Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Overseas, It Pays To Be Small
By Staff WriterIn a lackluster year for foreign equities, small-cap stocks have outperformed. Year-to-date through July 5, the MSCI EAFE Small-Cap Index rose 10.9%, while the broader...
July 06, 2004
Bob Fetch and Howard Hansen of Lord Abbett All Value FundQuick Take: Lord Abbett All Value Fund/A (LDFVX), a multi-cap portfolio, is designed to be a core product generating returns across the market capitalization spectrum....
July 01, 2004
Bargain HunterJohn Buckingham didn't start out with the goal of becoming a money manager. He was just a college kid who took a part-time job with...
June 23, 2004
Paul Danes and Caroline Rains of Victory Diversified Stock FundQuick 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 17, 2004
Rodney Hathaway of Heartland Value Plus FundQuick Take: The managers of Heartland Value Plus Fund (HRVIX) like stocks that aren't covered by Wall Street analysts or only have sell recommendations. A...
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...