MUTUAL FUND BASICS
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The Bull's-Eye Rating System
You'll notice that each of the fundfreebies entries have from 0 to 3 bull's-eyes after it. I'm using that symbol as a way to evaluate the content of each piece.Now don't think that just because there aren't any bull's-eyes after a piece that it's not worth ordering. That's not the case at all. All of the materials presented are informative and have educational merit. And, little to no fund family p.r. fluff in them. I know this for a fact as I've read through each entry and personally decided upon its Bull's-Eye rating.
Here's what the ratings mean:
- O to 1 bull's-eye means the piece is solid and informative.
- 2 bull's-eyes means the piece is a cut above the 1 bull's-eye entries.
- 3 bull's-eyes means content is strong, very educational and definitely worth a read.
MUTUAL FUND BASICSGetting Started With Mutual Funds, from Fidelity Investments. A 32-page, 5 1/2" x 8 1/2" booklet that helps readers understand what mutual funds are, how they work, and the benefits they offer. It has a section that helps you differentiate the types of funds available; a step-by-step plan for choosing a fund that meets your investments goals; and a chart that looks at balancing risk and return and tells you interesting stuff like how mutual funds earn money.
To get this information free, call Fidelity Investor Center 800-544-8666 and request it by title.
MUTUAL FUND BASICSDiscovering Opportunities with Fixed Income Investments, from Fidelity Investments. A 48-page, 51/2" x 81/2" booklet that explains the basics of bonds and how fixed income investments can contribute to your portfolio. Compares tax-free yields to tax-equivalent yields. It also includes a chart showing Moody's and S & P's credit ratings; the US Treasury Auction Schedule; an at-a-glance chart of fixed income opportunities; and a chart comparing the differences between individual bonds, bond mutual funds and bond unit investment trusts. Demonstrates how bond laddering can be used as investment strategy; looks at the various types of mortgage-backed securities; and much more! An excellent fixed-income primer!
To get this information free, call Fidelity Investor Center 800-544-8666 and request it by title.
MUTUAL FUND BASICSAsset Allocation Planner, from Fidelity Investments. This 20-page, 8" x 11" booklet profiles 6 different people and the asset allocation of their investment portfolios based upon their various needs.
To get this information free, call Fidelity Investor Center 800-544-8666 and request it by title.
MUTUAL FUND BASICSThe Fidelity Mutual Fund Guide, from Fidelity Investments. This 43-page, 81/2" x 11" booklet contains a company overview of products, programs, and services offered by Fidelity including pricing plans, how to order reports, types of funds offered, a list of toll-free investment information phone numbers, as well as Fidelity Investor Center locations and hours.
To get this information free, call Fidelity Investor Center 800-544-8666 and request it by title.
MUTUAL FUND BASICSClosed End Funds, from Investment Company Institute. This 4" x 9", 19-pagebooklet provides an overview of some of the types of closed-end funds and howthey operate, including a discussion of where to find additional informationon these funds, how to interpret the information and three components thataffect the return on closed-end funds, i.e., share price, dividend income andcapital gains distributions. This booklet is also available in Spanish.
To get this information free, ask for it by title and call Investment CompanyInstitute 202-326-5800.
MUTUAL FUND BASICSUnit Investment Trusts, from Investment Company Institute. This 4" x 9",19-page booklet briefly discusses what a UIT is; the variety of typesavailable to satisfy your investment objectives; how to buy and sell units;reinvesting and exchanging UIT's; tax-free vs. taxable UIT investments,including a tax yeild table for comparasion. This booklet is also availablein Spanish.
To get this information free, ask for it by title and call Investment CompanyInstitute 202-326-5800.
MUTUAL FUND BASICSBond Mutual Funds, from Investment Company Institute. This 4" x 9", 19-pagebooklet briefly defines what a bond is; looks at how changing interest ratesaffect a bond's value; identifies the risks associated with bonds; and howyield and total return differ. Also includes a glossary of terms and aninteresting table showing the characteristics of mutual fund owners based onage, income, assets held, and education.
To get this information free, ask for it by title and call Investment CompanyInstitute 202-326-5800.
MUTUAL FUND BASICS/VIDEOSUnderstanding Mutual Funds, from Investment Company Institute. This quick 17-minute video gives you straight-forward basic information that you'll need before investing in mutual fundsand briefly answers questions such as: What is a mutual fund?; What arethe goals of the fund? ; How do I buy and sell shares from the fund?; and,What services does the fund offer? The video also briefly discusses whatearnings to report on your taxes and what you'll find in the fund'sprospectus.
To get this information free, ask for it by title and call Investment CompanyInstitute 202-326-5800.
MUTUAL FUND BASICSJohn Hancock Funds' How to be a Successful Investor. A 28-page, 8 1/2" x 11" booklet that's an absolute must read! You will find information about mutual funds, annuities, stock and stock funds, bonds and bond funds, and international and global fund investing. Included are charts and graphs and enough data to make you feel as though you've just taken a quickie 101-investment course. Also addressed are bond prices and duration, risk and rewards, the power of compounding and much more. This is a very informative and educational investing guide.
To get this information free, call John Hancock Funds800-225-529 and ask for it by title.
MUTUAL FUND BASICSJohn Hancock Fund's PERSPECTIVES. Facts For Mutual Fund Investors: Morningstar 101. A 4-page, 8 1/2" x 11" report that's sure to help you understand the value of, and how to read Morningstar mutual fund report pages. This original piece gives an overview of how the star ratings and Morningstar risk are calculated; what the Morningstar Style Boxes represent, and more. If you're a fan of the M-stars, this piece is worth having.
To get this information free, call John Hancock Funds800-225-529 and ask for it by title.
MUTUAL FUND BASICSWill Your Savings Grow to Match Your Dreams?, from John Hancock Funds. This8" x 10", one-page mini-let talks about how stocks, over the long term,have outpaced all other financial assets and how to use to the "Rule of 72"to determine how many years it will take for your investment to double.
To get this information free, request it by title and call John Hancock Funds800-225-5291.
MUTUAL FUND BASICSSix Reasons Why You Need An Investment Professional, from John Hancock Funds.This 15" x 8 ", one-page mini-let discusses reasons to consult an investmentprofessional and how a profession can help you avoid some of the eight worstmistakes that mutual fund investors make including choosing the wronginvestments for your personal goals and time horizon and reacting to short-term market trends.
To get this information free, request it by title and call John Hancock Funds800-225-5291.
MUTUAL FUND BASICSThe John Hancock Family of Funds, from John Hancock Funds. This 8 " x 11",19-page booklet looks at the company's investment philosophy and how theirgrowth, income, money-market, international and tax-free funds have performedover the life of the fund. Also contains a 1998 3rd Quarter performanceupdate with a list of their NASDAQ symbols and average annual return for A, Band C shares.
To get this information free, request it by title and call John Hancock Funds800-225-5291.
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