Mutual Funds Guide

Author : Christine Benz
Publisher : Wiley + ORM
Page : 342 pages
File Size : 52,8 Mb
Release : 2011-03-10
Category : Business & Economics
ISBN : 9781118046142

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Morningstar Guide to Mutual Funds by Christine Benz Pdf

GUIDE TO MUTUAL FUNDS SECOND EDITION "Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar Guide to Mutual Funds helps cut through the fog with a solid volume of constructive information. The central message--'truly diversify, keep it simple, focus on costs, and stick with it'--is not only timeless, it is priceless." --John C. Bogle, founder and former CEO, The Vanguard Group "Successful investors know they must do their own due diligence. Morningstar has done much of that homework in this guide. Leave it to Morningstar to get it right, offering smart ways to pick, build and monitor a portfolio. It's a commonsense guide that should grace every investor's shelf." --Ted David, CNBC Anchor "There's nothing Morningstar doesn't know about mutual funds. And at last, for ready reference, there's a book. You'll find everything here you need to know about managing fund investments, inside or outside a 401(k)." --Jane Bryant Quinn, Newsweek columnist and author of Making the Most of Your Money

Author : Lee Gremillion
Publisher : John Wiley & Sons
Page : 295 pages
File Size : 47,7 Mb
Release : 2012-06-22
Category : Business & Economics
ISBN : 9781118428726

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Mutual Fund Industry Handbook by Lee Gremillion Pdf

"The Mutual Fund Industry Handbook is a remarkably important work . . . I am profoundly impressed by the broad and comprehensive sweep of information and knowledge that this book makes available to industry participants, college and business school students, and anyone else with a serious interest in this industry." -- From the Foreword by John C. Bogle President, Bogle Financial Markets Research Center Founder and former chief executive, The Vanguard Group A Foreword by John C. Bogle, founder of The Vanguard Group and one of the most respected leaders in the mutual fund industry, sets the stage for this authoritative book that explains the complexities of the phenomenal industry in simple terms. Investors like the fact that mutual funds offer professional management, easy diversification, liquidity, convenience, a wide range of investment choices, and regulatory protection. Mutual Fund Industry Handbook touches on all of those features and focuses on the diverse functions performed in the day-to-day operations of the mutual fund industry. You'll learn about: Front-office functions-analysis, buying, and selling. Back-office functions, including settlement, custody, accounting, and reporting. Commission structures-front-end loads, back-end loads, or level loads. The various fund categories used by the Investment Company Institute, Morningstar, and Lipper. The roles played by fund managers, investment advisors, custodial banks, distributors, transfer agents, and other third-party service providers. If you want a definitive reference on the mutual fund industry, this is the book for you.

Author : William A. Birdthistle,John Morley
Publisher : Edward Elgar Publishing
Page : 480 pages
File Size : 49,8 Mb
Release : 2018-10-26
Category : Business & Economics
ISBN : 9781784715052

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Research Handbook on the Regulation of Mutual Funds by William A. Birdthistle,John Morley Pdf

With fifty trillion in worldwide assets, the growth of mutual funds is a truly global phenomenon and deserves a broad international analysis. Local political economies and legal regimes create different regulatory preferences for the oversight of these funds, and academics, public officials, and legal practitioners wishing to understand the global investing environment will require a keen awareness of these international differences. The contributors, leading scholars in the field of investment law from around the world, provide a current legal analysis of funds from a variety of perspectives and using an array of methodologies that consider the large fundamental questions governing the role and regulation of investment funds. This volume also explores the identity and behavior of investors as well as issues surrounding less orthodox funds, such as money market funds, ETFs, and private funds.This Handbook will provide legal and financial scholars, academics, lawyers and regulators with a vital tool for working with mutual funds.

Author : Adi Kapson
Publisher : AP Publishing
Page : 43 pages
File Size : 50,5 Mb
Release : 2016-04-02
Category : Business & Economics
ISBN : 9788892587298

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Canadian Mutual Funds Investing for Beginners: A Basic Guide for Beginners by Adi Kapson Pdf

LEARN:: Canadian Mutual Funds for Beginners and Basic Guide for Canada Mutual Funds This edition is aimed at the individual investor who wants to understand mutual funds and make wise investment choices based on knowledge and understanding of the funds. It is written in easily understandable terms and gives a clear explanation of how the pieces fit together in the marketplace. Readers will come away with a detailed but practical working knowledge of the funds, at a minimum cost of time and frustration. INSIDE:: Canadian Mutual Funds for Beginners Book What are mutual funds? The structure of mutual funds Various types of mutual funds Setting up a mutual fund investment plan Risks and other factors to consider while investing in mutual funds Some wise financial moves Mutual fund regulations How to get started? Timely, detailed, and easy to read, Canadian Mutual Funds for Beginners Book belongs on the bookshelf of anyone who is new to investing or wants a broader understanding of the mutual funds market. Would You Like To Know More? Buy now and take your mutual funds knowledge to the next level.

Author : Melinda Gerber
Publisher : Jv Books
Page : 310 pages
File Size : 43,7 Mb
Release : 2005-01-01
Category : Mutual funds
ISBN : 097227880X

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Start a Successful Mutual Fund by Melinda Gerber Pdf

Author : Jason Kelly
Publisher : Plume Books
Page : 152 pages
File Size : 50,9 Mb
Release : 1996
Category : Mutual funds
ISBN : PSU:000026569901

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The Neatest Little Guide to Mutual Fund Investing by Jason Kelly Pdf

Today there are more and more mutual funds, as more and more people understand that mutual funds are the best place to put money. These funds include the good and the bad, the expensive and the bargain-priced, the short-term and the long-term, the highly secure and the very risky. So how do you find the funds that are right for you without spending a lifetime trying to become a market maven and finding yourself buried in graphs and charts? What you can do very easily is spend a little time with the swiftest, surest, smartest book ever to lead you through the mutual fund maze with wit and wisdom. No other guide tells you so clearly, so concisely, and so captivatingly what different kinds of mutual funds there are, how to choose your own goals and decide your own risk level, how to split your mutual fund investments to reflect your wants and needs, how to quickly learn which funds are the best of their kind, how and where to buy funds at the lowest price, how to spot hidden charges, how to track performance, how to know when to sell, how to make funds work for you in retirement, and much more.

Author : John A. Haslem
Publisher : Unknown
Page : 376 pages
File Size : 54,9 Mb
Release : 1988
Category : Mutual funds
ISBN : UCSC:32106009831493

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The Investor's Guide to Mutual Funds by John A. Haslem Pdf

Author : Joe Duarte
Publisher : Everything
Page : 304 pages
File Size : 49,9 Mb
Release : 2019-05-07
Category : Business & Economics
ISBN : 9781507210307

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The Everything Guide to Investing in Your 20s & 30s by Joe Duarte Pdf

All you need to know about investing safely and smartly, with new information on the latest options—from cryptocurrencies to social media IPOs—in this comprehensive and updated guide to understanding the current market, setting realistic goals, and achieving financial success. The best time to start investing is now—even as little as a few years can make a difference of hundreds of thousands of dollars by the time retirement comes around. Investing early in your career is the best way to ensure a secure and successful life all the way through retirement. For years, The Everything Guide to Investing in Your 20s and 30s has been guiding young professionals on how to capitalize on the investing market and make the most out of their money. This all-new and fully updated edition includes all of the tips, tricks, and investing knowledge while also explaining: —New technological investing options —How the changing political climate affects your money —What the rising interest rates mean —Active investing versus passive investing The Everything Guide to Investing in Your 20s and 30s teaches you how to maximize your investing strategy and make your money work for you. Don’t wait. Start investing today!

Author : Joanne M. Hill,Dave Nadig,Matt Hougan
Publisher : CFA Institute Research Foundation
Page : 202 pages
File Size : 49,8 Mb
Release : 2015-05
Category : Business & Economics
ISBN : 9781934667866

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A Comprehensive Guide to Exchange-Traded Funds (ETFs) by Joanne M. Hill,Dave Nadig,Matt Hougan Pdf

Exchange-traded funds (ETFs) have become in their 25-year history one of the fastest growing segments of the investment management business. These funds provide liquid access to virtually every financial market and allow large and small investors to build institutional-caliber portfolios. Yet, their management fees are significantly lower than those typical of mutual funds. High levels of transparency in ETFs for holdings and investment strategy help investors evaluate an ETF’s potential returns and risks. This book covers the evolution of ETFs as products and in their uses in investment strategies. It details how ETFs work, their unique investment and trading features, their regulatory structure, how they are used in tactical and strategic portfolio management in a broad range of asset classes, and how to evaluate them individually.

Author : John Robertson
Publisher : Blessed by the Potato Publishing
Page : 220 pages
File Size : 43,9 Mb
Release : 2018-02-02
Category : Business & Economics
ISBN : 9780987818942

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The Value of Simple 2nd Ed. by John Robertson Pdf

Author : Shyam Bahadur Ph.D.
Publisher : LifeRich Publishing
Page : 182 pages
File Size : 46,8 Mb
Release : 2018-02-13
Category : Reference
ISBN : 9781489715029

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Guide to Investing in Stocks, Bonds, Etfs and Mutual Funds by Shyam Bahadur Ph.D. Pdf

Where to invest for growth can be a daunting decision for even an experienced investor. For a beginner, it can seem downright impossible. The author covers in this investment guide all kinds of investments including the stocks, treasury securities, municipal and corporate bonds, mutual funds and exchange traded funds and introduces even the master limited partnerships and real estate investment trusts. Some of the highlights of coverage are the concept of compounding and dollar cost averaging selection and analysis of stocks using the fundamental approach to stock evaluation supplemented with technical analysis selection and analysis of mutual funds and ETFs asset allocation, diversification and rebalancing guidelines for buying and selling the securities evaluating market levels and the discussion of market volatility and crash economic and tax considerations in investing

Author : Larry E. Swedroe
Publisher : Macmillan + ORM
Page : 197 pages
File Size : 55,5 Mb
Release : 2005-01-01
Category : Business & Economics
ISBN : 9781429972956

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The Only Guide to a Winning Investment Strategy You'll Ever Need by Larry E. Swedroe Pdf

Investment professional Larry E. Swedroe describes the crucial difference between "active" and "passive" mutual funds, and tells you how you can win the investment game through long-term investments in such indexes as the S&P 500 instead of through the active buying and selling of stocks. A revised and updated edition of an investment classic, The Only Guide to a Winning Investment Strategy You'll Ever Need remains clear, understandable, and effective. This edition contains a new chapter comparing index funds, ETFs, and passive asset class funds, an expanded section on portfolio care and maintenance, the addition of Swedroe's 15 Rules of Prudent Investing, and much more. In clear language, Swedroe shows how the newer index mutual funds out-earn, out-perform, and out-compound the older funds, and how to select a balance "passive" portfolio for the long hail that will repay you many times over. This indispensable book also provides you with valuable information about: - The efficiency of markets today - The five factors that determine expected returns of a balanced equity and fixed income portfolio - Important facts about volatility, return, and risk - Six steps to building a diversified portfolio using Modern Portfolio Theory - Implementing the winning strategy - and more.

Author : Gordon Stenner
Publisher : Unknown
Page : 398 pages
File Size : 53,9 Mb
Release : 1997
Category : Mutual funds
ISBN : OCLC:1245819096

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Stenner on Mutual Funds by Gordon Stenner Pdf

Author : Ronald K. Rutherford
Publisher : McGraw Hill Professional
Page : 280 pages
File Size : 50,7 Mb
Release : 1997
Category : Business & Economics
ISBN : 078631138X

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The Complete Guide to Managing a Portfolio of Mutual Funds by Ronald K. Rutherford Pdf

Written by a veteran financial planner, this guide uniquely covers the statistical and non-statistical issues involved in selecting and managing a balanced portfolio of mutual funds. It explains investment policy development techniques, explores all asset classes of mutual funds, and covers the critical issues of style analyses, data interpretation, and style management.

Author : Thomas P. Lemke,Gerald T. Lins
Publisher : Unknown
Page : 270 pages
File Size : 53,6 Mb
Release : 1999
Category : Business & Economics
ISBN : STANFORD:36105061757535

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How to Read a Mutual Fund Prospectus by Thomas P. Lemke,Gerald T. Lins Pdf