Economy & Markets
The important economic and stock market news that advisors need to know.
June 23, 2004
Paul Danes and Caroline Rains of Victory Diversified Stock FundQuick Take: Victory Diversified Stock Fund/A (SRVEX) uncharacteristically lagged its peers earlier this year. The $1.4 billion fund was down 1.5% through the end of...
June 17, 2004
Optima Starts Emerging Markets FundNEW YORK (HedgeWorld.com)--Optima Fund Management LLC expects to launch a dedicated emerging markets fund of funds July 1. The portfolio will consist of managers who...
June 17, 2004
Rodney Hathaway of Heartland Value Plus FundQuick 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...
June 15, 2004
Rockwood Adds High-Limit Disability CoverageNU Online News Service, June 15, 2004, 4:22 p.m. EDT -- Rockwood Programs Inc., Wilmington, Del., has introduced a disability insurance program aimed at ...
June 11, 2004
Bonnel Growth Fund Changes Name, ManagerJune 8, 2004 -- U.S. Global Investors Inc. (GROW) said the US Global Accolade Fds:Bonnel Growth (ACBGX) is now managed by a team led by...
June 01, 2004
Finding the Right Dividend FundMay 28, 2004 -- Advisers wishing to capitalize on the recently enacted dividend tax cut may be in for some unanticipated headaches. Since Congress reduced...
June 01, 2004
Emerging Market Funds Sector LeadersFund Stars Total Return Standard Deviation Exp. Ratio Max 12(b)1 Max Front-End Load One-year annualized Quant Emerg Markets/Ord QFFOX574.80%20.86%2.29%0.50%0.00% Delaware Pooled:Emerg Mkt DPEMX567.8418.681.230.000.00 Van Eck:Emerging Mks/A GBFAX163.7821.032.000.505.75 Pictet Global Emerg...