Mutual Funds Information

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

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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

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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

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Index Funds: The 12-Step Program for Active Investors is the treatment of choice for wayward investors. John Bogle called Hebner s book “incredibly handsome and wise,” while Burton Malkiel stated that “Hebner gives good advice presented in a very appealing manner.” Nobel Laureate Paul Samuelson calls it “a valuable reference,” and Anders Oldenger of Seligson & Company nominated it as one of the three “All-time Greatest Investment Books,” along with the writings of John Bogle and Warren Buffett.

Hebner s book addresses why an overwhelming majority of investors continue to embrace an active investing strategy, despite the extensive academic research demonstrating its ineffectiveness to beat a market index and the overall futility of such a strategy. Speculating on the next winning stock, fund manager, investment style or market timing are all akin to gambling. Below market returns in investment portfolios and pension accounts are the result of investors gambling with their hard earned money. This 12-Step Program will put active investors on the road to recovery. Each step is designed to bring investors closer to embracing a prudent and sound strategy of buying, holding, and rebalancing a risk-calibrated portfolio of passively managed, globally diverse index funds.

Author: Mark T Hebner

Hardcover: 
394 pages

Company: IFA Publishing 

(2007-01-30)

ISBN: 0976802309

List Price: $19.95
Amazon Price: $11.97

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A leading Wall Street investment expert predicts the rapid collapse of the mutual fund market and explains when investors should pull out of it, why, and how they can begin to protect their money now.

Author: Donald Christensen

Paperback: 
272 pages

Company: Little Brown & Co (P) 

(1995-10)

ISBN: 0316137820

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Amazon Price: $4.75

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The Fabian trend-following plan is one of the simplest [and] most understandable, and is one that investors can actually live with. –The Hulbert Financial Digest

Over the past two decades, even before the introduction of enhanced index funds, Dick Fabian has helped thousands of individuals average an astonishing 17 percent compounded growth. His mutual fund-based investment plan was ranked #1 nine times by the respected Hulbert Financial Digest.

Now, in The Mutual Fund Wealth Builder, Fabian gives individual investors the tools to trade mutual funds with lowered risk and increased rates of return. This plain-spoken book shows investors how to:
*Follow six investment steps to increase returns
*Understand concepts including compounding and indexing
*Perform–and act on–their own market analyses

Author: Dick Fabian

Hardcover: 
236 pages

Company: McGraw-Hill Companies 

(2000-12-06)

ISBN: 0071362479

List Price: $24.95
Amazon Price: $1.87

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Written in an accessible and entertaining style, a financial guide teaches investors how to do their own research and investing rather than relying on the advice of others and provides a solid foundation on which investors can build to learn firsthand how the mutual fund market works.

Author: Jason Kelly

Paperback: 
144 pages

Company: Plume 

(1996-12-01)

ISBN: 0452277094

List Price: $11.95
Amazon Price: $2.94

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Each book in the series cuts through the jargon and mystique of the financial markets to give the reader a clear picture of how and why these markets function as they do.

Key features include:

• clear definitions of financial terms
• worked examples of transactions and contracts
• summaries and overviews
• valuation techniques
• quick Quiz questions to reinforce the learning experience
• strip cartoons to explain complex trades
• entertaining cartoons from Alex to lighten the load
•   war stories and anecdotes from Mark Mobius based on his remarkable experiences
• other Resources section to guide the reader to other useful books, websites and reference material

Author: Mark Mobius

Hardcover: 
250 pages

Company: Wiley 

(2007-03-16)

ISBN: 0470821434

List Price: $34.95
Amazon Price: $18.32

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