Mutual Fund Rules : 50 Essential Axioms to

Sheimo examines 50 commonly-accepted mutual fund axioms and truisms, giving the reader a surprisingly comprehensive overview of what a mutual fund is and how it works. 30 illustrations.

Preface

ix

Pay Yourself First

1

(4)

Let the Fund Do the Work

5

(6)

Look Out for Ponzi Scams

11

(4)

Follow the Yield Curve

15

(8)

Ask Questions, Get Answers

23

(4)

Mutual Funds Have Less Risk

27

(6)

Use the Rule of 72 to Double

33

(2)

All Mutual Funds Aren't the Same

35

(6)

The Highest-Performing Fund Can Be Dangerous

41

(6)

Determine the Cost of Investing

47

(6)

Invest According to Life Stage

53

(4)

Keep Accurate Records, Always

57

(4)

Watch the Consumer Price Index

61

(4)

Know the Difference between Deposits and Investments

65

(4)

Invest in What You Understand

69

(4)

If You Can't Get Complete Information, Don't Invest

73

(4)

Are Big Mutual Funds Better?

77

(4)

Invest According to Objectives

81

(6)

Past Performance Is No Guarantee

87

(4)

Check Frequently to Avoid Fraud

91

(4)

Small Stocks Make the ``January Effect''

95

(6)

There's Always a Year-End Sell-Off

101

(6)

Government Bond Funds Are Not Guaranteed

107

(4)

Never Buy a Fund from a Voice

111

(4)

If a Bank Sells a Mutual Fund, It's Not Insured

115

(4)

Buy More Shares with No Commission

119

(2)

Mutual Funds Are Automatically Diversified

121

(4)

The Day's Close Is Very Important

125

(2)

Are Mutual Funds Transferable?

127

(4)

Money Market Funds Are (Not Exactly) the Same

131

(4)

A Fund of Funds Is More Diversification

135

(4)

Do Real Estate with a REIT Fund

139

(6)

It's Best to Invest in Mutual Funds Long Term

145

(6)

Select a Good Fund for You

151

(12)

Look to the Internet for Information

163

(6)

Buy Funds on the Dips

169

(4)

A Hedge Fund Is a Different Animal

173

(6)

Buy Funds Cheaper with Dollar Cost Averaging

179

(6)

Don't Try to Time the Market (Too Much)

185

(4)

There's Always a Santa Claus Rally

189

(4)

Gold Funds as a Hedge

193

(6)

Never Chase Performance

199

(4)

The First Month Determines the Year

203

(4)

Size Matters

207

(4)

Closed-End Funds Trade like Stocks

211

(4)

Compare the Fund Features

215

(4)

Index Funds Follow the Market

219

(6)

Invest in Tax-Free Funds

225

(6)

Know the Investment Theme

231

(4)

Consider a Wrap as a Fund Alternative

235

(4)

Index

239

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Mutual Fund Rules : 50 Essential Axioms to Explain and Examine Mutual Funds Investing

Summary

Table of Contents

Supplemental Materials