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US Mutual Fund Q&As Archive: 
442 US Mutual Fund Q&As
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Interview Process
(N/A) In Faith We Trust
The Epiphany Faith & Family Values 100 Fund

Mar 30, 9:00 AM ET

The Epiphany Faith and Family Values 100 Fund seeks long-term growth of capital. The Fund invests in companies whose business activities and practices meet fundamental Catholic moral and ethical principles.

Full Story...    PDF

(PASAX, PAUAX) Real Returns in All Assets
PIMCO All Asset Fund, PIMCO All Asset All Authority Fund

Mar 13, 1:30 PM ET

In a bleak market environment of heavy losses across the board, investors seem to forget that only real returns assure no loss of capital at the end of the day. Using dynamic asset allocation strategies, PIMCO’s All Asset Fund and All Asset All Authority Fund focus on long-term growth of purchasing power. Portfolio manager Robert D. Arnott goes beyond mainstream stocks and bonds to provide true diversification and risk optimization.

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(MFLDX) Macro Views, Sector Gains
Marketfield Fund

Mar 12, 12:20 AM ET

In the world of absolute return, unlocking the patterns of broad economic and market catalysts is the key to successful investing. Michael Aronstein, portfolio manager of the Marketfield Fund, combines long and short strategies with insights into large scale macroeconomic forces and thematic factors to move a step ahead of the mechanisms that drive the markets.

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(NARFX) Leveraging Changing Expectations
Nakoma Absolute Return Fund

Mar 11, 11:25 AM ET

Stock prices reflect investor expectations of relevant corporate developments, according to the managers of the Nakoma Absolute Return Fund. They believe that the way to make money is by having a more accurate forecast of these corporate developments than the consensus forecast.

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(BJGQX) Boundless and Borderless
Artio Global Equity Fund

Mar 10, 9:54 AM ET

One of the tenets of the Artio Global Equity Fund is to apply different tactics to different regions and industries. With a consistent bottom-up approach within developed markets and a top-down methodology within emerging markets, portfolio manager Keith Walter goes beyond style definitions and category limitations to identify fundamental nuances that contribute to the strategy’s diversification and flexibility.

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(SOAVX) Diversified Large Cap Value Fund
Spirit of America Large Cap Value Fund

Mar 03, 9:56 AM ET

The Spirit of America Large Cap Value Fund’s objective is to seek long-term growth primarily through capital appreciation with a secondary objective of current income. We look for companies with low valuations, stable earnings and strong financial statements.

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