Companies with market capitalization of less than $2 billion can be underfollowed by analysts and investors. Many of these companies are operating in successful niches but earnings at these companies can be volatile. Roger W. Vogel and his team at Silvercrest Asset Management look for companies that are out of
Small-cap companies are under-followed and under-owned. Francis X. Morris and his team have an organized approach to select companies that are in the early part of the product cycle and have a catalyst to generate growth.
Mid-Cap > Value
Schroder International Multi Cap Value
FIDFX
Mar 3, 2014
Traditionally fund managers have focused on creating concentrated funds with less than 200 stocks that are weighted to reflect index weights to generate additional returns to indexes. Stephen Kwa and his team at Schroders manage investment strategies that invest in large number of stocks that are unconstrained by market cap
Business-Financial Services > NA
Franklin LifeSmart Retirement Target funds
FIDCX
Feb 2, 2014
Target date funds have become a place to start retirement saving for many investors. Franklin Templeton target date funds select from a list of over 50 funds the company manages to provide a diversified portfolio that is appropriate for all investors throughout their pre-retirement years. The managers also take advantage
NA > NA
Tosoro Newfound Tactical Allocation Fund
Feb 2, 2014
As more people assume responsibility of managing their retirement accounts, target date funds have become the first stop for many undecided and unprepared investors. Charles Schwab has been managing a target date funds series that prefers to allocate higher amounts to equities in the early part of the glide path,
Multi-Cap > Growth
Gold Bullion Strategy Fund
FICHX
Dec 12, 2013
Multi-Cap > Growth
Eaton Vance Richard Bernstein Equity Strategy Fund
FICGX
Dec 12, 2013
