Author: Robert C. Upton
Publisher: Irwin Professional Publishing
ISBN: 9781557382115
Category : Business & Economics
Languages : en
Pages : 160

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Book Description

Author: John C. Bogle
Publisher: John Wiley & Sons
ISBN: 1119109566
Category : Business & Economics
Languages : en
Pages : 368

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Book Description
The seminal work on mutual funds investing is now a Wiley Investment Classic Certain books have redefined the way we view the world of finance and investing—books that should be on every investor’s shelf. Bogle On Mutual Funds—the definitive work on mutual fund investing by one of finance’s great luminaries—is just such a work, and has been added to the catalog of Wiley’s Investment Classic collection. Updated with a new introduction by expert John Bogle, this comprehensive book provides investors with the wisdom of the pioneer of mutual funds to help you identify and execute the ideal mutual fund investment choices for your portfolio. The former Vanguard Chief Executive, Bogle has long been mutual funds' most outspoken critic; in this classic book, he provides guidance on what you should and shouldn't believe when it comes to mutual funds, along with the story of persistence and perseverance that led to this seminal work. You'll learn the differences between common stock, bond, money market, and balanced funds, and why a passively managed "index" fund is a smarter investment than a fund managed by someone making weighted bets on individual securities, sectors, and the economy. Bogle reveals the truth behind the advertising, the mediocre performance, and selfishness, and highlights the common mistakes many investors make. Consider the risks and rewards of investing in mutual funds Learn how to choose between the four basic types of funds Choose the lower-cost, more reliable investment structure See through misleading advertising, and watch out for pitfalls Take a look into this timeless classic and let Bogle On Mutual Funds show you how to invest in mutual funds the right way, with the expert perspective of an industry leader.

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

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Book Description

Author: John A. Haslem
Publisher: John Wiley & Sons
ISBN: 047053091X
Category : Business & Economics
Languages : en
Pages : 384

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Book Description
An authoritative, must-read guide to making more informed decisions about mutual funds Providing a balance of theory and application, this authoritative book will enable you to evaluate the various performance and risk attributes of mutual funds. It covers a broad range of topics, including understanding the advantages and disadvantages of mutual funds, evaluating stock/bond allocations within fund portfolios, assessing fund diversification risk, measuring fund returns and risk, and making fund buy/sell decisions. While informative chapters combine clear summaries of existing research with practical guidelines for mutual fund analysis, step-by-step decision checklists guide you through the selection of various mutual funds. Puts the risks and rewards of mutual fund investing in perspective Skillfully examines how to select and evaluate the best mutual funds Outlines mutual fund service advantages and disadvantages Discusses the long- and short-term effectiveness of mutual funds Covering major theoretical and management issues in mutual fund analysis and portfolio management, this book is an authoritative guide.

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.

Author: Lee Gremillion
Publisher: John Wiley & Sons
ISBN: 1118428722
Category : Business & Economics
Languages : en
Pages : 295

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Book Description
"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: Subhamoy Das
Publisher: Allied Publishers
ISBN: 9788184244090
Category :
Languages : en
Pages : 412

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Book Description

Author: King Kovacs
Publisher: Mutual Interest Data Service, Ltd.
ISBN: 1720942277
Category : Business & Economics
Languages : en
Pages : 160

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Book Description
Read this book and you will build and manage wealth of mutual fund investments. Mutual Fund Investments provides 33 in-depth performance and return accounts for 2013 thru 2017. In addition, for each mutual fund investment, you will receive:Investment Category: Risk, Net Asset Value, Minimum Investment and IRA purchase, Maximum Front End Sales Load (fee), Date of Inception, Number of years of gains and losses, and much more. As of August 24, 2018. the 23 stock mutual funds with. 6.77% average year-to-date performance. The annualized 5-year average return (performance + dividend) is 11.59%. There are a total of 11,384 mutual funds serving the 23 investment categories and these 23 mutual funds are the "cream of the crop". This is the type of vital information needed to make profitable investment decisions. Your purchase of the mutual funds can be for non-retirement, IRA retirement and Roth retirement accounts. The major topics include: * RETIREMENT * INDIVIDUAL RETIREMENT ACCOUNT * MUTUAL FUNDS * MUTUAL FUND FINANCIAL REPORTS * FINANCIAL WEALTH The 33 mutual fund financial reports consist of comprehensive and factual performance data for 5 years (2013 thru 2017). * annual mutual fund performances * income and capital gains annual distribution * net asset value. You will have the essential information to contact and purchase the mutual fund investments of your choice. The mutual funds are open to anyone and can be purchased for personal saving or Individual Retirement Account. Investment facts are provided from extensive research and the author does not give legal or tax advice. Further, he does not sell nor receive any compensation from any mutual fund. Year-to-date performance of the 33 mutual funds are posted on www.largedividends.com/mutual-fund-performance.html.

Author: Dave Ramsey
Publisher: Lampo
ISBN: 9780963571236
Category : Business & Economics
Languages : en
Pages : 268

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Book Description
Dave Ramsey explains those scriptural guidelines for handling money.

Author: Shyam Bahadur Ph.D.
Publisher: LifeRich Publishing
ISBN: 1489715029
Category : Reference
Languages : en
Pages : 182

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Book Description
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