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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.   |
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. |
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
June 10, 2010
Bhaktavatsalam & Condon |
Stock Funds Hit a Rough Patch Eight of the 10 biggest U.S. mutual funds are showing lackluster results, with only Fidelity beating benchmarks. |
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
December 11, 2009
Dan Caplinger |
Don't Ignore These Winners in 2010 Overlooking mid-cap stocks can cost you big profits. |
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. |
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 25, 2009
Dan Caplinger |
These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs. |
Financial Planning
March 1, 2007
Craig L. Israelsen |
Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories. |
Financial Planning
June 1, 2013
Laton McCartney |
4 Smart Mutual Fund Strategies The picks that worked as markets raced higher may not be the best choices going forward. As you look ahead, consider these ideas. |
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. |
Financial Planning
February 1, 2012
Craig L. Israelsen |
Mid-Cap's Role Mid-cap U.S. equity is almost always included when advisors and investors assemble diversified portfolios. One way to see if this popularity is justified is to do an in-depth survey of mid-cap funds, and to see how these funds affect portfolio performance. |
The Motley Fool
September 9, 2011
Amanda B. Kish |
How to Make Money With Mutual Funds A lowdown on mutual funds. |
The Motley Fool
March 11, 2010
Amanda B. Kish |
Do You Own This Top-Performing Investment? Mid-cap stocks can give you much better than middling returns. |
BusinessWeek
September 6, 2004
Lewis Braham |
How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it. |
BusinessWeek
June 10, 2010 |
Big Funds, Small Returns Most of the 10 biggest actively managed stock mutual funds are in the red this year. |
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
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
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... |
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
August 28, 2007
Amanda B. Kish |
Two Top-Notch Funds From Vanguard These two actively-managed Vanguard funds earn top marks. Vanguard Capital Value has a contrarian bent, while Vanguard Global Equity takes a global approach. |
Financial Planning
February 1, 2007
Steve Savage |
Short-Term Slumps Many great managers share common traits, including a willingness to own unpopular names, to make decisions based on long-term analysis and to maintain the discipline to ignore painful shorter-term market swings. This ability to ignore painful shorter-term swings is being tested as we speak. |
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. |
The Motley Fool
June 4, 2009
Dan Caplinger |
These Buyers Will Launch Stocks Higher For fund managers who've kept money on the sidelines this year, the pressure's on to get fully invested -- and when those holdouts start buying, they'll likely push stocks even higher. |
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
April 27, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Is what we know about active and passive investing wrong? This just stresses how important it is to take the time to research your funds before you buy -- to make sure you're buying those funds with the best chance of being winners. It can be done! |
The Motley Fool
October 6, 2010
Amanda B. Kish |
More Top Investments for Your Retirement Cover your retirement bases with some familiar fund names: Vanguard 500 Index... State Street Global S&P 500 Index... American Funds EuroPacific Growth... PIMCO Total Return... American Funds Growth Fund of America... |
The Motley Fool
April 24, 2009
Dan Caplinger |
Invest Well or Your Kids Will Blame You Many investors have turned to 529 plans to help with their college savings. Yet the bear market has had a huge impact on these savings vehicles as well. What can you do now? |
BusinessWeek
October 16, 2006 |
Table: Fidelity Funds' Performance Here's a look at how the portfolios of the world's largest mutual fund company have fared against peers and the broader market. |
Financial Advisor
March 2005
Craig L. Israelsen |
Benchmark Checkup Comparing equity mutual fund returns to an index can be very deceiving. |
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 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
June 20, 2008
Selena Maranjian |
Make Money Despite Higher Fees A low fee isn't everything. |
Financial Advisor
March 2007
Alan Lavine |
Values Persist In Mid-Cap Stocks While the market favors the big boys, smaller stocks keep chugging along. |
The Motley Fool
December 17, 2004
Josie Raney |
Vanguard's Newest Fund A third Primecap fund joins the company's lineup. |
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. |
Financial Advisor
July 2011 |
Advisor Emporium Fidelity Launches Advisors' Marketing Program... Vanguard Reduces Investment Minimums... Wells Fargo Provides Consultation Services... etc. |
BusinessWeek
September 9, 2010
Sree Vidya Bhaktavatsalam |
Fund Managers Move in Lockstep Six of the 10 largest U.S. stock funds are almost totally in sync with the market. |
The Motley Fool
January 19, 2007
Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. |
The Motley Fool
March 24, 2005
Josie Raney |
Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk. |
The Motley Fool
June 7, 2011
Amanda B. Kish |
This Cheap Sector Just Got Even Cheaper Information technology offers an opportunity. |
The Motley Fool
October 28, 2010
Amanda B. Kish |
Award-Winning Investments Our analyst picks the winners. |
The Motley Fool
October 27, 2011
Selena Maranjian |
Mutual Funds That Are in the Closet Are No Bargain Make sure you're not severely overpaying for your funds. The problem is closet-indexing, which happens when a fund has too much in common with the S&P 500 index of 500 of America's biggest companies, or with some other index that serves as its benchmark. |
The Motley Fool
June 9, 2009
Dan Caplinger |
Market-Beating Returns Made Simple This twist on the old index fund does well. Equal-weight funds have done quite well compared to traditional index funds over periods of several years. |
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. |
Financial Planning
October 1, 2006
Marshall Eckblad |
New Products Alternatives: Morningstar has launched 529 Suitability Manager... Insurance: AIG American General has introduced Elite Global IUL, and indexed universal life policy... etc. |
The Motley Fool
January 27, 2010
Dan Caplinger |
These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect. |
Financial Planning
May 1, 2008
Craig L. Israelsen |
Mega Protection The performance of U.S. stocks in 2007 resembled, to a surprising degree, the performance of stocks in 2000 -- a year widely perceived as a bear market. One big difference, however, was the performance of mega-cap stocks. |
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. |
