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Mutual Funds Archive



Small Cap Gems
Westcore International Small-Cap Fund  (WTIFX)
12:03 AM ET November 14 2012
Small cap companies with business models focused on market niches can offer unique investment opportunities to diligent investors who have resources and capabilities to unearth these names worldwide. John Fenley and his colleagues at the Westcore International Small-Cap Fund follow a rigorous process of finding companies with growth characteristics that we believe are trading at a discount to their long-term potential. >>

 
Dividend Growers
BlackRock Equity Dividend Fund  (MDDVX)
8:18 AM ET November 08 2012
Sustained earnings undoubtedly build capital for future expansion. Yet, undisciplined investments in projects yielding weak results will eventually catch up with a company’s stock price. At the BlackRock Equity Dividend Fund, Robert Shearer and his team of analysts seek to eliminate inflation and risk by reviewing companies with a track record of dividend payments and a plan to increase dividends. >>

 
Rotation to Next Market Leaders
ICON Consumer Discretionary Fund  (ICCAX)
4:33 PM ET October 31 2012
Market volatility could be detrimental to long-term investing. Yet, a disciplined investment strategy can leverage market volatility along with investor fear to its advantage. Robert Straus, portfolio manager of the ICON Consumer Discretionary Fund, follows a systematic process of identifying stocks with a superior price-to-value ratio within industries offering the best relative value. >>

 
Profit from Sector Volatility
Huntington US Equity Rotation Strategy ETF  (HUSE)
2:42 PM ET October 29 2012
Markets, sectors and stocks all trade in different volatility patterns that may provide the advantages of favorably changing situations to investors as long as they have a strict buy and sell discipline. The Huntington US Equity Rotation Strategy ETF is designed to capitalize on such opportunities by rotating 30% of assets among the sectors that are likely to outperform its benchmark. >>

 
A Value Approach to High Yield
DWS High Income Fund  (KHYAX)
3:03 PM ET October 17 2012
High yield investments combine the advantages of equity-like returns and the safety of bonds. Moreover, a company does not have to generate above-average growth in earnings or sales to produce superior returns. Gary Russell, portfolio manager of the DWS High Income Fund, and his team of analysts screen the high yield bond space in search of undervalued companies with healthy balance sheets. >>

 
Downside Protection for Long-Term Value
Prudential High Yield Fund  (PBHAX)
4:11 PM ET October 08 2012
Investing in high yield bonds is about selecting fundamentally sound companies and securities that offer superior risk-adjusted returns. Paul Appleby and Michael J. Collins, members of the Prudential High Yield Fund portfolio management team, highlight the importance of fundamentally sound companies and downside risk as a source of consistent long-term returns with less volatility than the average high yield bond fund. >>

 
Predictability with Multi-Manager Allocation
Russell Strategic Bond Fund  (RFDAX)
12:49 AM ET September 17 2012
A multi-manager approach to investing is generally expected to offer lower volatility and a higher degree of predictability of returns in the long term. Gerard Fitzpatrick, portfolio manager of the Russell Strategic Bond Fund, highlights the allocation of capital to a carefully chosen group of managers to generate better-than-market returns in line with the investment goals of the fund. >>

 
Total Return Driven
Delaware Corporate Bond Fund  (DGCAX)
13:11 PM ET September 07 2012
Although fixed income markets are efficient with respect to interest rate risk, regularly mispriced securities exposed to credit, prepayment, and liquidity risks offer premium return potential to investors empowered with the analytical resources to research companies and study their capital structures. Thomas H. Chow and his team at the Delaware Corporate Bond Fund scour the fixed-income marketplace for relative value across the full spectrum of capitalization, industries and regions. >>

 
Limited Term with Limited Risk
Thornburg Limited Term Income Fund  (THIFX)
11:28 AM ET September 05 2012
As a mixture of differing maturities and varying degrees of risks, the fixed income universe is open to a range of market perceptions of those risks in line with the changing economic cycles and business environment. At the Thornburg Limited Term Income Fund, Lon Erickson and his team search for the best risk/reward profile among all types of bonds at any given time. >>

 
Dynamic Risk Posture
Hartford High Yield Fund  (HAHAX)
2:41 PM ET August 31 2012
An adequate approach to risk management often requires a more versatile approach to research and an ever-changing point of view. At The Hartford High Yield Fund, Christopher Jones and his team benefit from proprietary research that delves into the current business cycle and economic environment both from a top-down and a bottom-up perspective. >>

 
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