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Fund Families



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


Mark Schultz

Fund Profile

Early Recognition, Sustained Ownership

Large-Cap > Growth

MTB Mid-Cap Growth Fund

FCGAX

Nov 11, 2011

Mid-cap companies have the potential advantages of both the small- and large-cap investment universes: the growth opportunities of smaller companies with the stronger, more proven business models of larger companies. Mark Schultz and his team at the MTB Mid-Cap Growth Fund seek out mid-cap companies whose sustainable growth characteristics are
Jeffrey L. Knight

Fund Profile

Risk Parity

NA > NA

Putnam Dynamic Risk Allocation Fund

Oct 10, 2011

Most diversified funds allocate assets across various investment categories but rarely focus on the kinds of risk they are exposed to and the amount of risk they take on. Jeffrey L. Knight and his team build their portfolio based on the concept of risk parity to equalize risks across various
Niklas Nordenfelt

Fund Profile

Avoiding Mistakes in High Yields

NA > NA

Wells Fargo Advantage High Yield Bond Fund

Oct 10, 2011

Investing in high yield bonds can be rewarding when spread across various bonds in different industries and held for longer than three years. Niklas Nordenfelt and Phillip Susser look for companies that not only offer upside but also provide significant downside protection in difficult market conditions.

Ralph Doudera

Fund Profile

Riding High Yield Bond Funds

NA > NA

Hundredfold Select Alternative Fund

Oct 10, 2011

As investing in high yield bonds can generate equity-like returns with less risk, trading in a diversified pool of high yield bonds can deliver even more consistent performance. Ralph J. Doudera, portfolio manager of the Hundredfold Select Alternative Fund, has spent two decades in perfecting his investment approach with technical
JB Taylor

Fund Profile

Economic Returns

NA > NA

Wasatch Core Growth Fund

Oct 10, 2011

Investing in companies with market leadership positions in stable and growing markets is generally rewarding, especially when stocks are purchased in times of weakness. JB Taylor and his team of managers look for small cap growth companies with high economic returns when they are out of favor.

Fund Profile

Values with Catalysts

NA > NA

Heartland Select Value Fund

Oct 10, 2011

The Heartland Select Value Fund is focused on company valuations, not market cap. Portfolio manager Ted Baszler looks for stocks across the market cap spectrum that trade at compelling valuations to the company’s intrinsic worth. The Fund utilizes Heartland’s time tested investment process known as the 10 Principles of
Chuck Severson

Fund Profile

Durable Mid Caps

Consumer Goods-Services > NA

Baird MidCap Fund

FCECX

Oct 10, 2011

Mid cap companies enjoy the stability of large companies and the growth characteristics of small, fast-growing businesses. At the helm of the Baird MidCap Fund, Charles Severson and his research team select companies that are growing at a rapid rate and trading at lower valuations than their peers.
Robert Meeder

Fund Profile

Oversold Stocks in Out of Favor Sectors

Small-Cap > Core

The Flex-funds Quantex Fund

FCDTX

Oct 10, 2011

Long-term investing calls for a disciplined approach to applying one’s criteria regardless of market cycles. At The Quantex Fund, Bob Meeder and his team follow a proprietary investment model with a focus on oversold market sectors that are expected to generate consistent returns.
James C. Roumell

Fund Profile

Information Edge With Margin of Safety

Small-Cap > Core

Roumell Opportunistic Value Fund

FCDIX

Sep 9, 2011

Investors searching for deep value opportunities have a better appreciation of a company’s assets and business models. Yet, not all value investors are disciplined enough to analyze balance sheets first and income statements second. James C. Roumell and his team search and track businesses for years only to invest when
Gregory R. Levinson

Fund Profile

Leveraging Volatility

Small-Cap > Core

Schooner Fund

FCDCX

Sep 9, 2011

Traditional long only mutual funds are inherently subject to market volatility, and they can rarely take advantage of volatility mispricing. The Schooner Fund represents a new breed of funds that are designed to profit from market volatility while limiting the downside risk in the portfolio.
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