Oriented to Small and Value Stocks, DFA Has Rocked—and Attracted Assets. Will It Be a Victim of Its Own Success?
Oriented to Small and Value Stocks, DFA Has Rocked—and Attracted Assets. Will It Be a Victim of Its Own Success?
May 12, 2010
Dimensional Fund Advisors (DFA) is riding high. At a time when many investors are abandoning actively managed stock funds, DFA’s passive portfolios have been attracting a steady flow of cash.
ETFs Overheating
ETFs Overheating
May 01, 2010
According to Bespoke Investment Group, only one or two of the hundreds of key ETFs it tracks typically trade at more than 10 percent above their moving average.
China Bulls
China Bulls
May 01, 2010
Despite a despotic regime and a big stock market gain last year, bulls are running rampant.
Got the Large Blend Indexing Blues?
Got the Large Blend Indexing Blues?
May 01, 2010
There is a strong case for using top active funds. Some of the best large blend managers take less risk than the benchmark.
Playing it Safe With Annuities
Playing it Safe With Annuities
May 01, 2010
Often criticized for their high fees and their complexities, annuities are drawing renewed interest from investors who want security in the wake of the recent financial collapse.
Marathon Value, a Top-Performing Fund, Breakfasts with Registered Rep.
Apr 28, 2010
During the rough markets of the past decade, Marathon Value Fund (MVFPX) the fund returned 6 percent annually during the ten years through April 13, outdoing 97 percent of its large blend competitors.
Low Cost Index Securities, Hedge Funds Poised For Boom
Apr 16, 2010
There are big changes ahead in investment products and channels, predicted Tiburon Strategic Advisors Managing Principal Charles “Chip” Roame on Wednesday at the Tiburon CEO Summit in New York City. Low-cost indexed securities will...
China Bulls Still Running Rampant
Apr 13, 2010
In recent months the chorus of skepticism regarding Chinese economic and stock market performance has reached a greater crescendo. But there are plenty of bulls left.
Load More