Low-cost, highly rated funds produce strong results

Article Abstract:

The star rating study found that generally 5-star funds modestly outperformed their peers on an absolute basis on a risk- and load-adjusted basis as measured from June 2002 to June 2005. Over this shorter period, the combination of low expenses did even better, most likely due to the turnaround in the markets.

Management dynamics, Management, Influence, Investments, Credit ratings, Company business management, Investment management

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A rally despite dark clouds

Article Abstract:

The markets in the US got a strong start in January 2006 as large capital gained about 3% and small capitals gained about 8%. Among small-company funds, Turner Small Cap Growth TSCEX and Keeley Small Cap Value KSCVX gained about 9.5%.

Management investment, open-end, Labor Distribution by Employer, Statistics, Mutual fund industry, Statistical table

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