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US Mutual Fund Q&As Archive: 
345 US Mutual Fund Q&As
Fund Q&As -by name -by date
Interview Process
(PFSLX) SMID Selection
May 29, 1:47 PM EDT

Paradigm Select Fund focuses on exploiting inefficiencies in the small to mid-cap markets by a bottom-up fundamental stock selection process. Fund manager Jason Ronovech has found that conservatively managed companies, if purchased at a discount to intrinsic value, can provide consistent returns. The portfolio is distributed among a variety of industries with holdings in undervalued companies with solid long-term growth prospects.

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(PAXWX) Environmental, Social, Governance
May 19, 12:35 PM EDT

A balanced and socially responsible approach does not mean sacrificing performance, at least not in the case of the Pax World Balanced Fund. Christopher H. Brown, the long time manager of the fund, builds a large-cap equity portfolio focused on global growth themes, and utilizes conservative fixed income investments as a buffer for volatility.

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(WGROX) Sustained Values
May 16, 11:53 AM EDT

Many businesses can grow, but few can sustain their growth over a long period of time through both good and bad economic environments. The Wasatch Core Growth Fund seeks to purchase long-term growth stocks at reasonable valuations relative to the fund manager's projection of companies' five-year earnings growth rates. JB Taylor, fund manager, focuses on the competitive positioning of the business versus other comparable companies in the market.

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(AAIPX, AAIEX (INSTITUTIONAL)) Diversified in Managers
May 08, 11:18 AM EDT

Multi-manager funds normally offer investors a greater level of diversification than could be achieved with a single manager fund. Fund manager Kirk Brown and the four sub-advisors at American Beacon International Equity Fund select securities based upon the security's valuation and investment growth rate relative to its country and industry. The sub-advisors each have a core value philosophy but each looks at things a little differently.

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(RPFCX) Capture Upside, Protect Downside
May 07, 8:32 AM EDT

The investment philosophy of Davis Appreciation & Income Fund is premised on the belief that equities are a relevant part of an investment portfolio over the long term. The Fund combines the growth potential of stocks with the income of bonds. Portfolio Managers Andrew Davis and Keith Sabol seek durable businesses at value prices to structure a portfolio with which to participate in the stocks' upside potential while providing a degree of protection against downside risk.

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