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Investment Advisor August 2010 Marlene Y. Satter	Morningstar to Rate 529 Plans Morningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within the plans.
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.
Financial Advisor September 2011 Robert Pozen	Performance Analysis And Fund Ratings What goes into the fund investment recommendations that we typically hear.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
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 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 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?
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.
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 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?
Investment Advisor April 2006 Kathleen M. McBride	Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever.
Investment Advisor April 2008 Beth Piskora	Talking Technology Technology stocks were a good holding in 2007. Tech stocks in the S&P 500 index put up an average gain of 15.5% last year, versus only a 3.5% gain for the "500" as a whole. But what will 2008 bring?
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...
Financial Planning December 1, 2011 Ilana Polyak	Gateway to Protection It's still hard to ignore just how fragile the U.S. economy is, with an anemic growth rate and stubbornly high unemployment on top of the hobbled real estate market and troubles in Europe. Yet most fund companies haven't been sitting idly by
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.
Financial Planning June 1, 2009 Richard A. Ferri	Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task.
Financial Planning January 1, 2011 Donald Jay Korn	True Value How did value funds post superior numbers for the trailing 10 years? The short answer is that they held few technology stocks and emerged from the burstng tech bubble with a lead they held through the decade, says Michael Breen, associate director of mutual fund analysis for Morningstar.
BusinessWeek August 27, 2009	Picking Winners All of these actively managed funds get an A for stewardship from Morningstar, thanks to their top-notch management companies and fees that are below-average for their fund category
Financial Planning September 1, 2011 Donald Jay Korn	Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category.
Registered Rep. April 1, 2008 Stan Luxenberg	Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market.
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.
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.
Registered Rep. March 30, 2006 John Churchill	Mutual Fund Performance Overstated, Says Study Actively managed mutual funds have done worse than is generally thought. Those, at least, are the findings of a study released yesterday covering a ten-year period of performance figures reported by Morningstar.
Financial Advisor November 2010	Advisor Emporium News items from investment advisory firms and new fund offerings.
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.
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.
Financial Advisor February 2008 Marla Brill	Bringing Life To An Old Fund A conversation with Margaret Patel, manager of the Evergreen Balanced Fund.
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.
Financial Advisor September 2007 Marla Brill	The Sector Shifter G. Michael Mara, manager of the MFS Sector Rotational Fund, says he practices a more conservative version of sector rotation and believes his strategies and goals are different from those of most investors and many of his competitors.
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.
Financial Advisor February 2007 Marla Brill	Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely.
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.
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.
Registered Rep. March 1, 2006 Stan Luxenberg	The Problem of Success If you overweighted clients' small-cap stock funds exposure a few years back, you're looking like a genius. But what now? Anyone seeking a small-cap choice faces a hard problem: Nearly all the top candidates have been closed.
Financial Advisor September 2005	A Look At Separate Accounts Large Cap Growth: New Century Investment Management... JAG... Large Cap Value: Cascade Investment Counsel... Clear Asset Management... Large Cap Blend: TCW... Harris Investment Management... etc.
Investment Advisor April 2009 Michael S. Fischer	Opportunists The 2009 Separately Managed Account Awards honor seven managers in six categories.
Financial Advisor February 2007 Raymond Fazzi	Surprisingly Few Surprises Investment strategies in the mutual fund market that worked in 2005 more often than not worked out just as well, or even better, in 2006.
Financial Planning January 1, 2007 Donald Jay Korn	Falling Star? Commercial real estate securities went through the roof last year. So will they follow their retail cousins by plunging back to earth in 2007? For planners concerned about investing in pricey real estate securities, diversification is a proven strategy for risk reduction.
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?
Financial Advisor June 2004 Marla Brill	The Cash Conundrum Should fund managers let cash build or stay fully invested at all times?
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.
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.
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.
Financial Planning March 1, 2008	New Products A list of new mutual funds, ETFs, and index funds.
Financial Planning October 1, 2006 Joshua M. Kaplan	Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation.
BusinessWeek May 14, 2009 Aaron Pressman	Allocation Funds Are on the Rise New funds that switch among different asset classes are gaining popularity with investors tired of constant loss.
Financial Advisor April 2004 Jeff Schlegel	Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year.
The Motley Fool March 23, 2009 Chris Jones	Honey, They Shrunk My Market Cap How deteriorating market capitalizations change portfolio managers' investment universes.
Investment Advisor May 2009 Melanie Waddell	Danger & Opportunity: Raising the Bar An interview with Morningstar's Don Phillips, president of fund research, about the renewed importance of research in investing.
BusinessWeek December 20, 2004 Christopher Farrell	The Importance Of Independent Thinkers Why consider concentrated funds for your mix? One study found that more than 80% of concentrated funds beat their more diversified peers in six of the seven domestic equity fund categories. That study measured rolling five-year returns from 1992 through 2003.