Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Funds That Have Outperformed In a Rising Rate Environment
By Staff WriterMay 18, 2004 -- With higher interest rates looming, investors may wonder where to turn. Fund Advisor looked at funds that outperformed in 1994, when...
May 01, 2004
How Pimco is Beating the Marketin Bonds... Year-to-Date 1-Year 3-Year 5-Year 10-Year PIMCO Total Return Fund* 2.70%6.20%8.35%7.98%8.19% Style peers 2.314.426.236.176.44 Merrill Lynch corporate & government master index 3.036.037.917.537.63 ...and...
May 01, 2004
Prepare Your Clients for the WorstIt's an ordinary morning and you're on your way to work when the drive-time shock jock is abruptly interrupted by a news bulletin: A commuter...
May 01, 2004
For the Long TermWhen it comes to mutual fund management, Bob Smith's approach could easily be summed up as "Slow and steady wins the race." Disdainful of those...
April 23, 2004
Aaron Dunn of U.S. Global Resources FundS&P Rank: 5 Stars Flourishing On Robust Commodity Prices
April 15, 2004
Fund in Focus: Brandywine FundBill D'Alonzo, lead manager since December 1985 S&P Rank: 2 Stars Experiencing Growth Spurts
April 02, 2004
Glenn Primack of FMI Focus FundModerate Guide to Smaller Caps S&P Rank: 5 Stars March 19, 2004
April 01, 2004
Table 2: Adding International Equities, Bonds, and CashConservative Aggressive Consumer Discretionary 0.9%7.5% Consumer Staples 1.8%7.5% Energy 4.0%2.7% Financials 2.2%15.6% Health Care 1.6%10.9% Industrials 2.0%4.1% Materials 1.8%4.1% Technology 0%13.6% Utilities 3.8%2.0% International...