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The AAII Journal

March 2012 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note This month's issue contains comparative performance data that is historically infrequent and that, with the possible exception of next year, may not be repeated for a long time. The feature article reveals the mutual funds with the highest annual returns over the past five years.

 

Features »

The Top Funds Over Five Years: Bond Funds Take the Lead

thumbnail for The Top Funds Over Five Years: Bond Funds Take the Lead Out of the 10 top-ranking mutual fund categories, nine are in the bond arena, thanks to falling interest rates and weak five-year returns for stocks.

 

Portfolio Strategies »

Portfolio Rebalancing: Diversification, Risk Control and Withdrawals

thumbnail for Portfolio Rebalancing: Diversification, Risk Control
and Withdrawals Rebalancing maintains the benefits of diversification, provides a hedge against behavioral mistakes and works with annual withdrawals.

 

Insurance Products »

Life Insurance and Estate Gifting

Potential changes in the tax law next year make it a smart estate-planning strategy to give as a large of a gift now as possible.

 

AAII Model Portfolios »

Model Mutual Fund and ETF Portfolios: Value and Small Stocks Impact Returns

thumbnail for Model Mutual Fund and ETF Portfolios: Value and Small Stocks
Impact Returns Value stocks and small-cap stocks have superior long-term performance but hurt the portfolios’ returns last year.

 

Financial Statements »

The Income Statement: From Net Revenue to Net Income

thumbnail for The Income Statement: From Net Revenue to Net Income The income statement shows a company’s sales, expenses and profits. Learn how to analyze the income statement and spot important trends.

 
Departments
thumbnail for The Top Funds Over Five Years: Bond Funds Take the Lead
Cover Article »

The Top Funds Over Five Years: Bond Funds Take the Lead

Out of the 10 top-ranking mutual fund categories, nine are in the bond arena, thanks to falling interest rates and weak five-year returns for stocks.


Topic Archive

Below you can view the complete archives of each AAII Journal topic.