The International Encyclopedia of Mutual Funds, Closed-End Funds and Real Estate Investment Trusts

by Winton, E. B.

• ISBN13: 9780814404720
• ISBN10: 0814404723
• Format: Hardcover
• Copyright: 1999-12-01
• Publisher: Amacom Books

Summary

Peter W. Madlem is currently a portfolio manager with Santa Barbara Bank & Trust.

Table of Contents

Section I Mutual Funds	1	(234)
What Is A Mutual Fund?	1	(3)
How To Invest In A Mutual Fund	4	(2)
How A Mutual Fund Operates	6	(1)
Categories Of Mutual Funds	7	(13)
Diversified Common Stock Companies	7	(4)
Aggressive Growth Funds	7	(1)
Emerging Market Funds	8	(1)
Europe Stock Funds	9	(1)
Foreign Stock Funds	9	(1)
Growth Stock Funds	10	(1)
Pacific Stock Funds	10	(1)
Small Company Funds	10	(1)
World Stock Funds	11	(1)
Balanced Companies	11	(3)
Asset Allocation Funds	11	(1)
Balanced Funds	12	(1)
Growth and Income Funds	13	(1)
Income Companies	14	(1)
Equity-Income Funds	14	(1)
Multi-Asset Global Funds	15	(1)
Specialized Companies	15	(1)
Bond and Preferred Stock Companies	15	(5)
Convertible Bonds	16	(1)
Corporate Bonds---General	16	(1)
Corporate Bonds---High Quality	17	(1)
Corporate Bonds---High Yield	17	(1)
Government Bonds---Adjustable Rate Mortgage	18	(1)
Government Bonds---General	18	(1)
Government Bonds---Mortgage	19	(1)
Government Bonds---Treasury	19	(1)
Multi-Sector Bonds	19	(1)
Municipal Bonds	19	(1)
Short-Term World Income Bonds	20	(1)
World Bonds	20	(1)
Mutual Fund Table Key	20	(4)
Mutual Fund Table	24	(211)
Section II Closed-End Funds	235	(48)
What Is A Closed-End Fund?	235	(2)
Diversifiied versus Non-Diversified Closed-End Funds	237	(1)
Fees and Expenses	237	(1)
How To Purchase A Closed-End Fund	237	(1)
Items to Consider when Buying a Closed-End Fund	237	(1)
Regulation	238	(1)
Discounts	238	(3)
How to Calculate the Discount or Premium	240	(1)
Rights Offerings	241	(1)
Closed-End Fund Categories	242	(8)
Bond Funds	243	(4)
Corporate Bond Funds---General	244	(1)
Corporate Bond Funds---High Yield	244	(1)
Income Funds	245	(1)
International Bond Funds	245	(1)
Multi-Sector Bond Funds	246	(1)
Municipal Bond Funds---National	246	(1)
Municipal Bond Funds---Single State	247	(1)
U.S. Government Bond Funds	247	(1)
Equity Funds	247	(3)
Convertible Funds	248	(1)
Domestic Equity Funds	249	(1)
Single Country Equity Funds	249	(1)
World Equity Funds	250	(1)
Closed-End Fund Table Key	250	(4)
Closed-End Fund Table	254	(29)
Section III Real Estate Investment Trusts (REITs)	283	(24)
What Is A Real Estate Investment Trust (REIT)?	283	(4)
History	287	(1)
The Modern Reit	288	(1)
REIT Management	288	(1)
How To Invest In A Reit	288	(1)
Funds From Operations	289	(1)
Share Price	289	(1)
Reit Categories	289	(1)
Property Type	290	(1)
Geographic Focus	290	(1)
The Upreit	290	(1)
The DownReit	291	(1)
Reit Table Key	291	(3)
Reit Table	294	(13)
Index of Mutual Funds, Closed-End Funds, And REITs	307