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Mutual Funds Archive



Diversified Safety Layer
Presidio Multi-Strategy Fund  (PMSFX)
3:42 PM ET November 14 2011
Even though traditional balanced funds tend to be divided between stocks and bonds, most of the risks that they carry are still rooted in stocks. With a clear risk-driven approach in place, the portfolio managers of the Presidio Multi Strategy Fund diversify holdings and risk away from the equity market with exposures to currency and commodities and other securities. >>

 
Early Recognition, Sustained Ownership
MTB Mid-Cap Growth Fund  (AMCRX; ARMEX)
13:01 PM ET November 10 2011
Mid-cap companies have the potential advantages of both the small- and large-cap investment universes: the growth opportunities of smaller companies with the stronger, more proven business models of larger companies. Mark Schultz and his team at the MTB Mid-Cap Growth Fund seek out mid-cap companies whose sustainable growth characteristics are not fully recognized by the market. >>

 
Risk Parity
Putnam Dynamic Risk Allocation Fund  (PDREX)
13:48 PM ET October 31 2011
Most diversified funds allocate assets across various investment categories but rarely focus on the kinds of risk they are exposed to and the amount of risk they take on. Jeffrey L. Knight and his team build their portfolio based on the concept of risk parity to equalize risks across various investment instruments. >>

 
Avoiding Mistakes in High Yields
Wells Fargo Advantage High Yield Bond Fund  (EKHAX)
3:42 PM ET October 24 2011
Investing in high yield bonds can be rewarding when spread across various bonds in different industries and held for longer than three years. Niklas Nordenfelt and Phillip Susser look for companies that not only offer upside but also provide significant downside protection in difficult market conditions. >>

 
Riding High Yield Bond Funds
Hundredfold Select Alternative Fund  (SFHYX)
3:11 PM ET October 19 2011
As investing in high yield bonds can generate equity-like returns with less risk, trading in a diversified pool of high yield bonds can deliver even more consistent performance. Ralph J. Doudera, portfolio manager of the Hundredfold Select Alternative Fund, has spent two decades in perfecting his investment approach with technical analysis and alternative investment strategies. >>

 
Economic Returns
Wasatch Core Growth Fund  (WGROX)
9:28 AM ET October 13 2011
Investing in companies with market leadership positions in stable and growing markets is generally rewarding, especially when stocks are purchased in times of weakness. JB Taylor and his team of managers look for small cap growth companies with high economic returns when they are out of favor. >>

 
Values with Catalysts
Heartland Select Value Fund  (HRSVX,; HNSVX)
3:50 PM ET October 10 2011
The Heartland Select Value Fund is focused on company valuations, not market cap. Portfolio manager Ted Baszler looks for stocks across the market cap spectrum that trade at compelling valuations to the company’s intrinsic worth. The Fund utilizes Heartland’s time tested investment process known as the 10 Principles of Value Investing to analyze companies. >>

 
Durable Mid Caps
Baird MidCap Fund  (BMDIX)
10:41 AM ET October 07 2011
Mid cap companies enjoy the stability of large companies and the growth characteristics of small, fast-growing businesses. At the helm of the Baird MidCap Fund, Charles Severson and his research team select companies that are growing at a rapid rate and trading at lower valuations than their peers. >>

 
Oversold Stocks in Out of Favor Sectors
The Flex-funds Quantex Fund  (FLCGX)
11:01 AM ET October 04 2011
Long-term investing calls for a disciplined approach to applying one’s criteria regardless of market cycles. At The Quantex Fund, Bob Meeder and his team follow a proprietary investment model with a focus on oversold market sectors that are expected to generate consistent returns. >>

 
Information Edge With Margin of Safety
Roumell Opportunistic Value Fund  (RAMSX; RAMVX)
2:58 PM ET September 15 2011
Investors searching for deep value opportunities have a better appreciation of a company’s assets and business models. Yet, not all value investors are disciplined enough to analyze balance sheets first and income statements second. James C. Roumell and his team search and track businesses for years only to invest when a stock is considerably at odds with underlying value. >>

 
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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