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


Consistent and Less Volatile

NA > NA

Ave Maria Growth Fund

DRDCX

Feb 2, 2007

Quite different from its peers, the Ave Maria Growth fund invests in a relatively small number of domestic stocks that it selects through a systematic ranking system. The manager, James Bashaw, is free to invest in companies of any size as long they fit with the requirements of long-term risk-adjusted

Manager Performance

NA > NA

Marketocracy Masters 100 Fund

DRDAX

Feb 2, 2007

Starting with the premise that the mutual fund industry does something wrong in searching for talent, the Marketocracy Masters 100 fund has decided to cast a broader net to find the people who can consistently beat the market. Reaching out to places not traditional for the mutual fund world, the company

A Broad View on Utilities

Small-Cap > Growth

Eaton Vance Utilities Fund

CSSQX

Jan 1, 2007

Specialty or sector funds aren’t famous for the diversification they provide, but the Eaton Vance Utilities Fund has found a way to avoid concentration. With a very broad view on what the utility sector is, the manager Judith A. Saryan also invests in telecom and renewable energy companies when the

Net Green

NA > NA

Portfolio 21 Fund

Jan 1, 2007

Portfolio 21 is a global growth equity fund that seeks long-term capital growth. Employing a bottom-up approach to stock selection, portfolio manager Tony Tursich, along with the portfolio management team, focuses on companies that have positioned themselves to steer through the increased demand for diminishing natural resources, coupled with the

The Importance of Asset Allocation

Multi-Cap > Growth

AdvisorOne Amerigo Fund

DPUYX

Jan 1, 2007

For the managers of the AdvisorOne Amerigo Fund, it is much more important to be in the right part of the market than in the right security. Designed as a fund of funds that can be used as a core holding by advisors, the fund invests primarily in ETFs spread

Relative Value in High Yield

Multi-Cap > Growth

Summit High Yield Bond Fund

DPUIX

Jan 1, 2007

Any bond is a potential candidate for the Summit High Yield Bond Fund, as long as it meets the selection criteria for the right price, asset coverage, free cash flow, and economics. The strategies employed by the high yield team include investing in upgrade candidates, special situations, or pure yield

Sector by Sector

Multi-Cap > Growth

Rydex Sector Rotation Fund

DPUCX

Jan 1, 2007

Rydex Sector Rotation Fund is built on the premise that industries that have performed well in the past will continue to perform well in the future. The management uses two measures of momentum - a 3-month and a 12-month look back on the industry performance. The fund ranks all of

Emerging Europe Convergence

Multi-Cap > Growth

Metzler/Payden European Emerging Markets Fund

DPUAX

Jan 1, 2007

Starting with the premise that Eastern Europe will continue to display faster growth rates than Western Europe in the convergence process, the Metzler/Payden European Emerging Markets Fund is set to benefit from this trend. While the fund manager, Markus Brück, believes that the greatest opportunities and efforts should be in

Focus and Discipline in the Value World

NA > NA

Oak Value Fund

Jan 1, 2007

Every investor tries to buy great businesses at attractive prices, but very few of them have a clearly defined way to do this. Larry Coats, and David Carr co-managers of Oak Value Fund, believe in valuing equities as businesses and in building a thorough understanding of the key drivers of

Better Returns from Better Businesses

NA > NA

Matrix Advisors Value Fund

Jan 1, 2007

Using the principles of value investing, the Matrix Advisors Value Fund aims at identifying better businesses in better industries across the entire economic spectrum, and at buying them below their intrinsic value. Investing in both dividend and non-dividend paying companies that are financially strong and meet specific valuation criteria, the