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MUTUAL FUNDS |
FEATURED
SELECTION
All about Index Funds
by Richard A. Ferri
 Now
more than ever before, investors are embracing index funds to
eliminate the anxiety and expense of trying to predict which
individual stocks, bonds, or mutual funds will "beat the
market." Luminaries such as Jack Bogle have long touted index
funds as the key to unlocking the potential of dependable,
long-term returns. All About Index Funds shows
investors how choosing index funds ensures that they will always
do as well as the market averages, thus beating out more than 80
percent of actively managed funds. This book provides the
nuts-and-bolts details on how index funds work and spells out
their advantages: less risk, minimal cost, and less emotional
stress. This is a commonsense guide to profitable index fund
investing that covers everything the individual investor needs
to know, an easy-to-follow, practical book for investors who
want a quick, authoritative, and complete look at the ins and
outs of index fund investing.
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Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor by John C. Bogle
Written in Bogle's inimitable style, this eye-opening book examines
the fundamentals of mutual fund investing alongside industry practices
that are often in conflict with a sound long-term investment program.
Bogle shows investors how to revolutionize their portfolios by embracing
simplicity and then avoiding industry pitfalls. He presents a platform
for intelligent investing and then uncovers the ills that beset the
mutual fund industry, serious ills that thwart our efforts to accumulate
adequate financial resources. He analyzes costs, scrutinizes asset size,
exposes tax inefficiencies, warns of "empty suit" directors, and reveals
the severe conflict between fund principles and fund promotion.
Emphasizing long-term investing and asset allocation, Bogle finds in
simplicity the solution to the riddle of fund selection. From stock and
bond funds to global investing and index funds, Common Sense on
Mutual Funds provides insight, illumination, and
enlightenment. |
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The
Mutual Funds for Dummies by Eric Tyson
This revised and updated edition contains all new market data and
analysis about the ever-changing world of mutual funds. Tyson takes the
fear out of making investment decisions by offering savvy advice on
choosing the mutual fund that is right for one's income, lifestyle, and
financial needs. He shows how to select the best stock funds for growth,
assemble and maintain a portfolio, access mutual fund information
online, and choose bond and money funds. This book takes the confusion,
jargon, and fear out of mutual fund investing today. |
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The Great Mutual Fund Trap: An Investment Recovery Plan
by Gregory Arthur Baer & Gary Gensler
While somewhat mistitled because it decries "active investing" in
individual stocks as well as in mutual funds, The Great Mutual Fund Trap
is nonetheless a clearly and even entertainingly written argument in
favor of the alternative: investing broadly in stocks that mirror the
performance of the overall market. During their years in private
investment and with the U.S. Treasury and Federal Reserve, Baer and
Gensler have come to believe the high fees and high risks that go with
always trying to beat the market make "active investing"--be it
constantly fiddling with your own portfolio or relying on professionals
to do so for you--a no-win proposition. Instead, they say, you can
actually improve returns by shifting to "passive investments" that offer
lower costs and greater tax efficiency. After explaining why they feel
as they do, the authors thoroughly describe the appropriate
vehicles--index mutual funds, exchange-traded index funds, and several
other products--in a way that makes these staid options seem almost
exciting and gives interested readers all the tools they need to utilize
them. |
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Morningstar's Guide to Mutual Funds: 5-Star Strategies for Success by Christine Benz, Peter Di Teresa & Russel Kinnel
This straight-talking guidebook gives you the information you need
to make intelligent mutual fund choices, all in the independent,
easy-to-understand style that has made Morningstar the most trusted and
respected name in investment research and information. The
Morningstar Guide to Mutual Funds walks you through the
often-intimidating mutual fund selection process, and helps you choose
the right funds to meet your investment goals, protect your assets in
any market environment, and provide you with the safety you need -- all
with the security of knowing you’re working with the number-one
information source for today’s smart mutual fund investor. |
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How Mutual Funds Work by Albert J. Fredman, Russ Wiles, & A. Michael Lipper
Explains how funds work, and provides the background tools necessary to
select funds and evaluate performance. The book outlines the stock
market, bond market, asset location, index funds, variable annuities,
tax considerations, and using computers and online information for
analysis. A Q&A section with the 100 most important questions and their
easily understood brief answers is also provided. The book is topped off
with some very good sources of additional information for mutual fund
investors and appendices which help the reader perform some of the
calculations discussed in the book.This book makes for a good read for a
beginner or even a seasoned mutual fund investor. |
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The Complete Idiot's Guide to Making Money with Mutual Funds by Alan Lavine & Gail Liberman
You've decided to join the one out of every three American families
who now has money invested in mutual funds. While you don't need to be
expert in high finance, you do need to know which mutual fund is right
for you. With this book in hand, it's simple to make direct comparisons
among the funds available. You can develop a balanced investment
portfolio, maximize profit when the stock market is up, minimize risk
when it's down, and understand 401(k)s, Roth IRAs, and other financial
opportunities. This new edition of the guide includes updated
performance figures, tables, and charts. |
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The Mutual Fund Wealth Builder: A Profit-Building Guide for the Savvy Mutual Fund Investor by Dick Fabian
The Mutual Fund Wealth Builder outlines an easy-to-use,
time-tested program for building a solid base of wealth without risking
it all in periodic market downturns. You watch the markets and, when
telltale signs of a market turnaround become evident, act on that
knowledge. The result? You're fully in the market when the profits are
being made, and, when buy-and-hold investors are giving those profits
back, you're on the sidelines. No complex mathematics, no overly
time-consuming recordkeeping, no dependence on questionable, overly
risky market timing tricks -- just highly visible rules and signs to
watch for that tell you when the fun is over, the sharks are out, and
prudent investors are safer on the sidelines. The Mutual Fund Wealth
Builder is easy to understand and simple to follow. Its simplicity
will make it comfortable for you to follow over the long term. And by
sticking with it over the long term, you can compound small amounts of
money into enormous amounts of wealth -- wealth that will continue to
accumulate, and provide you, your children, and your grandchildren with
a comfortable, financially secure lifestyle. |
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The Exchange-Traded Funds Manual by Gary L. Gastineau
With the enormous popularity and widespread acceptance of
exchange-traded funds (ETFs), advisors and individual investors alike
have sought a definitive guide to this innovative, exciting new class of
funds. The Exchange-Traded Funds Manual goes beyond the
basic, introductory facts of ETFs, namely their flexibility, low cost,
and high tax efficiency. This book provides a broader perspective and a
more useful frame of reference for the risks and rewards of common ETF
investment strategies and tactics. Filled with proven techniques and
real-world examples to back them up, this is the only book you’ll ever
need to understand and profit from the incredible class of financial
instruments known as exchange-traded funds. |
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A Purely American Invention: The U.S. Open-End Mutual Fund Industry
by Lee L. Gremillion
This book seeks to help mutual fund industry employees who wish to
gain an understanding of both the breadth of fund operations and the
context in which they are performed. Many industry members know only a
limited subset of mutual fund functions -- because they are new to the
industry, or because their experience has been limited to a narrow
functional area. Business students studying the mutual fund industry
form the second target audience. The mutual fund industry has grown in
size and importance to a point where mutual fund operations are taught
as a subject in both undergraduate and MBA curricula. This book serves
as a text book for such courses, laying out for students what fund
companies do, what their management functions and issues are, and how
they evolved to their present form. Finally, this book is for mutual
fund investors who seek to understand more about the industry. Many
individuals, when faced with an unfamiliar phenomenon, naturally ask the
question, "How does this thing work?" This book is intended for those
whose curiosity prompts them to ask this question about mutual funds and
the U.S. open-end fund industry. |
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Strategies for Investment Success: Index Funds by
Will McClatchy
The fact is that index funds can help you grow your wealth in a
steady, powerful, and efficient manner -- so you can achieve financial
security and peace of mind at the lowest possible cost. Will McClatchy,
first discusses the main issues concerning index funds and passive
investing, and then provides a path of action by comparing indexes,
describing various index funds, and reviewing model portfolios. Filled
with in-depth insights, valuable advice, and informative charts, this
book will get you up-to-speed on the indexing revolution. Whether you
want to retire comfortably, save enough for a child’s education, or just
set aside funds for a rainy day, take this opportunity to learn more
about index funds and find out how to unlock their potential. |
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Wizards of Wall Street: Market-Beating Insights and Strategies from the Worlds Top-Performing Mutual Fund Managers by Kirk Kazanjian
More than 63 million Americans now invest in stock mutual funds. Yet, among
the thousands of available choices, less than five percent consistently
beat the Standard & Poor's 500 index. The few managers able to surpass
this venerable benchmark are a rare breed indeed. Wizards Of Wall
Street reveals the secrets of 18 of the world's most
steadfastly successful mutual fund managers -- all of whom have
outperformed the S&P 500 over the past five years, many for much longer.
Kirk Kazanjian, a noted investment expert and personal finance author,
presents candid and telling interviews with each manager, tracing their
careers and uncovering their successful stock picking strategies. Some
look for growth at any price. Others keep a strict eye on value. Some
buy only established giants. Others prefer small startups. All have
indisputable track records, fascinating backgrounds, distinctive styles,
and a wealth of knowledge to share. The book culminates with a
penetrating look at the traits these pros have in common and provides a
list of ten keys to beating the market. Engaging and enlightening, Wizards
of Wall Street will captivate anyone interested in investing
for both pleasure and profit. |
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The Complete Guide to Managing
a Portfolio of Mutual Funds
by Ronald K. Rutherford
A well written, entertaining book that will help
anyone better understand money management using mutual funds. The book
starts with an excellent section on goals and planning in which
Rutherford makes a compelling argument about why this is a critical step
towards effective financial management and he explains how to best
complete and document the plan. He follows this with a discussion of
Asset Class Portfolio Design, which is the foundation for the rest of
the book. Rutherford discusses various investment strategies and how to
implement and monitor each of them, starting from the more basic ideas
of Passive Investing and Index Funds and moving to the more complex
areas of Active Investing and Manager Style Analysis. It's a first-rate
book on investing with mutual funds and should be read by every serious
investor and portfolio manager. |
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The Unbeatable Market: Taking the Indexing Path to Financial Peace of Mind by Ron Ross
The Wall Street crowd will hate this book. Ross shows how investors
are hoodwinked by the financial world into putting money at unnecessary
risk while forgoing even an average rate of return. The Unbeatable
Market is the clearest statement yet as to why using index
funds is the superior investment alternative. It exposes the
establishment's doomed strategies and uses devastating logic and
scientific evidence to prove the case. This is a highly rewarding book
to read and quite thought provoking. The Unbeatable Market
is destined to become a widely-read and extremely controversial book. |
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What Wall Street Doesn't Want You to Know: How You Can Build Real Wealth Investing in Index Funds by Larry E. Swedroe
Larry Swedroe presents a broad overview of much of the recent research
and discourse presented by rational observers of Wall Street. For the
individual investor the author cuts through the hype of Wall Street and
forcefully feeds a diet of statistics and research in support of
low-cost index funds. Swedroe argues that to maximize the chances for
success investors should take into account their time horizon, allocate
assets among categories accordingly, and then diversify using low-cost,
tax efficient index funds or tax-managed mutual funds. For investment
advisors this book can be used as an introduction to much of the recent
research on stocks and investing. |
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John Bogle on Investing: The First 50 Years by John Bogle
John C. Bogle is one of the 20th century's towering financial giants.
Deeply concerned by the devastating impact of high mutual fund costs on
the long-term returns earned by investors, he founded Vanguard in 1974.
In the space of a few years, he introduced the index mutual fund,
pioneered the modern no-load mutual fund, and redefined bond fund
management. By creating a novel mutual mutual fund enterprise owned by
its shareholders, he gave millions of investors a new and high-powered
way to invest and was among the first authoritative voices to challenge
the financial establishment. "A long-time student of the mutual fund
industry, Bogle is both its harshest critic and its greatest friend. He
is, in effect, the conscience of the industry." Don Phillips, CEO,
Morningstar |
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