Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Rodney Hathaway of Heartland Value Plus Fund
By Staff WriterQuick 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...
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
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...
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...
April 23, 2004
Aaron Dunn of U.S. Global Resources FundS&P Rank: 5 Stars Flourishing On Robust Commodity Prices