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 MAY 21, 2003 Money Funds: Moving to the Red Zone? If rates go any lower, standard fees may begin to eat up gains this year. Money-market managers could waive fees -- but only for a while  APRIL 1, 2003 Everyone's a Stock-Picker Ken Kam had a neat idea: Build a portfolio around the picks of the most gifted amateurs who visit his Web site. So far, it seems to be working FEBRUARY 11, 2003 Can This Value Fund Shed Its Volatility? Gabelli Blue Chip Value's Barbara Marcin admits her early bets on an upswing were ill-timed, but she's trying again -- and so far so good JANUARY 30, 2003 The New Rule That Has Funds Fuming The SEC now requires that mutual funds disclose their proxy votes. Despite the grumbling, it's a victory for stronger corporate governance NOVEMBER 13, 2002 Mutual Funds: Beaten but Not Busted Despite the billions that have been withdrawn in 2002, the money came out orderly -- and represented a bare 3% of the total OCTOBER 24, 2002 Inside The Great Mutual Fund Trap In their provocative new book, two U.S. Treasury veterans use exhaustive research to challenge the concept of managed funds OCTOBER 14, 2002 Funds: September Caps a Horrid Quarter The only winners among equities were bear funds, of course, and precious metals, barely OCTOBER 7, 2002 Where Driehaus Funds Hunt for Growth This family achieved stellar results during the good times. Now, niche plays and forays abroad are the order of the day SEPTEMBER 10, 2002 This Bond Fund Beats the Band TIAA-CREF Bond Plus Fund outshines nearly all of its peers. Here's how manager Lisa Black has built a long-term winner AUGUST 15, 2002 Hedged Bets, Small Players, Bigger Risk Some of the big-buck hedge funds' strategies are now available to the average investor. Tempted? Remember, there are no guarantees JULY 31, 2002 A Safer House in Real Estate Funds They've performed better than stocks the past two years, and a recent pullback could give rattled investors an opening JULY 12, 2002 Is the Market Ready to Cry Uncle? Some analysts say the very recent near-record rush of mutual-fund withdrawals could be a sign that the bottom is near JUNE 19, 2002 "Stop Worrying, and Start Buying" Value-fund manager Robert Olstein thrives by spotting strong companies in battered industries and getting in early, like now JUNE 6, 2002 Are Sector Hoppers Worth Jumping Into? Funds that seek gains by constantly switching to the best-performing industries are gaining adherents MAY 22, 2002 A Way to Tap an Overseas Surge Fund investors looking to get some healthy exposure to foreign markets are flocking to Oakmark International MAY 8, 2002 When a Risk-Reducing Scheme Backfires Choice Long-Short Fund's sophisticated strategy went wrong by going long on shares that sank and shorting those that rose APRIL 23, 2002 Gold Funds Soar, but Investors Snore Are the often-burned gold bugs finally learning to temper their usually ill-timed ardor for precious metals? APRIL 2, 2002 Getting Back into Growth Funds They took a beating over the past two years, but should bounce back big as the economy recovers MARCH 5, 2002 A Fund with a Four-Corner Strategy Veteran Matt Sadler is using a quartet of key concepts -- one that could be rather interesting -- as the pillars of his new Quintara Funds FEBRUARY 21, 2002 A Whole New World of Tempting Plays Investors have spent four years ignoring emerging markets. Pioneer Investments' Mark Madden thinks the time is ripe to take another look FEBRUARY 5, 2002 Going Where the Big Guys Don't Stocks that Wall Street's giants ignore have been big winners for FMI Focus Fund. Now, manager Rick Lane likes cyclicals JANUARY 15, 2002 Jensen Fund: The Importance of Being Picky Rigorous screening criteria and commitment to long-term growth helped it avoid the 2001 wipeout that swept its competitors JANUARY 2, 2002 A Fund That Rides the Cycles PIMCO Renaissance's John Schneider keeps his eye out for cyclical companies that look ready to move toward the upside DECEMBER 18, 2001 Do-Gooders Doing Well in a Downturn Two socially responsible Parnassus funds are stockpiling cash until the economy improves but still turning in above-average returns DECEMBER 4, 2001 A Quiet Fund That Speaks Loudly Purisima Total Return's Kenneth Fisher says he doesn't focus his efforts on it. You'd never know it by looking at the results NOVEMBER 20, 2001 Eaton Vance's Healthy Fund Formula Its Worldwide Health Sciences Fund has concocted a winning elixir by combining smart biotech and pharmaceutical buys NOVEMBER 7, 2001 Putting a Price on Value Always upbeat about beaten-down stocks, Ariel Appreciation Fund's Eric McKissack has been very busy of late. Here are some of his favorites OCTOBER 24, 2001 A Standout Stuck in the Shadows It's not the most popular fund, but Scudder's High-Yield Tax Free puts up the one number that counts the most -- total return OCTOBER 9, 2001 Peter Trapp's Bear Repellant For Needham Growth's fund manager, flexibility and shrewd picks have helped him stave off the worst of the carnage SEPTEMBER 25, 2001 Will Midcaps Lead the Way? Brian Ferguson, of the Dreyfus Midcap Value fund, thinks so, arguing that Wall Street's recent drop is the prelude to some tidy profits SEPTEMBER 11, 2001 The Vindication of Value In American Century's growth-oriented shop, Phil Davidson's is the quiet voice of dissent. His numbers, however, speak for themselves AUGUST 27, 2001 Counting on Another Tech Tumble Daniel Szemis of the Merrill Lynch Small-Cap Value fund is hoarding cash in anticipation of a fall sell-off JULY 30, 2001 Reeling in Consistent Gains Under the guidance of avid angler David Wallack, T. Rowe Price Mid-Cap Value fund is continuing its tradition of patient investing and solid returns JULY 18, 2001 Caution Is Key in a World of Opportunities Tweedy, Browne Global Value's currency hedges illustrate the fund's risk-wary style. Impressive returns testify to astute research JULY 3, 2001 Anything but a Hit-and-Miss Approach Armada Small Cap Value's Dan Bandi sticks to the rules he learned playing golf: Long shots don't pay, but a steady hand carries the day JUNE 18, 2001 A Value Fund by Any Other Name Don't let the moniker fool you: The Thompson Plumb Growth Fund is serious about value investing JUNE 5, 2001 Kicking the Tires with Ronald Muhlenkamp The mutual-fund manager has rewarded investors with average annual returns of 12.5% over the last three years. Here's how he does it MAY 15, 2001 Off the Beaten Path with Third Avenue Forget diversification, says fund manager Martin Whitman, who has turned that and other unconventional views into a winning formula APRIL 24, 2001 Old Hands Make Wise Moves Dodge & Cox Funds are successfully navigating a swirling market, thanks to some experienced staffers APRIL 10, 2001 The Apostle of Investing Mark Mulholland started his small fund, Matthew 25, with inspiration from the Bible. Now he runs it by the Gospel According to Warren MARCH 27, 2001 A Fund That Does Whatever Works The Leuthold Core Fund has a focus that's hard to pin down -- with returns that are hard to match FEBRUARY 28, 2001 A Mutual Fund That Hedges All Its Bets Calamos Market Neutral has racked up impressive returns by taking two positions -- long and short -- for each of its investments JANUARY 31, 2001 Fun and Games -- and Profits Paying attention to how Americans spend their free time has earned Mark Greenberg's Invesco Leisure fund top marks JANUARY 4, 2001 Tech Is Still Where the Buffalo Fund Roams While Tom Laming's Kansas-based mutual fund can thank pharmaceuticals for helping it weather the market downturn, his faith in technology stocks remains undiminished Mutual Fund Maven Archive | |
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