Interview (1011)
Evergreen High Yield Bond Fund
By using a team approach, lead portfolio manager Prescott Crocker of the Evergreen High Yield Bond Fund has provided consistent annual returns through both good and bad economic conditions. As a result, more than 50% of the clients reinvest the dividends through tax-deferred accounts.
Eaton Vance Utility might surprise you by being more like the conservative utility funds from years past. Since 1999, Judith Saryan has returned the portfolio to its traditional approach of seeking high quality issues that pay good yields. The approach has kept the fund's number one ranking for the past
Flexibility has enabled Kenneth J. Enright, portfolio manager of the MFS Strategic Value A Fund, to achieve a 5-year return of more than 9% and a four-star ranking from Morningstar. TICKER learned the manager attributes his success to an 'A Team' of hard-working analysts at the Boston-based fund shop.
Today, it is people in suits and ties in hi-rises of concrete, steel and glass across America’s financial districts who manage the nation’s tens of thousands of mutual funds. But one manager has dared to break the mold. Jeff Auxier, who manages a tiny but so far thriving portfolio, performs
According to Darcy MacLaren, dividend is a word that should resonate well with conservative investors. Using a team approach, the SAFECO Dividend Income Fund yields an average 3% a year.
Although Morningstar places Oppenheimer's Real Asset Fund in the natural resources category, during our interview with lead manager Kevin Baum, Ticker learned that the fund goes beyond investments in instruments such as crude oil and natural gas.
With the market in decline, Todd L. McCallister's Heritage Mid Cap Stock Fund earns a top ranking from Lipper for five-year performance. TICKER interviewed the stock picker in January when he explained how he has taken advantage of the market's volatility.
Julius Baer International Equity Fund
Rudolph Riad Younes is the manager of over $1 billion in assets in the Julius Baer International Equity Fund of New York.
While PIMCO Total Return is the unequivocal popularity leader among funds of all types and calibers, TIAA-CREF's Bond Plus (TIPBX) offering is a quieter but perhaps worthier contender. Lisa Black, who has more than 15 years of investment experience at TIAA-CREF, shared her fixed-income perspectives with Ticker.
Although a value manager, Matt Seinsheimer always has his eyes open for an opportunity that will give an extra boost to the $4.5 billion AIM Basic Value Fund. In a recent interview, Seinsheimer told TICKER he thinks the fund is well positioned for an economic recovery.
