Displaying 12 results
TCW Relative Value Large Cap Fund
According to S&P Equity Research, in the third year of a bull market, large-cap stocks historically outperform small-cap stocks and this trend is likely to continue in 2011
Spotlight on: iShares Russell 1000 Growth Index Fund
Standard & Poor's foresees improving real gross domestic product (GDP) growth in 2011, and also foresees gains in the broader U.S. stock market following a 14% gain (as measured by the S&P 1500) in 2010.
T. Rowe Price Media & Telecommunications Fund
The acronym TMT took a beating nearly than a decade ago, when a number of telecom services (T), media (M), and the information technology stocks (T) declined sharply. Since then many diversified mutual fund managers have focused on these now recovered industries and a small number of funds have narrowed their sights to just the TMT space with success.
Vanguard European Stock Index ETF
S&P is positive on VGK because the security has above-average yield of 3.75% and its holdings are made up of what S&P considers attractive companies that historically have strong cash flows to support dividend growth
Mairs & Power Growth Fund
S&P five-star ranked Mairs & Power Growth Fund has, over the past year, consistently been top-ranked within S&P's coverage universe, and garners positive performance analytics, risk considerations, and cost factors scores
This month’s pick: Dreyfus Appreciation Fund
The fund has outperformed its peers on a three-, five- and 10-year basis, although in the 12 months ended January 29, it underperformed.
In play: The Oppenheimer Global Fund
With the euro under pressure during May 2010 and concerns about slower growth in Asia, S&P Equity Research believes that choosing a global mutual fund based solely on a fund's track record comes with risks as most funds that outperformed in 2009 underperformed in 2008.
S&P’s ETF of the month: iShares MSCI Switzerland Index Fund
Watches, chocolate, cheese. Switzerland is famous for quality on all three, but perhaps more attention should also be paid to the many high-quality, blue-chip, large-cap companies which are based there, such as Novartis, Roche, and Nestle.
S&P Picks: The Dreyfus Appreciation Fund
Dreyfus Appreciation Fund Ticker:(DGAGX) ranks as an S&P five-star Domestic Equity mutual fund because of its relatively strong track record, its ownership of stocks that S&P Equity Research views on average to be undervalued and having financial strength, and S&P's view that DGAGX assumes less risk and incurs relatively low costs for its shareholders than its large-cap core peers.
The iShares S&P Global 100 Index Fund
This fund carries Standard & Poor's highest ETF ranking of “Overweight.”
S&P picks: Aston/Montag & Caldwell Growth Fund
This large-cap growth fund's investment approach, seeking high-quality companies that are growing their near-term earnings faster than the market and trading at a discount to their intrinsic value, has been well executed.
S&P’s featured ETF of the month: Vanguard Growth Index Fund
This month's Featured Fund of the Month is the Vanguard Growth Index Fund (VUG, $54.90 at close of business on March 11, 2010), which carries Standard & Poor's highest ETF ranking of “Overweight.”
