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442 US Mutual Fund Q&As
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(KSEAX) Opting for Realized Gains
Kelmoore Strategy Eagle Fund

Jan 16, 2:08 PM EST

Using equities in a debt-like fashion is a rare approach, but Kelmoore Strategy® Eagle Fund convincingly executes it. The fund aims to achieve yields similar to that of junk bonds, but with the comfort of holding an A-rated equity portfolio. Using covered option writing, the fund's strategy relies on the safety net of large-cap bellwether names and on the manager's ability to pick the right entry points.

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(LGRRX) Capturing Growth
Loomis Sayles Growth Fund

Jan 13, 12:08 PM EST

A growing company of yesterday is not necessarily a growing company of tomorrow. Mark Baribeau, co-portfolio manager of the Loomis Sayles Growth Fund, is fully aware of how dynamic business and the stock market is, so his fund aims to capture the growth phase before it gets fully priced into the stock. Looking for rapid, fundamentals-based growth with a structured approach, he can find it in virtually any type of business.

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(SNIGX) Solid Foundations in Large-Cap Growth
Sit Large Cap Growth Fund

Jan 09, 12:29 PM EST

With vast experience in growth investing, Gene Sit, manager of the Sit Large Cap Growth Fund, has a long record of documented success in his investment approach. He manages to combine strict discipline with opportunism and flexibility. The understanding of global macro trends is as important as bottom-up analysis.

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