The AAII Journal
June 2002 Issue
Mutual Funds »
Fund Expenses: Class Matters When Buying Multi-Class Shares
Share classes are for the same fund but involve different fee structures. The best class for you will vary depending on several factors, but the costs of choosing the wrong class can be considerable.
Stock Strategies »
Individual Investor's Guide to Dividend Reinvestment Plans 2002
The major attraction of a dividend reinvestment plan is the opportunity to buy shares with little or no commissions levied. Over a third of the DRP companies will sell the initial shares directly to the public.
Retirement Planning »
What You Need to Know About Making Contributions to an IRA
There are several types of IRAs, each of which has unique rules pertaining to account contributions and distributions. Understanding the rules will help you decide which one is the best retirement vehicle for you.
Portfolio Manager Interview »
An Interview With Mark W. Headley, Portfolio Manager, Matthews Pacific Tiger
Taming a tiger by seeking growth and value in the volatile markets of Asia.
Retirement Planning »
What You Need to Know to Protect Your Pension Benefits
Pension administrators do make mistakes, although most aren't intentional. One culprit is federal laws, which are difficult to understand and constantly changing. The other culprit is plain old human error.
Investment Newsletters »
Analysts vs. Newsletters: Whose Recommendations Are Best?
Wall Street's aversion to the word "sell" may be no more pernicious than grade inflation. Virtually no college student today is given a grade below a C. But few are fooled: Most know that a C is a failing grade.
Stock Screens »
DRP Stock Characteristics and How to Implement a High-Yield Screen
During bear markets, dividend-paying value stocks tend to outperform growth-oriented issues. This is echoed by the price-earnings ratios of the DRP and non-DRP universes, 19.6 and 18.9 respectively.
Mutual Funds »
Fund Expenses: Class Matters When Buying Multi-Class Fund Shares
Share classes are for the same fund but involve different fee structures. The best class for you will vary depending on several factors, but the costs of choosing the wrong class can be considerable.
Topic Archive
Below you can view the complete archives of each AAII Journal topic.
