Mutual Funds Portfolio Structures, Analysis, Management, and Stewardship 1st Edition by John A Haslem ISBN 0470499095 978-0470499092

An authoritative, must-read guide to making more informed decisions about mutual fundsProviding a balance of theory and application, this authoritative book will enable you to evaluate the various performance and risk attributes of mutual funds.

Table of contents:

Introduction

PART I: Mutual Funds: Nature, Regulation, and Costs

1. The Nature of Mutual Funds
2. Mutual Fund Regulation and Issues
3. The Economics of Mutual Funds
4. Mutual Fund Fees and Expenses

PART II: The Realities and Analogies of Investing
5. How Financial Markets Work
6. Active Versus Passive Investing

PART III: Fund Types and Comparative Performance, Efficient Markets, Asset Allocation, and Morningstar Analysis
7. Efficient Markets and Mutual Fund Investing: The Advantages of Index Funds
8. Asset Allocation: Design and Care of Portfolios
9. The Morningstar Approach to Mutual Fund Analysis—Part I
10. The Morningstar Approach to Mutual Fund Analysis—Part II
11. Building a Portfolio of Mutual Funds: A Morningstar Approach
12. Performance of Actively Managed Versus Index Funds: The Vanguard Case
13. Classic and Enhanced Index Funds: Performance and Issues
14. Mutual Funds versus Exchange-Traded Funds

PART IV: Mutual Funds at the Crossroads
15. The Challenge to Mutual Fund Stewardship
16. Identifying Mutual Fund Stewardship
17. Normative Transparency of Mutual Fund Disclosure
18. A Design for the Mutual Funds of the Future

Index