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- Walter Frank Recommends the Following Mutual Fund: Fidelity Low-Priced Stock Fund
- Business Editors
- Research articles 2003-01-14
- Merrill's telecom stock fund: Telecom HOLDRs Trust includes heavyweights from AT&T to SBC - Communications
- The telecom industry is a critical part of the new economy. No modern portfolio is complete without some exposure to telecom companies. As with other sectors, it is always prudent to diversify within a sector.
- Research articles 2000-06-01
- Fidelity Investments Introduces Tax Managed Stock Fund; Fidelity Tax Managed Stock Fund Aims to Reduce Impact of Federal Income Tax on Investment Returns
- BOSTON--BUSINESS WIRE--Nov. 3, 1998--Fidelity InvestmentsR today announced the opening of Fidelity Tax Managed Stock Fund. The new fund - the first Fidelity retail stock fund to be managed using a tax-sensitive investment strategy- will seek long-term growth by investing mainly in equity securities. In addition, the fund will attempt to...
- Research articles 1998-11-03
- Highly ranked Phoenix U.S. Stock Fund brought investors results in 1995; Thematic approach helps boost return
- HARTFORD, Conn.--BUSINESS WIRE--March 18, 1996--Outperformance is nothing new for Phoenix U.S. Stock Fund, the aggressive growth fund which posted a 51.7 percent NAV return in 1995 compared to the 37 percent return of the S&P 500 Index. In addition, the fund was highly ranked by Lipper Analytical Services in...
- Research articles 1996-03-18
- Thai SEC Allows Five Asset Managers to Sell Foreign Stock Funds.
- By Nuntawun Polkuamdee, Bangkok Post, Thailand Knight Ridder/Tribune Business News By Nuntawun Polkuamdee, Bangkok Post, Thailand Knight Ridder/Tribune Business News
- Research articles 2002-01-30
- Fidelity Adds Tax Managed Fund to Its Advisor Family of Funds; Fidelity Advisor Tax Managed Stock Fund Designed to Offset Income Tax Impact on Investment Returns
- Business Editors
- Research articles 2001-09-26
- Consumer Reports' Stock Fund Forecasts Offers Wide Range of Possibilites.
- By Harriet Johnson Brackey, The Miami Herald Knight Ridder/Tribune Business News By Harriet Johnson Brackey, The Miami Herald Knight Ridder/Tribune Business News
- Research articles 2003-02-11
- Sifting through the wreckage, looking for growth.(Stein Roe and Farnham Inc.'s Liberty Growth Stock Fund)(Brief Article)(Statistical Data Included)(Interview)
- Value investing has been in vogue for more than a year, but even so, new money has been pouring into Stein Roe & Farnham Inc.'s Liberty Growth Stock Fund, which now holds more than $1.9 billion in assets. Much of the fund's appeal is owed to Erik...
- Research articles 2001-03-19
- A lost ball in high grass.
- Economy out of the woods but not the weeds There's no denying it -- financial advisers are a cautious lot. Despite signs that the bearlike market slide that began in March 2000 has finally run its...
- Research articles 2001-07-09
- SEC Targets Pimco Stock Funds.
- By Chris Knap, The Orange County Register, Calif. Knight Ridder/Tribune Business News By Chris Knap, The Orange County Register, Calif. Knight Ridder/Tribune Business News
- Research articles 2004-02-14
- The light at the end of tunnel? Record outflows may mean market bottom.
- When it comes to riding the stock market to the bottom, there is but one nagging question: Are we there yet? Judging by how mutual fund investors behaved in July, a case can be made that we have reached a trough. ...
- Research articles 2002-09-02
- Intel in semiconductor HOLDRs: stock fund also contains heavyweights such as AMD and Micron - Technology
- In this space, I have discussed several HOLDRs Trusts, which are securities that enable individual investors to participate in different business sectors without having to invest a relatively large sum of money or pay a large MER. These aspects are particularly important in the volatile and high priced new economy...
- Research articles 2000-08-01
- New pension rules ease fiduciary liability. (Department of Labor) (Points & Viewpoints) (Column)
- After the Executive Life debacle--and several others that followed soon after--an understandable panic set in among many holders of private pension plans. Particularly affected were those whose fixed income annuities were invested in guaranteed inves After the Executive Life debacle--and several others that followed soon...
- Research articles 1992-12-07
- P&I SURVEY: Fixed-income managers shine while equities get hammered; Last-quarter rally can't stop bleeding for beleaguered stock funds.(Special Report: Mutual Funds)(Pensions and Investments survey)
- Byline: Dave Kovaleski The equity market rebounded nicely in the fourth quarter but it was too little too late for stock managers in the Pensions & Investments survey of mutual funds most used in defined contribution plans. In 2002, every eq ...
- Research articles 2003-02-03
- Fidelity Advisor Tax Managed Stock Fund.
- Tim Heffernan, portfolio manager. Investment Outlook As portfolio manager of Fidelity Advisor Tax Managed Stock Fund, I positioned the fund with a higher percentage of stocks in industries - such as labor staffing, media and energy...
- Research articles 2003-04-01
- Fidelity Suffers Small Exit of Money from Stock Funds, Analyst Says.(Originated from The Boston Globe)
- Jan. 14--Investors keep pouring money into stock mutual funds, but Fidelity Investments isn't sharing in the wealth the way it once did. Jan. 14--Investors keep pouring money into stock mutual funds, but Fidelity Investments isn't sharing in the wealth the way...
- Research articles 1997-01-14
- Largest Mutual Funds - Stock funds - Bond funds - Brief Article - Illustration
- Stock funds Ranked by one-year performance to October 18 ANNUALIZED TOTAL...
- Research articles 1999-12-01
- Here Come the "Safe" Stock Funds
- As sure as rain begets mudslides, the bear market has spawned a menagerie of new "safe" equity investments. But only one is worth a cautious try. ...
- Articles 2009-05-28
- Three Specialized Stock Funds That Can Spice Up Your
- Certain niches of the economy provide more long-term stability or stronger growth prospects than others. Happily, you can invest in those niches via mutual funds known as sector funds. The benefit of such funds, financial advisers say, is that they provide extra concentration in areas you might want to emphasize...
- White papers 1998-05-01
- Opposite ends: Stock funds flounder; fixed income shines; Bond components key to better returns.(Special Report: Mutual Funds)
- Byline: Dave Kovaleski You know times are tough when negative single-digit returns look good. And times are tough. Only two of the top-performing equity funds in Pensions & Investments' universe of mutual funds most used by defined contribu Byline: Dave...
- Research articles 2003-04-28
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