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Maximize Your Mutual Fund Returns
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Book Synopsis Maximize your Mutual Fund Returns by : Christine Benz
Download or read book Maximize your Mutual Fund Returns written by Christine Benz and published by Wiley. This book was released on 2005-01-04 with total page 300 pages. Available in PDF, EPUB and Kindle. Book excerpt: For those ready to move on to a higher level of mutual fund investing, The Morningstar Investment Coach: Maximizing Returns and Staying on Track is the ideal resource. Filled with in-depth insight and expert advice-including how to bear-proof your portfolio, calculate your personal rate of return, and rebalance your portfolio-this guide will add advanced techniques to the sophisticated investor's mutual fund investing toolbox.
Book Synopsis Maximize your Mutual Fund Returns by : Christine Benz
Download or read book Maximize your Mutual Fund Returns written by Christine Benz and published by Wiley. This book was released on 2005-01-04 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: For those ready to move on to a higher level of mutual fund investing, The Morningstar Investment Coach: Maximizing Returns and Staying on Track is the ideal resource. Filled with in-depth insight and expert advice-including how to bear-proof your portfolio, calculate your personal rate of return, and rebalance your portfolio-this guide will add advanced techniques to the sophisticated investor's mutual fund investing toolbox.
Book Synopsis Portfolio Structuring and the Value of Forecasting by : Jacques Lussier
Download or read book Portfolio Structuring and the Value of Forecasting written by Jacques Lussier and published by CFA Institute Research Foundation. This book was released on 2016-10-10 with total page 40 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Investing for Income by : Ralph G. Norton
Download or read book Investing for Income written by Ralph G. Norton and published by McGraw-Hill Companies. This book was released on 1999 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: As investors continue to search for high returns, bond mutual funds are looking more and more attractive for their combinations of high return and lower risk. This text guides the reader through the complexities of the bond fund market in terms the individual investor can understand.
Book Synopsis Find the Right Mutual Funds by : Christine Benz
Download or read book Find the Right Mutual Funds written by Christine Benz and published by Wiley. This book was released on 2004-12-29 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Book Synopsis Mutual Fund Investments by : King Kovacs
Download or read book Mutual Fund Investments written by King Kovacs and published by Mutual Interest Data Service, Ltd.. This book was released on 2018-07-27 with total page 161 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Book Synopsis All about Mutual Funds by : Bruce Jacobs
Download or read book All about Mutual Funds written by Bruce Jacobs and published by Easy Way to Get Started. This book was released on 2001 with total page 296 pages. Available in PDF, EPUB and Kindle. Book excerpt: This guide aims to provide objective, time-tested methods for evaluating the advantages and disadvantages of investing in mutual funds to determine the best for your needs. It covers items including the various types available, how to use the Internet for mutual fund investing and strategies for maximizing your return of investment. The second, expanded edition includes extensive changes based on the Internet as a tool for investing, from how to find the best information to how to harvest on-line. The new material also includes risk tolerance tests and risk control techniques.
Book Synopsis Stop Buying Mutual Funds by : Mark J. Heinzl
Download or read book Stop Buying Mutual Funds written by Mark J. Heinzl and published by John Wiley & Sons. This book was released on 2013-08-07 with total page 237 pages. Available in PDF, EPUB and Kindle. Book excerpt: Stop Buying Mutual Funds is the book that Bay Street still doesn't want you to read! For years, millions of Canadians have injected billions of dollars into mutual funds in the quest for better returns on their investments. But few investors realize that most Canadian equity mutual funds consistently underperform the TSE300— the key benchmark they're measured against. Stop Buying Mutual Funds explains why so many Canadian funds turn in such poor performances and offers a simple approach to beating the pros by investing on your own. Stop Buying Mutual Funds low-risk, low-maintenance system of do-it-yourself investing increases your chances of reaping long-term returns that beat most Canadian stock and bond mutual funds. Provides a low-fee do-it-yourself alternative to buying mutual funds. Shows you how you can create and build your own solid, low-risk and bond portfolio with Canadian and foreign investments. Tells you how to save thousands of dollars— or even hundreds of thousands of dollars— in feels over a lifetime of investing. Helps to maximize your investment returns both inside and outside of your RRSP. Offers practical advice for a range of investors, from the totally risk-averse to the more risk-tolerant. Completely revised and updated: statistics show that mutual funds are still well behind the indexes; discusses the emergence (finally!) of low-fee index funds in Canada; the fast-growing number of index stocks to choose from; and much more.
Book Synopsis Maximize Your Investment Returns by : Ian Sender
Download or read book Maximize Your Investment Returns written by Ian Sender and published by CreateSpace. This book was released on 2013-08-21 with total page 66 pages. Available in PDF, EPUB and Kindle. Book excerpt: Very few advisors can beat the market returns over time“In every period, low-cost funds beat high-cost funds”Last year's genius is usually this year's idiotAdvisors can't predict future returns over timeAdvisors want to attract short-term money for current profitsI have been in the financial services business for over 20 years. Commoditization has come to the financial advice business. Unless you have millions of dollars to let an experienced Registered Investment Advisors (RIA) build on, you are going to overpay for advice that can't beat the markets over time. The key question is what is your timeline. Are you investing to get rich quickly or are you investing to retire with $1 million in about 35 years? No legitimate RIA can promise the first goal yet many “professional” advisors imply that their work will make you wealthy. They don't mention a timeline. The fact is that over time, very few advisors can beat the stock market returns that average 10-12% a year. As you know, there is no way to know which advisors will succeed in the future. So, how can we maximize our investment returns over time? Some of us have decided to go the “do-it-yourself” route. We figure that since an advisor can't beat 'em, we'll join 'em. We join with others as owners of shares of a market index fund. This mutual fund owns the same stocks as a market index that represents a good sample of all stock companies. Others have already been using an advisor and believe that it is better to let this person worry about the ups and downs of the markets. They are willing to pay 1-3% for this “hand-holding” process. They are willing to pay for the costs of trading and the taxes that result from buying and selling. What may not be known about using an advisor is how to evaluate their products—investment strategies and securities. I show you how to evaluate and maximize your returns.
Book Synopsis The Mutual Fund Industry by : R. Glenn Hubbard
Download or read book The Mutual Fund Industry written by R. Glenn Hubbard and published by Columbia University Press. This book was released on 2010 with total page 254 pages. Available in PDF, EPUB and Kindle. Book excerpt: Mutual funds form the bedrock of retirement savings in the United States, and, considering their rapid growth over recent decades, are sure to become even more financially critical in the coming decades. Because the size of fees paid by investors to mutual fund advisers can strongly affect the return on investment, these fees have become contentious in Congress and the courts, with many arguing that investment advisers grow rich at the expense of investors. This groundbreaking book not only conceptualizes a new economic model for the industry but uses this model to test price competition between investment advisers. Its highly experienced authors track the growth of the industry over the past twenty-five years and present the arguments and evidence both for and against theories of adviser malfeasance, as well as the assertion that market forces fail to protect investors' returns from excessive fees. The volume briefly reviews the regulatory history of mutual fund fees and leading case decisions addressing excessive fees. It also reveals the extent to which the governance structure of mutual funds impacts fund performance. There is no greater text for those who seek to understand today's mutual fund industry, including investors, money managers, fund directors, securities lawyers, economists, and those concerned with regulatory policy toward mutual funds
Book Synopsis The Macmillan Spectrum Investor's Choice Guide to Mutual Fund Investment Strategies by : Jack William Dicks
Download or read book The Macmillan Spectrum Investor's Choice Guide to Mutual Fund Investment Strategies written by Jack William Dicks and published by Spectrum _. This book was released on 1997 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Designed for the mutual fund investor, this book shows how to build portfolios that maximize mutual fund returns. Included are strategies for switching in and out of various funds and model portfolios for various life stages.
Book Synopsis Getting Started in Mutual Funds by : Alvin D. Hall
Download or read book Getting Started in Mutual Funds written by Alvin D. Hall and published by John Wiley & Sons. This book was released on 2010-11-11 with total page 297 pages. Available in PDF, EPUB and Kindle. Book excerpt: A fresh look at the ever-changing world of mutual funds Like all investment instruments, mutual funds continue to evolve. In the last decade however, there has been plenty of change, including market capitalization, the introduction of new types of funds, and the expansion of the mutual fund model to include investments in commodities. Getting Started in Mutual Funds, Second Edition offers a completely updated look at this popular investment vehicle, including everything from Morningstar's new matrix of evaluating a fund's investment style to implementing mutual funds into long-term investment strategies in retirement plans. Throughout the book, author Alvin Hall also focuses on the basics, like how to read a prospectus, how to evaluate ongoing fees and expenses, and how to gauge a fund's performance. Acquaints you with the various types of mutual funds and how they are structured Explains important mutual fund terms and concepts New chapters include information on exchange-traded funds and how they compare to mutual funds in terms of performance, risk and fees Reveals how to assess a fund manager's investment style and its impact on your returns Gain a better understanding of mutual funds and maximize your investment returns with Getting Started in Mutual Funds, Second Edition.
Book Synopsis Morningstar Guide to Mutual Funds by : Christine Benz
Download or read book Morningstar Guide to Mutual Funds written by Christine Benz and published by John Wiley & Sons. This book was released on 2003-02-17 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for Morningstar Guide to Mutual Funds "Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar Guide to Mutual Funds helps cut through the fog with a solid volume of constructive advice. The central message-'truly diversify, keep it simple, focus on costs, and stick with it'-is not only timeless, it is priceless." -John C. Bogle, founder and former CEO, The Vanguard Group "There's nothing Morningstar doesn't know about mutual funds. And at last, for ready reference, there's a book. You'll find everything here you need to know about managing fund investments, inside or outside a 401(k)." -Jane Bryant Quinn, Newsweek columnist and author of Making the Most of Your Money "All serious mutual fund investors know that Morningstar is the source of impeccable data and sound investment advice. This book is the culmination of nearly two decades of research, analysis, and good old commonsense wisdom." -Tyler Mathisen, financial journalist, CNBC "Momentum investing, the hype in NASDAQ, the dot-com mania are mostly behind us. Now, we must navigate through the market debris. We need a compass as we look to allocate our financial resources in a way best suited to maintain purchasing power and fully fund retirement. The Morningstar Guide will help investors find true north and steer a course to reach their long-term financial goals." -Mario J. Gabelli, Chief Investment Officer Gabelli Asset Management, a publicly traded company "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
Book Synopsis The Mutual Fund Handbook by : Noam Levinson
Download or read book The Mutual Fund Handbook written by Noam Levinson and published by Independently Published. This book was released on 2024-07-07 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In "The Mutual Fund Handbook: Expert Advice for Every Investor," acclaimed author Noam Levinson provides comprehensive guidance and insights into navigating the complex world of mutual funds. Whether you're a novice investor seeking to understand the basics or a seasoned professional looking to refine your investment strategy, this book offers valuable expertise tailored to meet your needs. With decades of experience in the financial industry, Levinson demystifies the intricacies of mutual funds, offering clear explanations and practical advice to help readers make informed investment decisions. From understanding the fundamentals of mutual funds to implementing advanced strategies for wealth preservation and growth, this handbook covers a wide range of topics essential for success in today's dynamic market environment. Inside, readers will discover: Comprehensive Coverage: Explore the various types of mutual funds, including equity funds, bond funds, money market funds, and hybrid funds, gaining a deeper understanding of their structures, operations, and investment objectives. Investment Strategies: Learn how to select the right mutual funds aligned with your investment goals, assess fund performance using key metrics and benchmarks, and implement effective diversification and asset allocation strategies to build a balanced portfolio. Risk Management: Understand the risks associated with mutual fund investments, including market risk, interest rate risk, credit risk, and liquidity risk, and discover strategies for managing and mitigating these risks to protect your investment capital. Cost Analysis: Navigate the complexities of mutual fund fees and expenses, including expense ratios, loads, transaction fees, and tax implications, to optimize cost efficiency and maximize returns. Active vs. Passive Management: Evaluate the pros and cons of active and passive management styles, comparing mutual funds' performance, fees, and investment approaches to determine the most suitable strategy for your investment needs. Tax Considerations: Gain insights into the tax implications of mutual fund investments, including capital gains distributions, dividend income, and tax-efficient investing strategies to minimize tax liabilities and maximize after-tax returns. Retirement Planning: Discover how to incorporate mutual funds into your retirement savings strategy, including selecting appropriate funds for retirement accounts, managing asset allocation, and planning for long-term financial security. Ethical and Sustainable Investing: Explore the growing trend of ethical and sustainable investing through mutual funds, understanding ESG (Environmental, Social, and Governance) criteria, socially responsible investing (SRI), and impact investing principles. International Investing: Learn about international and emerging market mutual funds, assessing the benefits and risks of investing in global markets, managing currency exposure, and diversifying your portfolio across geographic regions. Advanced Strategies: Delve into advanced techniques for leveraging mutual funds to preserve and grow wealth, including leveraging derivatives, implementing hedging strategies, and optimizing portfolio performance in various market conditions. Packed with actionable advice, real-world examples, and practical tips, "The Mutual Fund Handbook" empowers investors of all levels to navigate the complexities of mutual fund investing with confidence and clarity. Whether you're looking to build a solid foundation for your investment journey or take your portfolio to the next level, this comprehensive guide is your indispensable companion for achieving financial success in today's dynamic investment landscape.
Book Synopsis Mutual Funds For Dummies by : Eric Tyson
Download or read book Mutual Funds For Dummies written by Eric Tyson and published by John Wiley & Sons. This book was released on 2022-06-01 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: Build substantial wealth with mutual funds (and ETFs)! Mutual funds and exchange-traded funds (ETFs) are great for professional management, diversification and liquidity into your portfolio, but what are the costs and risks? And how have the best investment strategies changed with the rise of robo-investing, ETFs, and new tax rules? Mutual Funds For Dummies answers all your questions, giving you insight on how to find the best-managed funds that match your financial goals. With straightforward advice and plenty of specific fund recommendations, Eric Tyson helps you avoid fund-investing pitfalls and maximize your returns. This new edition covers the latest investment trends and philosophies, including factor investing, ESG investing, and online investing. You’ll also find completely updated coverage on the best mutual funds and ETFs in each category. Earn more with funds! Learn how mutual funds and ETFs work and determine how much of your portfolio to devote Weigh the pros and cons of funds, and use funds to help you pick your own stocks Make the most of online investing and other new technologies and trends Maximize your gains by choosing the funds and strategies that work for you Mutual Funds For Dummies is a trusted resource, and this update has arrived to help you plan and implement a successful investment strategy. The fund market is rebounding—get on the train and take advantage of the opportunity today!
Download or read book Mutual Funds written by John Haslem and published by John Wiley & Sons. This book was released on 2009-02-09 with total page 592 pages. Available in PDF, EPUB and Kindle. Book excerpt: This authoritative book enables readers to evaluate the variousperformance and risk attributes of mutual funds, while also servingas a comprehensive resource for students, academics, and generalinvestors alike. Avoiding the less useful descriptive approach tofund selection, this book employs a balanced approach includingboth technique and application. The chapters combine clearsummaries of existing research with practical guidelines for mutualfund analysis. Enables readers to analyze mutual funds by evaluating a fund'svarious performance and risk attributes. Includes templates, which provide an efficient, sound approachto fund analysis, interpretation of results, buy/sell decisions,and the timing of decisions. Combines clear summaries of existing research with practicalguidelines for mutual fund analysis.
Book Synopsis Mutual Fund Investments by : King a Kovacs
Download or read book Mutual Fund Investments written by King a Kovacs and published by Independently Published. This book was released on 2019-03-27 with total page 142 pages. Available in PDF, EPUB and Kindle. Book excerpt: Best of the best consist of 25 profitable mutual funds. Each mutual fund serves a specific investment category. Each mutual fund surpasses the category returns with exceptional 1-year, 3-year and 5-year performances. Regardless of your age, profession or income empowerment, you should be planning now for how you are going to retire. However, statistics show that most people are either not giving it enough attention or planning properly for their retirement. In a recent annual survey of Baby Boomer retirement expectations by the Insured Retirement Institute (IRI), they found that 45% of Boomers have zero savings for their golden years. In addition, many Boomers are significantly under-estimating the amount of annual retirement income needed to support their health and long-term care costs which may not be subsidized by Medicare. Then there are those that still think Social Security will be there to help them enjoy their golden years by providing monthly income to cover any and all retirement expenses. But that's only part of the story. The bigger issue is that for those that have found a way to save, they may not be finding the right investments to help them achieve their personal goals. There are tens of thousands of mutual funds alone to consider, with different strategies, objectives, goals, fees, requirements. The most important challenge is to find mutual funds that provide a hefty return year, after year, after year. Without a Financial Adviser, you may wind up picking the most vanilla or safest options available to you and sacrificing real growth and earning power because you just don't have the time to research this type of valuable information yourself. Mutual Fund Investments: Best of the best aims to help solve this dilemma for you by arming you with valuable information and giving you facts on how to make money! The book is filled with unique facts that helps you increase wealth in your investment portfolio. The success of profitable gains are unmatched by the mutual fund investments listed in "25 profitable long-term assets"! The data, acquired from Financial Internet websites, includes 25 profitable mutual funds whose average performance surpasses the mutual funds in the 25 respective investment categories. These profitable mutual funds are the best of the best because each investment's performance is ranked* in the top 10% or top 20% (many are 1% & 2%): 1) 2.36% 2018 year-end average return. 2) 10.88% 3-year annualized average return. 3) 8.04% 5-year annualized average return.
