NA > NA
American Beacon The London Company Income Equity Fund
Oct 10, 2015
Stock investors are generally excited about finding companies that are growing rapidly but struggle in assessing losses embedded in that selection process. While the market is primarily focused on the growth story of investing, Mark DeVaul, portfolio manager of the American Beacon The London Company Income Equity Fund, insists that
NA > NA
The Hartford Dividend and Growth Fund
Oct 10, 2015
Changes in the supply and demand profile of any industry can offer attractive investment opportunities to those who are equipped with knowledge and prepared to act. Edward Bousa, portfolio manager of The Hartford Dividend and Growth Fund, follows the dynamics of these changing profiles as part of an investment strategy
Whenever markets fall in and out of love with stocks, an opportunity emerges for disciplined investors—from misconceptions about companies facing temporary problems to stocks perceived as winners for eternity. Don Nesbitt and Mikhail Alkhazov, portfolio managers of the Nationwide Ziegler Equity Income Fund, look for out-of-favor stocks with balance sheets
Science-Technology > NA
Wells Fargo Advantage Strategic Municipal Bond Fund
ADNPX
Oct 10, 2015
Mostly because of their relative safety and tax-free status, municipal bonds have found a well-deserved position in investors’ portfolios. However, this asset class still needs a keen eye for quality and an organization with deep research capabilities in order to deliver. The portfolio managers of the Wells Fargo Advantage Strategic
Small-Cap > Value
Dreyfus’ Dynamic Total Return Fund
ADKSX
Aug 8, 2015
Traditionally investors have been encouraged to diversify portfolio between stocks and bonds with 60/40 allocation. Dreyfus’ Dynamic Total Return Fund takes that process further and can diversify across many asset classes to generate equity like returns. With the strong overlay of risk management tools, the fund seeks to limit downside
Mid-Cap > Growth
Neuberger Berman Strategic Income Fund
ADJEX
Aug 8, 2015
Neuberger Berman Strategic Income Fund employs a relative-value strategy to find opportunities from high yield bonds to Treasuries across the globe. The fund uses dedicated sector specialist teams that formulate investment views to develop forward-looking ideas about the distribution of risk and return.
Multi-Cap > Growth
Azzad Wise Capital Fund
ADCYX
Aug 8, 2015
Islamic financial institutions have $2 trillion in assets under management, and this is likely to grow to $3 trillion in the next three to five years. The Shariah-compliant (or Islamically permissible) Azzad Wise Capital Fund offers a unique investment opportunity not only to Muslim investors but to anyone looking to
Financial markets are inherently volatile and at times investors can suffer from large declines. George Hashbarger, Jr., portfolio manager of the BPV Wealth Preservation Fund, employs a variety of option strategies in an attempt to limit the decline in the portfolio while capturing as much of the upside as possible
NA > NA
BlackRock Basic Value Fund
Jul 7, 2015
Combining fundamental stock-picking with a complementary quantitative model, Bart Geer, portfolio manager of the BlackRock Basic Value Fund, believes the diversity and idiosyncratic drivers in his team’s stock selection and portfolio construction will perform at each point in the cycle, if executed well.
Mid-Cap > Value
Invesco Growth and Income Fund
ACMYX
Jul 7, 2015
The market and companies experience cycles—and this creates investment opportunities. Thomas Bastian and his team at the Invesco Growth and Income Fund look for out-of-favor companies that have a catalyst in place to potentially regain appreciation and generate wealth in the process for patient investors.