I think you saw a lot of fund managers latch on to the stock market’s momentum in the fourth quarter, and that helped boost returns. And the mid-caps were good for investors looking for more...
—Bill Sickles
Overall, while it was a pretty decent year for domestic funds, but when you look at the sectors and the world funds, there’s a lot of competition out there for investors’ dollars. I think there...
Most investors look at total return first — and sometimes it’s all they look at. We think that consistent return really focuses in on risk. If someone is afraid of negative returns, consistency will be...
The large-cap stocks tend to be the ones that are most interest rate sensitive. With the changes at the Fed and figuring out if and when they’ll stop raising rates, it’s not a surprise to...
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