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The AAII Journal

April 2002 Issue

Mutual Funds »

How to Rate a Mutual Fund: Personalizing the Star System

thumbnail for How to Rate a Mutual Fund: Personalizing the Star System Mutual Funds: The funds that made it into AAII's Top Funds Guide are of investor interest and are readily available, with low expenses and no or low loads, above-average returns, and they have not "bought" their returns with mountainous risk.

 

A Matter of Opinion »

Bear Market Lessons: The Advantage of Micro-Caps

Another lesson to be learned from recent down markets is that there is a weakness in index funds. Virtually all indexes give the most weight to the largest companies. That makes the index fund only moderately diversified.

 

Tax Strategies »

The Expanding Reach of the Alternative Minimum Tax

Ostensibly created as a means of keeping the rich from living tax-free, the alternative minimum tax is casting an ever-widening net each year as more taxpayers become subject to it.

 

Bonds »

Investing in U.S. Treasuries and the Treasury Direct Program

thumbnail for Investing in U.S. Treasuries and the Treasury Direct Program Treasuries have a number of features that make them extremely attractive to individual investors. And if you buy through Treasury Direct, you eliminate all commission costs as well as any cost for maintaining an account.

 

Stock Screens »

An Aggressive Value Approach for Small-Company Investing

thumbnail for An Aggressive Value Approach for Small-Company Investing The Oberweis Octagon is a set of rules outlining an approach that seeks to identify rapidly growing companies with prospects for continued future growth, but with stock market valuations that are reasonable given their levels of growth.

 

Mutual Funds »

How to Rate a Mutual Fund: Personalizing the Star System

thumbnail for How to Rate a Mutual Fund: Personalizing the Star System The funds that made it into AAII's Top Funds Guide are of investor interest and are readily available, with low expenses and no or low loads, above-average returns, and they have not "bought" their returns with mountainous risk.