With over 8,500 mutual funds available, investors are faced with a daunting task when making their selection. In the third edition of this bestseller, Gene Walden follows his winning model, and objectively rates the hottest mutual funds to own, along with insights from the nation's top portfolio managers. Walden includes nearly every type of fund -- from growth and income to sector, global, blue chip, small stock, bond funds and more. These ratings are no off-the-wall tips: the sum of his top 100 choices in the first edition was up an average 32.8 percent for the year, compared with the 20.3 percent average return of all mutual funds, according to Morningstar Research. In addition to the in-depth profiles, each fund overview in this book includes its: -- top ten holdings -- sales charges and annual fees -- fund manager's experience -- minimum investment requirements -- performance records and other resources for investigating the fund further Walden also includes an "honorable mention" roster of 100 other funds, divided by type of fund and ranked on their five-year performance records.
According to the Bell Charts there are two types of bond management styles . Interest Rate Anticipation This is the process of analysing and. 49 Understanding Prospectuses and Mutual Fund Investment Styles.
Canadian Bond Funds BISSETT BOND FUND $$$ → FI NO RSP CB Manager : Michael Quinn , since inception ( 1986 ) MER : 1.40 % Fundata : D Style : Laddered Spread Suitability : Aggressive income investors This fund has been a first- or ...
Rather than get swamped with money - and SMALL - CAP VALUE FUNDS suffer PBHG syndrome – Weitz Funds closed the LARGEST HOLDINGS fund to new investors on one day's notice . No Stock Percent of net assets doubt that left many prospective ...
That's not too different from the portfolios with lower p - e ratios than growth investment style of Wallace Weitz , who runs the funds . MainStay Value Fund , for instance , looks Weitz Value Fund . Both approaches are similar to like ...
本书从概述理论方法与欧盟监管机构的监管政策出发, 着重分析了德国的风险监管体系, 将学术界关于风险管理的最新方法与实际操作相结合, ...
Seventeen of the previous year's top - rated funds didn't make it back because strong 1985 returns were replaced ... James P. Craig , who manages both Denver - based funds , had 65 percent of his funds in cash by the summer of 1990.
Taxation of Regulated Investment Companies and Their Shareholders
Regulation of Investment Companies
Finding Value in Today's Stock Market Frank A. Cappiello, W. Douglas Dent, Peter Madlem. CLOSED - END FUNDS What was said about the first edition of The Complete Guide to Closed - End Funds : " This book will guide you on a winning ...
Building a successful fund portfolio, mutual fund strategies.