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In The Running

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When we look for a mutual fund to profile for the Mutual Fund Spotlight feature in Investment Advisor, we often see other funds in the category that were not spotlighted that month, but may be worth a closer look while considering funds and allocations for clients’ portfolios. For this new Web-exclusive feature, IA will list the other funds that were In the Running.

Generally we first select a fund category, and then look at S&P’s Advisor Insight Web site for fund rankings by total return in that category we’ve targeted: at one-, three- and five-year performance, and sometimes, ten-year performance versus peer group and indexes; hypothetical value of the fund if one had invested five years ago, versus indexes; manager tenure; fees, whether fee-based advisors may buy at NAV for clients; investment minimums; and risk versus peer group.

For the September 2006 Mutual Fund Spotlight we looked for an income fund that had outperformed through the varied markets of the past five years or more. IA profiled the $25.2 billion Franklin Income Fund (FKINX), co-lead managed since 2002 by Edward Perks, SVP of San Mateo-based Franklin Advisors, and since 1957 by Charles B. Johnson, chairman of Franklin Resources. Read the full transcript of that interview here.

This month funds that were also In the Running were:

  • Legg Mason Partners Capital & Income/A SOPAXZ
  • James Balanced Golden Rainbow Fund GLRBX