Mutual Funds: An Introduction to the Core Concepts

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John Wiley & Sons, Mar 16, 2007 - Business & Economics - 250 pages
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Each book in the series cuts through the jargon and mystique of the financial markets to give the reader a clear picture of how and why these markets function as they do.

Key features include:

  • clear definitions of financial terms
  • worked examples of transactions and contracts
  • summaries and overviews
  • valuation techniques
  • quick Quiz questions to reinforce the learning experience
  • strip cartoons to explain complex trades
  • entertaining cartoons from Alex to lighten the load
  •   war stories and anecdotes from Mark Mobius based on his remarkable experiences
  • other Resources section to guide the reader to other useful books, websites and reference material
 

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Contents

Acknowledgments
Types of Mutual Funds 19
Making Sense of Mutual Fund Documents 37
Analyzing Performance 65
Mutual Fund Costs
Buying and Selling Mutual Fund Shares 105
Building Mutual Fund Portfolios 123
Trends and Growth Drivers 143
Glossary 165
Bibliography 185
Copyright

Common terms and phrases

amount Annual Total Return asset classes asset value back-end load bear market benchmark bond funds brokerage brokers capital gains capital gains distributions cash choose closed-end funds company’s compared costs decline discount diversified dividends dollar-cost averaging earnings emerging markets equity funds ETFs example exchange expense ratio financial advisers fluctuations front-end load Fund A fund fund assets fund manager fund manager’s fund that invests fund’s performance funds invest global goals growth funds hedge funds higher holdings income increase index fund interest rates Internet Investment Company Institute investment objectives investment style large-cap load fund management fees money market funds Morningstar mutual fund companies mutual fund industry mutual fund shares net asset value no-load funds operating expenses P/E ratio passively managed payments period portfolio prospectus purchase redeem redemption fees reinvested retirement plans risk sales charge share price small-cap specific strategy trading types of funds usually volatility

About the author (2007)

Mark Mobius, Ph.D., managing director, joined Templeton in 1987 as president of the Templeton Emerging Markets Fund, Inc. He currently directs the analysts based in Templeton's 12 emerging markets offices and manages the emerging markets portfolios. Dr. Mobius has spent more than 30 years working in emerging markets all over the world.
Dr. Mobius earned his bachelors and masters degrees from Boston University and a Ph.D. in Economics and Political Science from the Massachusetts Institute of Technology. He is the author of the books Trading With China, The Investor's Guide to Emerging Markets, Mobius on Emerging Markets and Passport to Profits.
Dr. Mobius has received the following awards: Emerging Markets Equity Manager of the Year 2001 by International Money Marketing, Top Ten Money Managers of the 20th Century in a survey by the Carson Group in 1999, Number One Global Emerging Market Fund in the 1998 Reuters Survey, 1994 First in Business Money Manager of the Year by CNBC, Closed-End Fund Manager of the Year in 1993 by Morningstar, and Investment Trust Manager of the Year 1992 by Sunday Telegraph. He was named in 2006 by Asiamoney magazine as one of Top 100 Most Powerful and Influential People. Asiamoney said: "Boasts one of the highest profiles of any investor in the region and is regarded by many in the financial industry as one of the most successful emerging markets investors over the last 20 years. Despite tough times during the financial crisis nine years ago, he still commands a strong following in the investment world and is influencing the direction of billions of investment dollars". He was appointed Joint Chairman of the Global Corporate Governance Forum Investor Responsibility Taskforce of the World Bank and Organization for Economic Cooperation and Development.

Bibliographic information

QR code for Mutual Funds
TitleMutual Funds: An Introduction to the Core Concepts
Mark Mobius masterclass series, Mark Mobius
AuthorMark Mobius
Editionillustrated
PublisherJohn Wiley & Sons, 2007
ISBN0470821434, 9780470821435
Length250 pages
Subjects ›  › 

Business & Economics / General
Business & Economics / Investments & Securities / Mutual Funds
Business & Economics / Reference
  
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