Mutual Fund Shareholders

Mutual Fund Shareholders PDF Author: Gordon J. Alexander
Publisher:
ISBN:
Category : Demographic surveys
Languages : en
Pages : 50

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Book Description

Mutual Fund Shareholders

Mutual Fund Shareholders PDF Author: Gordon J. Alexander
Publisher:
ISBN:
Category : Demographic surveys
Languages : en
Pages : 50

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Book Description


What All Stock and Mutual Fund Investors Should Know!

What All Stock and Mutual Fund Investors Should Know! PDF Author: Bruce Sankin
Publisher: Sankin & Associates
ISBN: 9780962981128
Category : Business & Economics
Languages : en
Pages : 244

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Book Description
This manual, which is in both English and Spanish, is used as an educational tool to enhance financial literacy for all investors. This full edition contains additional information on arbitration, preparing for arbitration, frequent questions from investors, and mediation. In other words, it gives you the step-by-step process on how to resolve investment disputes and, if necessary, how to recover investment losses.. ...THIS PUBLICATION WILL BE OF TREMENDOUS BENEFIT TO THE THOUSANDS OF INDIVIDUALS WHO FIND THEMSELVES THE VICTIMS OF INVESTMENT FRAUD AND UNPROFESSIONAL INVESTMENT PRACTICES. WE APPLAUD THIS MOST IMPORTANT WORK. National Center For Women And Retirement Research. ...SANKIN SHOWS INVESTORS HOW TO BE AGGRESSIVE CONSUMERS WHEN DEALING WITH BROKERAGE FIRMS, OFFERING HIS INSIDE KNOWLEDGE ON HOW BROKERS OPERATE...YET IT'S HOW SANKIN DETAILS THE ARBITRATION PROCESS AND HOW INVESTORS CAN RECOVER LOSSES THAT MAKE THIS BOOK UNIQUE...I RECOMMEND THIS EYE-OPENER. Booklist / American Library Association.

Facts about Funds

Facts about Funds PDF Author:
Publisher:
ISBN:
Category : Financial services industry
Languages : en
Pages : 18

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The Mutual Fund Industry

The Mutual Fund Industry PDF Author: R. Glenn Hubbard
Publisher: Columbia University Press
ISBN: 0231151829
Category : Business & Economics
Languages : en
Pages : 254

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Book Description
Mutual funds form the bedrock of retirement savings in the United States, and, considering their rapid growth over recent decades, are sure to become even more financially critical in the coming decades. Because the size of fees paid by investors to mutual fund advisers can strongly affect the return on investment, these fees have become contentious in Congress and the courts, with many arguing that investment advisers grow rich at the expense of investors. This groundbreaking book not only conceptualizes a new economic model for the industry but uses this model to test price competition between investment advisers. Its highly experienced authors track the growth of the industry over the past twenty-five years and present the arguments and evidence both for and against theories of adviser malfeasance, as well as the assertion that market forces fail to protect investors' returns from excessive fees. The volume briefly reviews the regulatory history of mutual fund fees and leading case decisions addressing excessive fees. It also reveals the extent to which the governance structure of mutual funds impacts fund performance. There is no greater text for those who seek to understand today's mutual fund industry, including investors, money managers, fund directors, securities lawyers, economists, and those concerned with regulatory policy toward mutual funds

Understanding Mutual Funds

Understanding Mutual Funds PDF Author: Arnold Corrigan
Publisher:
ISBN: 9780681402386
Category : Mutual funds
Languages : en
Pages : 100

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Book Description


Portfolio Preferences of Foreign Institutional Investors

Portfolio Preferences of Foreign Institutional Investors PDF Author: Reena Aggarwal
Publisher: World Bank Publications
ISBN:
Category : Foreign exchange
Languages : en
Pages : 47

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Investment Criteria for Mutual Fund Selection

Investment Criteria for Mutual Fund Selection PDF Author: Jan Harkopf
Publisher: Anchor Academic Publishing
ISBN: 3960670761
Category : Business & Economics
Languages : en
Pages : 93

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Book Description
The importance of mutual funds for individual investors has increased in recent decades. This becomes apparent when looking at the increased share of households owning mutual funds. These mutual fund investors usually want to receive a return which is above or at least close to the mutual fund’s benchmark. Consequently, investors want to invest in those funds which will show these patterns in the future. Some of these mutual funds receive much attention, since they generate extraordinary high performance. But the question that remains is whether it is possible to predict such performance before funds exhibit such outstanding performance. In the past, mutual fund investors focused extensively on performance or performance linked patterns, like the Morningstar star rating, and thus chased past performance. This seems surprising since performance persists only over a short time and is more persistent to weak mutual funds (1 and 2 star rated) than well performing mutual funds. Thus, chasing past performances seems to be a rather inferior strategy. Therefore, investors should try to identify alternative tools showing a high correlation to future mutual fund performance. In this book, mutual funds are analysed, especially open-end mutual funds and actively managed mutual funds. The main focus is on what purpose and usefulness active investments have and whether performance is persistent and what the determinants of mutual fund flows are. Moreover, some alternative measures will be introduced by explaining which attributes or methods should be used and avoided when selecting mutual funds.

The Fund Industry

The Fund Industry PDF Author: Robert Pozen
Publisher: John Wiley & Sons
ISBN: 1118929942
Category : Business & Economics
Languages : en
Pages : 549

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Book Description
A guide to how your money is managed, with foreword by Nobel laureate Robert Shiller The Fund Industry offers a comprehensive look at mutual funds and the investment management industry, for fund investors, those working in the fund industry, service providers to the industry and students of financial institutions or capital markets. Industry experts Robert Pozen and Theresa Hamacher take readers on a tour of the business of asset management. Readers will learn how to research a fund and assess whether it's right for them; then they'll go behind the scenes to see how funds are invested, sold and regulated. This updated edition expands coverage of the segments of the industry where growth is hottest, including hedge funds, liquid alternatives, ETFs and target date funds—and adds an introduction to derivatives. Mutual funds are a key component of financial planning for 96 million Americans. Nearly a quarter of U.S. household savings are invested in funds, which give individual investors affordable access to professional management. This book provides a detailed look at how firms in the industry: Invest those savings in stocks and bonds Evaluate the risks and returns of funds Distribute funds directly to consumers or through financial advisors or retirement plans Handle the complex operational and regulatory requirements of mutual funds Vote proxies at the annual meetings of public companies Expand their operations across borders Along the way, the authors describe the latest trends and discuss the biggest controversies—all in straightforward and engaging prose. The Fund Industry is the essential guide to navigating the mutual fund industry.

The Investor's Guide to Mutual Funds

The Investor's Guide to Mutual Funds PDF Author: John A. Haslem
Publisher:
ISBN:
Category : Mutual funds
Languages : en
Pages : 376

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Book Description


Morningstar Guide to Mutual Funds

Morningstar Guide to Mutual Funds PDF Author: Christine Benz
Publisher: John Wiley & Sons
ISBN: 0471459054
Category : Business & Economics
Languages : en
Pages : 304

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Book Description
Praise for Morningstar Guide to Mutual Funds "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 advice. 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 "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 "All serious mutual fund investors know that Morningstar is the source of impeccable data and sound investment advice. This book is the culmination of nearly two decades of research, analysis, and good old commonsense wisdom." -Tyler Mathisen, financial journalist, CNBC "Momentum investing, the hype in NASDAQ, the dot-com mania are mostly behind us. Now, we must navigate through the market debris. We need a compass as we look to allocate our financial resources in a way best suited to maintain purchasing power and fully fund retirement. The Morningstar Guide will help investors find true north and steer a course to reach their long-term financial goals." -Mario J. Gabelli, Chief Investment Officer Gabelli Asset Management, a publicly traded company "A generation of investors who took the stock market for granted now know how important it is to understand-and control-their own investments. The Morningstar Guide should be their most important resource." -Terry Savage, Chicago Sun-Times financial columnist and author of The Savage Truth on Money