Cox

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  151 reasons to dump Cox

  By John Sullivan, AdvisorOne  |  December 18, 2008

  Call it a Hail Mary. With SEC credibility in the toilet, Obama looks to FINRA head Schapiro to take the reins. Pity Cox (to a...

• Beltway Blues

  By James J. Green, AdvisorOne  |  June 1, 2008

  One of the undisputed benefits of possessing great wealth is that you control your life more than those less blessed. One of the undisputed roles...

• (Re)Opened for Business

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  June 1, 2008

  In last year's annual letter to their shareholders, the managers of Dodge & Cox Stock's $54.6 billion stock fund wrote that outperforming the S&P 500...

• Dodge & Cox Funds Reopen

  By James J. Green, AdvisorOne  |  February 12, 2008

  Dodge & Cox is the latest fund family to reopen some of its most popular mutual funds to new investors in an attempt to "better balance subscription and redemption activity." Beginning February 4, new investors can get into the Dodge & Cox Stock (DODGX) and Dodge & Cox Balanced (DODBX)...

• Fiduciary Funds

  By David J. Drucker  |  November 1, 2007

  Three years ago, Morningstar introduced what it calls its Stewardship Grades. Three years later, it is revising its ranking methodology. Explains Laura Lutton, a Morningstar analyst...

• FPA Seeks Input on 12b-1 Fees

  By Kara P. Stapleton  |  August 23, 2007

  On August 13 the Financial Planning Association began to poll its members on the issue of mutual fund 12b-1 fees.

• Diverse Fund Groups Make Strong Showing

  By Janet Levaux, AdvisorOne  |  March 1, 2007

  In terms of global flows into market funds, emerging markets and global equity funds captured the lion's share in 2006, according to Emerging Portfolio Fund...

• Foreign Bazaars

  By Stan Luxenburg  |  February 1, 2007

  For the past five years, foreign funds have been running with the wind at their backs. The dollar has been falling steadily, making foreign stocks...

• Goin' Up?

  By Susan B. Weiner  |  December 1, 2006

  For most advisors, it's a no-brainer to pick the fund with lower expenses, assuming the fund's style, market capitalization and other major factors are equal....

• RIAs Turning to Alternatives

  By Staff Writer  |  September 1, 2006

  A more hands-on approach to investments is being taken by registered investment advisors, including the use of alternative products, according to a survey by an...