 Tim Knepp	Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets.
The Motley Fool February 23, 2007 Dan Caplinger	Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.
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.
Entrepreneur April 2005 Dian Vujovich	Working Assets The Calamos Growth Fund is ranked No. 1 among multi-cap growth funds. The fund manager explains how he controls risk for the portfolio.