"Newbies"
Humor
Themes
& Topics
Glossary
Lecture Notes
Trivia
& Factoids
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Themes
& Topics
Mutual
Funds
News Stories On
Bloopers & Blunders
Finance By Example
(Archives)
Resources On-Line
News Stories
Advice
& Opinions
Bond-Fund Buyer Beware (Time, March 2, 1998)
How
to build a mutual fund portfolio
(Forbes, February 10, 1997)
Cash Balance Plans
Closed-end Funds:
How to buy a closed-end fund (Forbes,
September 8, 1998)
Costs of
Buying & Maintaining Mutual Funds
Pay
attention to a fund's distribution
strategy if you invest late in the year (CNNfn,
December 15, 1997)
Diversification
Dividends Cushion Fall
for Some Funds (SF
Chronicle, September 6, 1998)
Frequently
Asked Questions (FAQ) on investment
funds
Fund of Funds
The five-minute guide to
investing (USNews,
February 2, 1998)
Index
Funds
A fund for the Millennium (CNNfn, February 24, 1998)
Buying
No-Load Mutual Funds (San
Francisco Chronicle)
Putting your fund plans into
action (SF
Chronicle, April 5, 1998)
CONSTRUCTING A mutual fund portfolio is a bit
like constructing a house: There's a world of
difference between drawing up a plan and
executing it.
Performance
- FUND WINNERS AND LOSERS: 1998
FOURTH-QUARTER RETURN (SF
Chronicle, January 2, 1999)
- 1998 THIRD-QUARTER MUTUAL FUND
SCORECARD (SF
Chronicle, October 4, 1998)
A
New Approach To Assessing Risk
& Return. (FORTUNE)
How to judge a fund (Forbes, February 9,
1998)
Gambling for big returns:
Before putting your money in high-risk
stock funds, do some basic homework (CNNfn, March 11, 1998)
Rating
your fund's manager (CNNfn,
August 14, 1996)
Searchable
Guide To Mutual Fund Performance
(FORTUNE)
Prices
Size
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Unit
Investment Trust
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Performance
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