Book 3

Investing in Mutual Funds

Contents at a Glance

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