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By Stan Luxenburg |
April 1, 2008
As concerns about mortgage defaults mounted last summer, investors grabbed super-safe Treasuries and avoided bonds that posed more risks. Besides getting rid of shaky, high-yield...
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By Stan Luxenburg |
March 1, 2008
When markets began slipping in 2000, large-growth shares fell out of favor. For seven years, investors shunned growth names and embraced value stocks. Then, with...
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By Stan Luxenburg |
February 1, 2008
While domestic bond funds eked out modest returns in recent months, foreign funds gained speed. During the first 10 months of 2007, world bond funds...
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By Stan Luxenburg |
January 1, 2008
Beginning in 2000, growth stocks suffered a seven-year drought. During that period, mid-cap growth funds returned 0.1 percent annually-- lagging mid-cap value by more than...
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By Stan Luxenburg |
December 1, 2007
Latin American funds have recorded an extraordinary run. During the three years ending in August, the funds returned 52.6 percent annually--topping all other categories tracked...
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By Stan Luxenburg |
November 1, 2007
In July, multisector bond funds struggled, losing a percentage point. The trouble stemmed from concerns about subprime loans and a sluggish economy. Worried about defaults,...
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By Stan Luxenburg |
October 1, 2007
After languishing in 2002, natural resources funds began climbing. During the past three years, the average fund in the category returned 28.8 percent annually, according...
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By Stan Luxenburg |
September 1, 2007
These are flush days for bank-loan funds, which hold below-investment-grade debt. With private-equity groups borrowing heavily, fund managers can pick and choose what they will...
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By Stan Luxenburg |
July 1, 2007
When Enron filed for bankruptcy in 2001, utilities funds collapsed--losing 21.1 percent for the year. The losses continued in 2002, as investors worried that power...
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By Stan Luxenburg |
June 1, 2007
Stan Luxenberg Real estate funds have enjoyed a remarkable run. During the five years ending in February, the funds returned 23.7 percent annually, outdoing every other...