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The Motley Fool February 20, 2008 Selena Maranjian	Good Funds Reopening Here comes a chance to invest in some solid funds that are reopening to investors.
The Motley Fool September 28, 2007 Amanda B. Kish	The Key to Successful Mutual Fund Investing Mutual fund expenses may be one of the best ways to tell whether a fund will outperform or not.
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.
Registered Rep. December 1, 2009 Stan Luxenberg	How to Pick Outperforming Fund Managers This group of managers doesn't disappoint: Morningstar's "fund managers of the year." After winning the award, most managers go on to beat their categories.
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, 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 April 21, 2006 Rick Aristotle Munarriz	Vanguard Slams the Door In what has become a painful trend for investors chasing hot funds, another popular mutual fund is closing the door to new investors. This time it is Vanguard Strategic Equity Fund.
The Motley Fool October 28, 2010 Amanda B. Kish	Award-Winning Investments Our analyst picks the winners.
The Motley Fool September 27, 2007 Selena Maranjian	A Number to Know: 72 Here's one of Wall Street's dirty little secrets. According to Standard & Poor's data cited in Money magazine, 72% of actively managed large-cap funds have failed to beat the stock market over the past five years. How can you find the other 28%?
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.
Financial Planning May 1, 2006 Elizabeth O'Brien	Growth Gains Ground Growth funds beat value funds for the second straight quarter. Has the tide turned for good?
The Motley Fool June 20, 2008 Selena Maranjian	Make Money Despite Higher Fees A low fee isn't everything.
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 September 1, 2006 Elizabeth O'Brien	Waiting for His Comeback Buy-and-hold value investor Bill Nygren, lead manager of the large-cap value funds Oakmark and Oakmark Select, is down, but not out.
The Motley Fool July 31, 2007 Amanda B. Kish	Hooray for Cheaper Funds! The fund industry just got the memo: Expenses matter. How do your fund's expenses measure up? The following chart details the average expense ratio for several different categories of funds.
The Motley Fool May 31, 2007 Amanda B. Kish	The Best Closed Mutual Funds: Part 1 Though closed to new money, these large-cap funds still excel: Dodge & Cox Stock... Vanguard Primecap... Fidelity Contrafund...
The Motley Fool November 29, 2007 Adam J. Wiederman	The Worst Investment Out There Take a look at Shepherd Large Cap Growth Fund, which year to date has impressively outperformed the market, but may have set itself up disastrously for the long term.
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 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 March 14, 2011 Amanda B. Kish	More Proof of a Losing Investment Strategy Finding outperformance among actively managed funds.
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 August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
Registered Rep. March 29, 2011 Diana Britton	Morningstar: Pick Funds that Regard Investors as Partners Fund companies that regard their investors more like partners than "other people's money" are more likely to deliver good risk-adjusted returns and have higher survivorship rates.
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 June 13, 2008 Julie Clarenbach	A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them.
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.
BusinessWeek August 27, 2009 Tara Kalwarski	Time to Take Action? There's a surprisingly strong case to be made for buying into actively managed funds.
Financial Planning February 1, 2007 Elizabeth O'Brien	Goldilocks Economy? Investors wonder if the economy found its sweet spot as the year ended with a strong fourth quarter.
BusinessWeek August 4, 2003 Lewis Braham	Funds That Make the A-List These funds are proving to be stalwarts in a still-iffy market
BusinessWeek June 10, 2010	Big Funds, Small Returns Most of the 10 biggest actively managed stock mutual funds are in the red this year.
BusinessWeek September 27, 2004 Lauren Young	Where to Shop at Vanguard Its actively managed funds have a big cost advantage. And while some of its best are out of reach for prospective investors, there are some worthy portfolios open for a $3,000 minimum.
BusinessWeek January 14, 2010 Lewis Braham	Fund Managers: Betting Their Own Money A Morningstar study shows that funds with manager investment may do better than their peers. But they remain a minority.
The Motley Fool December 22, 2008 Robert Brokamp	Jack Bogle on Warren Buffett and Beating the Market The father of index funds chimes in on picking individual stocks.
Financial Planning August 1, 2006 Craig L. Israelsen	Alpha in the Box The search for Shangri-La pales in comparison to the quest for funds that consistently deliver high alpha. The fundamental question for financial advisors: Does alpha differ across the nine Morningstar style boxes?
The Motley Fool February 29, 2008 Buz Livingston	Vanguard Cuts ETF Fees Again Vanguard continues its cost-cutting ways by reducing fees on four of its exchange-traded funds.
BusinessWeek May 2, 2005 Adrienne Carter	Mutual Funds: Why Fees Still Defy Gravity Investors are seeking answers about why annual fees are assessed when fund company assets have increased. Now regulators want to know, too.
The Motley Fool January 8, 2004 Selena Maranjian	3 Mutual Fund Winners As more and more mutual fund families have been caught up in scandals, it can make an investor wonder whether there are any trustworthy funds out there. Well, there are. Here are three fund families that remain very solid.
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.
The Motley Fool October 29, 2004 Dayana Yochim	Need a Yawner Investment? If you're in the market for a safe little something for your portfolio, buy bonds.
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.
The Motley Fool March 18, 2010 Amanda B. Kish	A Fund Giant's Next Act Vanguard releases a new PR blitz and a new actively managed value fund.
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.
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 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 April 25, 2011 Cindy Johnson	It's Time to Sell Your Small-Cap Stocks Large-cap valuations are unusually attractive.
The Motley Fool May 25, 2010 Amanda B. Kish	Investments With the Best of Both Worlds Choose investments that are winners all the way around. In the spirit of bipartisanship, let's take a quick look at some of the best hybrid, or balanced, mutual funds in the business today.
Financial Planning June 1, 2005 Craig L. Israelsen	Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market.
The Motley Fool June 28, 2011 Amanda B. Kish	Does Your Manager Invest Alongside You? And why that shouldn't be the only question you ask your fund manager.
The Motley Fool August 27, 2008 Selena Maranjian	When Buying an Index Fund Is Stupid Not all index funds are created equal.
Financial Planning January 1, 2007 Craig L. Israelsen	Really Real Returns A new metric, Investor Return, measures how much of a mutual fund's performance gets into investors' pockets.