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BusinessWeek January 23, 2006 Lauren Young	Funds: The Easy Way To Find The Best This Mutual Fund Scoreboard turns up funds you might never have heard of otherwise.
BusinessWeek January 22, 2007 Lauren Young	Meet The Funds That Perform Taking the guesswork out of picking mutual funds.
BusinessWeek January 23, 2006 Lauren Young	How Do Your Picks Compare? How to customize the Mutual Fund Scoreboard to sort by what's most important to you.
Financial Planning March 1, 2005 Kristen French	Betting on Homebuilders Manager of Alpine U.S. Real Estate Equity fund Sam Lieber's move into the shares of companies like homebuilder Washington Homes has proved prescient.
BusinessWeek January 24, 2005	Searching for "Emerging Quality" Goldman Sachs Mid-Cap Value's Eileen Rominger focuses on cheaply priced stocks with potential for positive change.
BusinessWeek January 24, 2005	"We Know What We Own" ABN AMRO's Thyra Zerhusen, who has guided her Mid Cap Fund to strong returns, discusses the advantages of a concentrated portfolio.
BusinessWeek March 20, 2006 Lewis Braham	Is Your Manager Earning His Keep? One way to evaluate your fund manager is to benchmark him against himself.
BusinessWeek January 31, 2005 Lewis Braham	Is Your Bond Fund Reliable? Here's help for finding solid bond fund performers.
Financial Advisor March 2005 Dorothy Hinchcliff	A New Investment Frontier For financial advisors, international commercial real estate may be another way to diversity portfolios. REITs will broaden the shareholder base in global real estate and make it easier for smaller players to invest.
Registered Rep. November 1, 2005 Stan Luxenberg	Alpha Dogs To protect clients, financial advisors should consider mutual funds with steady results and strong risk-adjusted returns. Sounds obvious, right? But doing so may mean taking a pass on a fund with gaudy returns. Big returns often equate big risks.
Investment Advisor August 2005 Angelina Dance	S&P Mutual Fund Sector Focus: Small-Cap Growth Still Packing a Punch Growth investing, particularly in the small-cap sector, has traditionally been considered a high-risk approach, yet in the past several years has proven to be rewarding.
Real Estate Portfolio Jan/Feb 2005	2005 Investor Outlook A panel of leading REIT investors offered cautious optimism on the near-term health of the real estate market and little doubt about the long-term value of REIT investing.
Financial Planning December 1, 2005 Donald Jay Korn	Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners.
Investment Advisor January 2006 Kathleen M. McBride	Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional.
BusinessWeek March 6, 2006 Lauren Young	Funds That Play The Field All-cap funds have their pick of equities, and are beating more focused peers.
Investment Advisor April 2006 Kathleen M. McBride	Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever.
Financial Planning May 1, 2005 Donald Jay Korn	Passive Investing Financial planners interested in passive real estate funds can choose from a broad array, from straightforward index mutual funds to ETFs to enhanced index funds.
National Real Estate Investor April 1, 2006 Jennifer Popovec	Leaving Their Comfort Zone Enticed by commercial real estate's healthy returns over the past several years, institutional investors continue to plow increasing sums of capital into an assortment of property markets, but with a new international twist.
Financial Planning August 1, 2005 Ilana Polyak	Fund Manager Profile: Middle Manager Thyra Zerhusen seeks unloved stocks in the mid-cap sector for her ABN Amro fund.
BusinessWeek September 12, 2005 Lewis Braham	Building A Focused Fund Of Your Own Portfolios of under 50 stocks have outrun the market with less risk. Here's how they do it.
Financial Planning May 1, 2006 Elizabeth O'Brien	Fund Manager Profile: Shawn Be Nimble Touchstone Large Cap Growth keeps beating its peers and the S&P by using a flexible model and filtering through many fundamental factors.
Investment Advisor January 2006 Kathleen M. McBride	Many Happy Returns Stratton Growth Fund has displayed a disciplined approach to all-cap value investing that has outperformed for decades.
Real Estate Portfolio May/Jun 2005	The State of REITs REITs have outperformed over both the short and long terms amidst a variety of market fundamentals. Here, 18 REIT professionals give their unique perspectives on the future of the REIT market.
Registered Rep. November 1, 2005 Stan Luxenberg	The Worthy Tired of lackluster performance, investors have been ignoring large-cap domestic funds. Instead, foreign funds are all the rage. But, there are still good reasons for many investors to consider active large-cap managers.
National Real Estate Investor October 1, 2005 Matt Hudgins	REIT Values: In the Eye of the Beholder? This year, REIT shares are showing signs of vulnerability. While they continue to outperform broad indices such as the S&P 500, they have begun to fluctuate, suffering a 9% loss in August when investors became jittery over a drop in bond prices.
Registered Rep. March 1, 2006 Stan Luxenberg	The Problem of Success If you overweighted clients' small-cap stock funds exposure a few years back, you're looking like a genius. But what now? Anyone seeking a small-cap choice faces a hard problem: Nearly all the top candidates have been closed.
Registered Rep. May 1, 2006 Stan Luxenberg	Growth or Value? While your clients may still have bad memories about aggressive funds, you must remind them that they should consider aggressive choices and that the right funds can provide important diversification and actually help them find the sweet spot on the efficient frontier.
Financial Planning March 1, 2006 Craig L. Israelsen	Hidden Measures How did U.S. stocks perform versus U.S. equity mutual funds last year? The market-cap bias in measuring stock returns tends to obscure the true return picture.
The Motley Fool March 24, 2005 Nathan Slaughter	Mutual Fund Meltdown Have you assembled your funds in a carefully orchestrated portfolio or in a haphazard collection? Collecting mutual funds is not a safe pastime. It's a financial disaster waiting to happen.
BusinessWeek October 10, 2005 Lewis Braham	The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds.
BusinessWeek October 17, 2005 Anne Tergesen	Finding Fertile Ground Overseas Investors can use international real estate to diversify their holdings.
The Motley Fool January 20, 2006 Doug Short	Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth.
Financial Advisor May 2005 Raymond Fazzi	Is Real Estate For Real? The questions being whispered on Wall Street ask if real estate values have gone too far out of sight after five years of serving as a "safe" refuge for investors battered by the volatile equity market.
BusinessWeek January 31, 2005	This High-Yield Fund Skirts Risk Alex Lock's strategy at Westcore Flexible Income is to look for "solid, stable companies that offer attractive yields over the long-term."
Financial Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
Financial Advisor April 2004 Jeff Schlegel	Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year.
BusinessWeek August 1, 2005 Lauren Young	A Green Light For Blue-Chip Funds Returns have been off lately, but funds investing in big-cap stocks are set to rebound.
Financial Planning April 1, 2006 Susan B. Weiner	The Middle Ground Mid-cap stocks have yet to command as much respect from advisers and investors as their small- and large-cap peers. Now mid-cap stocks find themselves in an unusual place -- the spotlight -- after a strong showing in 2005.
Financial Advisor May 2006 Raymond Fazzi	REITs Strut Their Teflon Stuff Real estate investment trusts' resiliency reveals investors' broadening view of the asset class.
Registered Rep. August 16, 2005 Kevin Burke	Reporter's Notebook: Expert Stockpickers Sound Off Sam Lieber, CEO of Alpine Management & Research: predicts that there is no real estate bubble... David Williams, managing director, head of value investing at U.S. Trust: bullish on the market citing low interest rates, strong earnings... etc.
Registered Rep. January 1, 2006 Stan Luxenberg	Housewarming Come April, Merrill Lynch will remove its famous name from the brokerage's own funds to relaunch them under a new (as yet to be determined) name to compete on their own. But all the major wirehouses have struggled to sell their proprietary mutual funds.
Investment Advisor April 2006 Kathleen M. McBride	Best of Breed The 2006 Separately Managed Accounts Awards recognize excellence in products and managers. Small Cap: Riverbridge Partners, Small Cap Growth... Tax Efficiency: KCM Investment Advisors, Large-Cap GARP Equity... etc.
Financial Planning January 1, 2011 Donald Jay Korn	True Value How did value funds post superior numbers for the trailing 10 years? The short answer is that they held few technology stocks and emerged from the burstng tech bubble with a lead they held through the decade, says Michael Breen, associate director of mutual fund analysis for Morningstar.
Investment Advisor August 2010 Marlene Y. Satter	Morningstar to Rate 529 Plans Morningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within the plans.
Financial Advisor January 2006 Marla Brill	Bold Bets Fund managers who run concentrated portfolios offer a refreshing departure from the increasingly popular practice of far-reaching, benchmark-centric investing.
Investment Advisor June 2006 Kathleen M. McBride	Location, Location, Location Ken Heebner's broader definition of real estate can mean opportunity for investors.
Financial Planning February 1, 2005 Israelsen & Farr	Now You See It... Domestic small-cap equity funds, particularly those with a value tilt, are a fundamental component of any well-designed equity portfolio. The trick is finding ones that are for sale.
Real Estate Portfolio Mar/Apr 2005 Phil Britt	Mutual Admiration Real estate mutual funds exceeded expectations in 2004. Industry professionals make predictions about the overall real estate market, real estate sectors, and REIT returns for 2005.
The Motley Fool March 6, 2006 Joseph Khattab	Invest Well, Sleep Well Your portfolio shouldn't keep you up at night. It is possible to beat the market with low-risk stocks.
Investment Advisor March 2006 Kathleen M. McBride	Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager.