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: Q3Q2Q1
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 Director Discussion Series - Open Forum, July 9
  2. ICI webinar - The Digital Future of Asset Management: Current State and Regulatory Landscape, July 10
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




©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