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By MORNINGSTAR | October 31, 1999
Growth Fund of America moves in fits and starts.This fund is one of the few domestic-focused offerings from the estimable American Funds stable that emphasizes capital appreciation. It puts nearly 75 percent of its assets in technology and services -- mainly media companies -- whereas most of its siblings avoid sector concentrations.The fund's managers follow a growth-at-a-reasonable-price strategy, often taking positions in fallen growth stocks such as Cendant. A market darling in 1997, the stock was hammered last year after revelations of accounting irregularities.
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BUSINESS
By Hanah Cho and Hanah Cho,Hanah.cho@baltsun.com | September 6, 2009
After surviving a stock market free fall last year, U.S. money managers faced a topsy-turvy start to 2009 before a formidable spring rally. One of the standouts this year has been T. Rowe Price's Joseph Milano, who has been managing the New America Growth Fund since 2002. While the fund lost 38.3 percent last year, it still bested 67 percent of its peers in its large-growth category, according to Morningstar. The fund's three-year and five-year returns are also impressive, outperforming 95 percent and 85 percent of its peer funds, respectively.
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BUSINESS
By New York Times News Service | July 2, 1995
As if climbing the big hill on a roller-coaster ride, investors in the Oberweis fund may be getting some heart flutters.The fund is soaring, but only after a few dismal years. And anyone who has followed its tracks knows just how volatile it can be.Invested in small companies with rapid growth, Oberweis Emerging Growth has been a standout recently. The fund gained 26.8 percent for the 12 months through May, placing it among the top 5 percent of small company funds, according to Morningstar Inc., fund researchers based in Chicago.
BUSINESS
By Hanah Cho and Hanah Cho,hanah.cho@baltsun.com | January 11, 2009
While the average U.S. stock mutual fund plunged nearly 38 percent last year, the Hussman Strategic Growth fund based in Ellicott City limited its annual loss to 9 percent. The fund posted the lowest negative return among 157 Maryland-based stock mutual funds tracked by The Baltimore Sun, according to data provided by Bloomberg News. The Hussman fund, whose holdings included consumer brands such as Nike, Coca-Cola and Best Buy, lost 12.9 percent in the fourth quarter. That no Maryland equity fund was in the black in 2008 reflects a year with the worst stock market performance since the Great Depression.
BUSINESS
November 17, 1998
Monument Funds Group Inc. has launched a mutual fund that invests in Internet stocks, the company said yesterday.The fund, called the Monument Internet Fund, will invest at least 65 percent of its assets in companies involved in the World Wide Web, e-mail, electronic commerce and other Internet services.Companies must generate at least 50 percent of their assets, gross income or net profit from Internet-related businesses to be considered for the fund."We understand these kind of companies and what makes them tick," said David A. Kugler, president of Laurel-based Monument Funds Group.
BUSINESS
By Opinions on stocks offered by investment experts. Compiled by Steve Halpern for Knight Ridder | February 12, 1992
Mexico Fund"The Mexico Fund (NYSE, MXF, $25.38) is our top pick among country funds," says Sy Harding, Investor Forecasts, Palm Coast, Fla."The potential here is twofold. First, the modernization of Mexico and its developing economy should provide ongoing opportunities for corporate profits. Second, as investors begin to take note of these improving earnings prospects, the current discount on these could well be transformed into a premium. The Mexican economy is growing at a 6 percent annual rate."
BUSINESS
April 23, 1998
Executives of the newly formed Monument Funds Group Inc. said yesterday that they expect the Baltimore-Washington region "outperform" most other areas of the country in the next three to five years."
BUSINESS
By GAIL MARKSJARVIS and GAIL MARKSJARVIS,TRIBUNE MEDIA SERVICES | August 26, 2007
Investors who lost close to half their money in the stock market between 2000 and 2002 are still scarred by the experience. And as the stock market has sunk from its mid-July highs, they have been wrestling with themselves, trying to figure out their next move, given the promises they made to themselves amid the market's fury a few years ago. Many vowed then not to hesitate ever again, but to move quickly out of their stocks and stock funds at the...
BUSINESS
August 5, 1994
T. Rowe Price Associates Inc. this week introduced a new family of mutual funds that allow investors to select among three different asset allocation strategies.The new T. Rowe Price Personal Strategy Funds include an income fund (with a mix of 40 percent stocks, 40 percent bonds and 20 percent cash); a balanced fund (60 percent stocks, 30 percent bonds and 10 percent cash); and a growth fund (80 percent stocks and 20 percent bonds and cash).The Personal Strategy Funds "simplify the investment process by offering these asset allocation funds with different risk/reward characteristics," James S. Riepe, managing director and president of T. Rowe Price Investment Services, said in a statement.
BUSINESS
By Emily Hall and Emily Hall,MORNINGSTAR | November 28, 1999
Running with a fast crowd has helped Alliance Premier Growth Fund come out in front.It is hardly a surprise that this offering's assets have exploded. Many investors have been tantalized by the fund's mouth-watering returns in recent years.In 1998 alone, the fund notched a gain of nearly 50 percent for the year, beating out every one of its peers -- not to mention walloping the S&P 500 index. (The fund is looking slower in 1999, however, owing in part to its stake in McKesson HBOC, which imploded in April.
BUSINESS
By CHARLES JAFFE | June 17, 2008
The only people who like bad mutual funds are the people who run them. But when a mutual fund firm buys one of its own laggards for investors - or recommends through an its advisory service that investors purchase one of its stinkers for "asset-allocation reasons," that love of a bad fund becomes costly for shareholders. In the fund world, there's an increasing movement toward funds made up of other funds, wrap programs and advisory relationships where a consumer allows a fund company to build a portfolio.
BUSINESS
By GAIL MARKSJARVIS and GAIL MARKSJARVIS,TRIBUNE MEDIA SERVICES | August 26, 2007
Investors who lost close to half their money in the stock market between 2000 and 2002 are still scarred by the experience. And as the stock market has sunk from its mid-July highs, they have been wrestling with themselves, trying to figure out their next move, given the promises they made to themselves amid the market's fury a few years ago. Many vowed then not to hesitate ever again, but to move quickly out of their stocks and stock funds at the...
BUSINESS
By Jay Hancock and Jay Hancock,Sun Columnist | July 11, 2007
Which Maryland congressman owed more than $10,000 in credit-card debt last year? Which one lost tens of thousands of dollars investing in his brother-in-law's company? Which Maryland senator gave the old portfolio a political face-lift? The answers, in the forms that senators and representatives just filed showing the previous year's financial activity, are worth a peek. If the measure of a man is revealed first in his friendships and second in what he reads, where he puts his money can't be far behind.
BUSINESS
By Charles Jaffe and Charles Jaffe,Marketwatch | October 24, 2006
It was the kind of notice that millions of mutual fund investors get - and ignore - over the course of the year, a simple two-page message about a change of funds in the retirement plan. Like most notices that retirement funds are being changed, it was probably greeted with a shrug of the shoulders and a sigh of resignation. But investors in retirement plans across the country can learn something from the subtle changes that went into effect in early October in the Savings Plus Program for California state employees.
BUSINESS
By ANDREW LECKEY | September 18, 2005
Q: I'm considering shares of Toyota Motor Corp. because it seems the company is doing all the right things. What is your opinion? - K.C., via the Internet A: It is the shining star of the automobile industry, though that industry is rather gloomy these days. Despite a healthy balance sheet, this global Japanese carmaker has been criticized for going full speed down the road of dramatic growth as it attempts to overtake General Motors Corp. as the world's largest carmaker. Rather than put additional money into plants and equipment to continue this sales momentum, critics contend it should be working harder to improve earnings and shareholder return.
BUSINESS
By Michael Oneal | July 24, 2005
You know a consensus is building in the stock market when the pros start parroting the same slogans. This summer's mantra: "Quality is on sale." From Cisco Systems Inc. to Pfizer Inc. to Citigroup Inc. to General Electric Co., large, brand-name growth companies are considered priced to move. Investors are starting to wake to this happy circumstance, having already driven the prices of many of these high-quality companies off their rock-bottom lows. But several market watchers believe there's still time to get in. They predict this may be one of those fundamental market shifts that can last for several years.
BUSINESS
By William Patalon III and William Patalon III,SUN STAFF | May 18, 2002
A venture fund affiliated with the University of Maryland will invest in promising companies in economically distressed areas from Maryland to Northern Virginia, an official involved with the fund said at a news conference yesterday. The New Markets Growth Fund, a venture capital fund created by the Dingman Center for Entrepreneurship at Maryland's Robert H. Smith School of Business in College Park, is one of seven such funds authorized nationwide under a Small Business Administration program designed to help companies in distressed areas often overlooked by other venture capital funds.
BUSINESS
By MORNINGSTAR | November 21, 1999
Invesco Blue Chip Growth Fund is shining in 1999, but not too brightly.Although this fund was rewarded with a top-tier performance in 1998 for betting on the market's biggest players, such concentration has not yielded much of a payoff so far in 1999.The market broadened in the second quarter, volatility followed, and even the biggest technology names suffered. As a result, this concentrated fund has slid into the second quartile among its large-growth peers for the year to date through Oct. 18.That large-cap focus is a result of lead manager Trent May's division of the fund into core and noncore investments.
BUSINESS
By Andrew Leckey | April 17, 2005
Q. What is happening with eBay Inc.? It was once such a strong stock but hasn't done well lately. - M.B., via the Internet A. Wall Street sometimes has great expectations. When this online auction powerhouse acknowledged that it wouldn't meet analyst expectations, investors made it pay the price. Its projection of sales between $4.25 billion and $4.35 billion this year didn't meet the consensus analyst estimate of $4.37 billion. In addition, after meeting or beating Wall Street profit expectations in all but one quarter since 2001, it missed by a penny in the fourth quarter of 2004.
BUSINESS
By Andrew Leckey | February 20, 2005
Surfers seek the perfect wave. Investors seek the perfect fund. The concept of an "all-weather" mutual fund that will prosper in sunny and stormy markets alike is gaining prominence as the nation's 401(k) retirement plans and proposed Social Security private investment accounts take center stage. Investors need trustworthy investments they can depend upon to meet long-term goals. As they ponder the basic investment choices available, their greatest fear is volatility and a decline in value.
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