Latest Q&A Based Profiles ( 1,011 Interview )


Four Pillars

Mid-Cap > Growth

GuideStone Value Equity Fund

ACLWX

Jul 7, 2015

Four subadvisors with complementary strategies and strengths manage the GuideStone Value Equity Fund. Ron Dugan, vice president and investment officer of GuideStone Funds, has laid out a framework that encourages securities selection and complementary value investment disciplines, consistently adding value over time while keeping an eye on risk.

Out of Favor but Not Out of Style

Small-Cap > Value

Becker Value Equity Fund

ABSYX

Jul 7, 2015

When good businesses are purchased with a strict price discipline, a patient fund manager can generate returns that are superior to indices. Becker Value Equity Fund is a concentrated portfolio with a longer-term investment horizon where investment managers also place substantial amounts of capital in their own fund.

A Different Approach to 60/40 Allocation

Science-Technology > NA

BMO Alternative Strategies Fund

ADNYX

Jul 7, 2015

Lowell Yura and his team at the BMO Alternative Strategies Fund seek to meet the changing needs of the traditional 60/40 investor. The fund provides risk-managed exposure to alternative investment managers in a daily-valued and liquid vehicle. Moreover, this relatively concentrated portfolio is constructed to provide downside protection across various

Yield, Profitability and Valuation

Large-Cap > Growth

SunAmerica Focused Dividend Strategy Portfolio

ACLTX

Jul 7, 2015

The “Dogs of the Dow” is an investment strategy based on a list of companies yielding the most in the Dow Jones Industrial Average. Even when the prices of these stocks are down, they stand out as large and well-established companies with a clear dividend strategy. Seeking outperformance over the

Common Sense Value

Multi-Cap > Value

American Beacon Large Cap Value Fund

ABVAX

Jul 7, 2015

Multi-manager funds offer certain advantages over funds with a single-manager structure. However, the process of identifying, selecting, and monitoring managers requires a clearly-defined theme and discipline. Adriana Posada at the American Beacon Large Cap Value Fund looks for managers who stick to the proven and repeatable process of picking growing

Three Core Tenets

NA > NA

American Century Large Company Value Fund

Jul 7, 2015

Value investors are known for their disciplined buying process. Still, what may be perceived as cheap may not be worth investing or likely to beat the index. Matt Titus, portfolio manager of the American Century Large Company Value Fund, applies a team approach to picking companies with improving fundamentals and

Focused Growth Strategy

Multi-Cap > Core

Eaton Vance Focused Growth Opportunities Fund

ADOAX

Jul 7, 2015

Large companies have multiple growth drivers that may not be visible or well appreciated by investors. Co-managers Lew Piantedosi and Yana Barton at the Eaton Vance Focused Growth Opportunities Fund look for a select few companies enjoying secular growth trends and offering favorable risk reward profiles.

Informed Agents

Precious Metals-Minerals > NA

Nationwide HighMark Small Cap Core Fund

ACGGX

Jul 7, 2015

One of the clear advantages of investing in small caps is the opportunity that this segment of the market provides for active management. Derek Izuel and his team at the Nationwide HighMark Small Cap Core Fund seek to add value by combining in-house analytical advantage with external informational advantage in

Avoiding Mistakes

NA > NA

Lyrical U.S. Value Equity Fund

Jun 6, 2015

Good companies, when purchased at fair prices, will deliver average returns to shareholders. Investors need to dig deeper to discover businesses that are not only good but are also undervalued. Andrew Wellington, portfolio manager of the Lyrical U.S. Value Equity Fund, relies on a deep-value approach and two decades of

Underappreciated Accelerating Growth Profiles

Large-Cap > Growth

TIAA-CREF Large-Cap Growth Fund

ACFOX

Jun 6, 2015

The large-cap market segment abounds in stable business models and hefty balance sheets, allowing investors to take advantage of emerging opportunities. Yet, not all management teams have the proper organization to seize new markets and deliver accelerating earnings that are highly valued by investors. Susan Hirsch, portfolio manager of the