Sep 10, 2010

According to Morningstar, passive portfolios hold 22 percent of fund assets, up from 11 percent in 1999. Now it is no longer possible to ignore the impact of indexing.

Indexing Hedge Funds

Sep 01, 2010

Hedge fund-replicating mutual funds for the retail set are young, but they have demonstrated an ability to limit losses in downturns.

60 Seconds: Craig Callahan

Sep 01, 2010

60 Seconds: Craig Callahan

Not Every Recovery Looks the Same, a Q&A with a Bullish Value Manager

Aug 10, 2010

Craig Callahan, president and founder, ICON Advisers, a value manager based in Denver, is bullish despite the recent 16 percent drop from the April highs to the early July lows. Recently, Registered Rep. editor sat down for lunch with Craig to get...

Ten To Watch 2010-2011: The Fortune Teller

Aug 01, 2010

John Hussman, President, Hussman Funds

Top Crusading SRI Funds To Invest In

Jul 06, 2010

Socially responsible funds all seek to invest in businesses that are good corporate citizens. But the funds rarely agree on which stocks pass the test. The Gulf oil spill has served to highlight the differences in strategies. While some funds are...

Funny Thing About Being “Conservative”

Jul 01, 2010

It can hurt. Target-date funds work out the kinks.

Investors More Sophisticated, but Still Buying and Selling at Wrong Times

Jun 28, 2010

In recent years, shareholders have become smarter fund shoppers. But too many still buy and sell at the wrong times, says Don Phillips, Morningstar’s managing director.

Vanguard Broadens ETF Platform

Jun 25, 2010

Considered by some to be a latecomer to the ETF party, Vanguard yesterday beefed up its exchange traded fund and mutual fund offerings. The company that made its reputation with low-cost indexed investments said it will launch 19 new index funds...

When David Becomes Goliath

Jun 01, 2010

Oriented to small and value stocks, DFA has rocked and attracted assets. Will DFA be a victim of its own success?