Media Mentions

Small funds get less Morningstar attention, says industry watcher,” Investment News, March 17, 2017

Putnam Voyager mutual fund takes its last journey,” Investment News, May 12, 2016

Some American Funds offer up to 18 share classes: Overkill?Investment News, March 28, 2016

Cash Is Now a Sin.” The Wall Street Journal, March 11, 2016.

Why Africa is not number one investment destination.” The New Times, March 3, 2016.

Opinion: Bill Ackman actually had a point with his index fund bubble theory.” Market Watch, January 31,2016.

Five Great Overlooked Funds.” Barron’s, October 17,2015

“How One Small-Cap Manager is Handling Rapid Growth.” 929 Media, September 30, 2015

Hungerford: Four recommended small/mid-cap funds that began in 2013.” Winston-Salem Journal, April 26, 2015

A History of Mutual-Fund Doors Opening and Closing.” The Wall Street Journal, April 24, 2015

After a Bad Year for Funds, Prepare for a Tax Hit.” The Wall Street Journal, December 26, 2014

It Was a Dark and Stormy Market…What Investors Can Learn From What Fund Managers Read.” The Wall Street Journal, December 7, 2014

You aren’t investing in Africa — And you’re missing out.” WSJ MarketWatch, December 2, 2014

Michael Hasenstab Bets Big in Controversial Places,” The Wall Street Journal, November 16, 2014

Mutual Funds’ Professor Can Flunk Them.” The Wall Street Journal, November 3, 2014

David’s comments here inspired an animated discussion by a variety of other authors including Ben Carlson, at A Wealth of Common Sense; Cullen Roche, at Pragmatic Capitalism; and Joshua Brown, at The Reformed Broker.

Bonds: What to Do Now.” The Wall Street Journal, October 3, 2013

Pimco Fixed-Income Manager Gross Made Investing Engaging With Farcical Antics.” The New York Times, September 26,2014.

Mutual Funds’ Five-Star Curse.” The Wall Street Journal, September 7, 2014

College Try: To Offset Tuition, a Bet on Health Care.” The Wall Street Journal, September 7, 2014

Today’s links: A world of worries.” USA Today Money, June 3, 2014

Quiz: Test Your Knowledge of Stock Dividends.” The Wall Street Journal, May 4, 2014

Prices may fluctuate. Oh, and war with the Russkies.” USA Today, May 2, 2014

Travel Guide: Do Acronyms Aid ‘Emerging’ Investing?The Wall Street Journal, April 7, 2014

Infrastructure Funds Are Intriguing, but…,” The Wall Street Journal, February 4, 2014

Ten Things a Fund Prospectus Won’t Tell You,” The Wall Street Journal, November 3, 2013

Investing: Some new funds worth considering,” USA Today, October 17,2013

What to make of Bill Miller’s comeback,” WSJ MarketWatch, July 15, 2013

In Brazil, a Reminder of Emerging-Market Risks,” The New York Times, July 7, 2013

Simple Yet Hard, Public Market Investing Edition,” Ben Casnocha: A blog about entrepreneurship, ideas, current affairs, and intellectual life, June 19, 2013.

If Stocks Are Bad, Why Are Junk Bonds Good?,” Rekenthaler Report, Morningstar, June 5, 2013.

“Consider bear market funds,” BottomLine Personal, May 15, 2013 (Vol 34 No 10)

More Funds Shut Doors to New Investors,” Wall Street Journal, April 5, 2013

Promising New Funds From Old Hands,” Wall Street Journal, April 5, 2013

Hot Topic: How Should Investors Respond to the Sequestration?,” Money & Markets blog,, March 4, 2013

artisans,” Research Puzzle Pix by Tom Brakke, March 2, 2013.

Featured Guest, “MoneyLife Archive Audio for February 28, 2013,” Money Life with Chuck Jaffe podcast, February 28, 2013.

Trees Do Not Grow To The Sky,” Money & Markets blog,, December 5, 2012

A fund-picking strategy for nervous investors,” WSJ MarketWatch, November 18, 2012.

Augustana professor attracts international attention with investment site.” Quad-Cities Online Dispatch, August 20, 2012.

What to Do When Your Fund Manager Quits,” US News, August 6, 2012.

Featured Guest, “MoneyLife Archive Audio for July 23, 2012,” Money Life with Chuck Jaffe podcast, July 23, 2012.

Recipe for Success: Pick 30 Stocks, Then Just Sit Back for the Next 77 Years,” Wall Street Journal, July 9, 2012.

Fundline: News, closings, manager changes,” USA Today, July 5, 2012.

Morningstar reviewing BlackRock energy fund rating,” Reuters, June 8, 2012.

Fundline: You may want to avoid the top 1Q fund winners,” USA Today, April 4, 2012.

Be wary of predictive mutual-fund ratings,” WSJ MarketWatch, February 26, 2012.

Professor’s Advice: It’s Best to Be Bored,” Wall Street Journal, February 6, 2012.

When to give your fund manager the axe,” WSJ MarketWatch, January 8, 2012.

Mining for hidden gems among smaller funds,” Wall Street Journal, December 5, 2011.

Best ideas can be worst investments,” WSJ MarketWatch, November 6, 2011.

Fund data gone wild,” Wall Street Journal, November 4, 2011.

A quarter investors would prefer to forget,” USA Today, October 5, 2011.

Rough sailing ahead for Magellan fund,” WSJ MarketWatch, September 16, 2011.

The mutual fund industry has a problem,” Abnormal Returns, October 5, 2011

Mutual funds or ETFs: It’s still just investing,”, September 2, 2011.

There are still mutual funds for small investors ,” The Business Insider, September 1, 2011.

Farewell, FundAlarm,”, April 18, 2011.

From FundAlarm

“Fund managers changes may bring problems.”  WSJ MarketWatch, April 16 2011.

“Fund CEOs likely pleased with pay,” USA Today, April 6, 2011.

“New mutual funds that track trends are often a step behind,” USA Today, May 20, 2010 and subsequently, May 21, 2010.

“Lots of new funds cropping up, but beware especially of fads,” USA Today, December 11, 2009.

“New Funds May Be Little More Than a Sales Pitch,” USA Today, July 5 2009.

“New funds aren’t always better ones,” Washington Times, July 13, 2009.

“New Fund Name, Same Lousy Performance?” Selena Maranjian,, May 22 2009.  The Motley Fool, a popular investing service, draws about 400,00 visitors/ day.

“3 safe ways to start investing again,” Tim Middleton, MSN Money, March 17, 2009.

Barron’s Profile: View from the Top story, “Talking With Jerry Jordan,” Barrons, January 3, 2009.

Focus of the story “The Lost Decade,” Selena Maranjian,, August 6, 2008.

Interview with WQAD-TV about the moral and financial implications of investing in the Vice Fund (VICEX), June 2008.

“Veteran Managers, Nimble New Funds,” Business Week, May 8 2008.

“Contrarians to Watch,” Business Week, March 27 2008

Profiled in “People with financial smarts share their own retirement strategies,” USA Today, April 5 2007.

“From Small-Cap Value To a Twist on Asia: Four Mutual Funds That Flew Under the Radar,” The Wall Street Journal, January 4, 2007.

“If the manager has been around the block, some new funds are worth a test spin,” USA Today, October 12 2006.

“So, Why So Ignored?” The Wall Street Journal, October 3 2006.