Fi360

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  On 5th Anniversary of FPA’s Win on ‘Merrill Rule,’ Fight Continues

  By James J. Green, AdvisorOne  |  March 30, 2012

  Lawsuit whose victory surprised and delighted many changed the conversation in Washington while industry still awaits shape of a final fiduciary rule.

• 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,...

• Getting the Max Out of Munis

  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...

• When Size Matters

  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...

• Growing Up

  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...

• South of the Border

  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...

• Against the Grain

  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,...