Book 3
Investing in Mutual Funds
Contents at a Glance
Chapter 1: What Is a Mutual Fund?
Beginning with Mutual Fund Basics
The Nitty-Gritty: How a Fund Makes You Money
Checking Out Types of Funds
Discovering Where to Buy Funds
Chapter 2: Buying and Selling Mutual Funds
A Few Reasons to Buy Funds
The Perils and Pitfalls of Funds
Load versus No-Load: The Great Divide
Chapter 3: Paperwork and Your Rights
Signing Up
Prospectuses: Not Always Your Friend
Introducing the Management Report of Fund Performance
Surveying Your Account Statement
Annual and Semi-Annual Financial Statements (or Annual Reports)
Chapter 4: Investing in Canadian Exchange-Traded Funds
Comparing Exchange-Traded Funds and Mutual Funds
Choosing an Exchange-Traded Fund
Taking Note of Indexes
Chapter 5: Beyond Mutual Funds
The Good Old GIC: You Know Where You Sleep
Bonds and Strip Bonds
Stocks: Thrills, Spills, and Twisted Wreckage
Income Trusts: No Longer the Taxpayer’s Best Friend
Managed Products: A Fee Circus