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- How to Restore a Devastated Nest Egg
- Dan and Barbara Hoffa felt a lot wealthier in 2007 than they do today. The market's plunge vaporized half of the Hoffas' portfolio, reducing their total liquid assets to about $900,000, a little more than half of which is arrayed in 401ks and a Roth IRA. ...
- Articles 2009-09-15
Additional Resources
- Macquarie ditches growth funds; Mouatt departs.
- May 28, 2003 (The Sydney Morning Herald - ABIX via COMTEX) Australian investment bank, Macquarie Bank, has decided to pull the plug on its growth-style managed funds. On 28 May 2003, the bank said that, after 2.5 years, it has parted company with Peter Mouatt,...
- Research articles 2003-05-29
- The future may be self-managed.(Australian laws may increase do-it-yourself superannuation funds)(Brief Article)
- Mar 13, 2005 (The Australian Financial Review - ABIX via COMTEX) New Australian laws are likely to lead to an increase in the number of do-it-yourself DIY superannuation funds. The new legislation will allow Australian workers to choose where they invest their superannuation. Australian...
- Research articles 2005-03-13
- 'Giving at Work 2003' Report Finds Growth in Alternative Funds as United Way Shifts Focus Toward Wealthier Donors
- WASHINGTON, July 24 /U.S. Newswire/ -- Charitable donations pledged to alternative funds, the workplace giving programs that complement United Way charity campaigns, have grown to comprise 11 percent of pledge dollars from traditional donors in American wWASHINGTON, July 24 /U.S. Newswire/ -- Charitable donations pledged to alternative funds, the workplace...
- Research articles 2003-07-24
- Mutuals.Com Generation Wave Growth Fund Receives 5-Star Rating; The Generation Wave Growth Fund Received a 5-Star Overall Morningstar Rating™ as of 6/30/05, from a Weighted Average of Performance Figures among 1074 Large Growth Funds
- DALLAS -- The MUTUALS.com Generation Wave Growth Fund (Nasdaq:GWGFX) ranked in the top 13 percent of Large-Cap Growth Funds based on total fund returns for the 3-year period ending June 30, 2005. Morningstar based the percentile ranking on 1074 total Large-Cap Growth Funds tracked. The Fund also ranked in the...
- Research articles 2005-07-12
- MUTUALS.com Generation Wave Growth Fund Receives 5-Star Overall Morningstar Rating as of 6/30/04, from a Weighted Average of Performance Figures among 985 Large Growth Funds
- DALLAS -- The MUTUALS.com Generation Wave Growth Fund (Nasdaq:GWGFX) ranked in the top 7 percent of Large-Cap Growth Funds based on total fund returns for the 3-year period ending June 30, 2004. The percentile ranking was based on 985 total Large-Cap Blend Funds tracked by Morningstar. It also ranked in...
- Research articles 2004-07-19
- Performance gap: Value benchmark harder to beat, says mutual fund study; Yet most growth funds handily surpass their indexes, SEI says.(SEI Investments report)
- Despite the fact that domestic value equities have outperformed domestic growth equities over the last decade, a study of mutual fund performance finds value funds have had a more difficult time bettering their benchmarks than growth funds. The re Despite the fact that...
- Research articles 2002-05-27
- FUNDS OF HUA AN ACHIEVE SHARP NET VALUE GROWTH
- AsiaInfo Services 06-15-2007 Funds of Hua An Achieve Sharp Net Value Growth SHANGHAI, Jun 15, 2007 SinoCast via COMTEX -- While China's securities market has remained bullish since 2007-start, funds of Hua An Fund Management Company Limited h AsiaInfo Services...
- Research articles 2007-06-15
- Second time's a charm: after making a false start, B.E. says now is a better time to buy mid-cap growth funds - Mutual Fund Focus - Brief Article
- We got it wrong. We thought December 2000 was a good time to jump into mid-cap growth funds. That wasn't the case, although it looks to be true now. Our thinking at the time was this: Funds investing in the growth stocks of mid-range companies had done well during...
- Research articles 2002-05-01
- MEASURING RISK: Upside-potential ratios vary by investment style.(investment funds)(Brief Article)(Statistical Data Included)
- In the past I have ranked all funds by the upside potential ratio regardless of style. In this issue I have separated the large-cap growth funds from the large-cap value funds to see who did best in each style category. Because there are so few small ...
- Research articles 2000-10-30
- Utah funds make hay despite the market's rain.
- Wasatch Funds Inc. in Salt Lake City is becoming a legend of the West. In a difficult stock market, all but one of its six equity funds are in positive territory. Even its growth funds are going gangbusters at a time...
- Research articles 2001-08-27
- News: S&P reviews global equity funds.
- Value equity funds strongly outperformed growth funds in the first half of 2004 - but managers are still failing to beat indices.The predominance of value funds continues the trend that began last year, according to Standard & Poor's (S&P), t Value equity funds strongly outperformed growth...
- Research articles 2004-08-16
- Enterprise Growth Named as One of S&P's Select Funds
- ATLANTA--BUSINESS WIRE--March 11, 1999--The Enterprise Growth Fund has been named to Standard & Poor's inaugural list of Select Funds. S&P is launching the first-of-its-kind innovative evaluation service on mutual funds by awarding its `Select' status to only 24 of the most prestigious large-cap growth funds in the market.
- Research articles 1999-03-11
- Growth equity managers make comeback; Value funds lose grip on top performers of most-used funds.(Mutual Funds in DC Plans)
- Byline: Douglas Appell BOSTON - Growth equity managers grabbed the limelight away from value managers among the top-performing mutual funds most used in defined contribution plans for the one-year period ended Sept. 30, claiming 14 of the top 25 spots in sister...
- Research articles 2005-11-07
- Sun also rises on U.S. funds in Japan via Internet.
- New AdvisorTech site could boost growth of third-party funds In the land of the rising sun, Japanese brokerages control most of the access to mutual funds, but a U.S. company hopes to crack that market through the Internet. ...
- Research articles 2000-05-15
- Funds review.(Illustration)
- Funds Review 2002 public funds returns THROUGH DECEMBER Name of fund Trading advisors ...
- Research articles 2003-02-01
- 2003 public funds returns (through June).(Funds Review)(Illustration)
- 2003 public funds returns through June Name of fund Trading advisors U.S. Closed Alternative Asset Growth LP Multiple...
- Research articles 2003-08-01
- 2003 public funds returns.(Funds Review)
- 2003 public funds returns through September Name of fund Trading advisors U.S. Closed Alternative Asset Growth LP ...
- Research articles 2003-11-01
- Coming back: Growth managers, high yield take top prizes; 2 styles of mutual funds earn nice returns for investors in defined contribution plans.(Special Report: Mutual Funds)
- Byline: Dave Kovaleski It's been a long time coming for growth equity managers. With the wind finally at their backs after the best quarter for the S&P 500 since 1998, growth managers took six of the top 10 equity spots in Pensions...
- Research articles 2003-07-21
- 2005 public funds returns (through March).(Funds Review)
- 2005 public funds returns through March ...
- Research articles 2005-05-01
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