Описание: An examination of the fundamentals of mutual fund investing. The book shows investors how to revolutionize their portfolios by embracing simplicity and then avoiding industry pitfalls, emphasizing long-term investing and asset allocation.
Описание: "Someone Will Make Money On Your Funds - Why Not You?" "This book is a treasure trove of practical research and pithy thoughts based on Gastineau's decades of experience; a valuable guide for the thoughtful investor." -Harold Evensky, Chairman, Evensky, Brown & Katz. ""Someone Will Make Money On Your Funds - Why Not You?" will jar armchair mutual fund investors out of their PJ's. If you think checking out your funds in Morningstar and Lipper h you covered, you best read this book." - Maureen Nevin Duffy, Editor/Publisher, "The Turnaround Tactician". "This book is a must-read for fund investors. Gastineau carefully discusses many important factors such as taxes, capital gains overhang, trading costs, turnover, benchmark selection, active management, expense ratio, and aggressive trading by market timers. These factors significantly affect fund performance but may be ignored by investors. Gastineau goes on to build a strong case for choosing ETFs over mutual funds, especially for long-term investors. I strongly recommend this book for investors." - Vijay Singal, J.Gray Ferguson Professor of Finance and Chairperson of the Finance Department, Pamplin College of Business of Virginia T "Gastineau's message is very powerful. He not only challenges some conventional wisdom on investing, but truly emphasizes how to add value to a portfolio. What is unique is his ability to move quickly from the big picture to implementation strategies offering investment solutions to both investment advisors and individual investors. Portfolio adjustments discussed can potentially have significant impact on a long-term investor's standard of living." - Dan Dolan, Director, Wealth Management Strategies, Select Sector SPDRs.
Описание: Based on cutting-edge research by leading corporate critic Louis Lowenstein, "The Investor's Dilemma: How Mutual Funds Are Betraying Your Trust and What
to Do About" reveals how highly overpaid fund sponsors really operate and walks you through the conflicts of interest found throughout the industry. Page by page, you'll discover the
real problems within the world of mutual funds and learn how to overcome them through a value-oriented approach to this market.
Автор: Anderson Seth, Ahmed Parvez Название: Mutual Funds / Fifty Years of Research Findings ISBN: 0387253076 ISBN-13(EAN): 9780387253077 Издательство: Springer Рейтинг: Цена: 17764 р. Наличие на складе: Есть у поставщика Поставка под заказ.
Описание: Mutual funds are the dominant form of investment companies in the United States today, with approximately $7 trillion in assets under management. Over the past half century an important body of academic research has addressed various issues about the nature of these companies. These works focus on a wide range of topics, including fund performance, investment style, and expense issues, among others.MUTUAL FUNDS: Fifty Years of Research Findings is designed for the academic researcher interested in the various issues surrounding mutual funds and for the practitioner interested in funds for investment purposes. The authors briefly trace the historical evolution of funds, present important aspects of the Investment Company Act of 1940, and then summarize a substantial portion of the academic literature which has been written over the past five decades."This book presents an outstanding wealth of information on mutual funds in a remarkably readable format. It is probably the most comprehensive work currently available on funds. The book sheds light on the numerous issues surrounding mutual fund performance and pricing and is an important resource for any serious investor."Kathleen A. Wayner, Bowling Portfolio Management, President and CEO
Описание: Quality mutual fund guidance from a leader in the field Sce the publication of the original Morningstar Guide to Mutual Funds, a national bestseller, the world of investing has become more complicated and investors have become more sophisticated. With so many changes in this arena, people are now looking for much more than a simple introduction to mutual funds. Morningstar Guide to Mutual Funds, Second Edition has been completely revised and updated to meet the needs of today's demanding investor. Filled with introductory material as well as more advanced topics, this book outlines the latest tools and techniques needed to analyze and select mutual funds. It also allows readers to take an objective and informed look at their investments and learn what mutual funds are, when and how they should be used, and what the advantages and disadvantages are of investing in them. Through lively anecdotes and a clear presentation of select financial information, Morningstar Guide to Mutual Funds , Second Edition will help readers build and maintain a profitable mutual fund portfolio. Topics discussed throughout this book will show readers how to: find the right fund to meet their investment needs; navigate through the fund-purchase process; conduct quarterly reviews of a fund and fund company; invest in a tax efficient manner, and much more. Christine Benz (Chicago, IL) is Editor of Morningstar Mutual Funds, the firm's flagship print publication as well as Morningstar Funds 500, an annual publication covering 500 top mutual funds. She has worked as a Morningstar analyst and editor since 1993, focusing on growth oriented funds. Benz is widely quoted in the media, and appears regularly on CNBC.
Автор: Fink, Matthew P Название: The Rise of Mutual Funds ISBN: 0195336453 ISBN-13(EAN): 9780195336450 Издательство: Oxford Academ Рейтинг: Цена: 3853 р. Наличие на складе: Невозможна поставка.
Описание: In 1940 few Americans had heard of mutual funds. Today U.S. mutual funds are the largest financial industry in the world, with over 88 million shareholders and over $11 trillion in assets. The Rise of Mutual Funds describes the developments that have produced mutual funds' long history of success. Among these developments are: * formation of the first mutual funds in the roaring 20s * how the 1929 stock market crash, a disaster for most financial institutions, spurred the growth of mutual funds * establishment in 1934, over FDR's objection, of the United States Securities and Exchange Commission, the federal agency that regulates mutual funds * enactment of the Revenue Act of 1936, the tax law that saved mutual funds from extinction * passage of the Investment Company Act of 1940, the "constitution" of the mutual fund industry * the creation in 1972 of money market funds, which totally changed the mutual fund industry and the entire U.S. financial system *enactment of the Employee Retirement Income Security Act of 1974, which created Individual Retirement Accounts * the accidental development of 401(k) plans, which have revolutionized the way Americans save for retirement * the 2003 trading abuses, the greatest scandal ever in the history of the mutual fund industry Many events have never been discussed in detail; others have been discussed in works on other subjects. This is the first book that pulls together the many strands of mutual funds' unique history, written by an expert who draws on forty years of personal experience in the fund industry.
Описание: Expert advice for savvy fixed-income investing-updated and expanded
Автор: Petillo, Paul Название: Mutual funds for the utterly confused ISBN: 0071600183 ISBN-13(EAN): 9780071600187 Издательство: McGraw-Hill Рейтинг: Цена: 1616 р. Наличие на складе: Поставка под заказ.
Описание: The everyperson`s guide to making the best mutual fund choices
Автор: Rich, Jason R. R. Название: Mutual funds ISBN: 1599180626 ISBN-13(EAN): 9781599180625 Издательство: McGraw-Hill Рейтинг: Цена: 1038 р. Наличие на складе: Поставка под заказ.
Описание: A Quick-Start Guide.
Автор: Tyson Название: Mutual Funds For Dummies 5e ISBN: 0470165006 ISBN-13(EAN): 9780470165003 Издательство: Wiley Рейтинг: Цена: 1616 р. Наличие на складе: Поставка под заказ.
Описание: Provides coverage of ETFs, fund alternatives, and Internet research and offers investing advice, as well as coverage of tax law changes. This book inlcudes sample fund portfolios and updated forms that show you how to accomplish your financial goals.
Описание: Since the publication of the original Morningstar Guide to Mutual Funds, a national bestseller, the world of investing has become more complicated and investors have become more sophisticated. With so many changes in this arena, people are now looking for much more than a simple introduction to mutual funds.
Описание: This guide explains what mutual funds are, how they have developed and how they are used, regulated and administered across the globe. Both open-ended
and closed-ended funds are described and the differences between the international markets, particularly USA, Europe and UK are addressed. Written by successful trainer and
consultant, Ray Russell, the material reflects the growth and importance across the globe of mutual funds as a means of investing in worldwide economic development, whether to build
a fund for retirement or otherwise.
Readers will gain a basic appreciation of Mutual funds in their many forms, advocating the use of the mutual fund as a sensible, efficient and
ultimately rewarding means of investment. It covers the origins, purpose, development, uses, operation and regulation of mutual funds and draws attention to similarities and differences
between major jurisdictions, commenting on their unique features and approaches.
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