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Financial Planning February 1, 2012 Craig L. Israelsen	Mid-Cap's Role Mid-cap U.S. equity is almost always included when advisors and investors assemble diversified portfolios. One way to see if this popularity is justified is to do an in-depth survey of mid-cap funds, and to see how these funds affect portfolio performance.
The Motley Fool July 25, 2007 Amanda B. Kish	The Perfect Mutual Fund Allocation How you allocate among your funds is as important as which funds you choose.
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.
Financial Planning September 1, 2005 Craig L. Israelsen	Don't Box Me In Is it better to diversify from the four corners of the equity style box or take the middle road? Investment professionals have different recommendations.
The Motley Fool June 26, 2009 Dan Caplinger	The Danger Lurking in Your Portfolio Think you're diversified? Think again.
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 October 15, 2007 Selena Maranjian	When Funds Undergo Personality Changes The fund you own may not be the fund you bought. How much should that worry you?
The Motley Fool March 9, 2009 Dan Caplinger	You're Not as Diversified as You Think While the right mix of mutual funds can help you create a diversified portfolio that gives you broad exposure to a wide range of financial markets, you have to stay on the lookout to avoid unnecessary overlap in the stocks your funds own.
Investment Advisor January 2006 Callahan & Howard	Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best.
The Motley Fool October 5, 2010 Matthew Brown	Diversify or Die During the recent market crash, diversification made the difference between those who got crushed and those who lived to fight another day.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
The Motley Fool February 6, 2009 Dan Caplinger	The Investing Secret You Need to Know A winning mutual fund strategy boils down to asset allocation.
Financial Planning January 1, 2012 Craig L. Israelsen	Swapping Out If designed well, a diversified, multi-asset portfolio can provide growth during pre-retirement accumulation years and stable income flows during post-retirement distribution years.
The Motley Fool July 6, 2004 Shannon Zimmerman	The IAA Revolution Asset allocation is a huge part of intelligent investing, but it barely makes a blip on the financial media's radar screen. Mutual funds make it easy to diversify across market cap and style.
Financial Planning May 1, 2011 Donna Mitchell	Smaller is Beautiful Mutual fund investors made one thing clear in the first quarter of 2011: They put their trust in small-cap and mid-cap strategies to power economic growth and provide stability.
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.
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.
The Motley Fool May 17, 2007 Amanda B. Kish	No Thorns in Thornburg's Side It's not enough just to pick a well-known international mutual fund out of a hat in order to get some quick foreign exposure. Thornburg fund shines in the international spotlight.
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...
Financial Planning March 1, 2012 Craig L. Israelsen	Small Thoughts The benefit of investing in small U.S. stocks is clear. Over the 42-year period from Jan. 1, 1970, to Dec. 31, 2011, a $10,000 investment in large U.S. stocks would have grown to $507,362.
The Motley Fool January 28, 2011 Amanda B. Kish	10 Core Stocks: A Vanguard Total Stock Market ETF Update The fund's success speaks to the importance of having a diversified portfolio that covers all the stops in the market capitalization spectrum.
The Motley Fool March 14, 2006 Shannon Zimmerman	Investment Strategery Investors, when it comes to diversification, don't forget about strategy -- especially when investing in mutual funds.
The Motley Fool April 4, 2007 Amanda B. Kish	Finding Needles in Funds' Haystack 7,000 reasons to separate good funds from bad ones. Too often, investors look first for funds with the highest recent returns, then perform due diligence only on funds at the top of that list.
The Motley Fool December 11, 2009 Dan Caplinger	Don't Ignore These Winners in 2010 Overlooking mid-cap stocks can cost you big profits.
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 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.
Entrepreneur March 2007 Dian Vujovich	Diverse Dozen A fund of funds with assets around the world.
Financial Planning September 1, 2006 Craig L. Israelsen	Alpha Up and Down If you select mutual funds on the basis of their alpha, you may want to check how consistent those alphas really are.
The Motley Fool December 7, 2010 Michael Johnston	ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough?
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.
Investment Advisor January 2006 Callahan & Howard	Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand.
The Motley Fool November 23, 2004 Shannon Zimmerman	The Case for Mutual Funds Investors willing to do their homework can whip up on the Wise with one hand tied behind their checkbooks. Picking the right fund is every bit as important as picking the right stock, if not more so.
The Motley Fool June 8, 2004 Shannon Zimmerman	The Case for Mutual Funds Our resident fund jockey takes on all doubters. Are mutual funds a good investment, or just a way to underperform?
The Motley Fool August 5, 2010 Amanda B. Kish	Low-Barrier Investments You Can Buy Today Mutual funds for those with minimal cash.
The Motley Fool March 24, 2005 Nathan Slaughter	Mutual Fund Meltdown Have you assembled your funds in a carefully orchestrated portfolio or in a haphazard collection? Collecting mutual funds is not a safe pastime. It's a financial disaster waiting to happen.
The Motley Fool May 7, 2007 Amanda B. Kish	Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc.
On Wall Street June 1, 2009 Craig Israelsen	Variable Products, Variable Results The question is: Do the higher costs of variable products cause them to systematically underperform mutual funds?
The Motley Fool November 16, 2006 Brian Richards	The Best ETF for 2007: Vanguard Small-Cap Value If 70 years of results are good enough for you, this ETF is worth checking out.
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.
Financial Planning September 1, 2013 Craig L. Israelsen	Mutual Funds vs. ETFs: Which Performance Better? When a portfolio of mutual funds vies against a portfolio of ETFs, which one comes out on top?
Financial Planning January 1, 2006 Steve Deutsch	Parallel Universes Allocations to separate accounts and mutual funds are strikingly similar, but advisers should hesitate to make returns-based conclusions, particularly when it comes to separate accounts relative to other investment vehicles.
The Motley Fool January 6, 2009 Dan Caplinger	The Missing Link in Your Portfolio Do you have all your bases covered?
Financial Planning October 1, 2008 April Recksiek	Index Battle Investors who want to build an index-based portfolio have two viable mechanisms: index-based mutual funds and exchange-traded funds (ETFs).
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 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.
The Motley Fool May 11, 2005 Shannon Zimmerman	The Case for Mutual Funds Picking the right fund is every bit as important as picking the right stock, if not more so.
Financial Planning October 2, 2007 Craig L. Israelsen	Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you.
The Motley Fool September 9, 2011 Amanda B. Kish	How to Make Money With Mutual Funds A lowdown on mutual funds.
Financial Advisor February 2009	Where We Stand A Morningstar analyst discusses some of the top-performing separately managed accounts over the last three years.
Financial Planning August 1, 2010 Israelsen & Lindsley	Pay to Play? The minimum initial investment of a mutual fund represents the first pay-to-play hurdle for potential investors.