Inside the Millionaire's Club
Article Abstract:
Names of funds and their respective managers of the Millionaire's Club, more specifically managers with more than$1 Million in their funds are listed. 43 of the 62 funds in the club rank in the top 25% of their peer groups for the trailing 10-year period and managers who have big bucks invested look overwhelmingly strong on the performance front with an average expense ratio of 1.0% while most of the managers have been around for a long time in the millinerEs club.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
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Not all boutiques are created equal
Article Abstract:
The performances of Aegis Value, Baron Asset, Baron Small Cap, Thornburg Intl Value and Thornburg Value are highlighted. While regulatory issues, board quality and manager incentives of these funds are rated from excellent to fair, Aegis' fund has to be much cheaper, Baron's compensation is poorly structured with an above-medium expense ratio and Thornburg's climbing assets should have falling expenses and its bonuses are tied to fund performance.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
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Vanguard value VIPERs
Article Abstract:
Vanguard Value VIPERs faces strong competition from within even though it is a very good option for exchange-traded funds. This ETF provides cheap, reliable exposure to large-value stocks and is less subject to manager risk than its actively managed rivals.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
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