Word: lipper
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...short-term lift from premium-priced takeovers of companies they own and do well over the long haul by owning companies that get big and dominate. The average telecom fund has trounced the average stock fund over the past three, five, 10 and 15 years, according to Lipper Analytical Services. The experience has been similarly fruitful in financial services and health care...
...surprise, then, that much of the competition isn't faring too well either. Close to half the 600 or so mutual fund families experienced net withdrawals in the first quarter of 1999, and floundering funds were merged out of existence at a record pace last year, according to Lipper Inc. Once-high-flying firms such as Stein Roe, Pilgrim Baxter and Berger Associates are reassigning dud managers and hustling to attract new money. Says Stephen Cone, president of customer marketing at Fidelity Investments. "We're not going to see the phenomenal growth of the past, and that...
...already with 6,343 U.S.-based stock funds. A fund, at its core, is about easy, one-stop diversification. Yet many investors might as well buy individual stocks for all the fund options they feel obliged to consider. Recognizing how complex the world has become, influential fund tracker Lipper Analytical Services will expand its stock-fund categories this autumn from eight to 14. It's not just that there are more and different kinds of funds. Many managers, seeking to beat the market, stray from their investment styles. Lipper's new rating system is in part an effort to ferret...
...Europe. Leresche's advice: "Choose a fund that has euro-denominated investments but a Europe-wide view." He recommends the Luxembourg-based Parvest fund, which boasts relatively low fees, superior long-term performance and stable management. Other experts on the European market recommend Fidelity's Europe fund, the Lipper Premium Euro Equity Fund and the Scudder Greater Europe Fund...
...safest approach to biotech is via mutual funds. Vanguard Health, Fidelity Select Health and Putnam Health Sciences have the best three-year returns, according to Lipper Analytical Services. But if you're playing with the speculative part of your portfolio, which is appropriate here, individual stocks pack the big thrill. Naturally, there's no telling if biotech stocks will break out of their slump anytime soon. But if you want to be there when they do, start nibbling...