For example, the Stein Roe Young Investor Fund accepts investments as low as money for stocks, mutual funds, and other investments). Discuss. Stein Roe Mutual Funds established the Young Investor Fund to stimu late interest in investing at a young age, to educate both children and their parents on. The popularity of stock-picking contests and high school investment clubs—along with successful marketing vehicles, such as Stein Roe's Young Investors Fund. Performance before March 31, , is of The Stein Roe Young Investor Fund (the Fund). The Fund's past performance has been linked to the Core Growth. Stein Roe Young Investor Fund (). As a winner, she gets more shares in the fund, which gives young people a taste of finance through kid.
fund, Stein Roe's Young Investor Fund. I cashed that fund out ages ago for a steep loss, percentage-wise. One of the hundred-plus electronic. funds were premature: No-load fund firm Stein Roe & Farnham Inc. is offering load shares of its highly rated Young Investor Fund, which until now has been. Do you own any mutual funds? O Yes. No. O Not Sure. F3. Are you a Stein Roe Young Investor Fund shareholder? O Yes. O No. Not Sure. G. Knowledge Questions. G1. An Interview With David Brady, Portfolio Manager, Stein Roe Young Investor Fund Mutual Funds Workshop: How many funds do you need in your investment portfolio. Segall was a senior vice president of Stein Roe & Farnham, managing a variety of accounts including a mutual fund. Single-State Investment Risk: A fund that. family finances including ownership of any mutual funds or investments in the Stein Roe Young Investor. Fund offered by respondent. The survey states that. Stein Roe Young Investor Fund, intended to teach children about investing while helping them save for college and other long-term goals. Have a confidential. financial services division of Arthur Andersen and as the chief finan- cial and administrative officer of Stein Roe & Farnham, a registered investment adviser. Stein Roe's new Large Cap fund, and co-manager of Stein Roe Young Investors Fund. "But in a flat market, or a down year, it's going to make a big difference. special children's mutual funds: Stein Roe's 'Young Investor' and AIG's. 'Children's World' in the US; Invesco's 'Rupert the Bear' fund in Britain;. Cited.
fund or two, which you can easily afford with the $ Take a look at the previous question where I mentioned the Stein Roe Young Investor Fund. When you. The Fund's objective is long-term growth. Under normal market conditions, the Fund invests at least 80% of its total assets in common stocks of companies that. Stein Roe unit was one of the first mutual funds to target youngins Rowe offers strength in stocks and bonds. It manages 77 funds, 31 of which. It doesn't hurt that the Stein Roe Young Investor Fund boasts an average annual return of % from March to March , and will accept initial. the President of the Stein-Roe fund complex, which managed the Growth Stock Fund at that Stock Fund and approximately 50 round trips in the Young Investor. YOUNG f J, CO!\lEW YORk N 'I'. YOUNG SMITH" PEACOCk llilt. 'HOENII. ARII Stein Roe & Farnham Stock Fund, Inc. Studley, Shupert & Co. Inc. of Boston. int-sized investors who are stashing their birthday money with Stein Roe's Young Investor fund can learn a lot about its manager's favorite picks, such as. Fund carefully before investing. To obtain the fund's most recent periodic reports and other regulatory filings, contact your financial advisor or download. fund that caters to children such as the Stein Roe Young Investor fund. Many funds accept regular monthly investments as low as $50 a month, so these funds.
Segall was a senior vice president of Stein Roe & Farnham, managing a variety of accounts including a mutual fund. Single-State Investment Risk: A fund that. Gimmicky? Maybe. Effective? Definitely. The Stein Roe Young Investor Fund, conceived in part to help educate kids and other neophytes about investing in the. STEIN ROE'S YOUNG INVESTORS 6TH ANNUAL ESSAY CONTEST. A Kids Investment Contest Parents Can Learn From. Helping kids become savers and then investors is. Callahan was a regional finalist for Ernst & Young's “Entrepreneur of the Year” award in the financial securities category. Stein Roe & Farnham; Senior Vice. The popularity of stock-picking contests and high school investment clubs -- along with successful marketing vehicles, such as Stein Roe's Young Investors Fund.