 MUTUAL FUND BASICS There are currently 42 offerings in the database.Page(s): 1, 2, 3, 4, 5, 6 The Bull's-Eye Rating System You'll notice that each of the fundfreebies entries have from 0 to 3 bull's-eyes after it. I'm using that symbol as a way to evaluate the content of each piece.Now don't think that just because there aren't any bull's-eyes after a piece that it's not worth ordering. That's not the case at all. All of the materials presented are informative and have educational merit. And, little to no fund family p.r. fluff in them. I know this for a fact as I've read through each entry and personally decided upon its Bull's-Eye rating. Here's what the ratings mean:
- O to 1 bull's-eye means the piece is solid and informative.
- 2 bull's-eyes means the piece is a cut above the 1 bull's-eye entries.
- 3 bull's-eyes means content is strong, very educational and definitely worth a read.
MUTUAL FUND BASICSWeathering Market Volatility, from The AIM Family of Funds. A 36-page, 8 1/2" x 11" piece that's a must-have. If you,re brand new to the investing arena, this booklet will provide you with a wonderful beginner's education. It includes charts on everything from the stock market's worst years to how the market has performed after various historic events to how inflation and taxes impact CD return rates. Other subjects addressed include why smart money remains fully invested, diversification and 401 (k) info. Actually, this isn't just a beginner's booklet---it's for everybody. Order it today.  To order this piece, please call AIM Funds at 1-800-959-4246 and request it by title.
MUTUAL FUND BASICSInvesting With a Purpose, Your Guide to Personal Investment Strategies, from American Century's Education & Guidance Series. This 32-page, 8 1/2 " x 10 7/8" booklet that discusses everything from balancing risk and return, to diversification and goal setting. It also includes investment plans and worksheets. There's even a post-retirement calculator that shows how long your money will last in your golden years. If you’re not sold on investing just yet, consider this: The piece reads, "If prices rise 4% per year, in 20 years it will take $1000 to buy what $442 buys today." Oh my! Order this one today. To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.
MUTUAL FUND BASICSTaming a Bear Market, Investment Strategies for Turbulent Times, from American Century's Education & Guidance Series. A 20-page, 8 1/2" x 10 7/8" booklet that's a "must read" for new and experienced investors wanting to learn about the history of bear markets in the U.S. Along with defining what a bear market is--- most consider it to be when prices decline 20 % or more in any of the major indexes for at least two months--- you'll also learn about various investment strategies, dollar-cost averaging and goal setting. Order this. Read it. And remember what it teaches you. To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.
MUTUAL FUND BASICSComparing Stock Mutual Fund Performancefrom American Century's Education & Guidance Series; Financial FYI. A 8 1/2" x 11", one-page, two-sided report that will help you weed through the thousands of funds available and hone in on the ones for you. The first suggestion in this report is to compare apples to apples, i.e., like growth funds with growth funds. You'll also learn what terms like "beta", "alpha" and "standard deviation" mean. And, which popular benchmarks are used to compare funds. There's good stuff in this piece. To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.
MUTUAL FUND BASICSComparing Stock Mutual Fund Performance, from Evergreen Funds. An 8-page, 8 1/4" x 10 3/4" pamphlet that will help you to zone in on selecting the right investment mix for you. The piece also talks about the benefits of mutual fund investing, and identifies the differences between liquid, fixed income and growth investments. To obtain this piece, call the Evergreen Funds at 1-800-343-2898 and ask for it by title.
MUTUAL FUND BASICSBalanced Funds, from Evergreen Funds. An 8-page, 8 1/4" x 10 3/4" pamphlet that points out the benefits of investing in a fund that invests its assets into both stocks and bonds. Balanced funds can offer shareholders a way to balance risk and reward. Diversification is how they do that. To obtain this piece, call the Evergreen Funds at 1-800-343-2898 and ask for it by title.
MUTUAL FUND BASICSGrowth and Income Funds, from Evergreen Funds. A 12-page, 8 1/4" x 10 3/4" pamphlet. Growth and income funds typically invest their assets in dividend-paying companies. That means these types of funds offer advantages others might not. If you're a conservative investor, learning more about growth and income funds might just be the ticket into the investment arena that you've been looking for. To obtain this piece, call the Evergreen Funds at 1-800-343-2898 and ask for it by title.
MUTUAL FUND BASICSMutual Fund Fact Book - 2000 40th Edition, from Investment CompanyInstitute. This 6" x 9", 133-page booklet is a detailed guide full ofvaluable data about basic trends and statistics observed in the mutual fundindustry. In the first half of the book you'll find useful facts on mutualfunds that are backed up with lots of statistical charts and graphs. Topicsdiscussed include a definition of mutual funds, how mutual funds areregulated, the retirement market, shareholder demographics andcharacteristics, etc. . In the second half of the book you'll find all sortsof fund data. One nice thing about this book is that the charts and tablesare easy to understand and provide a visual complement to the text. To get this information free, ask for it by title and call Investment CompanyInstitute 202-326-5800.
MUTUAL FUND BASICSUnderstanding Mutual Funds, from Investment Company Institute. An 8" x11", 33-page booklet designed to help individuals understand mutual funds andthe basic principles of investing. The piece covers three primary topics:the basics of mutual funds and why you should invest in mutual funds;establishing an investment plan; and the importance of becoming an informedinvestor with tips on where to find mutual fund information and how tointerpret that information. There's also a glossary and a 4-page, 7 " x 10" insert titled, Before You Invest in a Mutual Fund, that briefly answers keyquestions you should ask before investing in mutual funds. To get this information free, ask for it by title and call Investment CompanyInstitute 202-326-5800.
MUTUAL FUND BASICSMutual Funds, from Investment Company Institute. This 4" x 9", 19-pagebooklet briefly defines what a mutual fund is, talks about the many types ofmutual funds available, how they're priced, how to read newspaper quotations,and what fees and expenses are charged by mutual funds. This booklet is alsoavailable in Spanish. To get this information free, ask for it by title and call Investment CompanyInstitute 202-326-5800.
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| HOW WE FIGURE THINGS | | | Since the educational data we received comes from a variety of different sources---and in all different sizes and shapes---we figured it would be best to have specific labels for each differently sized piece. To keep things in order, we count everything: The front cover is one page, the inside cover, page 2, etc. Consequently, there will no doubt be a difference in the number of pages you read in the reviews about the piece and the number of pages printed in it. With that in mind, here's a legend that names the various sized pieces. Read through it and you'll know why we call booklets booklets and pamphlets pamphlets: Report. These are one- or two-page, often two-sided, reports on 8 1/2" x 11" papers. MFS and Pioneer have many of them.Mini-let. That's a one-page piece of paper of various sizes folded in various ways. Copy here might read: "8 12" x 17" paper folded in thirds".Pamphlet. Something with up to 12 pages---that includes counting the front and back cover pages, for a total of 4 pages right there. (This differs from the Mini-let in that these are separate pages and not part of one sheet of paper folded down.)Booklet. Any unbound piece over 12 pages in length, covers again being counted in as 4 pages.Tiny Book. All bound pieces, like some of the Scudder things. Count cover pages also. | |
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