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Fund Families



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


Peter J. Baughan

Fund Profile

Quality in Quotients

Small-Cap > Growth

Harding Loevner Global Equity Fund

DVSMX

Sep 9, 2007

While many global funds scour the world to find the best companies in their countries, the Harding Loevner Global Equity Fund has quite a different strategy. In an increasingly global economy, the fund looks for companies with competitive advantage across global sectors. A well-defined research process and a long-term investment
Charles L. Norton

Fund Profile

Economically Independent

Small-Cap > Value

Vice Fund

DVLRX

Sep 9, 2007

According to the investment philosophy of the Vice Fund there are four major sectors that tend to be defensive in nature and immune to macro economic events and they are Tobacco, Alcoholic Beverages, Gaming and Aerospace Defense. Taking advantage of this fact, portfolio manager Charles Norton is looking for the
Zach Liggett

Fund Profile

Investing Without Borders

Mid-Cap > Value

Utopia Growth Fund

DVLIX

Sep 9, 2007

In the dynamic world of stock market investing the Utopia Funds take an active approach and look for opportunities everywhere. The four funds, Growth, Core, Core Conservative and Yield Income, invest globally in a combination of stocks and bonds seeking long-term positive total return, independent of the market environment. The
Michael Willis

Fund Profile

Basic and Classic

Mid-Cap > Value

Giant 5 Funds

DVLCX

Sep 9, 2007

No one knows where the winners of tomorrow are likely to come from. However, Michael Willis, lead portfolio manager of Giant 5 Funds’ Total Investment System believes there are five essential themes on which people, the world over, will spend irrespective of market conditions and therefore, a diversified investment strategy and
G. Russell Croft

Fund Profile

Patient Values

NA > NA

Croft-Leominster Value Fund

Sep 9, 2007

It takes a great deal of ingenuity and patience to pick contrarian stocks with the belief that they will offer potential high returns over time. Croft Value Fund managers Russell and Kent Croft, and their staff of 5 analysts believe in such a commitment and follow a disciplined, multi-step process
Kevin D. Mahn

Fund Profile

Knowing Your Risk Target

Business-Financial Services > NA

Hennion & Walsh SmartGrowth Lipper Funds

DVFYX

Aug 8, 2007

Starting with the premise that different investors have different resources, risk tolerances and objectives, the Hennion & Walsh SmartGrowth Lipper Funds represent portfolios in which the risk levels are differentiated across each of the Funds. Based on the recently released Lipper ETF indices, the funds provide exposure to various market sectors,
Robert Loest

Fund Profile

Fundamental Morals

NA > NA

Integrity Growth & Income Fund

Aug 8, 2007

Aware of the risks connected with stocks investing, Integrity Growth & Income Fund uses a blended strategy to balance its investments between growth and dividend-paying stocks, depending on where value is in the stock market. Portfolio manager Robert Loest looks within his ethical universe to identify well-managed companies that generate
Adam Phillips

Fund Profile

ETFs for Frontier Investors

Multi-Cap > Growth

Van Eck Market Vectors ETFs

DVECX

Aug 8, 2007

Innovation can lead you to interesting places, and in the case of Van Eck Global, it led us to global-growth related ETFs in previously undercovered investment areas of the ETF market. Our ETFs are designed to be effective building blocks for a diversified portfolio and to provide investors with pure
Michael J. Schultz

Fund Profile

Stable and Risk Averse

Large-Cap > Growth

Summit Short-Term Government Fund

DUSLX

Aug 8, 2007

It would hardly be a surprise that the Summit Short-Term Government Fund invests the majority of its assets in government and agency bonds. Targeted for risk-averse investors who seek stable income, the fund eliminates the credit risk from the portfolio and manages the interest rate risk with different strategies. In addition,
Nicholas D. Gerber

Fund Profile

Trade Bonds Like ETFs

Multi-Cap > Growth

Ameristock/Ryan Treasury ETFs

DVEAX

Aug 8, 2007

With not too many fixed-income ETFs on the market, Ameristock’s new products aim to bring competition and choice for investors. The concept behind the ETFs, which track a different index, includes the ability to play the yield curve, pure style, and limited expenses. The move is the next logical step for
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