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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. |
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. |
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 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. |
The Motley Fool March 23, 2009 Chris Jones |
Honey, They Shrunk My Market Cap How deteriorating market capitalizations change portfolio managers' investment universes. |
The Motley Fool April 13, 2007 Amanda B. Kish |
The Perfect Mutual Fund Portfolio Owning fewer funds just makes sense. But now the question remains -- exactly how many funds do you need to adequately diversify your portfolio? |
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. |
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 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. |
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. |
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. |
The Motley Fool October 26, 2007 Matt Koppenheffer |
A Tale of Two FBRs With the June IPO of FBR Capital Markets, investors can now get their hands on what's good about FBR without having to expose themselves to the carnage of FBR Group. |
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... |
The Motley Fool April 4, 2008 Brian Richards |
Avoid This Ticker ... for Now Vanguard Small Cap Value is an ETF to avoid for now, although it still may be a winning fund for patient long-term owners. |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
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. |
Investment Advisor May 2007 Kathleen M. McBride |
Opening Day Chuck Akre's FBR Small Cap Fund is once again accepting new business. |
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. |
Investment Advisor September 2009 Mike Patton |
Value Versus Growth Over time, value stocks have outperformed growth stocks and have done so with a lower standard deviation. |
Investment Advisor October 2005 Palash R. Ghosh |
S&P Mutual Fund Sector Focus: Financials Come in All Flavors Financial services stocks have bloomed under a benign climate of historically low interest rates the past few years. Now that the Federal Reserve is committed to raising rates, this asset class may come under pressure as earnings, margins, and credit quality contend with tightening credit. |
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... |
The Motley Fool December 11, 2009 Dan Caplinger |
Don't Ignore These Winners in 2010 Overlooking mid-cap stocks can cost you big profits. |
Financial Planning April 1, 2013 Craig L. Israelsen |
Value vs. Growth: Which Investing Strategy Is Better? How do returns from these two types of equities compare? We test them - and find a real difference in performance. |
BusinessWeek July 15, 2010 Charles Stein |
A Top Manager Gets Back into Banks FBR's David Ellison says the banks that survived the crisis are in a great position to become highly profitable. |
The Motley Fool July 25, 2007 Amanda B. Kish |
2 Stellar Small-Cap Funds These small-cap funds are off the radar, but on the right track. LKCM Small-Cap Equity Fund... TCW Opportunity Fund... |
Entrepreneur November 2006 Dian Vujovich |
Track All-Star Highly ranked small cap shows steady growth. |
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. |
Investment Advisor December 2007 Beth Piskora |
It's a Small World After All Investors are far more likely to turn to mutual funds for international exposure. The average world stock fund has a five-year average annualized return of 19.45%. |
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! |
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 May 20, 2009 Selena Maranjian |
The Market Cap Shortcut An easy way to get a quick handle on a company's valuation. |
The Motley Fool August 31, 2011 Amanda B. Kish |
Don't Give Up On These Investments Here are three exchange-traded funds that are trailing the market this year -- and why you might want to keep them around. |
The Motley Fool March 16, 2009 Rich Smith |
This Just In: Upgrades and Downgrades FBR goes window-shopping at Whole Foods. |
Registered Rep. March 1, 2007 |
60 Seconds...Mark Salzinger An interview about The No-Load Fund Investor's strategy for picking mutual funds. |
The Motley Fool May 27, 2005 Bill Barker |
$40 Billion Small Caps How your "small-cap" fund might own some of the biggest companies in the market. |
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. |
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. |
Financial Advisor October 2005 Raymond Fazzi |
Small Caps Look To Extend Streak Performing like Wall Street's version of The Little Engine That Could, small-cap equities are in a neck-and-neck race to outperform the large-cap sector for the sixth straight year. |
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. |
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 Advisor April 2004 Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
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? |
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. |
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. |
The Motley Fool February 11, 2005 Tom Taulli |
FBR Mortgages Its Future When others are looking to reduce exposure to the mortgage market, FBR is doubling down. |
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. |
The Motley Fool February 22, 2006 Selena Maranjian |
Small Caps Win For many investors, it makes a lot of sense to inject some small-cap companies into their portfolios. |
The Motley Fool June 29, 2009 Rich Smith |
This Just In: Upgrades and Downgrades While everyone else was busy clambering into the bullish bandwagon, analysts at FBR downgraded Dow stalwart Alcoa. |
Registered Rep. December 28, 2010 Stan Luxenberg |
The Rodney Dangerfield Asset Class Mid-cap stocks and funds get no respect. Many investors overweight small and large stocks -- while giving short shrift to mid caps. |
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. |