Investing in
Mutual Funds

10/16/98

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Table of Contents

Investing in
Mutual Funds

A. Pooled Diversification

B. Attractions and Drawbacks of Mutual Fund Ownership

B. Attractions and Drawbacks of Mutual Fund Ownership

C. Essential Characteristics

Net Asset Value Example

C. Essential Characteristics (continued)

C. Essential Characteristics (continued)

D. Types of Funds (Equity)

D. Types of Funds (continued)

D. Types of Funds (continued)

D. Types of Funds (continued)

D. Types of Funds (continued)

D. Types of Funds (continued)

D. Types of Funds (continued)

E. Special Services

E. Special Services (continued)

E. Special Services (continued)

F. Risk

Analyzing Mutual Funds

Mutual Fund Analysis:

Mutual Fund Analysis:

Mutual Fund Style Analysis:

Mutual Fund Style Analysis:

Mutual Fund Style Analysis:

Mutual Fund Annual Reports

Mutual Fund Annual Reports

Mutual Fund Annual Reports

Mutual Fund Annual Reports

Deadly Mutual Fund Myths - The Coventional Wisdom Myth

The Diversification Myth

The Momentum Myth

The Five-Star Myth

The Market Timing Myth

The Long-Term Performance Myth

The New fund Myth

Author: James Kuhle

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