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Investment Advisor
August 2005
Angelina Dance
S&P Mutual Fund Sector Focus: Small-Cap Growth Still Packing a Punch Growth investing, particularly in the small-cap sector, has traditionally been considered a high-risk approach, yet in the past several years has proven to be rewarding. mark for My Articles similar articles
Investment Advisor
August 2006
Kathleen M. McBride
Discipline, Dividends, Diversification Quality companies yield dividends at opportune prices at Allianz NFJ Dividend Value Fund. Here's an interview with two of the fund's managers, E. Clifton Hoover and Benno Fischer. mark for My Articles similar articles
Investment Advisor
January 2007
Kathleen M. McBride
Risks & Rewards An obsession with managing risk has resulted in lower volatility and decades of solid returns for Charles Royce's $3.8 billion Pennsylvania Mutual Fund. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 17, 2006
Tim Beyers
Better Know a Stock Picker Up this week is small-cap superstar Chuck Akre and his FBR Small Cap fund. mark for My Articles similar articles
The Motley Fool
July 9, 2004
Jeff Hwang
The Magnitude of Pennsylvania's Slots The new law allowing the installation of up to 61,000 slot machines at 14 sites in that state is interesting for several reasons. So who wins, and how much? mark for My Articles similar articles
Investment Advisor
October 2009
Savita Iyer-Ahrestani
Mutual Fund Spotlight: Firm Foundation Chuck Akre will use the three-legged strategy he used to great effect at FBR Focus for his new eponymous fund. mark for My Articles similar articles
Investment Advisor
May 2006
Kathleen M. McBride
When Smaller Equals Better Perritt MicroCap Opportunities Fund offers micro-cap growth tempered with value discipline. Here's an interview with Michael Corbett, president and lead portfolio manager. 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 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. mark for My Articles similar articles
The Motley Fool
July 27, 2010
Amanda B. Kish
3 Off-the-Radar Small-Cap Gems These quality funds can give your portfolio the exposure it needs. mark for My Articles similar articles
Entrepreneur
October 2006
C.J. Prince
Buyback Bonanza Big companies with excess cash have jumped on the buyback bandwagon and are milking it for all it's worth. Should you do the same? mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
September 2005
Kathleen M. McBride
Bank on It David Ellison of the FBR Small Cap Financial Fund uses a "mathematical hunt and peck" method to find sterling bank stocks. 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 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
December 24, 2009
Todd Wenning
3 Stocks for the Patient Investor Patience and focus are the keys to success. mark for My Articles similar articles
Financial Planning
September 1, 2013
Ilana Polyak
At Hennessy Focus, an Exclusive Strategy Amid ownership shifts, Hennessy Focus is still looking for a few (very few) reasonably priced stocks that it can hold for years. mark for My Articles similar articles
Investment Advisor
May 2008
Kathleen M. McBride
No Mimicry Here An aversion to risk and comfort with a portfolio that doesn't mimic indexes has helped Delafield Fund perform well over the long haul. 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
May 25, 2006
Nathan Slaughter
A Closer Look at Casino Stocks The stock market, much like blackjack, can be an easy way to lose money, particularly when players try their hand without first understanding the rules of basic strategy. For those new to the gaming industry, consider this three-part series a primer for investors on when to stand, when to fold, and when to double down. mark for My Articles similar articles
Financial Planning
May 1, 2008
Craig L. Israelsen
Mega Protection The performance of U.S. stocks in 2007 resembled, to a surprising degree, the performance of stocks in 2000 -- a year widely perceived as a bear market. One big difference, however, was the performance of mega-cap stocks. mark for My Articles similar articles
The Motley Fool
March 23, 2009
Chris Jones
Honey, They Shrunk My Market Cap How deteriorating market capitalizations change portfolio managers' investment universes. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 28, 2009
Dan Caplinger
3 Keys to Avoiding Bad Investments When truly great funds reopen, you should be the first to step up and buy. But not every newly opened fund is great. Before you pick a reopening fund, be sure that it's really the best place for your money. 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.
November 1, 2002
Stan Luxenberg
When Funds Put Up the Velvet Rope For months, advisors looking to invest in a solid small cap fund have been faced with a growing problem: Many of the best ones have been closed to new investors. If there are ways to access a closed fund manager, should you do it? Probably not. 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
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? 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
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. 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
Financial Planning
November 1, 2007
Gene Fama
Small-World Investing Do international stocks really give you higher returns with less risk? mark for My Articles similar articles
The Motley Fool
September 22, 2009
Robert Steyer
Atlantic City Takes a Beating The recession and out-of-state competition continue to hurt casino revenue in Atlantic City. mark for My Articles similar articles
Financial Planning
April 1, 2010
Craig L. Israelsen
Size Matters U.S. equity mutual funds do not mirror the overall domestic stock market. That isn't necessarily bad, it's just the way it is. mark for My Articles similar articles
BusinessWeek
June 12, 2006
Lewis Braham
Try These SmallCaps On For Size Funds little enough for veteran managers to run nimbly come out as winners. mark for My Articles similar articles
The Motley Fool
April 22, 2005
Selena Maranjian
Not Your Father's Mutual Fund Funds have changed a lot -- and not for the better. Select carefully. mark for My Articles similar articles
Financial Planning
February 1, 2005
Israelsen & Farr
Now You See It... Domestic small-cap equity funds, particularly those with a value tilt, are a fundamental component of any well-designed equity portfolio. The trick is finding ones that are for sale. mark for My Articles similar articles
The Motley Fool
February 9, 2007
Jeff Hwang
Gaming Roundup: Charles Barkley Scores The gaming week in review: Las Vegas Sands... WMS Industries... Penn National Gaming...Harrah's... 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 Advisor
September 2009
Raymond Fazzi
A Small Risk Conventional wisdom says small caps are riskier than their large-cap counterparts, but they remain a basic building block in retirement portfolios. mark for My Articles similar articles
The Motley Fool
September 9, 2011
Selena Maranjian
Here's What Chuck Akre Has Been Buying See what the smartest investors have been up to. Chuck Akre founded Akre Capital Management in 1989. This value investor licks his lips during market slumps like these. mark for My Articles similar articles
On Wall Street
September 1, 2011
Elizabeth Wine
Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds. mark for My Articles similar articles
The Motley Fool
May 12, 2004
Rex Moore
The Beauty of ROE It's a simple measure of management effectiveness. Return on equity, or ROE, helps us determine how well management creates value for shareholders. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 21, 2006
Joseph Khattab
A Fool's Gaming Outlook Keep an eye on these casino stocks. Boyd Gaming... Harrah's... Wynn Resorts... etc. mark for My Articles similar articles
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. mark for My Articles similar articles