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(MGOYX) Mid Cap for Every Season
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| Mid-Cap stocks are not well followed by investors. Investors understand the solid financials and safety of the large-cap stocks and are attracted to the growth prospect of small-cap stocks, but rarely are investors aware of the earnings stability and the growth consistency of mid-cap stocks.
Not all mid-cap funds are alike. Few mid-cap funds have a track record of beating the market in the last three and five years and fewer managers have the track record that Tony has built. |
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(LAFFX) Seeking Value
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| One of the oldest mutual funds, Lord Abbett Affiliated Fund has provided consistent returns to investors seeking investment safety. Affiliated Fund has approximately $17 billion of assets under management, and Lord Abbett manages approximately $35 billion in large-cap value securities. In the last several years the fund’s investment strategy is to invest in Large Cap Value stocks. |
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(OEGAX) Growth on the Horizon
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| Small and micro cap funds require fund managers to be risk takers and cautious at the same time. Historically, this universe of stocks is not well covered or researched by Wall Street brokers, and investors do not have enough timely information regarding these companies. The Oppenheimer Emerging Growth fund is one of the unique funds that seek emerging growth in all the right places. |
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(PAPRX) American in the Pacific
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| Over the last 30 years, investors have seen one Asian economy after another take off. First Japan, then South Korea and most recently, China. American and European companies are increasingly finding growth opportunities in the Asia-Pacific region of the world—and are opening a whole new way for investors to gain exposure to these economies through investment in multi-national companies. |
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(ORILX) Large Cap for Long Term
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| There are more than 300 large-cap funds to choose from. Investors have a lot of choices and large-cap fund managers must be unique in their investment approach and deliver investment performance. The Pioneer Oak Ridge Large Cap Growth Fund looks at the largest 1,000 companies and searches for the top companies with consistent earnings growth in the current economic environment. |
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(PSRPX) Trust the Model
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| In a market longing for risk control, stability, and predictability, it is no surprise to find good asset management ideas born in trusts and other wealth management departments. When Michael Mara left his trust job, he had one of those ideas and a plan to implement it in a mutual fund format. The result is a portfolio with a steady top-quintile Lipper ranking in the multi-cap core category. |
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(INDZX) Deep Value Surprises
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| Despite the market’s run-up in 2003, Warren Spitz believes there are still opportunities to find value, and even “deep value” opportunities. Since he took over American Express’ Diversified Equity Income portfolio three years ago, the fund has remained in Lipper’s top quintile in the Equity Income category for the year-to-date, 1-year, and 3-year periods. |
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(CGRWX) Clean Sheet
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| Under Chris Leavy’s leadership, The Oppenheimer Value Fund has risen from being an underachieving fund to one of the top performing large cap value funds over the past three years. He told Ticker what he believes it takes to beat the peer group year in and year out. |
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