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Mutual Funds Archive

Relative Values in REITs
Cohen & Steers Real Estate Securities Fund  (CSEIX)
9:11 AM EDT April 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  (EAREX)
12:00 PM EDT April 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  (MNRIX, MNREX)
11:22 AM EDT March 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  (AGAZX, AGAQX)
10:55 AM EDT March 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
Teucrium Funds  (CORN, SOYB, CANE, WEAT, TAGS)
12:22 PM EST March 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. >>

Selectively Balanced in Smaller Caps and Corporate Bonds
Villere Balanced Fund  (VILLX)
11:44 AM EST February 27 2019
Traditionally balanced funds are diversified among well-known large-cap stocks and U.S. Treasuries, with a more of a risk-averse investment style. Portfolio manager Sandy Villere explains how the Villere Balanced Fund prefers to concentrate on faster-growing stocks trading at reasonable valuations, and diversify in select corporate bonds. >>

Rate Agnostic, Credit-Centric Risk Managers
Oppenheimer Total Return Bond Fund  (OPIGX)
10:38 AM EST February 22 2019
Financial markets are inherently fragile and prone to suffering significant declines in times of stress. For Peter Strzalkowski, CFA, portfolio manager of the Oppenheimer Total Return Bond Fund, the primary goals are to protect value, to be negatively correlated to equity markets during large negative drawdowns, and to add steady alpha with minimal risks. >>

Innovation Analysts
DWS Capital Growth Fund  (SDGAX, SDGTX)
9:54 AM EST February 18 2019
Understanding the nature of growth calls for a deeper understanding of businesses, industries and management resources. Sebastian Werner, portfolio manager of the DWS Capital Growth Fund, balances between stable, core growth companies and younger, more disruptive entities with higher upside potential, with the long-term objective to maintain a portfolio diversified across market cap, sectors and growth life cycle stage. >>

Deep Value Opportunities in Natural Resources
Goehring & Rozencwajg Resources Fund  (GRHAX, GRHIX)
10:25 AM EST February 15 2019
Commodities tend to have long and deep cycles with multi-year implications for investment returns. With that in mind, the portfolio managers of the Goehring & Rozencwajg Resources Fund seek to exploit deep value investment opportunities owing to the teams original and dedicated research in the sector. >>

Rising Stars and Fallen Angels
Nationwide Bailard Technology & Science Fund  (NWHOX, NWHUX)
9:32 AM EST February 12 2019
Investing in technology and science requires domain expertise, discipline, and a repeatable method of handling continuous information flow. Looking for winners in any environment, the portfolio managers of Nationwide Bailard Technology & Science Fund utilize a barbell approach of investing in premium growth rising stars and out-of-favor fallen angels. The fund combines systematic quantitative with fundamental methodologies, and works to leverage its Silicon Valley location and open communication company culture. >>

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Sources: Data collected by 123jump.com and Ticker.com from company press releases, filings and corporate websites. Market data: BATS Exchange. Inc