For hardy, a port in the tech tempest
Q. What's your opinion of PIMCO RCM Global Technology Fund? It rode the wave to great heights in the late 1990s and is currently down quite a bit. I've been...
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401(k) investors might be getting more advice
Like church and state, 401(k) retirement accounts and investment advice have long been considered separate entities. Companies were scared stiff of being sued by their employees if recommendations went awry,...
Healthy offering, after whopper start
Q. I have a fairly large, diversified investment portfolio and would like to branch out into a few sector funds. I'm considering Vanguard Health Care Fund. What's your opinion of...
Global investors need to look at big picture
It's a big, wide world out there. Investing in foreign stocks and mutual funds lets you take a bold step into that world so that you can diversify your personal...
Dodge fund a solid core bond holding
Q. I'm an older investor looking to switch some assets into more conservative investments. I'm considering Dodge & Cox Income Fund. What's your opinion of this fund? R.L., via the...
Small-caps can be a big piece of the puzzle
Small can be beautiful, but unpredictable. As an investor, you can spend time pondering the so-called "January effect" that often boosts prices of small-capitalization stocks more than any others early...
Broader focus may reverse fortunes
Q. I have Janus Enterprise Fund in my individual retirement account and experienced huge losses over the last few years. What is the outlook for this fund? D.S., via the...
Blast from the past? Not for fund investors
Suddenly, it's 1997. Stock mutual fund values began 2003 at that year's price levels after a crushing 20.84 percent loss in 2002. Accounting scandals, bankruptcies and general economic uncertainty provided...
Value fund has been steady performer
Q. I'm close to retirement and looking for a conservative value fund. I'm considering American Century Equity Income. What's your opinion of this fund? J.B., via the Internet A. You...
A financial to-do list for the new year
There are solid reasons to make New Year's financial resolutions for 2003. For those in the financial world, setting higher ethical standards must be a top priority. The nation's biggest...