The fund industry :

Pozen, Robert C.

The fund industry : how your money is managed / Robert Pozen and Theresa Hamacher. - 2nd ed. - Hoboken, New Jersey : Wiley, 2015. - xvii, 525 p. : ill. ; 24 cm. - Wiley finance series .

Index : p. 493-525. First edition published by: John Wiley & Sons, Inc., in 2011.

Includes bibliographical references.

An investor's guide to mutual funds: Investing through mutual funds -- How mutual funds work -- Researching funds: the user guides -- Comparing mutual funds -- The cost of fund ownership -- Mutual fund portfolio management : Portfolio management of stock funds -- Portfolio management of bond funds -- Appendix to Chapter 7: Funds and derivatives -- Portfolio management of money market funds -- Implementing Portfolio decisions: trading -- Mutual funds as stockholders -- Sales and operations : Retail distribution -- Retirement saving through 401 k plan -- Other retirement planning options -- Fund operations -- Beyond traditional funds : Exchange- traded funds -- Hedge funds -- The internationalization of mutual funds : Cross-border investing -- Cross-border asset gathering -- Appendix to chapter 18 : Gathering fund assets through retirement plans.

Details how mutual funds are marketed, regulated, and invested in stocks and bonds. The book also describes the critical factors needed to choose a specific fund for your investment or retirement plan, including what to look for when reading prospectuses, shareholder reports and third party reviews. In addition, the book: Discusses the spread of mutual funds to Asia, Europe, and Latin America -- Compares mutual funds to other investment vehicles such as hedge funds and ETFs -- Shows how to sort mutual funds by categories and subcategories based on security type and investment objective.



2014031897


Mutual funds--United States.
Mutual funds.





332.6327 / POZ