Word: outperformance
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Dates: during 2000-2009
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...sell securities. Others say large funds, which have more resources for research and lower expense ratios, are best. Well, here's a conversation stopper: size doesn't matter. A new study by Andrew Clark, senior research analyst at fund tracker Lipper, finds that while small U.S. stock funds sometimes outperform large ones (and vice versa), the bursts of superior returns last only for short periods, then disappear and often aren't statistically relevant--that is, they could happen by chance. So you still need to evaluate a fund by risk-adjusted return, expense ratio and manager experience...
...long-term investor, the up-front A shares are cheapest. Wake Forest economist Edward O'Neal has proved that over a period of more than seven years, no other load structure can outperform A shares. And if you invest $25,000 or more, most load funds will give you a discount on the up-front sales charge--making A shares the best choice even in the short run. Those discounts, which are not available on B or C shares, are called breakpoints...
Gigante won't provide specific figures, but Frias says, measured in sales per square foot, Latino grocery stores outperform traditional supermarkets by 25% in L.A. neighborhoods where the two go head to head. Indeed, some of the U.S.-based chains are offering Gigante the sincerest flattery by trying to copy its business model. Last year Albertsons, based in Boise, Idaho, the country's second largest supermarket chain, after Kroger, launched an effort to attract Latinos by revamping three slumping Southern California stores in predominantly Latino areas. The company hung Spanish-English signs over the aisles, expanded produce sections 30%, quadrupled...
...past three years, U.S. stocks have fallen an average 16% a year, and foreign stocks have fallen even harder. But there is no question that foreign markets can outperform the U.S. for years at a clip, and it looks as if we're entering just such a period. The falling buck is a big part of that. As the dollar weakens, foreign stocks held by U.S. investors become more valuable because the underlying foreign currencies appreciate...
...CHINA Benefiting from this country's 8% growth rate, companies in emerging Asia will blossom, and their stocks, says Biggs, will outperform "in a big way." The safest direct play is through Hong Kong, where China's big companies trade. Wendell Perkins, who manages the Johnson Family International Value fund, one of the better-performing funds of the past three years, likes China Petroleum and Chemical (Sinopec), whose stock is up 25% in the past 12 months, and the rapidly growing Asia Satellite Telecommunications Holdings (down 34%), which sells satellite time for broadcasting and telecom use. Shares of both trade...