Expenses trend down, but total fees keep rising

Article Abstract:

The expense ratio in mutual funds are rising high and the reasons are middlemen who are seeking ways to raise fees rather than lower them and fund companies that favor their own profits over those of fund holders. New York Attorney General Eliot Spitzer's mandated fee cuts may spur more firms to drop fees, which will provide investors with plenty of attractive low-cost options.

Services information, New York, Services, Spitzer, Eliot

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David Katz finds bargains among giants

Article Abstract:

Lead manager David Katz and his team use eight quantitative valuation models to screen a universe of 1,500 large-cap stocks so that the investors can recognize the superior fundamentals and attractive valuations of the fund. Ariel Appreciation, Matrix Advisors Value, Oak Value, Oakmark Select and Fairholme are some of the funds that follow a focused, low-turnover strategy.

Beliefs, opinions and attitudes, Katz, David

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Managers of the year 2004: These managers went above and beyond

Article Abstract:

The year 2004 gave rewards to the bond market towards the end, though it began bleakly. A list of rewarding funds and the strategy adopted by the respective fund managers is detailed.

Achievements and awards, Financial managers

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