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Financial Advisor September 2006 Marla Brill |
Back In The Spotlight Tax-sensitive funds are gaining new interest from investors.  |
Financial Advisor September 2006 Cohen & Overgard |
Asset Allocation And Investor Goals What investors and financial advisors should know about portfolio construction from the first decade of hedge funds.  |
Financial Advisor September 2006 Marla Brill |
Riding The Value Train Wintergreen Fund's David Winters embraces the unloved and keeps management on its toes.  |
Investment Advisor September 2006 Palash Ghosh |
S&P Mutual Fund Sector Focus: Asia-Pacific Means More Than Japan While most Asia-Pacific mutual funds tend to keep sizable positions in Japan (still the world's second-largest economy), such portfolios can now broadly diversify as the region offers a wide array of investment options.  |
Investment Advisor September 2006 Kathleen M. McBride |
Income & Growth Does an income-producing portfolio have to rule out capital growth? Not necessarily according to Franklin Income Fund co-lead portfolio manager Edward Perks.  |
Financial Planning September 1, 2006 Elizabeth O'Brien |
Waiting for His Comeback Buy-and-hold value investor Bill Nygren, lead manager of the large-cap value funds Oakmark and Oakmark Select, is down, but not out.  |
Financial Planning September 1, 2006 David A. Twibell |
When Neutral Is Good Market-neutral funds seek to minimize market risk while generating equity-like returns.  |
Financial Planning September 1, 2006 Craig L. Israelsen |
Alpha Up and Down If you select mutual funds on the basis of their alpha, you may want to check how consistent those alphas really are.  |
The Motley Fool September 1, 2006 Dan Caplinger |
Build Your Own Mutual Fund Buy the same stocks the best fund managers buy. If you identify a fund manager whose style you like, and whose results have been good, you can look at what investments have contributed the most to the manager's success. There are a few different ways of doing so.  |
The Motley Fool September 1, 2006 Selena Maranjian |
Think You Can't Get Rich in Funds? You can get rich in mutual funds. You just need to find some great ones.  |
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