Funds & Featured Portfolios
Legg Mason Growth Trust by Cy Lynch Oct 01, 2006
LMGTX's broad diversification across industries makes it a good core holding for all but the most risk averse portfolios.
Muhlenkamp Fund by Cy Lynch Sep 01, 2006
MUHLX is the quintessential example of a mutual fund selected for its solid management.
T. Rowe Price Science & Technology by Cy Lynch Aug 01, 2006
This fund's focus on large, industry leading companies makes it a high quality candidate for portfolios able to tolerate increased volatility.
Oberweis Micro-Cap by Mark Robertson Jul 01, 2006
OBMCX is a good example how a relatively risky, lower quality fund with very high current PAR may have a place in risk tolerant portfolios.
American Century Ultra by Cy Lynch Jun 01, 2006
This month's fund, American Century Ultra (TWCUX), is the first previously featured fund to make a return visit.
Vanguard Growth Index by Cy Lynch May 01, 2006
VIGRX is a well-diversified fund with an exceptional Quality Rating and superior financial strength.
American Century Select by Cy Lynch Apr 01, 2006
TWCIX's exceptional Quality Rating, superior financial strength and low volatility for a growth fund make it a solid consideration.
VIPERs Vanguard Growth by Cy Lynch Mar 01, 2006
VUG's exceptional Quality Rating, superior financial strength and diversification across industries and sectors make it a solid core holding in any equity-oriented portfolio..
VIPERs Vanguard Discretionary by Cy Lynch Feb 01, 2006
VCR provides a relatively diversified opportunity to take advantage of above average return prospects in retailing and restaurant stocks.
VIPERs Vanguard Technology by Cy Lynch Jan 01, 2006
VGT is passively managed to track the Morgan Stanley Capital\r\nInternational US Investable Market Information Technology Index.
T. Rowe Price Science & Technology by Mark Robertson Dec 01, 2005
PRSCX is in solid position to continue to narrow the performance deficit and shine in days ahead..
Fidelity Magellan by Mark Robertson Nov 01, 2005
This month's screen results in Fidelity Magellan, a closed fund, but many subscribers will have it in qualified plans.
Vanguard Growth Equity by Mark Robertson Oct 01, 2005
You'll need a few ounces of courage and risk tolerance to own VGEQX but we've been impressed by the strong migration to quality.
Federated Capital Appreciation by Mark Robertson Sep 01, 2005
FEDEX appears to have the potential to return to its favorable historical performance when it ranked in the top decile of all large-cap growth funds.
Thompson Plumb Growth by Mark Robertson Aug 01, 2005
Thompson Plumb Growth is among a group of long-term performance leaders featured this month.
Nasdaq-100 (QQQQ) by Mark Robertson Jul 01, 2005
QQQQ is designed to follow the NASDAQ-100 index composed of 100 of the fastest growing technology and non-financial services companies listed on the NASDAQ Stock Market..
Fidelity Dividend Growth by Mark Robertson Jun 01, 2005
For the second consecutive month, we feature a Fidelity fund as the mutual selection for study.
Fidelity Blue Chip Growth by Mark Robertson May 01, 2005
This fund is probably a poster child for truth-in-advertising.
White Oak Select Growth by Mark Robertson Apr 01, 2005
The list was culled for mutual funds with the following characteristics: Projected Annual Return greater than the total stock market and a quality rating greater than 65. The result is White Oak Growth (WOGSX).
American Century Ultra by Mark Robertson Mar 01, 2005
A highly-respected mutual fund family with solid management characteristics and long-term results for shareholders..