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


Russell: Behind the Benchmark

Small-Cap > Core

Russell

DCCCX

Apr 4, 2005

Since the 80s Russell indexes have proven to be reliable style-adjusted benchmarks in the equity universe. Russell's popularity among investors keeps growing thanks to a clearly defined index-building philosophy...

Sustainable Growth in Focus

Small-Cap > Core

John Hancock U.S. Global Leaders Growth Fund

DCCAX

Apr 4, 2005

While most funds put in place tight screening criteria for the stocks they already consider buying, for some it all starts with a strict universe. The portfolio managers of the John Hancock U.S. Global Leaders Growth Fund look at a well-defined pool...

Natural Advantage

Mid-Cap > Growth

Ivy Global Natural Resources Fund

DBMYX

Oct 10, 2004

Since early 2000, while equity markets have languished, commodity prices have surged to new highs. Because of a sustained, long-term growth in commodity markets....

Yield Stream

Mid-Cap > Growth

Delaware Dividend Income Fund

DBMCX

Oct 10, 2004

Investors who want stable returns, low price volatility and fund managers staying on top of the yield curve will like what these three fund managers have to say...

Small-Cap Value Team

Mid-Cap > Growth

Munder Small-Cap Value Fund

DBMAX

Sep 9, 2004

Although small-cap stocks are inherently volatile and the sector itself rather inefficient, sector investment returns have historically fared well over time against the major market averages.

Core and Stable

NA > NA

Oppenheimer Main Street Fund

Sep 9, 2004

Managers of “core funds” strive to achieve an optimal balance between growth and value consistent with the fund’s defined risk. Finding that right balance and staying ahead of the markets requires both nimbleness...

Dividends in Defense

NA > NA

Northern Large Cap Value Fund

Sep 9, 2004

Two things typically hold true in beaten down markets. First, value investors — with their love of misunderstood and out-of-favor stocks — often shine. Second, dividend-paying stocks generally outperform their non-dividend-paying...

Simply Focused

Real Estate > NA

Baker 500 Growth Fund

DAREX

Aug 8, 2004

Investors have gained from investing in index funds linked to the S&P 500. Investors who are looking to invest in the fifty consistent growth companies now can invest in these stocks through Baker 500.

Small Wonders

Small-Cap > Value

Gartmore Micro Cap Equity Fund

DASCX

Aug 8, 2004

Though Micro Cap sector has more than 4,000 stocks, the sector receives very little investors’ attention. Stocks in this sector have higher volatility in price, have lesser scrutiny of the analysts, and are generally not closely followed by investors. The disciplined investor with an analytical eye for growth can generate

Better Investing

Small-Cap > Value

Delaware Trend Portfolio

DASVX

Aug 8, 2004

Investing in small cap sector requires industry and company knowledge. In addition, investors have to be nimble and ready to withstand daily trading volatility. Investors in Delaware Trend Fund have enjoyed steady return over the last...