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Mutual Funds Archive



International Growth Drivers
Thornburg International Growth Fund  (TIGAX)
12:48 AM ET May 23 2013
As the world grows interconnected commerce has gone global and so are investing opportunities. Companies domestic or otherwise are finding opportunities to shift operations to best locations and search for markets around the world as technology and logistics connect all markets in new ways. Greg Dunn and Tim Cunningham along with a team of analysts look for opportunities around the world with a strict investment discipline. >>

 
Disciplined and Quality Selective
Eaton Vance Atlanta Capital Select Equity Fund  (ESEAX)
12:38 AM ET May 16 2013
Business with sustainable competitive advantages that are generating free cash flows are the most attractive to investors, especially when these companies are trading below their long term intrinsic values. Atlanta Capital has a disciplined approach in discovering these opportunities. >>

 
Persistent Long Term Trend Follower
Longboard Managed Futures Strategy Fund  (WAVIX, WAVEX)
7:30 PM ET May 15 2013
Markets rotate in their attractiveness to generate superior returns as economies evolve and global themes adjust to changing competitive dynamics. Cole Wilcox and Eric Crittenden use a flexible approach to identify persistent log term trends on the up and down side to benefit from regardless of the geography and the asset type. >>

 
Multi-Manager Mid-Cap Value Strategy
American Beacon Mid-Cap Value Fund  (AACIX)
8:17 PM ET May 13 2013
Mid-cap asset class has historically outperformed all equity classes with less volatility over the last three decades. American Beacon Fund manages its mid-cap fund with the help of three sub-advisors to deliver consistent returns over the longer terms. >>

 
A Three Dimensional Approach to Consistent Returns
Strategic Capital Alternatives  (SCADX, SCARX)
2:49 PM ET May 10 2013
Traditionally investors have done allocation between stocks and bonds but returns have lagged or have been volatile for most investors. Strategic Capital Alternatives has added two more pieces to puzzle to capture most of the upside in the market and miss most of the downside. >>

 
Best of Both Worlds
Madison Mid Cap Fund  (MERBX)
4:43 PM ET May 06 2013
Companies with market cap between $500 million and $10 billion have the best of both worlds of large and small cap companies. Strong balance sheets and management resources generally found in large companies and growth opportunities available to smaller companies. Richard Eisinger and Matt Hayner and a team of five analysts look for companies that are run by seasoned managers and have predictable cash flows whose shares can be purchased at a discount. >>

 
Overlooked Mid-Cap Gems
Neuberger Berman Mid Cap Growth Fund  (NMGAX)
2:42 PM ET May 01 2013
Mid cap companies have the best of both worlds -- the financial strength of large companies and nimbleness of smaller companies. But the asset class is misunderstood and overlooked because of the widespread perception that the return-to-risk profile can be replicated with the blend of large and small cap funds. >>

 
Valuing Access
Huntington Situs Small Cap Fund  (HSUAX)
12:12 AM ET April 30 2013
Smaller companies need to use every resource efficiently and effectively. And, advantages to small companies can come in many ways, from access to raw materials, to proximity to customers, from areas that have more favorable tax treatments or human-intellectual resources. Randy Bateman and his team are looking for small companies that have the additional advantage of being in the right location. >>

 
Long Term Focus on Quality and Growth
Jensen Quality Growth Fund  (JENSX)
10:38 AM ET April 25 2013
Of the nearly 5,000 companies trading on U.S. stock exchanges only 165 companies have the track record to generate more than 15% return on equity over the last ten years. Eric H. Schoenstein and his team are looking to invest in these quality growth companies that are trading at a discount to their long term values. >>

 
Quality and Price Matters
ARI International Small Cap Value Fund  (ADVIX)
13:44 PM ET April 22 2013
Advisory Research’s International Small Cap Value Fund invests in the inefficient small cap international market with a bias toward inexpensive and well capitalized companies. The style has generated strong upside capture and downside protection, resulting in an attractive risk/reward profile. >>

 
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Sources: Data collected by 123jump.com and Ticker.com from company press releases, filings and corporate websites. Market data: BATS Exchange. Inc