Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
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...
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...
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...
April 23, 2004
Aaron Dunn of U.S. Global Resources FundS&P Rank: 5 Stars Flourishing On Robust Commodity Prices
April 15, 2004
Fund in Focus: Brandywine FundBill D'Alonzo, lead manager since December 1985 S&P Rank: 2 Stars Experiencing Growth Spurts
April 02, 2004
Glenn Primack of FMI Focus FundModerate Guide to Smaller Caps S&P Rank: 5 Stars March 19, 2004
April 01, 2004
Table 2: Adding International Equities, Bonds, and CashConservative Aggressive Consumer Discretionary 0.9%7.5% Consumer Staples 1.8%7.5% Energy 4.0%2.7% Financials 2.2%15.6% Health Care 1.6%10.9% Industrials 2.0%4.1% Materials 1.8%4.1% Technology 0%13.6% Utilities 3.8%2.0% International...
March 24, 2004
Jamie England of Meridian Value FundS&P Rank: 4 Stars March 11, 2004 Despite Manager Change, This Fund Still Looks for Trouble
March 16, 2004
Matthew Fahey of Marshall Mid-Cap Value FundS&P Rank: 4 Stars Feb. 26, 2004 Buying When The Street Says "Sell"