Stan Luxenburg

• Small-Cap Dividends

  By Stan Luxenburg  |  April 1, 2009

  Some financial advisors have long overweighted small value funds, heeding research by Eugene Fama of the University of Chicago and Kenneth French of Dartmouth. In...

• To Your Health

  By Stan Luxenburg  |  March 1, 2009

  During 2008, health funds lost 23.3%, according to Morningstar. While shareholders may have seen little reason to cheer, the group did outdo the S&P 500...

• FLEXIBLE AND SRI

  By Stan Luxenburg  |  January 1, 2009

  With credit markets in disarray, intermediate-term bond funds have slumped. During the first 10 months of 2008, the funds lost 8.4%--a particularly disappointing performance because...

• STAYING ON TARGET

  By Stan Luxenburg  |  December 1, 2008

  These are painful days for target-date funds. During the third quarter of 2008, funds with target dates ranging from 2015 to 2029 lost an average...

• Fund of the Month

  By Stan Luxenburg  |  November 1, 2008

  Desperate to find safety, investors have been fleeing to Treasuries and dumping high-yield corporate bonds, which are rated below-investment grade. During the year ended in...

• EMERGING MARKET DEBT

  By Stan Luxenburg  |  October 1, 2008

  With credit markets in turmoil, many bond funds suffered losses in the first quarter of 2008. High-yield municipal funds dropped 3.10 percent, while ultra-short bond...

• Tech Time Again?

  By Stan Luxenburg  |  September 1, 2008

  When the Internet bubble popped, technology funds collapsed. During the three years ending in February 2003, the average fund in the category lost 79.7 percent,...

• RiverSource catches the tailwinds of undervalued industrial and energy stocks-and then holds on tig

  By Stan Luxenburg  |  July 1, 2008

  When credit markets came unglued last summer, financial stocks collapsed. That was bad news for large value funds, which traditionally hold big stakes in banks...

• Hanging In

  By Stan Luxenburg  |  June 1, 2008

  It is hardly surprising that even in the recent market turmoil, convertible securities proved resilient. During the 12 months ending in February, convertible funds returned...

• Playing It Safe

  By Stan Luxenburg  |  May 1, 2008

  When the markets began tumbling in the fall of 2007, investors were hard pressed to find secure assets. During the 12 months ending in January,...