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Posts tagged with: Mutual Fund Investors

Dodge and Cox Stock Fund is open to new investors, giving fund investors seeking long-term growth with low volatility another investing option. During the past 10 years, the fund has only lost shareholder’s money in one year, although it is…

DODGX | comment
 
April 15 is just around the corner, and if you're like most folks, your brain is probably in a frenzy trying to think up new deductions to ward off the IRS pocket-pickers.
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The Huntington Situs Fund, formerly the Huntington Situs Small Cap Fund, invests in small companies anywhere in the world. The fund has an interesting stock selection bias. “Situs” means “where the property is located,” meaning the fund looks…

HSUAX | 2 comments
 

The Brandywine Fund’s managers are bold. They choose stocks they like and sell them when the price or fundamentals are no longer attractive. Brandywine’s managers are not afraid to trade against the market, either…

BRWIX | comment
 

Micro-cap stocks aren’t even on the radar screen for most individual investors who consider this equity class far too risky. But when they’re available in a diversified portfolio that stresses growth at a reasonable price in the form of the Perritt Emerging Opportunities Fund, it might be…

PREOX | comment
 

When Jim Oberweis launched a fund to take advantage of China’s rapidly growing economy, he chose a road less traveled by purchasing shares of small companies positioned to profit from the country’s exploding middle class and its appetite for goods and services.

OBCHX | comment
 

While Marsico doesn’t officially manage the 21st Century Fund – the third fund started by the fund family – he works closely with manager Corydon Gilcrist, CFA. The fund invests in growth companies of any size and boasts a concentrated portfolio of…

MXXIX | comment
 

Henderson Global Technology Fund, a six year- old fund, provides just such an opportunity. One of seven funds managed by London-based Henderson Global Investors, the fund has only $73 million in assets, but…

HFGAX | comment
 

 

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