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Manager Microscope
Thursday, August 21st, 2003
Tony Maramarco: Babson Shadow Stock (SHSTX) Investors seeking high-growth potential and to diversify their equity portfolios may wish to consider the Babson Shadow Stock Fund managed by Tony Maramarco of the Babson Funds Group.

Fund Family Profile
Wednesday, August 20th, 2003
Thornburg Funds
This week, we look at the Thornburg Funds advised by Thornburg Investment Management, an investment firm based in Sante Fe, New Mexico that's committed to disciplined investing and controlling risk in all market environments, through laddered fixed income and focused equity portfolios.

Fund Screen
Tuesday, August 19th, 2003
Dividend Growth Funds These four U.S. equity funds are among those that could benefit from recent tax cuts on dividend taxes. President Bush's $350 billion tax cut in May of 2003 included a big break on dividend taxes, making dividends more valuable.

Weekly Fund Wrap
Monday, August 18th, 2003
Wall Street Ends Blackout Week Higher
Reports of modest inflation and strong industrial output in July fueled gains on Wall Street last week in spite of thinned volume resulting from the worst blackout in U.S. history.


Last Week On Mutual Investor


Manager Microscope
Thursday, August 14th, 2003
Tim Guinness: Guinness Atkinson Global Innovators Fund (IWIRX) This week, we check out Tim Guinness and the Guinness Atkinson Global Innovators Fund (IWIRX), a large-growth fund that seeks long-term appreciation by investing substantially in securities that comprise the "Wired" index and other stocks.

Fund Family Profile
Wednesday, August 13th, 2003
Cooke & Bieler (C&B) Funds
Long-term investors looking for a high quality, low risk approach to equity investing will like what they see at Cooke & Bieler, an investment firm based in Philadelphia that has been building (and preserving) capital for more than half a century.

Fund Screen
Tuesday, August 5th, 2003
What Have You Done For Me Lately? This week, we see which mutual funds have produced the highest total returns for investors since mid-year in seven broad fund types: S&P 500, growth, value, core, mixed, global, and sector.

Weekly Fund Wrap
Monday, August 11th, 2003
Stock Funds End Week Lower, Bond Funds Gain
Equity funds posted moderate losses for the week ended August 8, 2003, as the cautious tone on Wall Street continues, while fixed income funds were generally higher, rebounding from a tough week the week before.

 

INVESTOR ALERT

To all our readers...the growing mutual fund scandal could have a much larger impact than many analysts estimate.

We have chosen to put our fund analysis on hold until the dust begins to clear.

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Setting Goals
In setting goals, I like to use the story of Alice in Wonderland, who at one point in the story comes upon a fork in the road.

Starting Early
The concept here is simple, the earlier you start investing the longer you can put money to work for you and enjoy the power of compounding.

Risk and Reward
Assessing your tolerance for risk is an essential ingredient in the investment process. Risk is defined in many different ways.

Diversification
The concept behind diversification is to balance your investment defensively by spreading your money among securities of different industries, sectors and assets classes.

Dollar-Cost Averaging
Studies show that it's nearly impossible to time the markets yet the temptation is always there to try.

Realistic Expectations
Having realistic expectations about investment performance is as critical to the investment process as understanding risk.

Securing Retirement
When the U.S. social security system was passed into law (1933) it was the main source of retirement income for most Americans.

   
 

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