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Financial Advisor
June 2006
Marla Brill
Going Everywhere For the first time in its five-year history, Thornburg Core Growth Fund -- a multicap growth fund that usually leans toward small- and mid-cap stocks -- is finding more enticing investment opportunities in larger companies. 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
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
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
Financial Advisor
February 2007
Marla Brill
Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely. 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
The Motley Fool
January 10, 2011
Alex Dumortier
3 Winning Investment Themes for 2011 If you're interested in asset allocation, the start of the year is an opportunity to think about the best way to position your portfolio for success around a small number of investing ideas. Here are three ideas to get you started. 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
May 2009
Raymond Fazzi
Growth At A Discount Global financial misery has a lot of large-cap growth investors thinking in terms of value. 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 Advisor
April 2006
Raymond Fazzi
Signals Point To Growth Investors, it seems, are still not ready to fully embrace growth equities -- a wariness that some market watchers say may be due to a lingering backlash to the technology collapse of 2000, as well as continued uncertainties about the economy. mark for My Articles similar articles
Investment Advisor
November 2006
Kathleen M. McBride
Fundamental Indexing Goes Main Street Index investing has traditionally been linked to capital-weighted indexes, whereby a company's market cap determines how much of a company actually got into an index. And that's the fatal flaw in conventional index-linked investing. 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
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 2009
Marla Brill
Second Wind For Growth Fund manager Chris McHugh says earnings surprises will drive prices higher. mark for My Articles similar articles
Financial Planning
September 1, 2011
Joseph Lisanti
You Say Potato, I Say Value Investment professionals should immediately know growth and value strategies when they see them. But in some cases the difference between growth and value has been blurred. How do you benchmark your growth versus value approach? mark for My Articles similar articles
Registered Rep.
February 1, 2003
Stuart Chaussee
Trading Places It's time for a growth rebound. The argument for growth rests on the reversion-to-the-mean concept. Overly simplified, the concept means that when stocks (or any asset class) outperform their historical average, that asset class enters a period of underperformance and vice versa. mark for My Articles similar articles
Financial Advisor
March 2011
Marla Brill
New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them. mark for My Articles similar articles
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? 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
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
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
June 29, 2010
Dan Caplinger
The Better Way to Beat the Market? The jury's still out on alternative indexes. Different market conditions will make index funds perform in various ways. mark for My Articles similar articles
Financial Advisor
May 2007
Eric Rasmussen
Looking At The Value Of Everything Will value stock funds continue to outpace growth? mark for My Articles similar articles
On Wall Street
September 1, 2008
J Gibson Watson
The Sleeping Bear Has Emerged. Now What? The hardest-hit market segments are often the ones that will lead the pack during the subsequent recovery. mark for My Articles similar articles
The Motley Fool
November 16, 2006
Tim Hanson
The Best ETF for 2007: iShares Russell Microcap The iShares Russell Microcap Index Fund is a pick every investor should consider. Why? Because it tracks the most rewarding part of the stock market: extremely small companies. mark for My Articles similar articles
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. 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
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
June 23, 2008
Dan Caplinger
You're Smarter Than the S&P 500 Maybe you can beat an index fund, but don't get cocky; remember, hindsight doesn't count. 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
Financial Planning
March 1, 2006
Donald Jay Korn
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing. 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
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
April 2008
C. & J. Carty
Capturing Alpha With ETFs An actively managed portfolio of exchange-traded funds can generate risk-adjusted excess returns above those of its individual funds -- a positive alpha. 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
The Motley Fool
February 9, 2010
Dan Caplinger
3 Reasons to Move Beyond Index Funds If you want to take your investing prowess to the next level you'll want to move beyond index funds -- at least with part of your savings. mark for My Articles similar articles
The Motley Fool
December 19, 2011
Dan Caplinger
You Probably Just Bought These Stocks More index moves demand investor attention. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 24, 2009
Dan Caplinger
6 Stocks to Sell Before Everyone Else Does It's time for the annual changes to the Russell indexes. mark for My Articles similar articles
Financial Advisor
June 2004
Kevin M. Wilson
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? mark for My Articles similar articles
Financial Advisor
April 2005
Raymond Fazzi
Stunted Growth Still-rattled investors crowd onto the value bandwagon. mark for My Articles similar articles
BusinessWeek
March 1, 2004
Vickers, Henry & Miller
Is The Bull Ready To Catch Its Breath? Valuations aren't really out of whack -- and a correction may be a buying opportunity. Stocks have been on a tear since they bottomed out last March. 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
The Motley Fool
April 23, 2009
Dan Caplinger
Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund. mark for My Articles similar articles
The Motley Fool
October 8, 2008
Selena Maranjian
Wow -- Some Stocks Are Still Up?! Who knew stocks could rise in this environment? mark for My Articles similar articles
The Motley Fool
February 8, 2011
Amanda B. Kish
Are Emerging Markets in Danger? Time will tell whether the current blip in emerging markets' fortunes is temporary or the start of a more pervasive downward trend. mark for My Articles similar articles
Financial Planning
April 1, 2006
Israelsen & McDonough
Max Your MIPY Advancing the argument for reallocating to the prior year's middle-performing index fund. 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