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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