Economy & Markets
The important economic and stock market news that advisors need to know.
Paul Danes and Caroline Rains of Victory Diversified Stock Fund
By Staff WriterQuick Take: Victory Diversified Stock Fund/A (SRVEX) uncharacteristically lagged its peers earlier this year. The $1.4 billion fund was down 1.5% through the end of...
June 15, 2004
Rockwood Adds High-Limit Disability CoverageNU Online News Service, June 15, 2004, 4:22 p.m. EDT -- Rockwood Programs Inc., Wilmington, Del., has introduced a disability insurance program aimed at ...
June 11, 2004
Bonnel Growth Fund Changes Name, ManagerJune 8, 2004 -- U.S. Global Investors Inc. (GROW) said the US Global Accolade Fds:Bonnel Growth (ACBGX) is now managed by a team led by...
June 01, 2004
Finding the Right Dividend FundMay 28, 2004 -- Advisers wishing to capitalize on the recently enacted dividend tax cut may be in for some unanticipated headaches. Since Congress reduced...
June 01, 2004
Emerging Market Funds Sector LeadersFund Stars Total Return Standard Deviation Exp. Ratio Max 12(b)1 Max Front-End Load One-year annualized Quant Emerg Markets/Ord QFFOX574.80%20.86%2.29%0.50%0.00% Delaware Pooled:Emerg Mkt DPEMX567.8418.681.230.000.00 Van Eck:Emerging Mks/A GBFAX163.7821.032.000.505.75 Pictet Global Emerg...
June 01, 2004
On The Road, And In PrintWhen they're not sharing their pearls of wisdom in print with IA readers, our columnists still find plenty of ways to keep busy. Larry Chambers was...
June 01, 2004
Debunking Myths About ARMsWhile the number of home buyers using adjustable rate mortgages (ARMs) has increased to 35% from 14% a year ago, according to the latest figures...
May 20, 2004
Funds That Have Outperformed In a Rising Rate EnvironmentMay 18, 2004 -- With higher interest rates looming, investors may wonder where to turn. Fund Advisor looked at funds that outperformed in 1994, when...