Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
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...
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...
May 05, 2004
Excellence in Fund Management: Daniel Boone IIIS&P Rank: 5 Stars Good Citizenship Wins Admirers
May 05, 2004
Fund in Focus: Evergreen Strategic Growth FundJay Zelko, co-manager since April 2000 S&P Rank: Not Ranked. Best Expectations
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...