On 5th Anniversary of FPA’s Win on ‘Merrill Rule,’ Fight Continues
Lawsuit whose victory surprised and delighted many changed the conversation in Washington while industry still awaits shape of a final fiduciary rule.
Tech Time Again?
When the Internet bubble popped, technology funds collapsed. During the three years ending in February 2003, the average fund in the category lost 79.7 percent,...
RiverSource catches the tailwinds of undervalued industrial and energy stocks-and then holds on tig
When credit markets came unglued last summer, financial stocks collapsed. That was bad news for large value funds, which traditionally hold big stakes in banks...
It is hardly surprising that even in the recent market turmoil, convertible securities proved resilient. During the 12 months ending in February, convertible funds returned...
Playing It Safe
When the markets began tumbling in the fall of 2007, investors were hard pressed to find secure assets. During the 12 months ending in January,...
Getting the Max Out of Munis
As concerns about mortgage defaults mounted last summer, investors grabbed super-safe Treasuries and avoided bonds that posed more risks. Besides getting rid of shaky, high-yield...
When Size Matters
When markets began slipping in 2000, large-growth shares fell out of favor. For seven years, investors shunned growth names and embraced value stocks. Then, with...
Beginning in 2000, growth stocks suffered a seven-year drought. During that period, mid-cap growth funds returned 0.1 percent annually-- lagging mid-cap value by more than...
South of the Border
Latin American funds have recorded an extraordinary run. During the three years ending in August, the funds returned 52.6 percent annually--topping all other categories tracked...
Against the Grain
In July, multisector bond funds struggled, losing a percentage point. The trouble stemmed from concerns about subprime loans and a sluggish economy. Worried about defaults,...