Book Description

This digital document is an article from Futures (Cedar Falls, Iowa), published by Oster Communications, Inc. on November 1, 1992. The length of the article is 642 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Funds fight currency chaos. (pension and mutual funds)
Author: Portia Richardson
Publication: Futures (Cedar Falls, Iowa) (Magazine/Journal)
Date: November 1, 1992
Publisher: Oster Communications, Inc.
Volume: v21Issue: n13Page: p14(3)

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Book Description

This digital document is an article from Strategic Finance, published by Institute of Management Accountants on April 1, 2000. The length of the article is 2681 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: MUTUAL FUND BEHIND THE SCENES OF A SIX-TRILLION-DOLLAR INDUSTRY ACCOUNTING.(Statistical Data Included)
Author: Joseph F. Gorman
Publication: Strategic Finance (Refereed)
Date: April 1, 2000
Publisher: Institute of Management Accountants
Volume: 81Issue: 10Page: 49

Article Type: Statistical Data Included

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Book Description

This digital document is an article from The Tax Adviser, published by American Institute of CPA's on September 1, 1994. The length of the article is 16520 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

From the supplier: Investment in mutual funds can require taxpayers to address the complexities of basis adjustments, taxation of accrued interest, sales of partial shares and amended returns. The fiscal years of some funds may force the investment companies to report all distributions as taxable income to investors, requiring a subsequent amended return. Investors must also keep track of basis in the investment, and, though averaging methods are available, basis calculations can be complicated by partial sales of shares and by writing checks on the mutual fund account.

Citation Details
Title: Stock, bond and mutual fund ownership tax problems.
Author: Russell H. Hereth
Publication: The Tax Adviser (Magazine/Journal)
Date: September 1, 1994
Publisher: American Institute of CPA's
Volume: 25Issue: n9Page: 550(3)

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Book Description

This digital document is an article from Business Lawyer, published by American Bar Association on February 1, 1997. The length of the article is 33255 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

From the supplier: The National Securities Markets Improvement Act enacted in Oct 1996 creates a scheme of regulation of investment advisers and mutual funds with functions divided between the SEC and state regulatory authorities. Congress acted quickly, wisely, and conservatively with this legislation which primarily defines regulatory authority and modernizes its structure. Substantive changes are not drastic which is helpful for the smooth transition to the new scheme.

Citation Details
Title: Mutual funds, investment advisers, and the National Securities Markets Improvement Act.
Author: Paul S. Stevens
Publication: Business Lawyer (Magazine/Journal)
Date: February 1, 1997
Publisher: American Bar Association
Volume: 52Issue: n2Page: 419-478

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Book Description

This digital document is an article from Florida Trend, published by Trend Magazines, Inc. on May 1, 1987. The length of the article is 8538 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: The small fry of mutual funds try to be seen.
Author: Michael Selz
Publication: Florida Trend (Magazine/Journal)
Date: May 1, 1987
Publisher: Trend Magazines, Inc.
Volume: v30Page: p78(5)

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Book Description

This digital document is an article from Business Lawyer, published by American Bar Association on August 1, 1997. The length of the article is 24586 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

From the supplier: Mutual fund distributors of B share funds are looking for new ways to finance the popular funding arrangements. Off-balance sheet financing and using installment loads are two methods financially burdened distributors are considering. Mutual fund B share arrangements are popular with investors but trouble distributors because distribution costs do not have to be paid immediately. Consideration of securities regulation should accompany financing changes.

Citation Details
Title: The financing of mutual fund "B share" arrangements.
Author: Rochelle Kauffman Plesset
Publication: Business Lawyer (Magazine/Journal)
Date: August 1, 1997
Publisher: American Bar Association
Volume: 52Issue: n4Page: 1385-1429

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Book Description

This digital document is an article from Research, published by Adams Business Media on August 1, 2004. The length of the article is 407 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: The mutual fund labyrinth: it's time to end the rigid pricing of mutual funds that fails to address investors' different service preferences.(the Final Bell)
Author: Lou Harvey
Publication: Research (Magazine/Journal)
Date: August 1, 2004
Publisher: Adams Business Media
Volume: 27Issue: 8Page: NA

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Book Description

This digital document is an article from Agency Sales Magazine, published by Manufacturers' Agents National Association on August 1, 2004. The length of the article is 793 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Tax relief for mutual fund investors.(Money Talks)
Author: Chris Grande
Publication: Agency Sales Magazine (Magazine/Journal)
Date: August 1, 2004
Publisher: Manufacturers' Agents National Association
Volume: 34Issue: 8Page: 28(1)

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Book Description

This digital document is an article from Economic Review (Atlanta, Ga.), published by Federal Reserve Bank of Atlanta on October 1, 2004. The length of the article is 15129 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Mutual funds: temporary problem or permanent morass?
Author: Paula A. Tkac
Publication: Economic Review (Atlanta, Ga.) (Refereed)
Date: October 1, 2004
Publisher: Federal Reserve Bank of Atlanta
Volume: 89Issue: 4Page: 1(21)

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Book Description

This digital document is an article from Mississippi Business Journal, published by Venture Publications on November 24, 2003. The length of the article is 2176 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Law prof a leading advocate for mutual fund shareholders.(Mercer Bullard, School of Law, University of Mississippi www.funddemocracy.com)
Author: Becky Gillette
Publication: Mississippi Business Journal (Magazine/Journal)
Date: November 24, 2003
Publisher: Venture Publications
Volume: 25Issue: 47Page: 20(2)

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Book Description

The internet can be the greatest tool ever invented for the enrichment of investors--or the fastest way to be misled, cheated, and relieved of your hardearned dollars. It all depends on where you go on the net and who you listen to.

For mutual fund investors, the path to safe and successful online investing is now clear: The Sage Guide to Mutual Funds gives you everything you need to research, choose, buy, and sell mutual funds--and it puts the vast resources of the internet at your fingertips.

Written by Alan Cohn and Stephen Cohn, the savvy founders of Sage Online, America's largest and most dynamic online mutual fund forum, The Sage Guide offers fresh and trustworthy information for newbie and experienced investors alike. Inside, you'll find everything you'll need to

Find the investment style and fund categories that fit your goats

Screen for and select winning funds-using Sage's recommended websites

Construct the ideal personal fund portfolio

Track your funds online

Determine the best times to buy and sell

Find the best online broker for your needs

Chat, post messages, join forums, and use thenet safely and effectively

Anyone venturing online for investment information is going to be faced with a wild array of opinions and advice ranging from the fraudulent to the uninformed. In response, the Cohn brothers have created a huge, safe, smart community of investors where you can go for honest, unbiased advice and opinion, information, chats, news, and more. That same spirit and approach is apparent in every page of The Sage Guide. If you come to Sage, you get the real deal.

Stressing a safe, honest approach to online investing, The Sage Guide to Mutual Funds is the perfect source of advice in the increasingly confusing and often unsafe world of electronic investing. You'll come away with everything you need to harness the money-making power of mutual funds with the vast resources of the net. Go for it! ... Read more

Reviews (7)

Too promotional--like a brochure
this should have been given away for free considering it just promotes the authors' company. Additionally, there are much better references out there--this just provides very little value for the price.

The Best Mutual Fund Guide I've Ever Read
The Sage book was the most educational, interesting, user-friendly, helpful, and technically informative mutual-fund book I've read and I've read a lot of them. I have incorporated the strategies and insights into my mutual-fund portfolio and the results have been good. The data was well-presented--not too technical, but technical enough. Thank you, Cohn brothers for a job well-done.

I can understand !
I'm a newbie to investing. I knew nothing.. but this book is easy to understand, down to earth guiding on what is what in investing. Makes a person feel good to be able to understand something better and not feel so dumb. Thank you!

An excellent book
I've recently read several books on investing, as I'm a new investor. The Sage Guide to Mutual Funds is the most user-friendly one I've encountered. The talk was clear, and I actually understood all of it! I've had a hard time getting people to help me in layman's terms. This book did that and more for me.

Great book for novice investors like myself....
this is a great book! I really wanted to learn investing. I think that before investing any money, I should understand where my money is going and be able to make informed decisions. But every time I try to get into this, whether i try to read a book, talk in a chat room or post on a message board, it goes right over my head (I sometimes feel like everyone is speaking a language that's foreign to me! ). I don't consider myself dumb but much of the information I find just doesn't make sense. Worse, there is just so much information out there, where do you go? What's good, what's not so good? How do you know which is which? If you can relate to any of these feelings, then want you to know that this is a book for YOU too. The Sage Guide to Mutual Funds is the first investment book that I've found written in easy to read chapters that everyone will understand. They cover everything from getting started to picking a winning portfolio. They explain the information overload in a single book comprised of simple to read language that I feel is refreshing to the novice investor. I give this book an A++. I'm off to find their web site on AOL, if the book is any indication of what they are offering, then I need to go there! ... Read more

Book Description

This digital document is an article from Paraplegia News, published by Paralyzed Veterans of America on December 1, 2003. The length of the article is 826 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Timing may be everything.(Money Talks)(managing mutual funds investments)
Author: Dan Jones
Publication: Paraplegia News (Magazine/Journal)
Date: December 1, 2003
Publisher: Paralyzed Veterans of America
Volume: 57Issue: 12Page: 52(1)

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Reviews (1)

very useful and not superseded by her later books
Much of the information on investing in mutual funds, how to read yield curves in the bond market, etc. is not found in her later books on mutual funds; those supplement but do not replace this one. ... Read more

Amazon.com

Morningstar has been covering the mutual-fund industry since 1984, evaluating and ranking funds for professional and individual investors alike. And every year the editors at Morningstar pick the best 500 funds from the universe of 8,000 that they cover, presenting them in the Morningstar Mutual Fund 500. Each of the 500 funds listed includes a performance, risk, and portfolio analysis as well as commentary about the fund and its management. The guide is prefaced with advice on evaluating funds and features a useful glossary of financial terms. The Morningstar Mutual Fund 500 is a must for anyone looking to fill out and diversify his or her investment portfolios. Recommended. --Harry C. Edwards ... Read more

Reviews (3)

An outstanding reference tool
This is a great reference tool.I was somewhat disappointed that some smaller funds with outstanding track records were excluded; however, with over 9,000 funds available the authors had to draw the line somewhere.

WONDERFUL!
This book is a wonderful source of mutual fund data.I am just a an average joe who needed some help in the investment world.With this book, I was able to avoid those money grubbing brokers and get business handledon my own terms.I have told all my family and friends about this book andthey are just as pleased as I am. I suggest that you let Morningstar dothe hard research and number crunching for you, too.

Simply indispensable!
Morningstar is the reason that I have been able to retire early. Much earlier than I ever thought possible. I have recommended their various publications to friends of mine, who have all come up to thank me later on.And the folks at Morningstar are just beautiful people. ... Read more

Book Description

This digital document is an article from Review of Business, published by St. John's University, College of Business Administration on March 22, 2001. The length of the article is 2497 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Mutual Fund Performance During Up and Down Market Conditions.(Statistical Data Included)
Author: S.P. Umamaheswar Rao
Publication: Review of Business (Refereed)
Date: March 22, 2001
Publisher: St. John's University, College of Business Administration
Volume: 22Issue: 1Page: 62

Article Type: Statistical Data Included

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Reviews (1)

Another winner
This directory is an excellent resource for all investors. The information seems endless. I applaud the editors and analysts who were involved! ... Read more