Index
A
- Accumulation stage of life cycle goals
- investment strategies
- risk-taking during
- stock fund choice
- Adjustable rate mortgage funds
- Advertising
- Advisory fees
- Aggressive growth stock funds
- purpose
- returns, 1978–1992
- Alpha concept
- Annual reports
- evaluation
- information presented
- ARM funds
- Asset allocation
- fixed versus variable-ratio programs
- investments graded
- model portfolios
- and opportunity cost
- rebalancing
- strategic versus tactical
- strategies
- Asset allocation mutual funds
B
- Balanced index funds
- Balanced mutual funds
- advantages
- asset allocation
- bond characteristics
- disadvantages
- equity-oriented
- expense ratios
- failure rates
- historical background
- income-oriented
- ownership costs
- performance evaluation
- performance predictability
- portfolio balance
- portfolio statistics
- selection strategies
- structural characteristics
- tax considerations
- Bank services
- Barron's
- Beta risk measurement
- Bond index mutual funds
- advantages
- purpose
- target index
- Bond mutual fund “products”
- Bond mutual funds
- age considerations
- classifications
- comparisons
- derivative instruments
- diversification
- effect of interest rates
- importance of income returns
- management fees
- maturity level choice
- municipal
- ownership costs
- performance evaluation
- performance predictability
- portfolio characteristics
- portfolio managers
- prepayment risk
- quality rating
- sales loads
- selection strategies
- size considerations
- structural characteristics
- tax considerations
- yield calculations
- Bond mutual funds, short-term
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