Handbook for No-Load Fund Investors
Contains 10-year performance and investment data for 1,081 stock funds; 641 bond funds; 280 money market funds; and 125 fund groups, comparing performances between all no-loads with the same objectives and incorporating four measures of risk. After a review of the year and excerpts from 1995 issues of The No-Load Fund Investor newsletter, sections offer no-load fund performance tables, a directory of no-load funds, and appendices on mutual fund milestones, largest fund groups, and marginal tax rates. Annotation copyright by Book News, Inc., Portland, OR
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12b-l distribution fee 1993 Ticker symbol agggr BOND FUND Capital gains Check redemptions common stocks companies current income exempt Custodian data common day wire purchase debt securities December Portfolio turnover declared daily Discount broker availability Dreyfus ending Eqty equity securities exempt from federal Expense ratio Fidelity Sel fix-inc foreign issuers futures and options gr-inc Group fund code hedging purposes High current income illiquid securities INCOME FUND Initial Int'l Invesco Investment objective Invests at least Invests primarily junk bonds Largest holding listing for data Long-term capi minimum Dividends paid Minimum purchase MONEY MARKET FUND money mkt Muni Number of switches objective and policies organized Portfolio manager Qualified for sale Rowe Price Schwab Shareholder services Siebert Dividends paid Signature guarantee required switches permitted tax-free Telephone redemptions Ticker symbol total return Transfer agent turnover 3 yrs U.S. Government USAA Vangd waiver Waterhouse weighted average maturity Wire orders accepted Yes Deadline