http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-2.xsd
1 online resource (xviii, 526 pages) : illustrations.
Details how mutual funds are marketed, regulated, and invested in stocks and bonds. The book also describes the critical factors needed to choose a specific fund for your investment or retirement plan, including what to look for when reading prospectuses, shareholder reports and third party reviews. In addition, the book: Discusses the spread of mutual funds to Asia, Europe, and Latin America -- Compares mutual funds to other investment vehicles such as hedge funds and ETFs -- Shows how to sort mutual funds by categories and subcategories based on security type and investment objective.
Front Matter -- An Investor's Guide to Mutual Funds. Investing through Mutual Funds -- How Mutual Funds Work -- Researching Funds: The User Guides -- Comparing Mutual Funds -- Mutual Fund Portfolio Management. Portfolio Management of Stock Funds -- Portfolio Management of Bond Funds -- Appendix to Chapter 6: Bond Basics -- Portfolio Management of Money Market Funds -- Implementing Portfolio Decisions: Buying and Selling Investments -- Mutual Funds as Institutional Investors -- Selling Investment Funds. Retail Sales -- Retirement Plans and Mutual Funds -- The Competition from Exchange-Traded Funds and Hedge Funds -- Operations and Finance. Customer Service -- Portfolio Recordkeeping and Valuation -- The Financial Dynamics of the Fund Management Industry -- The Internationalization of Mutual Funds. Cross-Border Investing -- Cross-Border Asset Gathering -- The Market for Investment Funds: Beyond the United States and Europe -- Notes -- About the Authors -- Index.
Robert Pozen and Theresa Hamacher ; foreword by Don Phillips.
Revised edition of: The mutual fund business / Robert C. Pozen ; editorial assistance by Sandra D. Crane. 2nd ed. 2002.
Includes bibliographical references and index.
Hoboken, N.J. : John Wiley & Sons, ©2011