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Audio excerpts from The Mutual Fund Show® hosted by Adam Bold.


FBR Small Cap Financial*

FBRSX‎

Fidelity Leveraged Company Stock

FLVCX

Selected American Shares*

SLASX‎

ICON Energy

ICENX

Manning & Napier Equity*

EXEYX‎

Leuthold Asset Allocation*

LAALX

Manning & Napier Pro-Blend Extnd Term*

MNBAX‎

Manning & Napier Equity*

EXEYX

Buffalo Science & Technology*

BUFTX‎

Motley Fool Independence

FOOLX

Janus Research

JAMRX‎

RidgeWorth Mid-Cap Value Equity I

SMVTX

Schwab Health Care*

SWHFX‎

TCW Growth Equities I

TGGEX

Neuberger Berman Small Cap Growth Investor

NBMIX‎

T. Rowe Price Capital Appreciation*

PRWCX

Templeton BRIC

TABRX‎

T. Rowe Price Global Stock

PRGSX

Lazard Emerging Markets Equity Open*

LZOEX‎

T. Rowe Price Mid-Cap Growth

RPMGX

Managers Short Duration Government*

MGSDX‎

Vanguard Energy

VGENX

Touchstone Ultra Short Duration Fixed Income

TSDOX

Vanguard Windsor II

VWNFX

Manning & Napier World Opportunities

EXWAX‎

Wells Fargo Advantage Growth

SGROX

Fairholme

FAIRX‎

Interview with Don Hodges

Hodges Fund

Artisan Mid Cap Value

ARTQX‎

Interview with Dan Fuss

Loomis Sayles Bond Retail Fund

Perkins Mid Cap Value Investor

JMCVX‎

Interview with Peter Doyle

Kinetics Paradigm Fund

Tocqueville*

TOCQX‎

Buffalo Science & Technology*

BUFTX

Vanguard Equity-Income

VEIPX‎

Calamos International Growth

CIGRX

Vanguard Balanced Index

VBINX‎

Cambiar Opportunity

CAMOX

Wasatch-1st Source Income Equity *

FMIEX‎

DWS Short Duration

PPIAX

Marsico 21st Century*

MXXIX‎

DWS Strategic Government Securities

KUSAX

Westcore Plus Bond*

WTIBX‎

FBR Focus

FBRVX

Loomis Sayles Bond Retail *

LSBRX‎

Fidelity Freedom 2015

FFVFX

Artio Global High Income*

BJBHX‎

Forward Small Cap Equity

FFSCX

Croft Value*

CLVFX

Hodges*

HDPMX

Delafield

DEFIX‎

Janus Overseas

JAOSX

Franklin Income

FKINX‎

Marsico 21st Century*

MXXIX

James Balanced: Golden Rainbow

GLRBX‎

PIMCO High Yield

PHDAX

Leuthold Asset Allocation*

LAALX‎

T. Rowe Price Blue Chip Growth

TRBCX

Leuthold Core Investment*

LCORX‎

T. Rowe Price Media & Telecommunications

PRMTX

Mutual Shares

TESIX‎

Vanguard Dividend Growth

VDIGX

Royce Value Plus Svc*

RYVPX

Western Asset Core Plus Bond

WACIX

Templeton Growth

TEPLX‎

FBR Small Cap Financial*

FBRSX

T. Rowe Price Tax-Free High-Yield

PRFHX

Parnassus Workplace

PARWX

Van Kampen High-Yield Municipal

ACTHX‎

DFA Tax-Managed International Value

DTMIX

Van Kampen Mid Cap Growth

VGRAX

Nicholas-Applegate High Yield Bond

NAHYX

American Century Tax-Free Bond Investor*

TWTIX

Royce Micro Cap

RYOTX

Artio Global High Income A*

BJBHX‎

Yacktman

YACKX

Black Oak Emerging Technology

BOGSX‎

Loomis Sayles Bond*

LSBRX

Franklin NY Tax-Free Income

FNYIX‎

T. Rowe Price Tax-Free High-Yield Bond*

PRFHX

Live Oak Health Sciences

LOGSX‎

FMI Common Stock

FMIMX

Loomis Sayles Bond Retail*

LSBRX‎

Franklin Federal Tax-Free Income

FKTIX

Loomis Sayles Global Bond Retail*

LSGLX‎

Janus Orion*

JORNX

Selected American Shares*

SLASX‎

Oppenheimer Quest Balanced

QVGIX

T. Rowe Price Summit Municipal Intermediate*

PRSMX‎

Collective Trust

A "private" mutual fund.

Vanguard Total Bond Market Index

VBMFX

Lynn O'Shaugnessy, Author

TheCollegeSolutionBlog.com

Westcore Plus Bond*

WTIBX‎

Rollover Options

Options for your 401(k) when you leave an employer.

Yacktman

YACKX‎

Interview with Donald P. Morgan, Economist

Seismic Effects of The Bankruptcy Reform

Artisan International*

ARTIX

Interview with Chuck Akre

FBR Focus Fund

Dodge & Cox Income

DODIX

Interview with Brad Evans

Heartland Value Plus Fund

FMI Large Cap*

FMIHX

Interview with Cory Gilchrist

Marsico 21st Century Fund

Marsico 21st Century*

MXXIX

Interview with Greg Hopper

Artio Global High Income Fund

Royce Low Priced Stock*

RYLPX

Hansel & Gretal

Think before you invest in an annuity.

Thomas White International*

TWWDX

Interview with Kent Croft

Croft Value Fund

T. Rowe Price Capital Appreciation*

PRWCX

Interview with Michael Cuggino

Permanent Portfolio Fund

Artio Global High Income*

BJBHX

Economic Rescue Plan

Adam's insight on the 2008 action.

Calamos Growth*

CVGRX

Securities Investor Protection Corporation (SIPC)

Protection for your investments.

Fidelity Emerging Markets

FEMKX

Interview with Mark Yockey

Artisan International Fund

JPMorgan Strategic Income Opportunities

JSOAX

Growth Funds

Capital appreciation is the primary goal.

Loomis Sayles Bond*

LSBRX

Large Cap

Funds invest in multi-billion dollar companies.

Perkins Mid Cap Value Investor

JMCVX

Mid Cap

Similar to small cap funds.

Vanguard GNMA

VFIIX

Small Cap

Funds invest in companies with less than $1 billion.

Westcore Plus Bond*

WTIBX

Value Funds

Funds invest in companies believed to be undervalued.

Mutual Fund Store Strategy

Adam shares what investors should have learned from down markets in recent years.

Auction Rate Securities

Closed end bond funds generate extra returns for shareholders.

American Funds New World

NEWCX

Interest Rates and the Federal Reserve

Rates controlled by the Federal Reserve.

Dreyfus Greater China

DPPCX

Buying Low

Mutual funds are not like stocks in terms of buying low and selling high.

Lazard Emerging Markets Equity Open*

LZOEX

What is alpha?

Alpha is a measure of how much of a fund's return comes from manager skill vs. how much comes from market growth.

Akre Focus*

AKREX

Charitable annuities & charitable remainder trusts

Charitable annuities and charitable remainder trusts offer similar benefits with one major difference for donors.

Amana Trust Income

AMANX

Unit Investment Trusts

Unit Investment Trusts are similar to a mutual fund, but with no manager or active management.

Brandywine Blue

BLUEX

Index Linked Notes

A bond without a fixed interest rate.

Hennessy Cornerstone Value

HFCVX

Capital Gains

Choose a tax efficient fund.

Manning & Napier Equity*

EXEYX

CD Ladder

Evaluating this investment option and staying ahead of inflation.

UMB Scout International

UMBWX

Managed Funds Versus Index Funds

A comparison of fund styles.

Baron Small Cap*

BSCFX

Index Funds Versus Managed Funds

A comparison of fund styles.

BlackRock Energy & Resources

SSGPX

Hedge Funds

An investment pool with long and short positions at the same time.

Davis NY Venture

NYVTX

Big Mutual Funds

Big funds don't always guarantee large returns.

Fidelity Advisor Diversified International

FADCX

IRS Revenue Ruling 90-24

A new ruling affecting 403(b) plans.

Fidelity Balanced

FBALX

Selecting 401(k) Provider

Evaluation criteria to look at when choosing a 401(k) provider.

Fidelity Diversified International

FDIVX

Financial Engines

A company providing online financial planning advice.

Fidelity Four-in-One Index

FFONX

1035 exchange

Allows an investor to move money to another annuity company without tax implications

FMI Large Cap*

FMIHX

Deferred Compensation

An explanation of this employer retirement plan.

Gabelli Asset

GABAX

Advisor Compensation

There are various ways an advisor is paid.

Guiness Atkinson Global Energy

GAGEX

Selecting an Advisor

Considerations when choosing an investment advisor.

Oakmark Equity & Income

OAKBX

Uniform Gift to Minors

An investment savings option for children.

Oakmark International

OAKIX

Basic Investment Philosophy

If you're going to take the risk of the market, you owe it to yourself to be in the best funds.

PIMCO Total Return

PTTAX

Cap Size

Capitalization--the size of a company.

Royce Value Plus*

RYVPX

S&P 500

Standard & Poors list of 500 large US companies.

Selected American*

SLASX

Payoff Mortgage Early or Invest?

Evaluating whether to pay off your mortgage early or invest the money.

TCW Total Return Bond

TGMNX

Annuities Versus Mutual Funds

Taxes, surrender fees and choices.

T. Rowe Price Global Technology

PRGTX

Medical Savings Accounts

An explanation of a medical savings account.

T. Rowe Price New Era

PRNEX

Managed Accounts

Insight on investing in a managed account.

T. Rowe Price Summit Municipal Intermediate Bond*

PRSMX

Mutual Fund Store versus Show

The benefits of becoming a client of The Mutual Fund Store.

Vanguard Precious Metals and Mining

VGPMX

Core Values and Philosophy

Beliefs of The Mutual Fund Store and The Mutual Fund Show.

Yacktman Focused

YAFFX

Actively Managed 401(k)

Evaluating fees to manage a 401(k) account.

American Funds Capital Income Builder

CAIBX

Equity Index Annuities

Information on equity index annuities.

Baron Partners

BPTRX

Variable Annuities' Guaranteed Returns

Information on variable annuties.

Cohen Steers Realty Shares*

CSRSX

Schwab Internal Review

Commentary Charles Schwab voluntary internal review.

Fidelity Canada

FICDX

12b-1 Fee

Fee paid to the fund manager for managing the fund.

Franklin Income

FKINX

Age of Liquidity

The age an investor moves from a focus on growth.

James Balanced: Golden Rainbow*

GLRBX

Charitable Foundations

Interview with Laura McKnight, Greater Kansas City Community Foundation

Managers Short Duration Government*

MGSDX

Morningstar Ratings

An explanation of how Morningstar rates various funds.

Manning & Napier World Opportunities

EXWAX

Starting Your Own Mutual Fund

The process of starting a mutual fund.

Navellier Fundamental

NFMAX

Too Good to be True

Be wary of investments with guaranteed high returns.

Neuberger Berman Genesis

NBGNX

Changing Advisors

Factors to consider when looking for a new investment advisor.

Permanent Portfolio*

PRPFX

Redemption Strategy for Income

Developing a distribution strategy for retirement.

Stratton Monthly Dividend REIT

STMDX

Share Classes

An explanation of fund share classes.

Bruce

BRUFX

Strategic Allocation Funds

Things to consider before investing in a stategic allocation fund.

Calamos Growth*

CVGRX

Thrift Savings Plan

A retirement fund for federal employees, similar to a 401(k) plan.

Croft Value*

CLVFX

IRA Rollover

Rolling your IRA to a self-directed IRA.

Dodge & Cox International Stock

DODFX

Load Funds and Management Fees

An explanation of the relationship between load funds and management fees.

FBR Gas Utility Index

GASFX

Closed-end Funds

An explanation of how the laws of supply and demand determine the price of these funds.

Fidelity Contrafund

FCNTX

Variable Annuities

Information on variable annuties.

Fidelity Floating Rate*

FFRHX

Ginnie Mae and Fannie Mae

An explanation of the differences between Ginnie Mae and Fannie Mae funds.

Fidelity Freedom 2010

FFFCX

Funds that have the symbol * have been recommended by Adam Bold on The Mutual Fund Show. His recommendations are his opinion and are based on a specific situation and may not be appropriate in all circumstances.

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