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.


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.

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.

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.
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.
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.

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.

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.

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.

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.
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.

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.

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.

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.
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.
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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