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The Individual Investor's Guide to Exchange-Traded Funds 2005

October 2005 by Maria Crawford Scott
Our annual guide to over 180 exchange-traded funds--portfolio baskets of securities that look like mutual funds but trade like stocks. Includes a complete listing of all existing stock and fixed-income exchange-traded funds, plus articles on what you need to know about investing in them. Read more »

The Individual Investor's Guide to Exchange-Traded Funds 2005

October 2005 by Jean Henrich
Our annual guide to over 180 exchange-traded funds--portfolio baskets of securities that look like mutual funds but trade like stocks. Includes a complete listing of all existing stock and fixed-income exchange-traded funds, plus articles on what you need to know about investing in them. Read more »

Top Funds Over Five Years: Analyzing How They Got There

July 2003 by John Markese
Lists of top-performing funds can be dangerous to investors--the temptation to invest in the top funds without understanding how they got there is great. Read more »

Capitalizing on the Index Fund Advantage

November 2005 by John Markese
Stock index funds offer rock-bottom expense ratios, tax efficiency, diversification and simplicity. But how do you sort through the myriad stock index funds and the numerous stock indexes they follow? An investor’s guide to indexes and index funds. Read more »

The Individual Investor's Guide to Exchange-Traded Funds

October 2003 by Maria Crawford Scott
Our comprehensive listing covers 130 exchange-traded funds that track almost every index imaginable. They range from the broad-based to single sectors, REITs, domestic and international, and even fixed income. Read more »

Micro-Cap Mutual Funds: Searching for the Future Giants

April 2003 by John Markese
Micro-cap stocks are not as well covered as larger-cap stocks, and as a result a fund manager has a greater chance of adding significant value. They also do not track the overall market perfectly, adding to portfolio diversification. Read more »

New Horizons: Introducing Exchange-Traded Bond Funds

January 2003 by Albert J. Fredman
Bond ETFs offer benefits similar to those of stock ETFs, such as low cost, diversification, the ability to trade shares throughout the day, and the ability to short a portfolio. Read more »

Your Mutual Fund Portfolio: Choosing the Level of Complexity

November 2002 by John Markese
Using the three-tiered mutual fund portfolio guideline, you can create any mutual fund portfolio you want that comfortably matches your investor profile in terms of complexity, yet still remain properly diversified. Read more »

One-Stop Mutual Fund Shopping: A Guide to the Discount Brokers

October 2002 by John Markese
Switching funds within a family is relatively easy, but switching among fund families has significant costs in time and paperwork. With mutual fund supermarkets, one phone call will do it. Read more »

Diversification: How to Get Broad Exposure Overseas

August 2002 by Albert J. Fredman
Overseas markets have become better places to invest as foreign economies move toward a U.S.-style model. In addition, the recently expanded coverage provided by the MSCI EAFE index is good news for foreign index fund investors. Read more »

What You Need to Know About Investing in Bond Mutual Funds

July 2002 by Annette Thau
While bond funds share a number of characteristics with individual bonds, they should not be viewed as interchangeable investments. Indeed, bond funds differ from individual bonds in some important respects. Read more »

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