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Fund Families



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


Randall D. Greer

Fund Profile

At the Core of Every Portfolio

Large-Cap > Growth

First Focus Core Equity Fund

ELFNX

Aug 8, 2009

The First Focus Core Equity fund seeks to buy high-quality companies that are trading at a discount to their estimated economic value in the domestic large-cap equity universe. Portfolio manager Randall Greer explains how the management team applies its value investment style to create a concentrated portfolio that delivers better
Jay P. Leupp

Fund Profile

REIT Values

Large-Cap > Growth

Grubb & Ellis AGA Realty Income Fund

ELCRX

Aug 8, 2009

Having access to proprietary research and timely insights in the real estate markets does give an edge over the competition even in the harshest conditions. Jay Leupp, President and Senior Portfolio Manager at Grubb & Ellis, sets liquidity, improving fundamentals and sector-driven and global diversification as priorities for the firm’s

Fund Profile

Overlooked Enterprise Value

Large-Cap > Growth

Royce Special Equity Fund

ELCIX

Jul 7, 2009

Royce Special Equity Fund uses a disciplined value approach that combines classic value analysis with accounting cynicism. The Fund focuses on companies with market capitalizations up to $2.5 billion, attempting to find inexpensive companies with high returns on invested capital and low leverage.
Patrick Cunningham

Fund Profile

Life Cycle Investing Strategies

Precious Metals-Minerals > NA

Manning & Napier Pro-Blend Conservative Term Fund

EKWYX

Jul 7, 2009

Life cycle investing allows not only to set clear return goals but also to rebalance a portfolio at the most appropriate rate. Manning & Napier utilizes a team approach and extensive research to provide investors in the Pro-Blend Conservative Term Series with absolute returns while minimizing risk through active asset
Arthur D. Ally

Fund Profile

Morally Fit

Precious Metals-Minerals > NA

Timothy Plan Large-Mid Cap Growth Fund

EKWDX

Jun 6, 2009

The Timothy Plan Large/Mid Cap Growth Fund objective is long-term growth of capital. The Fund looks for investment in high-quality growth companies that have sustainable longterm business advantages and that meet the Fund’s moral screens.
Michael Liss

Fund Profile

Gains in Relative Values

Precious Metals-Minerals > NA

American Century Value Fund

EKWCX

Jun 6, 2009

The American Century Value Fund seeks long-term capital growth by investing primarily in companies with sustainable earnings through business cycles, leading market share positions and solid return on capital. The portfolio manager, Michael Liss, believes in using a bottom up approach and building a portfolio with stocks that offer the best
William Mason

Fund Profile

Yields in Munis

Precious Metals-Minerals > NA

Spirit of America High Yield TF Bond Fund

EKWAX

Jun 6, 2009

The Spirit of America High Yield Tax-Free Bond Fund (SOAMX) seeks higher returns than the typical returns of government bonds. The Fund has bonds from 23 states and one territory, Puerto Rico. SOAMX has bonds that cover various sectors throughout the entire spectrum of municipal bonds.
Don Wordell

Fund Profile

Dividends, Valuation and Fundamentals

Multi-Cap > Growth

RidgeWorth Mid-Cap Value Equity Fund

EKORX

May 5, 2009

Even in the current environment, there are opportunities providing solid return with low risk, according to Don Wordell, the manager of RidgeWorth Mid-Cap Value Equity Fund. With an approach based on dividends, valuation, and fundamentals, his fund has been able to avoid many of the recent disasters, mainly due to
Robert A. Schwarzkopf

Fund Profile

Quality in Small Caps

Multi-Cap > Growth

Virtus Quality Small Cap Fund

EKONX

Apr 4, 2009

The Virtus Quality Small-Cap Fund seeks long-term capital appreciation by investing in small-cap value companies believed to be undervalued relative to their future growth potential. The Fund managers look for high-quality companies with a sustainable competitive advantage, disciplined shareholder value oriented management, and solid financial strength that have the opportunity

Fund Profile

Small Cap Wonders

Multi-Cap > Growth

Walthausen Small Cap Value Fund

EKOCX

Apr 4, 2009

The Walthausen Small Cap Value Fund invests in small cap companies that are believed to have the potential for capital appreciation. When choosing a company the Fund manager John B. Walthausen focuses on the sustainability of its business model, the ability to generate cash flow and the opportunities that it
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