Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Odd Lots, July 12, 1999 Not Rated 3.0 Email Routing List Email & Route  Print Print
Monday, July 12, 1999

Odd Lots, July 12, 1999

Reported by Hayley Green

Vanguard Windsor is back on track
From The Boston Globe
After a dry spell the Vanguard Windsor fund is back in money making territory with a year-to-date return of 18.8% as of June 18. This makes it the best performer among the country's 30 largest stock funds. The current picture contrasts greatly from 1998, when the fund eked out a total return of only 0.8%. The value-based fund ran into problems when economically sensitive paper, oil, construction equipment, and chemical companies did not fare well, as large-company growth stocks zoomed ahead.

Micro-Caps look for big growth
From The Individual Investor
The Fremont U.S. Micro-Cap, a $250 million fund, has profited from detecting change and innovation. The fund, which is celebrating its fifth anniversary, is up 38.88% year-to-date through last Wednesday. When company stocks were being battered by their large cap brethren in recent years, U.S. Micro-Cap fund was still able to post decent returns. The object of the game, according to portfolio manager Bob Kern, Jr., is investing in a micro-cap company that has the potential to rise above the small cap level.

Kinetics plans new Internet funds
From The Wall Street Journal
Kinetics Asset Management, one of the first firms to create a fund concentrating on the Internet, is planning to roll out two new Internet funds later this year. Each fund will focus on a different aspect of the Web. One will focus on Internet "infrastructure" companies, which provide data links and other tools for Internet users, such as Lucent Technologies Inc. The other will invest in established companies that use Internet technology to improve their businesses, such as Time Warner Inc. Kinetics has also added new personnel including a co-manager who has replaced Ryan Jacob, who left the fund to start his own.

Magellan Fund closes in on $100 billion
From The Wall Street Journal
Fidelity Magellan is just ticks away from $100 billion. On Friday the fund was trading with $99.6 billion in assets and 5.4 million shareholder accounts. About 65% of the fund's money comes from corporate retirement plans, especially 401(k)s.  

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

3.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  2. IDC webinar - A Primer on Digital Assets, Tokenization, and Distributed Ledger Technology, September 3
  3. WE U.S. - Women in Finance brunch at Dallas Securities Traders Association conference, September 4
  4. FutureProof Festival, Sep 7-10
  5. WE SoCal - Welcome Mixer at FutureProof, September 8
  6. WE US - ICI conference luncheon, September 8
  7. ICI ETF Conference, Sep 8-10
  8. WE Chicago - Unstoppable: A Journey of Resilience and Redefining Limits, September 9
  9. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  10. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  11. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  12. WE San Francisco - Annual Networking Event, September 11
  13. 2025 MMI Institutional Forum, September 11
  14. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  15. IMEA Content Management Roundtable, September 16
  16. IMEA 2025 Star Awards Celebration, September 16
  17. IMEA Marketing Summit, Sep 16-17
  18. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  19. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  20. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  21. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  22. IMEA Portfolio Construction Roundtable, September 24
  23. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  24. IMEA Models Roundtable, September 25
  25. Expect Miracles Atlantic Coast Classic 2025, September 29
  26. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use