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9780872182516

Mutual Fund Handbook

by ;
  • ISBN13:

    9780872182516

  • ISBN10:

    0872182517

  • Edition: 2nd
  • Format: Paperback
  • Copyright: 2001-01-07
  • Publisher: Natl Underwriter Co
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List Price: $32.65

Table of Contents

Dedicationsp. iii
Acknowledgementsp. v
About the Authorsp. vii
Introduction and Backgroundp. 1
Overviewp. 1
History, Growth and Trends in the Mutual Fund Industryp. 2
Investment Act of 1940p. 14
Mutual Fund Structuresp. 19
Mutual Fund Featuresp. 21
Public Disclosuresp. 25
NASD Rulesp. 38
Types of Fundsp. 45
Investment Objectivesp. 45
Asset Classesp. 50
Management Stylesp. 69
Basic Principles of Investingp. 77
Risk, Return and Timep. 77
Basic Investment Concepts and Terminologyp. 78
Measuring Risk and Returnp. 109
Basic Principles of Investment Riskp. 109
Measurements of Riskp. 129
Measurements of Performancep. 133
Risk Adjusted Rates of Returnp. 139
Evaluation and Comparison of Fundsp. 143
General Issuesp. 143
Comparing Fund Performancep. 145
Specific Fund Featuresp. 149
Sources of Informationp. 154
Guidelines for Choosing a Fund Familyp. 165
Tax Issues in Mutual Fund Investingp. 171
Overview: General Tax Issuesp. 171
Taxes on Income While Shares are Heldp. 175
Special Tax Issuesp. 180
Income Tax Deductionsp. 182
Sale or Exchange of Sharesp. 184
Capital Gains and Lossesp. 185
Determination of Basisp. 188
Valuation of Shares Held at Deathp. 192
Unit Trustsp. 193
College Funding with Mutual Fund Investmentsp. 197
Mutual Fund Investing for Collegep. 197
Tax Considerationsp. 200
Ownership Vehiclesp. 202
Projecting College Costsp. 205
Variable Annuities and Other Alternativesp. 213
Variable Annuitiesp. 213
Real Estate Investment Trustsp. 220
American Depositary Receiptsp. 224
Mutual Fund Investing for Retirementp. 227
Time Horizon and Future Income Needsp. 229
Individual Savings and IRAsp. 231
Employer Retirement Plansp. 237
Investment of Retirement Portfolio Assetsp. 242
NASD Regulationsp. 247
Building a Portfolio: Morningstar's 401(k) Planp. 261
ERISA Section 404(c) Summaryp. 265
Indexed Employee Benefit Amountsp. 271
Income Tax Tablesp. 273
Tax Exempt Equivalentsp. 275
Sample Annual Reportp. 277
Morningstar Pagep. 287
Value Line Pagep. 291
Acronymsp. 297
Indexp. 299
Table of Contents provided by Syndetics. All Rights Reserved.

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