Arrow Funds' Alternative Plan
Joe Barrato is frustrated with the use (or rather, lack) of alternative investments and hedging strategies in the mutual fund and ETF space.
INCOME & growth
When a client's primary goal is income from their portfolio, there are a number of options to choose from: dividends are popular because of the...
Janus Manager Relinquishes Funds
April 14, 2005 -- Janus Capital Group (JNS) said Karen Reidy will relinquish her portfolio management responsibilities on Janus Balanced Fund (JABAX) and Janus Core...
Sentinel Loses Two Fund Managers
Sept. 21, 2004 -- Mutual fund managers Van Harissis and Scott Brayman have resigned from Sentinel Advisors Co., the asset management firm said. A company spokeswoman...
Dodge & Cox to Close Balanced Fund
Aug. 31, 2004 -- Dodge & Cox will close its $17.3-billion Dodge & Cox Balanced Fund (DODBX) to new investors on September 10. Noting the earlier closure of the Dodge & Cox Stock Fund (DODGX), the company said the flow of assets into the Stock and Balanced funds over the...
Stock Picker Joins Hancock Balanced Fund
S&P Rank: 4 Stars Good Prognoses for Drug Stocks
Dreyfus Founders Balanced Adds Manager
Nov. 27, 2002 -- John Johnson, an analyst with Dreyfus Founders Funds, has been appointed co-manager of Dreyfus Founders Funds:Balanced Fund/A (FRIDX). Johnson this month began...
Van Harissis and David Brownlee of Sentinel Balanc
S&P Rank: 3 Stars Playing Defense