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Fund Families



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


Kurt Stalzer

Fund Profile

Lead by Acceleration and Price Momentum

Mid-Cap > Value

American Century Heritage Fund

DLMCX

Sep 9, 2006

The great thing about growth stocks is that they can tremendously outperform the market for a period of time. The problem is that this window of opportunity, when the earnings grow recognized and appreciated by the market, is usually rather brief. That’s why the American Century Heritage Fund stresses the effectiveness
Richard Helm

Fund Profile

Dividend Growth vs. Absolute Yield

Mid-Cap > Value

Cohen & Steers Dividend Value Fund

DLMAX

Sep 9, 2006

Despite its name, Cohen & Steers Dividend Value is not a traditional value fund. Its differentiated approach enables it to invest in areas typically avoided by value managers, such as biotech or technology. The key aspects of the fund’s strategy are the focus on dividend growth, the long-term outlook, and
Kevin Gates

Fund Profile

Disciplined and Seeking Alpha

Health-Biotechnology > NA

TFS Market Neutral Fund

DLHIX

Sep 9, 2006

Few mutual fund managers have a strategy and ability to profit during rising and falling markets. The TFS Market Neutral Fund uses a quantitative approach in identifying variables that act as leading indicators to profit from market anomalies. These indicators guide the manager in the stock selection process. Falling markets and
Curtis Teberg

Fund Profile

Profit from Patterns

Health-Biotechnology > NA

The Teberg Fund

DLHCX

Sep 9, 2006

Investors can profit from a manager who keeps tabs on other managers’ investment styles and performance. Now there is a fund that does that. As managers and styles rotate with market sentiment and economic cycles, investors can benefit from a systematic way to monitor and track those cycles of change. Curtis
Roland Manarin / Aron Huddleston

Fund Profile

Wealthy Over a Lifetime

Health-Biotechnology > NA

Lifetime Achievement Fund

DLHAX

Sep 9, 2006

A long-term perspective and experience definitely help Roland Manarin, the manager of Lifetime Achievement Fund, in his search of ‘the best of the best.’ He builds a diversified portfolio of equity funds with the idea that it is ownership that protects and grows wealth. Investment decisions are based either on understanding
George Shipp

Fund Profile

Dividends Matter

Natural Resources-Materials > NA

BB&T Equity Income Fund

DLDYX

Sep 9, 2006

Slow and steady wins the race. Most fund managers know that well but few of them really put the philosophy into practice. In a world of growth investing, dividends fell out of style for a long time, but the reality is that dividends, reinvested, have provided over 40% of equity
Anita Clemons

Fund Profile

Balanced at Core

Natural Resources-Materials > NA

New Covenant Growth Fund

DLDRX

Sep 9, 2006

With a multi-discipline and multi-manager strategy, the New Covenant Growth Fund aims to outperform the broad market over long periods of time. It has entrusted its assets to five sub-advisors but closely monitors their performance. The sub-advisors not only have to beat their respective benchmarks, but also to comply with
Thomas Melendez

Fund Profile

Buying the Whole International Race

Natural Resources-Materials > NA

MFS International Diversification Fund

DLDCX

Aug 8, 2006

Since international exposure usually represents only a small part of investors’ assets, it is most often concentrated only in the style that has recently outperformed as advisors rarely have the capacity to offer more diversification. Recognizing that demand for style-specific non-US investing will grow, MFS has bundled together its five flagship
Scott Snyder

Fund Profile

Asian Values

NA > NA

ICON Asia-Pacific Region Fund

Aug 8, 2006

Investing in Asian Pacific stocks is a daunting task. With more than fifteen exchanges, currencies and economic cycles, investment managers need a specific focus and well-honed quantitative discipline. The ICON Asia-Pacific Region Fund invests in sectors and industries rather than companies to mitigate country and currency risks. The sectors and
Jeff Mortimer

Fund Profile

Five International Managers in One Fund

Small-Cap > Core

Laudus International Market Masters Fund

DLBMX

Aug 8, 2006

Jeffrey Mortimer’s job isn’t stock picking. Instead, he picks managers, and more importantly, he picks how much capital is allocated to each manager. The goal is to achieve a broadly diversified international fund that can have a value tilt or a growth tilt depending on the macroeconomic environment. A key
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