Cover image for Getting started in mutual funds
Getting started in mutual funds
Hall, Alvin D.
Personal Author:
Publication Information:
New York : John Wiley, 2000.
Physical Description:
xxii, 234 pages ; 24 cm.
General Note:
Includes index.
Format :


Call Number
Material Type
Home Location
Item Holds
HG4530 .H335 2000 Adult Non-Fiction Central Closed Stacks

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Choose the right mutual funds to maximize your investment returns.
For forty million Americans, mutual funds are the most attractive investment instruments now available. But with over 7,000 stock, bond, and index funds to choose from, how can you select what's best for you?
In this easy-to-follow, commonsense guide, Alvin Hall, the "Professor of Wall Street, "fills you in on everything you need to know to choose mutual funds with confidence. In plain English, he acquaints you with the various types of mutual funds and how they are structured, and he explains the important fund terms and concepts. He helps you to understand clearly those measures you must examine before investing in a fund. And he provides step-by-step guidelines on how to go about selecting the right funds. You'll quickly and painlessly learn:
· How to read a fund prospectus
· How to assess a fund manager's investment style and its impact on your returns
· How to evaluate ongoing fees and expenses
· How to evaluate risks
· How to calculate return on investments
· How to buy, redeem, and exchange mutual funds
· How to take advantage of shareholder services

Author Notes

ALVIN D. HALL, one of Wall Street's most respected investment educators, is president of his own company, which designs and conducts training courses about the investments markets and publishes training materials that support these courses. His domestic and international clients include major exchanges, brokerage firms, banks, mutual fund companies, regulatory organizations, and vendors that provide technical and information services to the financial industry. In the United Kingdom, he has hosted two popular BBC series on investing: Alvin Hall's Guide to Successful Investing and Investing for All with Alvin Hall. He recently finished filming the second series of the popular primetime BBC show Your Money or Your Life. He is the author of the international bestseller Getting Started in Stocks and Money for Life: Everyone's Guide to Financial Freedom, a companion book to his BBC series.

Table of Contents

Acknowledgmentsp. ix
Introductionp. xi
Chapter 1 Definition and Structure of a Mutual Fundp. 1
Chapter 2 Investment Objectives and Risks of Stock and Bond Fundsp. 21
Chapter 3 Fees and Expenses: Load, No-Load, and Pure No-Load Fundsp. 68
Chapter 4 Buying, Redeeming, and Exchanging Mutual Fund Sharesp. 102
Chapter 5 Evaluating Mutual Fund Performancep. 119
Chapter 6 Shareholder Servicesp. 153
Chapter 7 Seven Wisdoms of Mutual Fund Investingp. 164
Glossaryp. 175
Indexp. 225