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


Forward Indicators of Change

Small-Cap > Growth

Evergreen High Yield Bond Fund

CSSJX

May 5, 2003

By using a team approach, lead portfolio manager Prescott Crocker of the Evergreen High Yield Bond Fund has provided consistent annual returns through both good and bad economic conditions. As a result, more than 50% of the clients reinvest the dividends through tax-deferred accounts.

Everything Old Is New Again

Small-Cap > Growth

Eaton Vance Utilities Fund

CSSQX

May 5, 2003

Eaton Vance Utility might surprise you by being more like the conservative utility funds from years past. Since 1999, Judith Saryan has returned the portfolio to its traditional approach of seeking high quality issues that pay good yields. The approach has kept the fund's number one ranking for the past

Winning with the A-Team

Infrastructure > NA

MFS Strategic Value Fund

CSUZX

May 5, 2003

Flexibility has enabled Kenneth J. Enright, portfolio manager of the MFS Strategic Value A Fund, to achieve a 5-year return of more than 9% and a four-star ranking from Morningstar. TICKER learned the manager attributes his success to an 'A Team' of hard-working analysts at the Boston-based fund shop.

Reaping What You Sow

Infrastructure > NA

Auxier Focus Fund

CSUIX

May 5, 2003

Today, it is people in suits and ties in hi-rises of concrete, steel and glass across America’s financial districts who manage the nation’s tens of thousands of mutual funds. But one manager has dared to break the mold. Jeff Auxier, who manages a tiny but so far thriving portfolio, performs

Don't Overlook Those Dividends

Small-Cap > Growth

SAFECO Dividend Income Fund

CSSAX

Apr 4, 2003

According to Darcy MacLaren, dividend is a word that should resonate well with conservative investors. Using a team approach, the SAFECO Dividend Income Fund yields an average 3% a year.

The Kindness of Commodities

Small-Cap > Value

Oppenheimer Real Asset Fund

CSSCX

Apr 4, 2003

Although Morningstar places Oppenheimer's Real Asset Fund in the natural resources category, during our interview with lead manager Kevin Baum, Ticker learned that the fund goes beyond investments in instruments such as crude oil and natural gas.

Heritage Mid Cap Stock Fund

Small-Cap > Growth

Heritage Mid Cap Stock Fund

CSSWX

Apr 4, 2003

With the market in decline, Todd L. McCallister's Heritage Mid Cap Stock Fund earns a top ranking from Lipper for five-year performance. TICKER interviewed the stock picker in January when he explained how he has taken advantage of the market's volatility.

A Strong Case for Investing in Central Europe

NA > NA

Julius Baer International Equity Fund

Mar 3, 2003

Rudolph Riad Younes is the manager of over $1 billion in assets in the Julius Baer International Equity Fund of New York.

The Bond Plus Contender

NA > NA

TIAA-CREF Bond Plus Fund

Mar 3, 2003

While PIMCO Total Return is the unequivocal popularity leader among funds of all types and calibers, TIAA-CREF's Bond Plus (TIPBX) offering is a quieter but perhaps worthier contender. Lisa Black, who has more than 15 years of investment experience at TIAA-CREF, shared her fixed-income perspectives with Ticker.

Always on the Lookout

Small-Cap > Core

AIM Basic Value Fund

CSPYX

Mar 3, 2003

Although a value manager, Matt Seinsheimer always has his eyes open for an opportunity that will give an extra boost to the $4.5 billion AIM Basic Value Fund. In a recent interview, Seinsheimer told TICKER he thinks the fund is well positioned for an economic recovery.