Chap004 - Chapter 4 Mutual Funds Slides 4-1 4-2 4-3 4-4 4-5...

Info iconThis preview shows pages 1–4. Sign up to view the full content.

View Full Document Right Arrow Icon
Chapter 4 Mutual Funds Slides 4-1 Fundamentals of Investments 4-2 Mutual Funds 4-3 Mutual Funds 4-4 Investment Companies and Fund Types 4-5 Investment Companies and Fund Types 4-6 Investment Companies and Fund Types 4-7 Mutual Fund Operations: Organization and Creation 4-8 Mutual Fund Operations: Taxation of Investment Companies 4-9 Mutual Fund Operations: The Fund Prospectus and Annual Report 4-10 Mutual Fund Costs and Fees: Types of Expenses and Fees 4-11 Mutual Fund Costs and Fees: Expense Reporting 4-12 Example: Fee Table 4-13 Mutual Fund Costs and Fees: Why Pay Loads and Fees? 4-14 Short-Term Funds, I. 4-15 Short-Term Funds, II. 4-16 Long-Term Funds 4-17 Stock Funds, I. 4-18 Stock Funds, II. 4-19 Bond Funds 4-20 Stock and Bond Funds 4-21 Mutual Fund Objectives: Recent Developments, I. 4-22 Mutual Fund Objectives: Recent Developments, II. 4-23 Mutual Fund Objectives 4-24 Mutual Fund Performance 4-25 Mutual Fund Performance 4-26 Mutual Fund Performance 4-27 Mutual Fund Performance 4-28 Closed-End Fund Performance 4-29 Mutual Fund Performance 4-30 The Closed-End Funds Discount 4-31 Exchange Traded Funds 4-32 Hedge Funds 4-33 Useful Internet Sites 4-34 Chapter Review, I. 4-35 Chapter Review, II. Chapter Organization
Background image of page 1

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
A-31 Chapter 4 4.1 Investment Companies and Fund Types A. Open-End versus Closed-End Funds B. Net Asset Value 4.1 Mutual Fund Operations A. Mutual Fund Organization and Creation B. Taxation of Investment Companies C. The Fund Prospectus and Annual Report 4.2 Mutual Fund Costs and Fees A. Types of Expenses and Fees B. Expense Reporting C. Why Pay Loads and Fees 4.3 Short-Term Funds A. Money Market Mutual Funds B. Money Market Deposit Accounts 4.4 Long-Term Funds A. Stock Funds B. Taxable and Municipal Bond Funds C. Stock and Bond Funds D. Mutual Fund Objectives: Recent Developments 4.5 Mutual Fund Performance A. Mutual Fund Performance Information B. How Useful are Fund Performance Ratings? 4.6 Closed-End Funds, Exchange Traded Funds, and Hedge Funds A. Closed-End Funds Performance Information B. The Closed-End Fund Discount Mystery C. Exchange Traded Funds D. Hedge Funds 4.7 Summary and Conclusions Selected Web Sites www.ici.org (reference for mutual fund facts and figures) www.vanguard.com (example of major fund family website) www.fidelity.com (website of largest investment advisory firm in US) www.ipsfunds.com (reference for “plain language” risk disclosure) www.mfea.com (reference for info on thousands of funds) www.morningstar.org (reference for one of the best mutual fund sites) www.vicefund.com (reference for “vice” funds) www.socialinvest.org (reference for “social conscience” funds) www.hedgefundworld.com (reference for hedge fund information) www.turnkeyhedgefunds.com (reference to start your own hedge fund)
Background image of page 2
Mutual Funds A-32 Annotated Chapter Outline 4.1 Investment Companies and Fund Types Investment company : A business that specializes in pooling funds from individual investors and investing them. All mutual funds are investment companies, but not all investment companies are
Background image of page 3

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
Image of page 4
This is the end of the preview. Sign up to access the rest of the document.

Page1 / 9

Chap004 - Chapter 4 Mutual Funds Slides 4-1 4-2 4-3 4-4 4-5...

This preview shows document pages 1 - 4. Sign up to view the full document.

View Full Document Right Arrow Icon
Ask a homework question - tutors are online