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Fund Families



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


Laton Spahr

Fund Profile

Deep Value Surprises

Small-Cap > Core

AXP Diversified Equity Income Fund

DCCIX

Jan 1, 2004

Despite the market’s run-up in 2003, Warren Spitz believes there are still opportunities to find value, and even “deep value” opportunities. Since he took over American Express’ Diversified Equity Income portfolio three years ago, the fund has remained in Lipper’s top quintile in the Equity Income category for the year-to-date,

Emma Lewis

Fund Profile

The Worldly Goods

Small-Cap > Growth

Delaware International Value Equity Fund

CYSRX

Dec 12, 2003

Not all the stocks and all the markets in the world are created equal, yet they get the equal treatment at Delaware International’s value shop in London. Rigidly following a time-proven investment discipline, Emma Lewis and her International Value Equity teammates dissect the world’s businesses looking for solid cash flows
John A. Heffern

Fund Profile

Going for the Good Growth

Large-Cap > Growth

Delaware American Services Fund

CZMGX

Dec 12, 2003

John Heffern and Marshall Bassett run the Delaware American Services Fund with the belief that a good stock picker can spot a solid grower regardless of the valuation or the market’s latest flirtation with a particular sector. Heffern told Ticker how and why their fund remained in the top fifth
Christopher Leavy

Fund Profile

Clean Sheet

Small-Cap > Core

Oppenheimer Value Fund

CZMSX

Dec 12, 2003

Under Chris Leavy’s leadership, The Oppenheimer Value Fund has risen from being an underachieving fund to one of the top performing large cap value funds over the past three years. He told Ticker what he believes it takes to beat the peer group year in and year out.
Greg McCrickard

Fund Profile

A Blend of Ideas

Large-Cap > Value

T. Rowe Price Small Cap Stock Fund

CVQTX

Dec 12, 2003

Besting the Russell 2000 index, while staying within the small-cap universe is the goal of Greg McCrickard’s Small Cap Stock portfolio. Building and maintaining a blend of 250 names across the value and growth categories takes a blend of research and valuation methods, fueled by ideas from T. Rowe Price’s
Edward B. Baldini

Fund Profile

Stability Pays

Small-Cap > Value

MFS Total Return Fund

CWSIX

Dec 12, 2003

Running a consistent top-quintile performer over the past 10-year, 5-year, and 3-year periods by sticking to the textbook principles of portfolio construction is what Ed Baldini’s team is doing at the MFS Total Return Fund. The manager told Ticker how the classic 60% stocks over 40% bonds structure never goes
Sheldon Lieberman

Fund Profile

Value Search and Research

Small-Cap > Core

Hotchkis and Wiley Large Cap Value Fund

CXXRX

Dec 12, 2003

Hotchkis and Wiley’s Large Cap Value Fund maintained its top quintile rank in the equity income category and handily outperformed the market in the 2003, when neither value stocks, nor large cap stocks were a sizzling hot item. Its manager Sheldon Lieberman told Ticker what it takes to find those
Robert Millen

Fund Profile

Jensen's Nifty Fifty

Multi-Cap > Growth

The Jensen Portfolio

CWCFX

Dec 12, 2003

Bob Millen’s team believes there are 50 stocks in the world that are worth buying at any point in time and selects the best 25 out of those. The purpose is to find the most consistent earners of the decade and thus try to guarantee solid returns over the long

Fund Profile

The Three Silos

Large-Cap > Value

Thornburg Value Fund

CVQZX

Nov 11, 2003

There is more to Thornburg Value Fund than value. William Fries runs his top-quintile portfolio by allocating across three broad categories – basic value, consistent earners, and emerging franchises.
Bruce Eidelson

Fund Profile

Real Estate Russell Style

Large-Cap > Value

Russell Real Estate Securities Fund

CVRFX

Nov 11, 2003

Russell goes to real estate in the typical Russell style. Instead of building a portfolio of REIT stocks, Bruce Eidelson and his team look for the best blend of real estate fund managers. The head of the Real Estate Securities Fund told Ticker how no sector is too small to
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