O'Reilly logo

Mutual Funds: Portfolio Structures, Analysis, Management, and Stewardship by John A. Haslem, Ph.D.

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

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 ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required