Andre Waldron


Freelance Writer with Extensive Experience providing Stock Market Analysis.  

Contributor To Seeking Alpha and The Street.


Was ranked in Top 5 in the Seeking Alpha Platform in page-views for Mutual Fund Coverage.   

Founder and Creator of MarketEyewitness.com    


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Federal Strategic Value Dividend Fund Inst Is Top Dog In The Large Value Food Chain

The Federal Strategic Value Dividend Fund Inst (MUTF:SVAIX) is ranked #1 in the Morningstar Large Value category. The fund has a 15.29% YTD Return. This is a far cry from the S&P 500's and Large Value Category's YTD Return of 3.84% and 4.00%. As we can see in the chart below, the fund has had a consistent record of top-level success over the past five years. The fund has triumphed through the peaks and valleys of the market and held its own. Here is the proof: When one looks at the fund's mark

Croft Focus Fund Class I Is In A Race To The Bottom

The Croft Focus Fund Class I (MUTF:CIFVX) has had a brutal year so far. At the moment, the fund's YTD Return is 99th in the Large Blend Category with a -13.04% YTD Return. On the other hand, the S&P 500 and the Large Blend Category have posted returns of -1.06% and -2.70% returns respectively. The fund's negative performance can be seen across the board in its monthly and 1-year ratios. The fund was also in the back of the pack in 2014 and 2015 as evidenced by the graph below. Based on market

The Invesco Exchange Fund No Load Has Reached The Summit

The Invesco Exchange Fund No Load (MUTF:ACEHX) is the #1 rated fund in the Large Blend Category. The fund has an YTD Return of 12.03%. This is compared to the S&P 500's YTD Return of 4.52% as well as the Large Blend Category average's YTD Return of 3.13%. Also, this is a significant turnaround from the fund's performances in recent years. Other than a minor outperformance of the Large Blend Category in 2011, the fund has been outpaced by their benchmarks in every other year annually. In the f

Stay Away From The Biondo Focus Fund

Golden State Warriors forward, Harrison Barnes, had a series to forget against the newly crowned NBA Champions, the Cleveland Cavaliers. In the same token, the Biondo Focus Fund No Load (MUTF:BFONX) is having a brutal year. The fund's YTD Return is -15.35% while the fund's S&P 500 is 3.31% and its Large Growth Category is -1.79%. When one looks at the fund's recent annual performances, one can see that the fund was near the bottom of the Large Growth Category in 2011, 2015, and the present year

The Aegis Value Fund No Load Is On Top Of The Small Value Food Chain

The Aegis Value Fund No Load (MUTF:AVALX) is the top-ranked fund in Morningstar's Small-Value Category. In terms of outperformance, the fund's YTD Return as compared to its benchmarks is eye-popping at best. As of 6/17/16, the fund's return is 43.88% while the S&P 500 and Morningstar Small Value Category returns is 4.30%. When one looks at the fund's market capitalization, one can immediately notice the fund's overwhelming portfolio weight advantage in micro-cap holdings. As a result, the fund

The Invesco Developing Markets Fund Is A Top-Flight Fund

As of right now, the Invesco Developing Markets Fund (MUTF:GTDDX) is the #1 ranked fund in Morningstar's Diversified Emerging Markets. The Invesco Developing Markets Fund Retirement has a 13.68% YTD Return. This performance greatly surpasses the YTD Return totals of the MSCI ACWI Ex USA NR USD (-3.94%) and the Diversified Emerging Markets category (2.29%). When one looks at the market capitalization statistics of the Invesco Developing Markets Fund Retirement, one can notice that the fund has

CM Advisors Fund - A Fund On The Rise?

The CM Advisors Fund (MUTF:CMAFX) has risen to the top of Morningstar's mid-cap value mountain. The CM Advisors Fund has an YTD return of 19.93%. The YTD returns of the S&P 500 and Mid-Cap Value category are 3.59% and 5.8%, respectively. This is a stunning turnaround for a fund that has been outperformed by both benchmarks consistently over the past few years. As you can see in the following chart, the fund's last annual outperformance of any benchmark was an outperformance of just 0.43 in 2011

The Madison Investors Fund Retirement Portfolio Is A Cut Above The Rest

The Madison Investors Fund Retirement Portfolio (MUTF:MNVRX) is the top-rated fund in Morningstar's Large Growth category as of 6/11/2016. The Madison Investors Fund Retirement Portfolio has an 8.43% YTD Return so far this year. On the other hand, the S&P 500 has a 4.54% return while the Morningstar's Large Growth Category has a -1.09% YTD return. Let us examine why this fund is the current MVP (for now) of Morningstar's Large Growth Category. When one looks at the market capitalization, one c

The Hodges Fund Inst Is Top-Dog In The Mid-Cap Growth Class

At the present moment, the Hodges Fund Inst (MUTF:HDPIX) is the top-rated fund in Morningstar's Mid-Cap Growth Category. The Hodges Fund Inst has a YTD Return of 14.58% for the year. This is a tremendous outperformance of the S&P 500 (4.22%) and Mid-Cap Growth Category (1.91) As seen in the fund's recent monthly and weekly performances, the fund is in the middle of pulling away from the rest of the pack. Here are the charts below: When looks at the portfolio, one wonders why the fund is even cl

The Mairs & Power Growth Inv Is The Cream Of The Crop

The Mairs & Power Growth Inv (MUTF:MPGFX) is head and shoulders above the rest of the pack in the Morningstar Large Blend Category. Currently, the fund has posted a 10.45% YTD return while the S&P 500 and Large Blend Category have posted returns of 3.70% and 2.61% respectively. This result marks a return to outperformance for this five-star rated fund after a two-year hiatus. The fund was outgained on an annual basis by both the S&P 500 and the Large Blend Category in 2014 and 2015. I will at

The Marathon Value Portfolio No Load Is Set Up For Success

The Marathon Value Portfolio No Load (MUTF:MVPFX) finds itself near the top with regards to Morningstar's Large Blend Category. Currently, the fund finds itself third in the Morningstar's Large Blend Category with a 6.82% return. The YTD Returns for the S&P 500 and the Large Blend Category are 1.74% and 0.83% respectively. During the past four years, the Marathon Value Portfolio No Load has fallen short of both benchmarks. Thus, the fund's performance represents quite a break from the norm. Thi

The Highland Small Cap Equity Fund Inst Is A Small-Growth PowerHouse

As of 5/27/2016, the Highland Small Cap Equity Fund Inst (MUTF:HSZYX) is the leader in the Morningstar Small Growth category with a whopping YTD total of 17.88%. Meanwhile, the S&P 500 has an YTD return of 1.74% and the Small Growth Category has an YTD return of -3.03%. This is a far cry from the fund's 2015 performance. In 2015, it was ranked 94th in Morningstar Small Growth Category with an YTD return of -9.32%. This is a turnaround that requires a thorough examination. When one looks at th

An Analysis Of The iShares Micro-Cap ETF

The two-star iShares Micro-Cap ETF (NYSEARCA:IWC) is currently ranked 100th in the Morningstar Small Blend Category in terms of YTD return. The ETF's current YTD return of -6.50% is more than three times as worse as the YTD return of the Small Blend Morningstar Category and the S&P 500. Now one should not be surprised that a fund rich in microcaps would have a great deal of exposure to the downside. Yet, it is also important to note that micro-cap stocks will have inconsistent returns in bullis

The Mairs & Power Small Cap Fund Has Shown Sturdiness Against The Downside

Usually, a small-cap fund would be characterized with above-average upside growth and above-average exposure to downside risk versus benchmarks against the S&P 500. However, the Mairs & Power Small Cap Fund (MUTF:MSCFX) has the pleasure of being one of the few small-cap funds that defy that stereotype. So far in 2016, the fund has managed to outpace the S&P 500 and its Morningstar category benchmark in terms of return. This can also be seen in its one-month and three-month ratios. As you can s
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