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Financial Planning August 1, 2011 Donna Mitchell	Safety Plays Municipal bond skeptics take note: The group had one of the best returns in the second quarter.
Financial Planning March 1, 2013 Charles Paikert	Mutual Funds Show a Boom Stock funds soar as grim forecasts prove overly pessimistic.
Registered Rep. January 6, 2011 Diana Britton	Muni Bond Outflows Could Last For Months; Equities Funds Gain in Popularity According to Lipper data, municipal bond mutual funds saw outflows of about $7 billion in November and $7.8 billion for the first four weeks of December.
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?
Registered Rep. September 1, 2011 Diana Britton	Retail Investors Still Risk Averse, Pull Money Out of Equity Mutual Funds Despite an opportunity to buy stocks on the cheap, retail investors still have a risk-averse bias, according to recent fund flows.
Financial Planning August 1, 2006 Elizabeth O'Brien	Uncertainty--and Losses--Mount Volatility shook investors out of their complacency in the second quarter as market gyrations recalled the bear market of 2002. A period of "stable disequilibrium" dampens returns, even in the so-called safe harbors.
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 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 May 1, 2010 Donna Mitchell	Equities Perk Up After a weak January and middling February, the stock market hit its stride in March, lifting most mutual fund sectors into positive territory.
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.
Financial Planning November 1, 2007 Kathy Gevlin	In the Black Overall, third quarter mutual fund numbers were up, despite subprime jitters.
Registered Rep. March 1, 2005	Fun Days for Funds No Kidding The market may have been flat for much of 2004, but it didn't affect investors' enthusiasm for mutual funds.
Financial Planning May 1, 2007 Kathy Gevlin	Choppy Waters The first quarter of 2007 was tumultuous, leaving investors wondering what the waves will bring in next quarter.
Financial Planning February 1, 2005 Kristen French	Last Dash Equity mutual funds staged a comeback in the fourth quarter of 2004, while fixed-income funds marched steadily ahead.
Registered Rep. November 24, 2010 Diana Britton	Stampede Out Of Municipal Bonds Is Temporary; Reversal Ahead Record municipal bond outflows last week represent a short-term blip in the market, some industry sources say.
Financial Planning November 1, 2010 Donna Mitchell	The Rising Tide What a difference three months make. Bouncing back from a second quarter defined by uncertainty and volatility, mutual fund investors believed that the markets were turning a corner-or at least could not get much worse.
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 February 1, 2011 Donna Mitchell	Equities Rising The economic recovery might be a slow and gradual one, as investors are constantly reminded, but mutual funds posted generally strong gains in the fourth quarter of 2010.
Financial Planning November 1, 2012 Laton McCartney	Strength Across the Board: Equity Bond Stock Returns Funds specializing in gold and other precious metals glittered in the third quarter, but many other stock and bond categories also performed exceptionally well.
Financial Planning August 1, 2010 Donna Mitchell	Yield at Any Price? Shocked from the Flash Crash, nervous about the potential fallout from the European sovereign debt crisis and distressed about high unemployment, investors fled equity mutual fund categories and poured their money into fixed income.
Financial Advisor February 2005 Raymond Fazzi	A Late Inning Comeback Forget predictions, trends and momentum. Trying to predict the stock market of 2004 would have been impossible. A fourth-quarter rally saved the year for mutual funds. Even REITs, which some were expecting to run out of steam, finished at the top.
The Motley Fool December 4, 2006 Dan Caplinger	10 Trillion Reasons to Invest Mutual funds keep raking in the money.
Financial Planning February 1, 2012 Donna Mitchell	Optimism Reigns Mutual fund investors were an optimistic bunch in the fourth quarter. They clung to hopes of a U.S. economic recovery, even after enduring lots of bumps and two major shocks that left the S&P 500 up just 5.8% for the quarter, a shadow of the strong 10.8% from the same period a year earlier.
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 November 1, 2006 Kathy Gevlin	Fund Averse The third quarter was better than expected, but investors remain leery of U.S. equity funds.
Financial Planning January 1, 2006 Steve Deutsch	Parallel Universes Allocations to separate accounts and mutual funds are strikingly similar, but advisers should hesitate to make returns-based conclusions, particularly when it comes to separate accounts relative to other investment vehicles.
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.
On Wall Street June 1, 2009 Craig Israelsen	Variable Products, Variable Results The question is: Do the higher costs of variable products cause them to systematically underperform mutual funds?
Financial Advisor September 2010 Bruce W. Fraser	Are Small Caps' Outsized Gains Over? Momentum seems to favor small-cap stocks over their large-cap counterparts.
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 October 2011 Juliette Fairley	Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly.
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 Advisor April 2004 Jeff Schlegel	Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year.
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 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.
Financial Planning February 1, 2006 Bob Hirschfeld	Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year.
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 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.
Financial Planning September 1, 2005 Craig L. Israelsen	Don't Box Me In Is it better to diversify from the four corners of the equity style box or take the middle road? Investment professionals have different recommendations.
Registered Rep. January 27, 2011 Stan Luxenberg	Don't Dump Your Muni Mutual Funds The municipal default rate remains tiny, and yields on high-quality bonds are relatively rich.
The Motley Fool September 11, 2008 Zoe Van Schyndel	Do Fund Ratings Matter? Learn how to pick a winning fund.
Financial Planning September 1, 2013 Craig L. Israelsen	Mutual Funds vs. ETFs: Which Performance Better? When a portfolio of mutual funds vies against a portfolio of ETFs, which one comes out on top?
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 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.
Registered Rep. January 26, 2011 Diana Britton	Pimco Moves Into New Territory, Again Pimco is launching a new fund line in equities. The bond fund giant tried to make the same move a decade ago -- and failed. Will it succeed this time?
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 July 15, 2008 Dan Caplinger	Has the "Dumb Money" Finally Gotten Smart? Mutual fund money is headed everywhere but into cheap U.S. stocks.
The Motley Fool December 6, 2011 Dan Caplinger	4 Investments That Everybody Loves The crowd is jumping into some asset classes over others. Should you jump into these?: Gold... Corporate Bonds... Mid-cap U.S. Stocks... Small-Cap U.S. Growth Stocks...
Registered Rep. February 1, 2011 Diana Britton	American Funds: A Victim of Its Own Success? The mutual fund giant's fortunes seem to have turned, with sizeable outflows.
Registered Rep. March 1, 2003 Stan Luxenburg	Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance).