
multiples contract. While both Vanguard funds do use quantitative methods in small doses, American Century Income and Growth BIGRX uses them extensively. The whole plan here is to take measured bets against the S&P 500 index to create a portfolio that
This mutual fund is losing a manager, but don't expect it to change its stripes.
responsibility for this fund. Prior to joining Schwab, Hsu was a member of the portfolio team at American Century Income & Growth BIGRX and American Century Small Company ASQIX. Larry Mano and Paul Davis are comanagers on this and Schwab's other quant-driven
Lousy relative performance in true value markets.Keeps more money in growth-oriented sectors, such as software, hardware, and health care, than other value funds because it likes to stay close to the sector weightings of the S&P 500.Won't knock your socks off in any one year or market cycle.The
also helped build excellent long-term records at American Century Equity Growth BEQGX and American Century Income & Growth BIGRX .USAPDIAXCore. This fund plays the same role in a portfolio as an S&P 500 Index fund.CoreThis fund's quantitative approach
Growth Index VISGX Vanguard Small-Cap Index NAESX Vanguard Extended Market Index VEXMX American Century Income and Growth BIGRX Fidelity Advisor Equity Growth FAEGX American Century Equity Income TWEIX Janus Enterprise JAENX Vanguard Total International
growth characteristics, such as positive earnings momentum. That's similar to sibling American Century Income & Growth's BIGRX strategy, but this fund puts greater emphasis on the growth component. The fund's long-term returns don't actually beat
This fund can serve as a solid core investment, but don't mistake it for a typical value offering. American Century Income & Growth has earned fine long-term returns. Its five- and 10-year returns through Oct. 15, 2001, are at least in the large-value group's top 29%. The fund's returns are also
Steve Colton to build excellent long-term records at American Century Equity Growth BEQGX and American Century Income & Growth BIGRX .This offering has the makings of a solid core holding: seasoned management, a good record, and diversified exposure to
another quantitatively oriented team, have beaten their replacements at their former fund, American Century Income & Growth BIGRX , by several percentage points on an annualized basis. So what should a Guardian Park Avenue shareholder do now? As a shareholder