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Trends, ideas and strategies in mutual fund investing: Where to look for great investing opportunities and managers, how investing philosophies and practices are shifting, and innovations in fund products and management.

Latest Mutual Fund Stories

60 Seconds: Craig Callahan 

Sep 1, 2010 12:00 PM, By David A. Geracioti

A Q&A with Craig Callahan....

Indexing Hedge Funds 

Sep 1, 2010 12:00 PM, By Stan Luxenberg

Hedge fund-replicating mutual funds for the retail set are young, but they have demonstrated an ability to limit losses in downturns....

Not Every Recovery Looks the Same, a Q&A with a Bullish Value Manager 

Aug 10, 2010 3:08 PM, By David A. Geracioti

Craig Callahan, president and founder, ICON Advisers, a value manager based in Denver, is bullish despite the recent 16 percent drop from the April highs to the early July lows. Recently, Registered Rep. editor sat down for lunch with Craig to get his—as usual—quant-influenced and very often contrarian views on the stock market. ...

Ten To Watch 2010-2011: The Fortune Teller 

Aug 1, 2010 12:00 PM, By Stan Luxenberg

John Hussman, President, Hussman Funds ...

Top Crusading SRI Funds To Invest In 

Jul 6, 2010 4:59 PM, By Stan Luxenberg

Socially responsible funds all seek to invest in businesses that are good corporate citizens. But the funds rarely agree on which stocks pass the test. The Gulf oil spill has served to highlight the differences in strategies. ...

Funny Thing About Being “Conservative” 

Jul 1, 2010 12:00 PM, By Stan Luxenberg

It can hurt. Target-date funds work out the kinks. ...

Investors More Sophisticated, but Still Buying and Selling at Wrong Times  

Jun 28, 2010 10:52 AM, By Stan Luxenberg

In recent years, shareholders have become smarter fund shoppers. But too many still buy and sell at the wrong times, says Don Phillips, Morningstar’s managing director....

Vanguard Broadens ETF Platform  

Jun 25, 2010 10:33 AM, By Jerry Gleeson

Considered by some to be a latecomer to the ETF party, Vanguard yesterday beefed up its exchange traded fund and mutual fund offerings. In keeping with its philosophy of shaving costs for investors, the expense ratio on the 500 Index Fund ETF is a niggling 0.06 percent. ...

DFA-Like Funds Without The Hassle 

Jun 1, 2010 12:00 PM, By Stan Luxenberg

DFA is much loved. But it's not the only successful family of passive funds out there....

When David Becomes Goliath 

Jun 1, 2010 12:00 PM, By Stan Luxenberg

Oriented to small and value stocks, DFA has rocked and attracted assets. Will DFA be a victim of its own success?...

Oriented to Small and Value Stocks, DFA Has Rocked—and Attracted Assets. Will It Be a Victim of Its Own Success? 

May 12, 2010 6:25 PM, By Stan Luxenberg

Dimensional Fund Advisors (DFA) is riding high. At a time when many investors are abandoning actively managed stock funds, DFA’s passive portfolios have been attracting a steady flow of cash. ...

China Bulls 

May 1, 2010 12:00 PM, By Nate Wendler

Despite a despotic regime and a big stock market gain last year, bulls are running rampant....

Got the Large Blend Indexing Blues? 

May 1, 2010 12:00 PM, By Stan Luxenberg

There is a strong case for using top active funds. Some of the best large blend managers take less risk than the benchmark....

Marathon Value, a Top-Performing Fund, Breakfasts with Registered Rep.  

Apr 28, 2010 3:28 PM, By Stan Luxenberg

During the rough markets of the past decade, Marathon Value Fund (MVFPX) the fund returned 6 percent annually during the ten years through April 13, outdoing 97 percent of its large blend competitors....

After a Rollercoaster Year, Are TIPS Attractive?  

Apr 5, 2010 3:31 PM, By Stan Luxenberg

Worried that big budget deficits will lead to inflation, plenty of advisors have been recommending Treasury Inflation-Protected Securities (TIPS). But for all the virtues of TIPS, they can be volatile creatures. ...

Blogs & Opinion


Get the latest from Registered Rep. Editor-in-Chief David A. Geracioti on his blog Von Aldo.
Get the latest from Registered Rep. Managing Editor Kristen French on her blog The Reformation.

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In This Issue: September 2010

Cover Story

Outgrowing The Series 7

When the 7 becomes more of a burden than a benefit.



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