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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
January 19, 2012
Amanda B. Kish
2 Undiscovered Large-Cap Investments Get the scoop on two funds that have flown under investors' radar: Buffalo Growth... LKCM Equity... 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
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
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
The Motley Fool
May 31, 2007
Amanda B. Kish
The Best Closed Mutual Funds: Part 2 You might still have a shot at these superior small-cap funds: Royce Premier... Rainier Small/Mid Cap... American Century Small-Cap Value... 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
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. mark for My Articles similar articles
The Motley Fool
May 31, 2007
Amanda B. Kish
The Best Closed Mutual Funds: Part 3 These international funds still shine, even after closing their doors: Julius Baer International Equity... William Blair International Growth... Boston Company International Equity... etc. 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
The Motley Fool
October 31, 2011
Brian D. Pacampara
4-Star ETFs Poised to Pop: Vanguard Small-Cap Market-trouncing returns could be written in this four-star. 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 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
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
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
On Wall Street
June 1, 2009
Gwen Moran
Are Small Caps a Safe Bet? Many may not be well-known or particularly exciting, but small-cap stocks are increasingly getting respect as the way to enjoy big returns and capitalizing on market trends. mark for My Articles similar articles
The Motley Fool
April 24, 2007
Amanda B. Kish
Columbia Acorn Goes Nuts This fund is as sturdy as an oak. Long-time lead portfolio manager Charles McQuaid has served as skipper of the fund since 1978, and is assisted by co-portfolio manager Robert Mohn, who has been on board since 2003. mark for My Articles similar articles
The Motley Fool
August 5, 2010
Amanda B. Kish
Low-Barrier Investments You Can Buy Today Mutual funds for those with minimal cash. 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
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
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
The Motley Fool
February 2, 2011
Amanda B. Kish
Get Into These Investments While You Can Rising asset levels will nudge many hot-performing small-cap funds to close their doors this year. So if you want in on some terrific funds take action sooner rather than later. mark for My Articles similar articles
The Motley Fool
April 28, 2008
Zoe Van Schyndel
Good Things Come in Small Packages Micro-cap funds add diversification and potentially high returns to your portfolio. mark for My Articles similar articles
The Motley Fool
December 23, 2009
Amanda B. Kish
Royce's New Market Sweet Spot Small-cap investing experts Royce & Associates recently announced that they will launch their first mid-cap fund, but the move is not too much of a stretch. mark for My Articles similar articles
The Motley Fool
June 27, 2007
Amanda B. Kish
The 5-Minute Fund Test Follow these easy steps to find worthy mutual funds. mark for My Articles similar articles
The Motley Fool
October 27, 2005
Nathan Slaughter
Halloween Trick: APEX Mid-Cap Growth Fund This fund will have shareholders running for their lives: Only five of the top 25 holdings have managed to avoid a loss, and the fund overall has plummeted 23% on the year. 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
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. mark for My Articles similar articles
Entrepreneur
July 2005
Dian Vujovich
The Small Time Investing in small-cap funds can pay off big. mark for My Articles similar articles
The Motley Fool
September 21, 2007
Amanda B. Kish
Do Top Fund Managers Measure Up?: Part 2 A look at a few of Barron's top fund picks: The Boston Company International Small-Cap Fund... Perritt Micro-Cap Opportunities... Fidelity Leveraged Company Stock... Legg Mason Opportunity... mark for My Articles similar articles
The Motley Fool
August 20, 2009
Dan Caplinger
Find Small-Cap Winners the Simple Way Picking a good small-cap ETF makes it easy to broaden your portfolio and improve its long-term returns. Which of these four ETFs has the secret to top returns? 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
October 28, 2010
Amanda B. Kish
Award-Winning Investments Our analyst picks the winners. 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
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
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 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
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
The Motley Fool
December 15, 2009
Dan Caplinger
Simple Ways to Win With Small Caps Put together a great set of investments in just a few steps by using exchange traded funds. mark for My Articles similar articles
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). 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
The Motley Fool
August 30, 2007
Tim Beyers
Better Know a Stock Picker Meet Greg McCrickard, who has run T. Rowe Price's Small-Cap Stock fund for 15 years. McCrickard's eye for bargains has led the fund to crush the Russell 2000 during his leadership. mark for My Articles similar articles
The Motley Fool
August 24, 2009
Adam J. Wiederman
You'd Be Stupid to Buy These Stocks Or would you? There are two ways you can profit from the rush to penny stocks. 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
December 13, 2006
Bill Barker
70 Times Better Than the Next Microsoft There are thousands of small-cap value plays that might not carry the wallop of a potential Microsoft over the short term, but over many decades, and taken as a group -- wow! mark for My Articles similar articles
Financial Advisor
July 2009
James Picerno
Small-Cap Value Is Beautiful Again Small firms trading at low multiples are especially vulnerable these days. That's why they're so appealing. 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
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. 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