Many investors regard small-cap stocks as highly volatile growth plays, but this broad category is far more variegated than this stereotype would suggest.
Investors naturally gravitate toward funds with a history of strong performance; fees and expenses–and what these charges pay for–are often an afterthought or, at best, vaguely understood. We break down the costs that eat into your returns.
Going forward this tech-focused should deliver solid growth for long-term investors. Management has a keen eye for identifying both long-term trends and shorter-term opportunities, and the decision to increase exposure to emerging markets should likewise pay off.
Managers of start-up funds are usually as green as the funds themselves. But here’s one new offering that boasts a veteran manager who’s already established himself as one of the industry’s greats.
Ariel Appreciation (CAAPX) is celebrating its 20th anniversary this year, but when we sat down with John and new portfolio manager Timothy Fidler, the two focused on their investment strategy and favorite themes–not the fund’s track record of success.
This month we look at smaller funds that lack the higher profiles and huge asset bases that characterize the big shops’ offerings, but still manage to outperform thanks to rigorous research and their managers’ stock-picking acumen.
Consumer staples are one niche in the marketplace that will weather any storm the holiday season may bring.
Health care and gold play off shifting sentiments–one for the better and one for the worse.
Focus in on these focused funds.
Shares of Real Estate Investment Trusts have rallied almost 90 percent since the market bottomed in March, but the jury is out on whether this recovery is warranted given the difficulties facing commercial real estate. To gain some clarity on this issue, we talked to Paul Curbo, portfolio manager for AIM Real Estate (IARAX), AIM Select Real Estate Income (ASRAX) and AIM Global Real Estate (AGREX).
