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(HMCAX) Heritage Mid Cap Stock Fund
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| 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. |
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(PYHRX) High-Yield Manager Gears for New Cycle
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| The Payden High-Yield Bond Fund, headed by veteran credit analyst Kevin Akioka, has never experienced a default among securities held in the portfolio since inception. That attention to credit risk has delivered a performance, based on total return, that ranks the fund in the top 10% in its category for the past five years. |
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(NWFAX) Adding Digital, Staying Fundamental
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| One of the country's oldest funds, Gartmore's Total Return Fund will turn 70 in May. Co-managers William Miller and Simon Melluish outlined improvement to the fund's investment strategy through a blend of quantitative analysis overlaid over fundamental research according to 'four cherished factors.' |
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(FRMPX) Investing into an Expanding Universe
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| Formerly a micro cap fund, First American has changed the market capitalization limitation to allow for more names from the small cap sector. Co-manager Joe Frohna informed Ticker that although the name has been changed to the Small Growth Opportunities Fund, the investment approach remains the same. |
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(EVTMX) Everything Old Is New Again
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| 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 five years for total return. |
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(EKHAX) Forward Indicators of Change
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| 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. |
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(QRAAX) The Kindness of Commodities
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| 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. |
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(SVSBX) Don't Box Me In
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| Sticking with themes and identifying trends early, based on a combination of fundamental and quantitative research has guided the Security Mid Cap Value Fund, managed by Jim Shier, to the top percent among funds in its category. It has also topped the S&P 500 for the past five years. |
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(PKLFX) To QARP, Rather Than to GARP
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| Founder Allan Rudnick and chief research officer Paul Wayne manage Phoenix-Kayne Large Cap Fund, through both retail and adviser channels. The two have a combined 56 years of experience in delivering a return on a core portfolio of large-cap stocks that has remained in the top 10% in its category over a 10-year period. |
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