MUTUAL FUND BASICS
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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 BASICSPerspectives: Consider a High Yield Bond Fund - The Stock Investor's BondFund, from John Hancock. This 8" x 11", one-sheet, two-sided report looksat how adding high yield bond funds to your stock funds can smooth yourportfolio's performance without sacrificing total return potential.
To get this information free, request it by title and call John Hancock Funds800-225-5291.
MUTUAL FUND BASICSPerspectives: Small-Cap Stocks 101, from John Hancock. This 8" x 11", one-sheet, two-sided report defines what a small-cap stock is; charts how small-cap stocks have performed compared to other investments and how small-capstocks compare with other investments in terms of risk.
To get this information free, request it by title and call John Hancock Funds800-225-5291.
MUTUAL FUND BASICSPerspectives: Three Reasons to Consider a Strategic Income Mutual Fund, fromJohn Hancock. This 8" x 11", one-sheet, two-sided report talks about howstrategic income funds can perform well in different environments; how thisflexible strategy can seek opportunities in the strongest sector at any giventime; and how diversification can reduce volatility.
To get this information free, request it by title and call John Hancock Funds800-225-5291.
MUTUAL FUND BASICSPerspectives: Why Invest Overseas?, from John Hancock. An 8" x 17", one-sheet, folded in half, 4-page report that looks at how most of the world'seconomic growth has been outside the United States and how blending foreignand domestic holdings have posted higher returns with less volatility.
To get this information free, request it by title and call John Hancock Funds800-225-5291.
MUTUAL FUND BASICSPerspectives: Morningstar 101, from John Hancock. An 8" x 17", one-sheet,folded in half, 4-page report that shows you how to use the Morningstar ratingsystem and what the ratings mean; how the new category ratings compare withthe star rating system; how to monitor your portfolio with Morningstar's styleboxes; and how to use Morningstar's style boxes to build a diversifiedportfolio.
To get this information free, request it by title and call John Hancock Funds800-225-5291.
MUTUAL FUND BASICSPerspectives: Strategies for Uncertain Markets, from John Hancock. This 8"x 17", one-sheet, folded in half, 4-page report offers you five strategiesthat can help you cope with price fluctuations in your portfolio. Theyinclude: 1 focusing long-term 2 considering a growth and income fund foryour core stock investment 3 keeping your expectations realistic 4practicing dollar-cost averaging with monthly investments, and 5 investingin a few funds and not the same fund a few times.
To get this information free, request it by title and call John Hancock Funds800-225-5291.
MUTUAL FUND BASICSOppenheimerFunds' Understanding Mutual Funds: The Whole Story Made Simple. A 16-page, 5 3/8" x 8 3/8" booklet that gets right to the root of mutual fund investing. You'll learn what mutual funds are; the difference between growth and aggressive growth funds; how international and global funds differ; how to select a fund; what some of the risks in mutual fund investing are and more. This is an easy-to-read and understand booklet that's a great starter piece.
To order this piece, call OppenheimerFunds at 1-800-525-7048 and request it by title.
MUTUAL FUND BASICSWhy Mutual Funds? Insights Into How They Work, from Rydex Global Advisors. A 5 1/2" x 8 1/2", 16-page pamphlet booklet that's compact and full of information every new or existing mutual fund shareholder will learn something from. Along with learning things such as fund definitions and how a fund's net asset value (NAV) is calculated, there's a wonderful chart showing how mutual funds are structured. This is an absolute must have. Order it now.
To order this piece, call Rydex funds directly and ask for it by title. Their number is 1-800-820-0888.
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