Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
Bonds Weather The Storm
By Staff WriterHigh-Quality Bond Funds -- Year-End 2005 Review and Outlook
January 01, 2006
Latin Funds Soar NorthwardInvesting in Latin American stocks has been very lucrative the past few years. The continent offers immense commodities and natural resources, a cheap labor force,...
January 01, 2006
Catching Up With . . . Don QuigleyDon Quigley describes his Julius Baer Total Return Bond Fund (BJBGX) as a "core-plus" fund, with the core being its U.S. bonds, while the "plus"...
January 01, 2006
Boxes Are Not ClassesIn the September 2005 Investment Advisor, we showed that investing constrained by characteristics (value-growth and market capitalization) costs investors almost 300 basis points per year...
January 01, 2006
About The ManagerVery few portfolio managers have run a mutual fund for as long as James Stratton. In 1972, he founded the Stratton Growth Fund and Stratton...
January 01, 2006
Many Happy ReturnsHeading into the next quarter-century of Investment Advisor, we wondered if there were any diversified equities funds that have been managed for 25 years or...
January 01, 2006
Far From FossilizedThe offices of Advisors Capital Management may be liberally sprinkled with dinosaur bones, shark's teeth, ammonites, orthoceras, and other specimens from Chuck Lieberman's collection of...
December 19, 2005
Tremont Index Up in NovemberNEW YORK (HedgeWorld.com)--More proof that October's poor returns were a blip on the hedge fund radar arrived [on December 15] when Credit Suisse First Boston/Tremont released figures showing its hedge fund index was up 1.48% in November, totally reversing October's 1.46% loss. Emerging markets and long/short equity managers led the...