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Lipper

INSTRUCTIONS FOR USE:

This site is designed to provide you direct access to a wealth of financial information that is free for the asking. As a journalist, I receive great and not so great educational materials every day.

Members of SOFE, (Supporters of Financial Educational), even allow investors to order their educational materials directly from our web site! All other booklets, pamphlets, etc. are available for free by calling a toll free 800 number.

The legend on the right describes why we call booklets booklets, and pamphlets pamphlets. Each educational packet will also be rated on a scale of 1 to 3 dartboard bulleye's - One bull's eye dart board would be okay, 3 would be fantastic.

What are you waiting for?!

FREE EDUCATIONAL MATERIAL IS AVAILABLE ON THE FOLLOWING TOPICS



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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