Mutual Funds: Portfolio Structures, Analysis, Management, and Stewardship

Index

A

Accounting expenses

Actively managed funds:

conflicts of interest and information

fees and expenses

low chances of outperforming market

market forecasts and

outfoxing the box game

Vanguard’s index funds compared to

Advertising, stewardship principles and

After-tax accounts, choices in

Alger equity funds

Allen, Woody

All-equity capital structure, of funds

Alliance Capital

Alpha:

fees and

in Modern Portfolio Theory

stewardship and

American Century Mutual Funds

American Funds

American Law Institute

American Mutual Fund

Analyst research reports, of Morningstar

Annualized returns

Arnott, R. D.

Asness. S.

Asset allocation

in examples of portfolio construction

long versus short term

Morningstar approach

policy allocation

rebalancing

strategic

Asset growth, stewardship and

“Asset locations,” investor services and tax issues

Auditors:

boards of directors and

fees of

Australia

B

Babalos.

Backward pricing

Baker, H. K.

Balanced funds, Morningstar category

Banz, K.

Barber, B.

Barras.

Basu, S.

Batra, Ravi

Bauer, R.

Baumol, W. J.

Bear Stearns

Behavioral finance

Bellver, A.

Bergstresser.

Berk, J. B.

Berkin, A. J.

Bernstein, Richard

Bernstein, William

Best-fit index, of Morningstar

Beta:

fees and

in Modern Portfolio Theory

stewardship and

Bicksler, J. L.

Bid-ask spread

Birdthistle, W. A.

Black, Barbara

Black, K.

Blake. R.

Blitz.

Board of directors:

evaluating performance of

fees and

fund mergers and

in fund structure

goals for future of mutual funds

regulatory issues

stewardship and ...