Word: morningstar
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Dates: during 2000-2009
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Take a longer-term view and success is a little trickier. That's why TIME asked investment-tracker Morningstar to pull together a list of the best-performing stocks over the past decade. On the eve of 2010, we figured it was time to take a look back and see which companies most thrived during the aughts. If a company can maintain its momentum over 10 years, maybe there's something to be learned. (See the best business deals...
...Hotchkis & Wiley Mid-Cap Value Fund is up 52% so far this year, making it the fifth-best performing mid-cap value fund this year, according to Morningstar. However, S&P believes the fund's "volatile longer-term performance should give investors cause for concern." It noted that the fund significantly lagged its peer average in 2007 and 2008, pushing it into the bottom quartile on a three- and five-year total return basis. Also, S&P analysts contend the fund's securities are currently overvalued and pose risk based on their growth and consistency when it comes to historical...
However, Stan Majcher, principal and portfolio manager of the Hotchkis & Wiley Mid-Cap Value Fund, disagrees. Majcher noted that his fund has a strong long-term performance record, as Morningstar currently ranks it the third best performing mid-cap fund when it comes to annualized returns over the past 10 years, with an annualized return of 10.85%. He acknowledges the fund underperformed in 2007 and 2008, but doesn't think these periods should be considered in isolation. (Read about the financial crisis after one year...
...first time I heard Atteberry say this, I thought my ears needed cleaning. You see, FPA New Income is a bond fund - a very successful one. The mutual-fund raters at Morningstar named Atteberry and his co-manager and boss, Robert Rodriguez, 2008's fixed-income managers of the year. Yet Atteberry sees only trouble ahead. "I've got a bull market in bonds that's unsustainable," he contends. "It might last another six months. It might last another year. Is it going to last another three to five years? I don't think...
...sure, O'Leary is not the only famous investor who has struggled to stay above water in the market recently. But O'Leary's Global Equity Income Fund has sunk more than most. The average stock fund is down 12% in the past year, according to research firm Morningstar. Compared with other equity-income-fund managers, O'Leary has done even worse. Those funds, generally considered to be safer investments, on average have fallen 10%, or less than half the plunge of O'Leary's fund. And O'Leary is not doing any better since the market turned...