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Masters' select smaller companies

Article Abstract:

Masters' Select Smaller Companies (MSSFX) can serve as investors' primary small-cap holding. Bob Rodriguex of FPA Capital, John Rogers of Ariel Fund, Dick Weiss of Wells Fargo Advantage Common Stock, Bill D'Alonzo of Brandywine Fund and David Anthony former co-manager of Brazos Micro Cap are the five subadvisors who run the fund with exceedingly diverse approaches.

Author: Carlson, Greg
Publisher: Morningstar, Inc.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
Services introduction, New Products/Services, Services information, Investment advice, Investment Advisory Services, Services, Investment advisers, Company service introduction, Service introduction, Stock funds

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Death by a thousand cuts

Article Abstract:

Some of the funds that have become unattractive investments and have hidden risks are presented. Putnam Fund for Growth & Income, Janus Fund and American Century Growth are the three popular and successful funds that are performing poorly and have undergone a couple of strategy changes.

Author: Carlson, Greg
Publisher: Morningstar, Inc.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2006
Real estate investment trusts, Real Estate Invest Trusts, Evaluation, Janus Fund, Putnam Fund for Growth and Income Inc., American Century Corp.

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Funds with good records, but poor Stewardship grades

Article Abstract:

The work and strategies of funds with goods records despite of poor Stewardship grades are presented. Some of the funds of this category are Van Kampen Equity and Income, PBHG Mid Cap, and Scudder Intermediate Tax/Free AMT.

Author: Carlson, Greg
Publisher: Morningstar, Inc.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
Capital funds & cash flow, Analysis, Valuation, Stock markets, Stock market, Private equity funds

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Subjects list: United States
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