Mutual Funds Information

A BusinessWeek and Wall Street Journal Business Bestseller

Praise for Morningstar^® Guide to Mutual Funds

“The Morningstar^® Guide to Mutual Funds helps cut through the fog with a solid volume of constructive advice.”
–John C. Bogle, founder and former CEO, The Vanguard Group

“This book is the culmination of nearly two decades of research, analysis, and good old commonsense wisdom.”
–Tyler Mathisen, financial journalist, CNBC

“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

Author: Christine Benz, Peter Di Teresa, Russel Kinnel

Paperback: 
304 pages

Company: John Wiley & Sons 

(2004-01-12)

ISBN: 0471471410

List Price: $16.95
Amazon Price: $9.96

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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 for information and analysis.

Author: Albert J. Fredman, Russ Wiler

Paperback: 
352 pages

Company: Prentice Hall Press 

(1997-10-15)

ISBN: 013839721X

List Price: $20.00
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Used Price: $0.32

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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 has 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 Tech, and author of Beyond the Random Walk: A Guide to Stock Market Anomalies and Low-Risk Investing

“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

Author: Gary L. Gastineau

Hardcover: 
296 pages

Company: Wiley 

(2005-08-31)

ISBN: 0471744824

List Price: $29.95
Amazon Price: $6.00

Used Price: $2.60

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Everything an individual investor needs to know about bonds.

. .

The average income investor doesn’t want or need to get bogged down in technical discussions of interest rates and time. So All About Bonds and Bond Mutual Funds gives them what they wantAndshy;Andshy;a simple yet comprehensive treatment of bonds and bond funds. Along with updated bond information, this revised edition also includes new material on:

. .

.
• Bond mutual funds .
• Tax-free municipal bonds .
• International bonds and bond funds .

Author: Esme Faerber

Paperback: 
342 pages

Company: McGraw-Hill 

(1999-11-16)

ISBN: 0071345078

List Price: $18.95
Amazon Price: $4.89

Used Price: $0.49

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Many new investors are shocked to discover there are over 8,000 different mutual funds to choose from! How do you know which fund to pick? Once you pick a fund, how do you know how well it is performing? Do you have to spend a lot of time learning about investing?

This book answers all of these questions and more. It shows how regular people can simplify their investment life and beat the pro’s results.

Jill is a new investor who knows she must start investing for her daughter’s education and her retirement. Jill turns to her nephew, a Business Major, and to William the friendly Finance Professor for advice.

With the help of her friends, Jill learns how to invest to meet her long term goals using index funds.

This entertaining book will help you to simplify your investment life and help you to achieve your long term financial goals.

Author: Dale C. Maley

Paperback: 
192 pages

Company: Artephius Publishing 

(1999-01-06)

ISBN: 0966705203

List Price: $19.95
Amazon Price: $15.96

Used Price: $8.95

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Are the 95 million Americans invested in mutual funds making a mistake? Will inherent problems in the fund industry keep investors from achieving their goals? “”Absolutely,”" says author and financial expert Don Wilkinson. “”Mutual funds are the road kill of American investing.”"

In Stop Wasting Your Wealth in Mutual Funds, Wilkinson throws passé investment strategy out the window to make room for the reality of a new era. According to Wilkinson, there’s a smart alternative to mutual funds-separately managed accounts, or SAMs.

In this brilliant how-to guide, Wilkinson explains that investors can gain and maintain wealth through a SAM, an individual basket of stocks or bonds. This new handbook shows how the average investor can now open a separate account for as little as $25,000-and have the account managed by a top institutional money manager through the investor’s financial advisor.

Stop Wasting Your Wealth in Mutual Funds proves to mainstream readers that they can invest like the super-rich and reap the myriad benefits of a SAM: reduced taxes, elimination of hidden fees, customized holdings, and potentially improved performance.

Packed with top-notch advice from a financial pro, Stop Wasting Your Wealth in Mutual Funds is the bible for investors seeking superior results with greater control. One of the most useful and thought-provoking investment books published this year.

Highlights In Stop Wasting Your Wealth in Mutual Funds, Don Wilkinson provides:

•Point-by-point comparisons of SAMs to mutual funds, outlining risks, benefits, and returns

•A user-friendly process for opening, customizing, and switching to a separate account from mutual funds

•A comprehensive list of financial advisors for fledgling investors

•Ways to find advisors who handle separate accounts for clients

Author: Don Wilkinson

Paperback: 
296 pages

Company: Kaplan Business 

(2005-12-01)

(2005-12-01)

ISBN: 1419520180

List Price: $19.95
Amazon Price: $7.64

Used Price: $2.30

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The Trouble With Mutual Funds, Richard Rutner. Get behind the scenes of the modern mutual fund industry and discover the real reasons that mutual funds perform so poorly. Discover what is wrong with the very idea of a mutual fund. See how the big fund companies have been neglecting the basics of portfolio investing, and how the industry is hard at work keeping investors in the dark.

Paperback: 
95 pages

Company: Wolf Publishing 

(2002)

ISBN: 1587830221

List Price: 
Amazon Price: $18.00

Used Price: $14.60

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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.

Author: Matthew P Fink

Hardcover: 
320 pages

Company: Oxford University Press, USA 

(2008-10-27)

ISBN: 0195336453

List Price: $34.95
Amazon Price: $25.16

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The Morningstar Investment Coach: Finding the Right Funds allows readers to take their first steps in the world of mutual funds with confidence. Filled with informative topics such as how to purchase a fund and how to find a fund’s total return, as well as important fund documents, this guide has been designed to give readers a solid mutual fund investing foundation.

Author: Christine Benz

Paperback: 
224 pages

Company: Wiley 

(2004-12-29)

ISBN: 0471711853

List Price: $19.95
Amazon Price: $7.96

Used Price: $2.24

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Convinced that your star mutual fund manager will help you beat the market? Eager to hear the latest stock picking advice on CNBC? FORGET ABOUT IT! The Great Mutual Fund Trap shows that the average mutual fund consistently underperforms the market, and that strategies for picking above-average funds — everything from past performance to expert rankings — are useless. Picking individual stocks on the advice of brokers and analysts works no better. The only sure things are the fees and commissions you’ll pay.

Fortunately, the news is not all bad. Investors willing to ignore the constant drumbeat of “trade frequently,” “trust the experts,” and “beat the market” now have the opportunity to do better. Using new investing products investors can earn higher returns with lower risks.

Drawing on their years of Wall Street, Treasury and Federal Reserve experience, Gary Gensler and Gregory Baer offer a fresh and realistic look at how money is managed in America. From new indexing strategies to risk-managed stock selection, The Great Mutual Fund Trap offers investors an escape from high costs and immunity from seductive marketing messages.

From the Hardcover edition.

Author: Gregory Baer, Gary Gensler

Paperback: 
352 pages

Company: Broadway 

(2004-01-06)

(2004-01-06)

ISBN: 0767910729

List Price: $15.00
Amazon Price: $89.99

Used Price: $8.02

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