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Down but Not Out: 5 Likely Comebacks

Oil and gold stocks could come roaring back

In Case You’re Still Having Nightmares

Two funds that will let you sleep better

In Case the Market Turns Ugly

Our Parnassus fund shines in bad times

Hartford Understands Health

We’re switching health care funds

A Fund Too Good To Be True?


Virtus small-cap growth is the real deal

Even Better than Tocqueville

First Eagle Wins on Numbers and Style By Stephen Leeb This issue we swap one gold fund, the excellent Tocqueville (MUTF: TGLDX), for the even more excellent First Eagle (MUTF: FEGIX), for reasons of both numbers and style. In numbers, First Eagle edges out Tocqueville over the past three-, five-, and 10-year periods, explaining why […]

An Even Better China Fund

Less risk, greater growth potential

Yes, Our Bond Funds Still Rate

A professionally curated selection

Comparing Large-Value Funds

Our Becker fund still wins out By Alyssa A. Lappen As we discussed last issue, while Morningstar is a useful guide, it shouldn’t be followed blindly. In assessing funds, we use its ratings as just one factor. A case in point is Becker Value Equity Retail fund (BVEFX), the Large Value pick we added to […]

Spring Cleaning Sales

We shed two underperforming funds By Alyssa A. Lappen In investing, as elsewhere in life, less can be more. Acting on that philosophy, this issue we’re doing some housecleaning by selling two funds whose performance has been disappointing and that are in areas better represented by other funds we recommend. One sale is of mid-value […]

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