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Mutual Funds Archive

Active and Diversified in Bonds
11:01 AM ET May 12 2017
U.S. interest rates have been so low for so long that the possibility of a rate increase is one of the largest embedded risks in the widely followed bond market indices. Joseph Higgins, portfolio manager of the TIAA-CREF Bond Fund, keeps risk at the forefront by seeking to mitigate volatility and achieve diversification both in terms of assets and returns. >>

Cash for Free Cash Flows
Delaware Small Cap Value Fund  (DEVLX)
8:57 AM ET May 03 2017
Separating winners from losers among myriad companies is never easy in the small-cap universe. Christopher S. Beck, portfolio manager of the Delaware Small Cap Value Fund, and the members of his team combine quantitative and qualitative research to identify companies that have the financial strength and proven capacity to generate steady free cash flow. >>

Ranking Expected Returns in Small Caps
Goldman Sachs Small Cap Growth Insights Fund  (GSAOX)
9:45 AM ET April 28 2017
The ever-growing data processing power has enabled asset managers to harness the availability of a wide range of data, including financial and broader business-related metrics, as part of their quantitative models. Osman Ali, portfolio manager of the Goldman Sachs Small Cap Growth Insights Fund, explains how the management team relies on traditional and alternative data to invest in the highest ranked companies based on their expected return over the next one year. >>

Three Core Tenets
Royce Total Return Fund  (RYTRX, RTRIX)
9:52 AM ET April 27 2017
While companies with a track record of dividend payment are known to be better allocators of capital, their stocks tend to be less susceptible to volatility too. However, the truth is that not all dividend payers are worth investing in. Jay Kaplan, portfolio manager of the Royce Total Return Fund, screens the small-cap universe for companies with solid balance sheets and attractive business models that are also trading at a discount due to temporary business or industry setbacks. >>

When to Buy and What to Avoid
Northern Small Cap Value Fund  (NOSGX)
10:04 AM ET April 25 2017
A quantitative approach to the small-cap universe is an efficient way to separate companies with improving characteristics from their degrading counterparts among thousands of stocks. Robert H. Bergson, portfolio manager of the Northern Small Cap Value Fund, relies on a two-pronged quantitative approach in filtering out low-quality businesses from the list of names to add to the portfolio. >>

Consistency Through Market Cycles
Voya SmallCap Opportunities Fund  (NSPAX)
8:46 AM ET April 24 2017
One of the common characteristics of smaller companies is the combination of a limited product portfolio with infrequent access to capital markets. What is more, investors are prone to sell small-cap stocks first and ask questions later at the slightest hint of distress. Portfolio manager Jim Hasso and a team of analysts at the Voya SmallCap Opportunities Fund look for out-of-favor companies with the help of a consistent sector-neutral approach spanning several market cycles. >>

Growth Potential through Small and Smaller
AIG Small-Cap Fund  (SASAX)
10:34 AM ET April 21 2017
Underfollowed and often completely ignored, companies smaller than $500 million in market cap are rarely the subject of interest for research teams. However, investors with patience and the willingness to stomach volatility may identify potential gems that could deliver attractive returns. The AIG Small-Cap Fund blends an index sleeve with an active sleeve to help balance its exposure to the lowest end of the market cap spectrum. >>

Putting Research to Work
Nationwide U.S. Small Cap Value Fund  (NWUAX)
12:01 AM ET April 20 2017
What qualifies as cheap in the stock market will always depend on an investor’s yardstick. Even though the stock price is a combination of all possible factors, it still remains a volatile indicator, prompting investors to use a relatively stable metric when comparing thousands of companies. Jed Fogdall, portfolio manager of the Nationwide U.S. Small Cap Value Fund, relies on the dimensions of expected returns in building a portfolio of stocks with the potential of exceeding market expectations. >>

Financial Stability with Higher Probability of Success
Columbia Small Cap Value Fund I  (CSMIX, CSCZX)
11:24 AM ET April 19 2017
Smaller companies do not always enjoy access to capital markets, suffering at times from lack of interest from investors, and all too often their disapproval. Even small caps with strong cash flows, solid balance sheets, and serious growth potential may be out of favor if investors are not satisfied with the generated rate of returns. Jeremy Javidi, portfolio manager of the Columbia Small Cap Value Fund I, focuses on exploiting this oversight by building a portfolio of companies with such characteristics. >>

Concentrated in Dominant Niche Players
Alger Small Cap Focus Fund  (AOFAX, AGOZX)
8:39 AM ET April 18 2017
Smaller companies with innovative profiles and leading positions in niche markets have the potential to maximize their profitable growth and eventually become successful large companies. Amy Zhang, portfolio manager of the Alger Small Cap Focus Fund, uses revenue as a threshold to identify companies displaying such promising characteristics early in their corporate lifecycle. >>

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