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Lipper

KIDS & INVESTING

There are currently 3 offerings in the database.

Page(s): 1

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.


  • KIDS & INVESTING

    Stein Roe Investor Fund, Semiannual Report, from Liberty Funds, a Columbia Management Group Company. A 24-page, 8 1/2" x 11" booklet highlighting the fund's performance in an easy-to-follow question and answer format that also includes pages of puzzles and games. You'll also find a Dollar Digest newsletter included with this report that contains more great investing info. These are excellent materials for teaching young children about investing and the markets.

    To get this information free, call Liberty Funds at 1-800-338-2550, and request it by title.



  • KIDS & INVESTING

    Stein Roe Advisor Young Investor Fund, Owner's Manual, from Liberty Funds, a Columbia Management Group Company. This 32-page, 8 1/2" x 11" booklet is great for helping young people learn about money, personal finance and the financial markets. It includes easy-to-understand investment definitions, a mutual fund glossary, fun investment facts and answers to commonly asked investment questions. This is a great learning tool kit for kids. Call for it today.

    To get this information free, call Liberty Financial Funds at 1-800-338-2550, and request it by title.



  • KIDS & INVESTING

    Dollar Digest, from Liberty Funds, a Columbia Management Group Company. This 4-page, 8 1/2" x 11" quarterly newsletter is designed to make understanding the market easy for kids. It answers questions on what makes the stock market tick; looks at company profiles; includes several word games; and, offers tips on investing for kids. This info makes learning fun! Order it today.

    To get this information free, call Liberty Financial Funds at 1-800-338-2550, and request it by title.



  • 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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