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The Motley Fool
March 14, 2011
Amanda B. Kish |
More Proof of a Losing Investment Strategy Finding outperformance among actively managed funds.   |
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 |
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 Advisor
April 2004
Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
The Motley Fool
April 9, 2007
Amanda B. Kish |
Are "Excellent" Funds Foolish? Part 3 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. Overseas winners... High-yield winners... |
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. |
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... |
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
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
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
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... |
The Motley Fool
May 7, 2007
Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. |
BusinessWeek
October 28, 2010
Suzanne Woolley |
A 401(k) Funds Popularity Contest A look at which actively managed mutual funds shepherd the most retirement assets, how well they do it, and where they are putting your money. |
The Motley Fool
August 27, 2007
Amanda B. Kish |
The Secret of Chart-Topping Funds Whichever fund family you prefer, keep in mind that firms with the greatest success retaining their investment talent are often equally good at generating above-average returns. Dodge & Cox Stock... American Funds Capital World Growth & Income... etc. |
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. |
The Motley Fool
February 8, 2011
Amanda B. Kish |
Are Emerging Markets in Danger? Time will tell whether the current blip in emerging markets' fortunes is temporary or the start of a more pervasive downward trend. |
Financial Advisor
April 2008
C. & J. Carty |
Capturing Alpha With ETFs An actively managed portfolio of exchange-traded funds can generate risk-adjusted excess returns above those of its individual funds -- a positive alpha. |
The Motley Fool
October 27, 2011
Amanda B. Kish |
Why T. Rowe Price Still Hits the Mark Don't let a down quarter scare you away from these funds. |
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
June 20, 2008
Selena Maranjian |
Make Money Despite Higher Fees A low fee isn't everything. |
The Motley Fool
April 9, 2007
Amanda B. Kish |
Are "Excellent" Funds Foolish? Part 4 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. Intermediate-term bond champs... Second-best bond funds... |
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 Advisor
February 2007
Marla Brill |
Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely. |
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. |
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. |
The Motley Fool
January 20, 2006
Doug Short |
Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth. |
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... |
Registered Rep.
October 1, 2002
Stan Luxenberg |
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them. |
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. |
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. |
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. |
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. |
Financial Advisor
August 2009
Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
The Motley Fool
May 30, 2007
Amanda B. Kish |
All in the Fund Family Whether you choose to go with one fund family or 10 different ones, remember that your most important step is digging beyond the family name for an in-depth look at each individual fund. |
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. |
The Motley Fool
July 6, 2009
Dan Caplinger |
You Shouldn't Have Missed These Winners Since it's impossible to predict with any certainty exactly which category may be tomorrow's big winner, the best strategy for most investors is to own some of everything by owning mutual funds in different categories. |
The Motley Fool
July 19, 2010
Amanda B. Kish |
New Investment Ideas Worth Checking Out Here are some newer fund-related options piquing our interest. |
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. |
The Motley Fool
February 16, 2011
Amanda B. Kish |
A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation. |
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... |
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. |
BusinessWeek
August 4, 2003
Lewis Braham |
Funds That Make the A-List These funds are proving to be stalwarts in a still-iffy market |
Investment Advisor
January 2006
Palash R. Ghosh |
S&P Mutual Fund Sector Focus: Japan Funds Get Imperial Treatment Mutual funds that invest in Japan have blossomed. The average Japan stock fund soared 32.8% in calendar 2005, and registered an average annualized gain of 27.2% over the three-year period. |
The Motley Fool
February 9, 2007
Selena Maranjian |
Growth, Value -- What's the Difference? What, exactly, is a growth stock? Fully 162 of the S&P 500's component stocks -- or 32% of the group -- are classified as both growth and value. This data may be interesting, but it tells us little about the attractiveness of specific stocks. |
The Motley Fool
April 25, 2011
Cindy Johnson |
It's Time to Sell Your Small-Cap Stocks Large-cap valuations are unusually attractive. |
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. |
The Motley Fool
August 17, 2004
Shannon Zimmerman |
Time to Buy? The market downturn this summer has handed smart fund investors a world-class opportunity to go shopping down the equity market's large-cap growth aisle. |
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
June 27, 2007
Amanda B. Kish |
The 5-Minute Fund Test Follow these easy steps to find worthy mutual funds. |
The Motley Fool
July 6, 2006
Buz Livingston |
A Passport for Your Portfolio Add international diversity to your portfolio with a single well-chosen fund. |
