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US Mutual Fund Q&As Archive: 
892 US Mutual Fund Q&As
Fund Q&As -by name -by date
Interview Process
(MMELX) A Multi-Manager Approach to Better Return Consistency
MassMutual Select Mid Cap Growth Fund

Jul 24, 11:49 AM ET

Multi-manager funds offer diversity and flexibility that a single-manager fund may often lack. Joe Fallon, who highlights the advantages of the MassMutual Select Mid Cap Growth Fund, explains how the pairing of successful managers boosts the probability of consistency in returns and provides access to strategies that are generally not open to new investors.

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(TCVAX) High Quality Companies with Transitory Issues
Touchstone Mid Cap Value Fund

Jul 19, 6:35 PM ET

Every company faces business cycles, including high-quality companies with a history of above-average returns on capital. Todd Vingers, co-portfolio manager of the Touchstone Mid Cap Value Fund with Jay Willadsen, employs a strategy that enables patient investors who can separate temporary issues from negative secular declines to seek strong risk-adjusted returns.

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(GURAX, GURIX) A Unique Approach to REIT Investing Through a Risk Managed Framework
Guggenheim Risk Managed Real Estate Fund

Jul 14, 9:02 AM ET

Real Estate Investment Trusts, or REITs, may offer potential benefits to a broader portfolio including stock-like gains, bond-like yields, diversification and inflation protection. However, they may at times trade with elevated volatility. Thomas Youn, portfolio manager of the Guggenheim Risk Managed Real Estate Fund, explains how the fund takes a differentiated approach to investing in REITs that is designed to provide the many benefits of REIT exposure while seeking to mitigate volatility.

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(HEIFX, HEIIX) Seeking Lower Volatility Through a Better Upside/Downside Ratio
Hennessy Equity and Income Fund

Jul 13, 1:18 PM ET

Combining stocks and bonds offers investors the potential to capture most of the upside while limiting the downside of volatile stock markets. Mark DeVaul and Gary Cloud, portfolio managers of the Hennessy Equity and Income Fund, focus on investing in quality dividend-paying stocks and investment-grade corporate bonds with the objective to generate alpha along with the benefit of downside protection.

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(BAMCX, MRVIX) Mid Caps with Improving Fundamentals and Sentiment
BMO Mid-Cap Value Fund

Jul 10, 10:07 AM ET

Although the mid-cap universe appears to be more concentrated compared to other segments of the market, sifting through this pool of 700 stocks calls for a well-defined process and clear objectives. Thomas Lettenberger, portfolio manager of the BMO Mid-Cap Value Fund, relies on a data-driven investment process centered on company fundamentals, investor sentiment, and a comprehensive risk framework to build a portfolio with the potential to outperform over a full market cycle.

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Sources: Data collected by and from company press releases, filings and corporate websites.
Market data: BATS Exchange. Inc.

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