 |
|
 |
|
|
By Hennion & Walsh
7/19/2010
|
|
SmartGrowth® Mutual Funds, a family of mutual funds designed to address the diverse objectives, time horizons and risk profiles of investors across the risk/reward spectrum, is pleased to announce that two of its mutual funds rank in the top 2 percent of their category for three-year returns as of June 30, 2010, according to Lipper. The Funds, which incorporate exchange-traded funds (ETFs) and asset allocation, seek to produce superior risk-adjusted returns for long-term investors.
"We are proud to reach the three-year milestone with a record of relative outperformance in one of the most difficult market periods in our country’s history," said Kevin Mahn, Portfolio Manager for the SmartGrowth Mutual Funds. "Our funds deliver diversification and risk-return profiles that are distinctive among current investment opportunities and we look forward to their continued success."
The SmartGrowth family of funds consists of a series of three target-risk mutual funds. SmartGrowth® Lipper Optimal Conservative Index Fund (LPCAX) and SmartGrowth® Lipper Optimal Moderate Index Fund (LPMAX) both rank in the top 2% of their category, out of 714 funds, according to Lipper. In addition, SmartGrowth® Lipper Optimal Growth Index Fund (LPGAX) reached its three-year anniversary ranking in the top 5% of its category, out of 714 funds. Three year returns for the funds are: -2.18% (LPCAX); -4.24% (LPGAX) and -2.52% (LPMAX). The three year return for the S&P 500 is -9.81%.
Launched June 1, 2007, each target risk fund is benchmarked to one of Lipper’s proprietary Optimal Target Risk Indices and offers investors three risk/reward options ranging from conservative to growth portfolios. Designed to provide investors with an investment solution that helps take the guesswork out of choosing the right blend of ETFs and exchange-traded notes (ETNs), the SmartGrowth Mutual Funds attempt to track the Target Risk Indices’ carefully selected ETFs and ETNs whose historical returns, liquidity, correlations and expenses are analyzed to identify the appropriate mix for each index’s risk/reward profile.
"The SmarthGrowth Funds were born out of the difficulty in building a properly allocated portfolio," said Bill Walsh, Partner of Hennion & Walsh, which serves as the investment advisor to SmartGrowth Mutual Funds.
"Our mission is to help individuals invest in accordance with their unique risk-return needs and objectives, with disciplined strategies that have the potential to provide superior long-term results," said Rich Hennion, Partner of Hennion & Walsh.
To request more information or to speak to Mssrs. Mahn and Walsh, please contact Katrine Winther-Olesen at 973-400-1341 or katrine@jcprinc.com.
|
|
9/7/2010
Imagine! A Career & A Life: How to Thrive Professionally and Personally, September 15th
Join PowerNet as we welcome our Guest Speaker, professional wellness coach Ellen Goldman, from EnerGcoaching, to our next meeting.
Ellen’s presentation entitled "Imagine! A Career & A Life: How to thrive ....
Continue
|
9/5/2010
Business to Business Networking Group at B’nai Jeshurun
To foster connections between members of Congregation B’nai Jeshurun, Short Hills, both professionally and personally, the first meeting of TJBB2B will be held on Monday evening, September 27th at 7 pm.
Continue
|
9/5/2010
College Financial Planning at Scotch Plains Public Library
Are you worried about how to pay for college? Ecliptic Financial Advisors will present a program on financial aid for college at the Scotch Plains Public Library. The program will be held on Monday, Septe....
Continue
|
9/4/2010
Disney’s Approach to Business Excellence, September 28th
On September 28, 2010, Disney Institute’s traveling professional-development seminar - - "Disney’s Approach to Business Excellence" will take place at the Culinary Conference Center in Jersey City. This one day program pr....
Continue
|
9/3/2010
Union County College Offers Free Workforce Skills Training to Employees of Local Businesses
Union County College offers free courses in basic-skills training for the employees of local businesses through a unique partnership of the New Jersey Business and Industry Association (NJBIA), the New Jersey Community Co....
Continue
|
9/2/2010
You’re Unemployed, Now What?, September 13th
The Scotch Plains Public Library presents Career Plans with Career Coach Donna Gerhauser on Monday, September 13 at 7:00pm.
It’s not enough to put together your resume and post like crazy ....
Continue
|
8/31/2010
Cassidy Turley’s New Jersey Office Promotes Six To Associate Vice President
Cassidy Turley, a leading commercial real estate services provider in the U.S., is pleased to announce that Robert Casagrande, Adam Citron, James Costanzo, Frank Kobola, Scott Lawliss and Matthew Turse have recently been promoted to associa....
Continue
|
8/27/2010
James T. Seery Joins LeClairRyan
James T. Seery has joined the law firm of LeClairRyan as a shareholder in the firm’s Corporate Services Practice Area Team. Prior to joining LeClairRyan, Seery was at partner at DLA Piper. He will be resident in the firm’....
Continue
|
8/27/2010
Morris NJAWBO Offers September Lunch Program, September 17th
The Morris County Chapter of the New Jersey Association of Women Business Owners will host a "Welcome Back Networking Luncheon" on Friday Sept. 17 from noon to 1:30 p.m. at the Hanover Marriott, 1401 Route 10 East, Whippany. The luncheon is....
Continue
|
8/27/2010
U.S. Department of Justice Informs United and Continental that it has Completed Antitrust Review
United Airlines (NASDAQ: UAUA) and Continental Airlines (NYSE: CAL) today announced they have been notified by the Antitrust Division of the United States Department of Justice (DOJ) of the termination of its Hart-Scott-Rodino Act review an....
Continue
|
8/25/2010
In Union County, Lance Says Washington’s Reckless Policies Preventing Job Creation, Economic Recovery
Congressman Leonard Lance (NJ-07) and representatives of the Gateway Regional Chamber of Commerce held a news conference today in Clark to discuss current economic policies that are hurting New Jersey’s small businesses.
Continue
|
8/21/2010
NJAWBO Essex to Meet at Pals Cabin
for September 7 Breakfast Networking Meeting
The next breakfast meeting of the Essex Chapter of the New Jersey Association of Women Business Owners (NJAWBO) will be held on Tuesday, September 7, 2010, between 8:00 and 9:30 A.M., at The Original Panc....
Continue
|
8/18/2010
NJAWBO Essex to Meet on September 21
The next dinner meeting of the Essex Chapter of the New Jersey Association of Women Business Owners (NJAWBO) will be held at Mamma Vittoria Restaurant in Nutley on Tuesday, September 21, from 6:00 to 9:00 P.M. The Septemb....
Continue
|
8/14/2010
Kevin Lenahan Appointed New Finance Chief for Atlantic Health
Kevin Lenahan has been named vice president of Finance and Chief Financial Officer for Atlantic Health, one of the largest hospital systems in New Jersey and parent company of Overlook Hospital and Morristown Memorial Hos....
Continue
|
8/13/2010
Congressman Lance Addresses Small Business Concerns at Robert Treat Delicatessen in Westfield
WESTFIELD, NJ - "Moving America forward in a way that’s friendly to small businesses," New Jersey Congressman Leonard Lance (R-7) said,"--that’s what will create jobs."
With the unemployment rate at 9.8%....
Continue
|
8/12/2010
Cassidy Turley Promotes Andrew Houston and Charles Parmelli To Vice President in its Teaneck and Somerset New Jersey Offices
Cassidy Turley, a leading commercial real estate services provider in the U.S, is pleased to announce the recent promotions of Principals Andrew Houston and Charles Parmelli to vice president in the firm’s Teaneck and Som....
Continue
|
8/11/2010
LeClairRyan Selects Newark Office’s Freinberg As Next CEO; Selection is Part of a Multi-year Management Transition Process
As part of LeClairRyan’s strategic management succession plan, the law firm has selected David C. Freinberg, a shareholder in its Newark, N.J. office, to become its next chief executive officer. Freinberg....
Continue
|
8/11/2010
The Pawn Shop Jewelry and Loans: Offers Immediate Cash For All Loans on Jewelry, Check Cashing, and Buys Gold
UNION, NJ - The Pawn Shop, located at 2460 Route 22 East in Union, New Jersey, offers customers immediate cash for all loans on jewelry, check cashing, and the ability to both buy and sell jewelry, diamonds, watches, and ....
Continue
|
8/10/2010
PR News Recognizes R&J Public Relations Among
"Top Places to Work in PR"
PR News recognized R&J Public Relations as one of the 2010 Top Places to Work in PR, in its annual Platinum PR Awards program. The elite national roster of only 17 Top Places, which includes corporate giants lik....
Continue
|
8/9/2010
Claremont Corporate Center Welcomes First Tenant, Claremont Realty Group
SUMMIT, NJ - In late April of this year, Claremont Realty Group moved to the Claremont Corporate Center, an innovative new Class A office complex that unites the historic 1873 Risk Mansion with contempora....
Continue
|
8/4/2010
Brinton Eaton Enhances Client Service Capabilities with Key Promotions, New Hires
Brinton Eaton, a boutique wealth advisory firm, recently announced that it has enhanced the firm’s client service capabilities with three key promotions and two new hires. The professionals – including an Investment ....
Continue
|
8/3/2010
Planned Companies Adds Four Associates to Its Sales Force, Expanding Its Business Development Team
Planned Companies, a leader in the janitorial/maintenance, concierge/doorman and security services industry since 1898, is continuing to expand its business development team through the recent additions of regional direct....
Continue
|
7/30/2010
"Getting a Venture Capitalist to Say Yes" at Venture Association Meeting
On Tuesday, July 20, the featured speaker at the monthly meeting of the Venture Association New Jersey (www.vanj.com) was Mark Davis, an Associate at DFJ Gotham Ventures (Continue
|
7/27/2010
Bank Foundation Helps Museum Educate Students
The Investors Savings Bank Foundation, which provides charitable funding to nonprofit organizations that enrich the communities the bank serves, has awarded a $1,000 grant in support of educational programs at the Museum ....
Continue
|
7/27/2010
United-Continental Merger Receives Unconditional Clearance from the European Commission
United Airlines (NASDAQ: UAUA) and Continental Airlines (NYSE: CAL) today received unconditional clearance from the European Commission on the airlines’ proposed merger. The Commission noted its investigation found the proposed transaction ....
Continue
|
View Financial past stories » |
|
|
|
|
|