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.

Revised edition of: The mutual fund business / Robert C. Pozen ; editorial assistance by Sandra D. Crane. 2nd ed. 2002.

Includes bibliographical references and index.

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.

John Wiley and Sons Wiley eBooks