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Mutual Funds - Profiles
Finding Quality Growth
Alger SMid Cap Focus Fund
GL> Precious Metals/Minerals >
Sep 09, 2019
With a high-conviction portfolio of approximately 50 stocks, Matthew Weatherbie, George Dai and Joshua Bennett, managers of Alger SMid Cap Focus Fund, believe they have found the right spot to benefit from diversification, while concentrating on their best ideas. Specializing in smaller cap growth stocks, an under-researched part of the market, the fund is able to uncover growth opportunities early through intense research and a focus on quality.
On the Right Side of Change
Wells Fargo Enterprise Fund
Aug 26, 2019
Michael Smith, the manager of Wells Fargo Enterprise Fund, believes in the power of long-term compounding. The fund invests only in companies on the right side of change, or businesses that are able to grow through increasing their customer base, their prices or their offering. Focused on stock selection, the team balances between secular and idiosyncratic growth, while being sensitive to risk and aiming at consistency of returns
Concentrated in REITs with Conviction
Lazard US Realty Equity Portfolio
Jul 12, 2019
With high transparency, liquidity and above-average total returns, REITs have a place in every diversified portfolio, according to Jay Leupp, portfolio manager of Lazard US Realty Equity Portfolio. The fund team maintains a concentrated portfolio diversified across property types and regions.
Diversified Sources of Alpha in REITs
Principal Real Estate Securities Fund
Jun 28, 2019
With decades of experience in real estate, the Principal Real Estate Securities Fund relies on a dedicated and consistent team. Kelly D. Rush, who has managed the fund since inception, believes in diversifying sources of alpha, with security selection being a key factor in this process.
Fundamentally Driven REIT Exposure
American Century Real Estate Fund
US> Real Estate >
Jun 21, 2019
Since REITs tend to be less correlated to stocks and bonds than to the fundamentals of the underlying properties, they can serve as a great portfolio diversifier, providing both income and growth. At the helm of the American Century Real Estate Fund, Steve Brown runs a concentrated REIT portfolio driven by fundamental research and key macro trends.
REITs with Extra Inflation Protection
PIMCO RealEstateRealReturn Strategy Fund
Jun 19, 2019
By investing in REITs and TIPS, the PIMCO RealEstateRealReturn Strategy Fund aims to provide returns and protect against inflationary pressures with a single allocation. Portfolio manager Nicholas Johnson explains how in the long term REITs provide returns that reflect the valuations linked to physical assets while TIPS offer an added layer of inflation protection.
Actively Managed, Targeted in Global REITs
Janus Henderson Global Real Estate Fund
May 31, 2019
Globally listed real estate has many advantages, but it requires an active and selective approach toward equities, properties and markets. Greg Kuhl, portfolio manager of Janus Henderson Global Real Estate Fund, believes in forward-looking analysis, a highly concentrated portfolio of the best ideas, and the flexibility to deviate from the benchmark.
Consistent and Patient in Global Real Estate Investing
Virtus Duff & Phelps Global Real Estate Securities Fund
US> Mid-Cap > Growth
May 16, 2019
Real estate investments require patience given the multi-year nature of opportunities, according to Frank Haggerty, portfolio manager of the Virtus Duff & Phelps Global Real Estate Securities Fund. With a consistent approach to security selection, a structured process and an experienced team, the fund focuses on companies with above-average cash flow and dividend growth, superior return on invested capital, growth-supportive balance sheets and reasonable valuations.
Exploiting Behavioral Values
Mount Lucas U.S. Focused Equity Fund
US> Large-Cap > Growth
Apr 30, 2019
In the current age of real-time digital feeds, there is no such thing as an information advantage, according to Timothy Rudderow, portfolio manager of the Mount Lucas U.S. Focused Equity Fund. Instead of looking for an information edge, the fund team explores opportunities created by behavioral biases, relying on a structured process and a quantitative model to generate alpha.
A Broadly Diversified Securitized Credit Strategy
Voya Securitized Credit Fund
US> Mid-Cap > Value
Apr 25, 2019
Recognizing that securitized credit markets can and do rapidly change, Dave S. Goodson, portfolio manager of Voya Securitized Credit Fund, stresses the importance of a dynamic approach, nimbleness and diversification to generate steady returns through the cycle. Investing across the entire spectrum of securitized credit, the fund relies on its long-term team expertise, on balancing the top-down and bottom-up perspectives, and on keeping risk management at the forefront.
Relative Values in REITs
Cohen & Steers Real Estate Securities Fund
US> Mid-Cap > Growth
Apr 15, 2019
Real estate securities ultimately track the private real estate market, according to Jason Yablon, portfolio manager of the Cohen & Steers Real Estate Securities Fund. With this premise in mind, the portfolio team keeps a steady focus on real estate fundamentals and relies on thorough research of each market and property type, while taking into account the big picture.
Quality-Driven REIT Investing
Eaton Vance Real Estate Fund
US> Large-Cap > Growth
Apr 04, 2019
Investing in real estate offers three key advantages – non-correlated asset, inflation hedge and dividend yield. For three decades, Scott Craig, portfolio manager of the Eaton Vance Real Estate Fund, has been investing in commercial real estate with a focus on higher-quality companies with capable management teams and attractive valuations.
Focused on Business and Cash Flow Drivers
Manning & Napier Real Estate Series Fund
US> Large-Cap > Core
Mar 25, 2019
Well-positioned real estate can be a reliable cash-generating asset that ensures predictability over a period of time. Michael Magiera, portfolio manager of the Manning & Napier Real Estate Series Fund, focuses on understanding the long-term, free cash-flow generating capabilities of investments, their quality and valuations. The fund assesses the entire spectrum of real estate to find the right opportunities for earning risk-adjusted returns.
Exploiting the Low Volatility Anomaly
361 Global Long/Short Equity Fund
Mar 14, 2019
Investment returns are ultimately dictated both by how much you participate in the upside, and also how much you avoid the downside. Harin de Silva, portfolio manager of the 361 Global Long/Short Equity Fund, follows this principle by using the short portion of his portfolio as a hedge and relying on a systematic investment process that includes daily ranking and risk assessment of each stock.
Grain ETFs – Seeds of Diversification
Mar 04, 2019
While agricultural commodities represent a huge and important global market, they have been off the radar of investors because of the difficulties trading them. Sal Gilbertie, founder and CEO of Teucrium Funds, has created commodity-specific ETFs, designed to make commodity exposure accessible and mitigates the structural trading hurdles.