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Fund Families



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


Robert H. Dial

Fund Profile

Floating Loans for Floating Rates

Large-Cap > Growth

MainStay Floating Rate Fund

FICEX

Nov 11, 2013

Companies issuing high yield bonds are also among the largest issuers of floating rate loans. Loans are customarily secured whereas high yield bonds are not. In addition, loans are tied to a base rate with short term duration, so when rates begin to rise from the current historic lows, rates
Eugene M. Gard

Fund Profile

Municipal Bond Advantage

Small-Cap > Core

Dupree Municipal Funds

FHMCX

Nov 11, 2013

Income from our single-state funds are generally tax-free and also AMT-free. All of our funds are no-load and we do not have a 12b-1 fee, which are two common pitfalls for investors in single-state muni funds.
Gregory A. Reid

Fund Profile

Total Returns Though MLPs

Health-Biotechnology > NA

Salient MLP & Energy Infrastructure Fund II

FHCIX

Nov 11, 2013

Developing energy infrastructure is typically capital intensive, and the U.S. Congress has offered tax incentives to companies and investors that operate under the Master Limited Partnership structure. The Salient MLP & Energy Infrastructure Fund II invests in approximately 30 of the 120 publicly traded MLPs and energy infrastructure companies and
Stephen T. Mason

Fund Profile

Multi-Manager Alternative Approach

Health-Biotechnology > NA

Collins Alternative Solution Fund

FHCCX

Nov 11, 2013

Most investors do not have access to hedge fund strategies that are not dependent on the market direction. The alternative investment landscape has evolved in the last two decades to offer several strategies from macro to activism to arbitrage. Collins Capital offers a multi-manager alternative investment fund that provides access

Fund Profile

Quality Bias and Price Conscious

NA > NA

FAM Value Fund

EPLDX

Oct 10, 2013

Companies with sustainable business models do run into temporary troubles and investors are quick to sell stocks. Careful and patient investors can take time to analyze the companies that are out of favor for temporary reasons and discover values that are eventually realized by the broader market. John Fox, co-manager
Matt Toms

Fund Profile

Striking Right Upside Downside Risk Balance

Small-Cap > Core

ING Intermediate Bond Fund

FDSCX

Oct 10, 2013

Fixed income securities are issued by governments and corporations of varying financial health with differing maturities. Researching these securities in various sectors demands in-depth research. Matt Toms and his team of managers and analysts look to strike the right balance among various classes of securities that offer the best upside
Nick Clay

Fund Profile

Global Dividend Payers

NA > NA

Dreyfus Global Equity Income Fund

FGTNX

Oct 10, 2013

We believe a broad, global perspective on investment opportunities and risk is of paramount importance to investors, particularly in the current volatile investment environment. At Newton, our global thematic investment process provides this perspective, guiding our research analysts and investment managers. The global equity income team uses this process to
Allan Conway

Fund Profile

Balanced Approach to Investing in Emerging Markets

Large-Cap > Core

Schroders Emerging Markets Equity Fund

FGTAX

Oct 10, 2013

Emerging markets have been leading the world economic growth for the last two decades. With young populations, improving corporate governance and stronger fiscal management, once emerging economies have built a strong financial heft and developed large global corporations. Allan Conway and his team takes a balanced approach to investing where
Ellen Gold

Fund Profile

Balanced Risk Reward Through Convertibles

Large-Cap > Growth

Invesco Convertible Securities Fund

FGSRX

Oct 10, 2013

Financial markets are prone to periodic sell-offs and quite often how fund managers manage these market declines determine the long-term returns in funds. Convertibles offer participation in the upside and potential to avoid large parts of market downturns. Investors often overlook the fact that avoiding most of the downturn sets
David Horsfall

Fund Profile

Rotating For Better Bond Values

Mid-Cap > Growth

Dreyfus Opportunistic Fixed Income Fund

FGSKX

Oct 10, 2013

With bond yields near historic lows investors are seeking alternative fixed income strategies to achieve target returns. David Horsfall and his team of managers seek to deliver high risk-adjusted absolute returns independent of market cycles through active sector rotation and duration management. Without strict benchmark guidelines to
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