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Fund Families



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


Daniel J. Fuss

Fund Profile

A Natural Born Bond Picker

NA > NA

Lommis Sayles Bond Fund

Jun 6, 2003

When Dan Fuss says the Loomis Sayles Bond Fund takes a multi-sector approach, he means it. Anything in fixed income is fair game—as long as it's cheap and makes sense to own for a few years. That approach through 40 years of fixed-income management has provided shareholders with equity-like returns
Michael Yellen

Fund Profile

AIM Global Healthcare Beats the S&P 500

Small-Cap > Value

AIM Global Healthcare Fund

CSVYX

Jun 6, 2003

An investment five years ago in AIM's Global Healthcare Fund headed by Michael Yellen not only topped more than 75% of funds in the category, it also topped the S&P 500 by a wide 22% differential for the period.
Jeff Herrmann, Brian Lester

Fund Profile

To Beat the Market, Stay Opportunistic

Small-Cap > Core

Exeter Life Sciences Fund

CSVIX

Jun 6, 2003

As of June 1, 2003, the Exeter Life Sciences Fund ranked first in its category for three-year performance, handily beating the S&P 500. Jeff Herrmann and Brian Lester, analysts at Rochester, NY-based Manning & Napier, which acts as the fund's advisor, explained their approach to investing in this broad and
Frank Holmes

Fund Profile

Look Back, Look Forward, Make Money

Small-Cap > Value

US Global Investors Global Resources Fund

CSVRX

Jun 6, 2003

A self-described quantitative analyst, U.S. Global Investors CEO and CIO Frank Holmes combines a data and event driven view of the world with the ability to rapidly adjust to change.That has helped shareholders' portfolios to achieve net gains in the past four years of topsy-turvy stock markets.
Dan Chung

Fund Profile

Refocus on the Good Things in Tech

Infrastructure > NA

Enterprise Technology Fund

CSURX

Jun 6, 2003

Dan Chung, who advises the Enterprise Technology Fund through Fred Alger Management, is upbeat on technology companies, especially the ones showing above-average growth during a tough time for the sector. With support from a deep, fundamentally based 25-person research staff, Chung has been able to locate some rising stars for
Michael Mach

Fund Profile

A Ten Year Ten Billion Dollar Objective

NA > NA

Eaton Vance Tax Managed Value Fund

CSVAX

Jun 6, 2003

There could be a silver lining to the Eaton Vance Tax-Managed Value Fund. Lead manager Michael Mach points to its cache of realized losses that can be used to offset future gains thereby helping to shield investors from future taxes. By providing investors with solid returns, over time the veteran
Douglas Swanson

Fund Profile

Give Us Our Daily Spread

Small-Cap > Value

One Group Bond Fund

CSSZX

Jun 6, 2003

The One Group Bond Fund (PGBOX) is a class act, at least on the Lipper ranking list. Its I-class shares topped its peer group in terms of 10-year return by Dec. 31, 2002. The other share classes never left the top 10% in performance for the past 3-, 5-, and
Matthew B. Fahey

Fund Profile

Marshall Family Values

Small-Cap > Value

Marshall Mid-Cap Value Fund

CSSYX

Jun 6, 2003

If one looks for a Lipper top-quintile value fund that's overweight in industrials, and not in financials, it is a small surprise to find one in Milwaukee, Wis. Matt Fahey, the soft-spoken manager of Marshall Mid-Cap Value fund, told Ticker about the spills and thrills of value investing.
Chris Guptill and Larry Schweiger

Fund Profile

Black Diamond Funds: The One We Have Been Waiting For?

Infrastructure > NA

Black Diamond Funds

CSUAX

Jun 6, 2003

The market is going through a rough patch and it’s the time of the off-road vehicles, read alternative strategies. That’s the message Ticker got from the talk with Chris Guptill and Larry Schweiger of the recently launched Black Diamond Funds. A series of new offerings with a novel approach to

Fund Profile

High-Yield Manager Gears for New Cycle

Small-Cap > Growth

Payden High-Yield Bond Fund

CSSVX

May 5, 2003

The Payden High-Yield Bond Fund, headed by veteran credit analyst Kevin Akioka, has never experienced a default among securities held in the portfolio since inception. That attention to credit risk has delivered a performance, based on total return, that ranks the fund in the top 10% in its category for
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