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Lipper

INVESTING BASICS

There are currently 47 offerings in the database.

Page(s): 1, 2, 3

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.




  • INVESTING BASICS

    The Price of Procrastination, from The AIM Family of Funds. This 25" x 11" mini-let, folded into thirds, looks at things like the high cost of waiting to save for your retirement and what 401(k) and 403 (b) participants need to know. It also looks at market timing using two different examples---one of a family that invested regularly and one that invested a lump sum later in life. The results are staggering. Find out which is better by calling for this piece today.

    To order this piece, please call AIM Funds at 1-800-959-4246 and request it by title.

  • INVESTING BASICS

    AIM for All Investors, from The AIM Family of Funds. An 8-page, 8 1/2" x 11" pamphlet that's chock-full of good information. On page two there is a chart showing the year-by-year returns of the four asset classes: large- and small- company stocks, foreign stocks and U.S bonds. There's also a chart showing the rolling returns of the various asset classes including cash, an investment profile questionnaire, and investment strategy suggestions. Call for this one---it's a goodie.

    To order this piece, please call AIM Funds at 1-800-959-4246 and request it by title.

  • INVESTING BASICS

    Are We on the Verge of the Greatest Bull Market in History? From AIM Funds. his 8-page 8 1/2" x 11" booklet makes the case that perhaps the greatest economic boom will take place during the 2000s. This piece is based on the thinking of Harry S. Dent, Jr, economist and author of The Great Boom Ahead and The Roaring 2000s. One of the things he believes is that the most fundamental force driving the stock market is "people and their predictable spending on major durable goods such as housing, furnishings, appliances and autos. " Learn more by ordering this.

    To order this piece, please call AIM Funds at 1-800-959-4246 and request it by title.



  • INVESTING BASICS

    Guide to Dollar-cost Averaging: A Strategy for Regular Investing, from The AIM Family of Funds. This 25" x 11" mini-let, folded into thirds, shows investors how to deal with the market's ups and downs via dollar-cost averaging. Dollar-cost averaging means investing a fixed amount to an investment at regular intervals. Use this investment strategy and the piece says that the result will be that " your average cost per share is less than your average price per share." The piece also lists seven reasons why everyone should consider dollar-cost averaging. Two of them are: It's smart and it's affordable.

    To order this piece, please call AIM Funds at 1-800-959-4246 and request it by title.



  • INVESTING BASICS

    Commit to Your Goals with Automatic Investments, from American Century's Education & Guidance Series; Financial FYI. A 8 1/2" x 11", one-page, two-sided report that shows you first-hand how moneyś when invested regularly---can grow. You'll also pick up some other tidbits, too. For instance, that there hasn't been a 15-year period during which the S & P 500 didn't produce a gain over the last seven-plus decades (from March 31, 1926 through June 30, 2001).

    To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.



  • INVESTING BASICS

    Asset Allocation Strategy Helps Balance Risk and Reward in Your Portfolio, from American Century's Education & Guidance Series; Financial FYI. A 8 1/2" x 11", one-page, two-sided report highlighting how important NOT putting all of your investment eggs into one basket is. The piece reads, "When you are diversified, a decline in any single investment has less of an impact on your overall portfolio" Order this to learn more about why and how to allocate your assets.

    To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.



  • INVESTING BASICS

    Slow and Steady Wins the Race from Ariel Investment Trust. This 34-page, 5 1/2" x 8 1/2" booklet offers basic and sound investment advice. The theme suggests that people go into investing with a slow, steady investment mentality. The booklet discusses options, from mutual funds to the bond market, and how these options can achieve different goals, from college savings to retirement. This comprehensive, easy-to-understand piece provides must-know information for new investors and offers a handy glossary of terms.

    To order this piece, please call Ariel Investment Trust at 1-800-292-7435 and request it by title.




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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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