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The AAII Journal

June 2002 Issue

Mutual Funds »

Fund Expenses: Class Matters When Buying Multi-Class Shares

thumbnail for 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

thumbnail for 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

thumbnail for 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.