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/Home/Family/Business & Finance/Finance/Investing/Mutual Funds | Worth Votes:0 back issues eBrochures reprints contact us The magazine that examines the concerns of families with substantial wealth. Wealth in Perspective Wealth Management » Advisors » Investments/Risk Management » Business/Entrepreneurship » Estate Planning Commentary/ People » Politics, Policy & Finance » Culture » Letters » Profiles Money and Meaning » Family Matters » Philanthropy » Passion Investments Executive Travel » Vietnam » Riyadh » Shanghai » Sao Paulo » Moscow » Singapore » Johannesburg » Santiago Previous Issues Index Auctions Advertiser Directory Good Works 2006 --> Multifamily Office 2007 --> Wealth Management Sourcebook Subscribe to our monthly newsletter by typing your email address here. --> Send Us Your Questions Are you wrestling with family issues, business governance or successi Read More Go to Site Ai-mutual-funds-advice Com Votes:0 Mutual Fund Reviews --> Visit: Mutual Fund Reviews Mutual Fund Information Mutual Funds Mutual Funds Rating Top Mutual Funds Best Performing Mutual Funds Mutual Fund Comparison Best Mutual Funds Top Mutual Funds Types Of Mutual Funds No Load Mutual Fund Index Mutual Funds Municipal Bond Mutual Funds Mutual Fund Advice Money Market Mutual Funds Mutual Fund Investment Mutual Fund Timing Mutual Fund Reviews Mutual Fund Advice Stock Investment Advice Best Performing Mutual Funds Mutual Fund Research Types Of Mutual Funds Columbia Mutual Funds Hartford Mutual Funds Washington Mutual Funds Strong Mutual Funds Stock Investment Advice Financial Investments Online Investing Retirement Investment Types Of Mutual Funds What Are Mutual Funds How To Buy Mutual Funds Mutual Fund Investing Mutual Fund Re Read More Go to Site Altamira Investment Services Votes:0 †The interest rate is an annual rate and is subject to change without notice. Make light work of investing with Altamira's Managed Portfolio Service. Go Altamira High-Interest CashPerformer Get a higher rate of interest than most savings accounts, with absolutely no account fees or service charges. Plus, you'll have access to your money when you need it - it's not locked in. Suitable for: cash portion of your investment portfolio. The National Bank Canadian Blue Chip III Note The Canadian Blue Chip III Note gives you access to a reference portfolio of Canadian companies, without the fees associated with stock purchase. Your principal is protected if you hold the note to maturity. The National Bank Global Blue Chip II Note Probably the most important investment decision you can make i Read More Go to Site Ameristock Funds Votes:0 Site Map - Select - Home Ameristock Mutual Fund - Overview Ameristock/Ryan Treasury ETFs - Overview - Performance - Daily Holdings - Fact Sheet - Product Information - More Information Investment Basics - Questions & Answers About Us - Manager Biographies - Clearing Firms Request Info My Account My Account Home | Ameristock Mutual Fund | Ameristock/Ryan Treasury ETFs | Investment Basics | About Us | Request Info Welcome to Ameristock Back in 1995, Ameristock Funds was founded on a simple concept: That if you manage risk instead of return, the return will take care of itself. Looking back over our history, the concept on which Ameristock was founded has served our investors well. The Ameristock Mutual Fund combines the best of both active and passive portfolio management. Ameristock Ryan Fi Read More Go to Site BMO Mutual Funds Votes:0 Investment Solutions home | site map | contact us | locate us | franÇais | | bmo.com Sign In Online Banking BMO InvestorLine BMO Nesbitt Burns BMO Mutual Funds BMO Harris Private Banking Mosaik MasterCard Funds Products & Services Education Centre News & Research Customer Service Investment Services About BMO Mutual Funds: Go Direct... Security Funds Income Funds Growth Funds Aggressive Growth Funds U.S. Dollar Funds BMO LifeStage Plus Funds BMO FundSelect Portfolios BMO MatchMaker® Strategic Portfolios BMO Intuition® Education Savings Plan Our Fund Managers Daily Fund Prices Fund Performance Management Fees, MERs and NAVs Historical Prices Fund Basics What's New Glossary Reports and Prospectuses Other BMO sites Learn more about our other banking products and services. Go Direct... BMO Ter Read More Go to Site Bonehead Finance - Mutual Funds Votes:0 Mutual Fund Basics | Home Page | Saving | Budget Basics | Investment | Websites | Books & Files | This page has sections on Mutual Fund Basics, including: Advantages / Disadvantages , Risks , Mutual Fund Costs : loads and fees, and Investor Services . Additionally, there are Mutual Fund related files for download on my Books & Files page. Mutual Fund related Websites are listed on that page. Advantages and Disadvantages of Mutual Funds Advantage - Diversification. Mutual funds offer the easiest method of reducing portfolio risk through diversification. Though not all Mutual Funds are well diversified (such as sector funds), all investors should seek diversification to protect themselves from company and industry related risk. Advantage - Professional Management. For a modest annual managem Read More Go to Site Brill's Mutual Funds Interactive(R) Votes:0 The Web's Leading Independent Mutual Fund Site New Page 1 Wednesday, 21-Nov-2007 17:25:32 EST For your local forecast, click here . Read More Go to Site Brill's Mutual Funds Interactive(R) - Fund-Wise Votes:0 Please tell us where you heard about MFI. ATTENTION NEW FUND INVESTORS: Visit our new " getting started " page. EXPERT'S CORNER FUND-WISE The expert's corner: Market analysis, opinions and recommendations from leading mutual fund experts. Note: The featured experts are solely responsible for the content of these articles. The opinions expressed therein are not necessarily those of MFI. Current articles from our experts (for archived articles, see the lower part of this page): Doug Fabian , Editor, Fabian Premium Investment Resource: The Road To 401(k) Success Essential Ingredients For A Successful Portfolio Are Your Stock Funds Performing? Just Say "No" To High Fund Costs Larry Swedroe , Author, The Only Guide To A Winning Investment Strategy You Will Ever Need Investor Read More Go to Site Brill's Mutual Funds Interactive(R) - Funds 101(R) Votes:0 Tell us were you heard about MFI. ATTENTION NEW FUND INVESTORS: Visit our new " getting started " page. MUTUAL FUNDS 101? The essential resource for the mutual fund investor . . . Note: The opinions expressed in these articles are those of the authors are not necessarily those of MFI. ATTENTION NEW INVESTORS: Visit The New Investor's Digest , where you'll find articles on getting started, planning for college and retirement, caveats on investment pitfalls and scams, and tax management. You'll also find pointers to helpful tools, discussion groups, other MFI features, and much more!. Funds 101? Features: The ABC's Of Planning For College , by Greg Hilton How To Change Jobs Without Destroying Your 401(k) Plan , by Nancy Opiela The Practical investor: Dr. William Jones, a college ma Read More Go to Site Brill's Mutual Funds Interactive(R) -- Features Votes:0 Please tell us where you heard about MFI. ATTENTION NEW FUND INVESTORS: Visit our new " getting started " page. MUTUAL FUND FEATURES Insight into the world of mutual funds . . . . Columns 401k orner For insightful 401(k) articles, visit our 401korner section. Al Lavine and Gail Liberman The articles below are archived selections. To view Al and Gail's most recent articles, please visit our Discussion Group Tips For Municipal Bonds Check Bond Fund Holdings Make Sure You're Really Diversified Tips For Your Pension Pick Your Poison: Mutual Fund Loads Making the Most of Money Market Funds Don't Push the Panic Button Taking Advantage of Mutual Fund Trends Fund Shuns Business Cycles Investments You'll Never Need Cut Fund Expenses Invest For Growth Emerging Markets Risky Overseas Invest Read More Go to Site Business, financial, personal finance news - CNNMoney Votes:0 The Internet home of: SYMBOL LOOK-UP Entire Site FORTUNE Money Business 2.0 FORTUNE Small Business HOME NEWS MARKETS MY PORTFOLIO TECHNOLOGY JOBS PERSONAL FINANCE LUXURY REAL ESTATE SMALL BUSINESS RANKINGS Main Company News Economy International News CEOs and CFOs in the News Media Biz Blog Fun Money Mergers and acquisitions Biggest deals YTD Corrections Financial News in Brief Main My Portfolio Stock Market News Indexes Pre-Market Stock Trades 24-hour Stock Data Bonds and Rates Commodities: Prices and Data Currencies: Latest Rates Active Companies Stock Price Increases Stock Price Decreases Earnings: Reports & Estimates Hot Stocks Stock Spotlight Sivy on Stocks Stock Research Center IPO: Initial Public Offering Main Create portfolio Edit portfolio Create Alerts Edit Alerts Main High Tech Read More Go to Site buysignals.com Votes:0 buysignals.com Click here to go to buysignals.com . Read More Go to Site California Investment Trust Fund Group Votes:0 HOME FAQs CONTACT California Investment Trust Fund Group-founded in 1985-continues its tradition of combining client-centered service with cost-efficient investment management. We feature a diversified pool of low-cost, no-load mutual funds providing an easy, affordable and practical way to invest in a broad spectrum of funds. Over the years, we have established well-documented expertise in the field of fixed income, specifically California municipal bonds, as well as equity index funds. Our single-point-of-contact service model gives you the service that you need, when you need it, in a simple and straightforward manner. Our mutual funds are available to individuals, trusts, businesses, employer- sponsored retirement plans, 401(k) plans, and Financial Advisors. Additionally, CCM Partners, Read More Go to Site Calvert Socially Responsible Mutual Funds Votes:0 Go to ... Account access Address change Contact Calvert E-delivery sign-up E-mail updates Find an advisor Forms/Applications Fund performance Prospectus Sales Charges Choose a Fund... Asset Allocation Calvert Aggressive Allocation Fund (CAAAX) Calvert Conservative Allocation Fund (CCLAX) Calvert Moderate Allocation Fund (CMAAX) Calvert Social Investment Fund Balanced (CSIFX) Equity Calvert Capital Accumulation Fund (CCAFX) Calvert Global Alternative Energy Fund (CGAEX) Calvert International Opportunities Fund (CIOAX) Calvert Large Cap Growth Fund (CLGAX) Calvert Mid Cap Value Fund (CMVAX) Calvert New Vision Small Cap Fund (CNVAX) Calvert Small Cap Value Fund (CCVAX) Calvert Social Index Fund (CSXAX) Calvert Social Investment Fund Enhanced Equity (CMIFX) Calvert Social Investment Fund Equit Read More Go to Site Calvert Socially Responsible Mutual Funds Votes:0 Go to ... Account access Address change Contact Calvert E-delivery sign-up E-mail updates Find an advisor Forms/Applications Fund performance Prospectus Sales Charges Choose a Fund... Asset Allocation Calvert Aggressive Allocation Fund (CAAAX) Calvert Conservative Allocation Fund (CCLAX) Calvert Moderate Allocation Fund (CMAAX) Calvert Social Investment Fund Balanced (CSIFX) Equity Calvert Capital Accumulation Fund (CCAFX) Calvert Global Alternative Energy Fund (CGAEX) Calvert International Opportunities Fund (CIOAX) Calvert Large Cap Growth Fund (CLGAX) Calvert Mid Cap Value Fund (CMVAX) Calvert New Vision Small Cap Fund (CNVAX) Calvert Small Cap Value Fund (CCVAX) Calvert Social Index Fund (CSXAX) Calvert Social Investment Fund Enhanced Equity (CMIFX) Calvert Social Investment Fund Equit Read More Go to Site Charles Schwab: Investment and Financial Management Services Votes:0 /* -------------------------------------------------------------------- */ /* Homepage styles */ /* -------------------------------------------------------------------- */ .chomeBody .twoCol td.rightCol { width : 185px; padding : 20px 10px; } .chomeBody .twoCol td.bodyCol { padding-right : 13px; } /* Two Column Split Grid ---------------------------------------------- */ .twoColSplit td.middleCol { width : 180px; padding : 20px 10px 20px 0px; border-right : 2px solid #ebe5d7; } /* ------------------------------------------- */ .homeSubHeader, td.bodyCol .bodySubHeader, td.middleCol .bodySubHeader { color : #B45F19; font-weight : bold; text-transform : uppercase; } .rightCol .bodySubHeader, .middleCol .bodySubHeader, .mainBox .secondCol .bodySubHeader { font-size : 1.0em; } .bankingBox .fir Read More Go to Site Closed-ended mutual fund ranking per NAV discount Votes:0 . . CLOSED-ENDED MUTUAL FUND RANKING PER NAV DISCOUNT Ranking of best closed-ended mutual funds based on discount from net asset value (NAV), annual expense ratio, and plans to reduce or eliminate discount. All open-ended mutual funds are guaranteed to perform worse than the securities that they hold. The same applies to many closed-ended mutual funds. However, there is a small group of closed-ended funds, listed below, whose performance expectation is much better than that of the securities they hold. They are not just the best buys among closed-ended mutual funds but are some of the best buys among all stocks whose expected performance can be analyzed mathematically. Unlike other rankings that reflect past performance and are not predictors of future performance, our scientific ranking r Read More Go to Site Columbia Funds - Welcome Votes:0 Contact Us . Help . Login Select A Fund Select A Fund Columbia Acorn Columbia Acorn International Columbia Acorn International Select Columbia Acorn Select Columbia Acorn USA Columbia Asset Allocation Columbia Asset Allocation II Columbia Balanced Columbia California Intermediate Municipal Bond Columbia California Tax-Exempt Columbia California Tax-Exempt Reserves Columbia Cash Reserves Columbia Common Stock Columbia Connecticut Tax-Exempt Columbia Conservative High Yield Columbia Convertible Securities Columbia Core Bond Columbia CT Intermediate Municipal Bond Columbia CT Municipal Reserves Columbia Disciplined Value Columbia Dividend Income Columbia Federal Securities Columbia Georgia Intermediate Municipal Bond Columbia Global Value Columbia Government Reserves Columbia Greater China Co Read More Go to Site Columbia Funds - Welcome Votes:0 Contact Us . Help . Login Select A Fund Select A Fund Columbia Acorn Columbia Acorn International Columbia Acorn International Select Columbia Acorn Select Columbia Acorn USA Columbia Asset Allocation Columbia Asset Allocation II Columbia Balanced Columbia California Intermediate Municipal Bond Columbia California Tax-Exempt Columbia California Tax-Exempt Reserves Columbia Cash Reserves Columbia Common Stock Columbia Connecticut Tax-Exempt Columbia Conservative High Yield Columbia Convertible Securities Columbia Core Bond Columbia CT Intermediate Municipal Bond Columbia CT Municipal Reserves Columbia Disciplined Value Columbia Dividend Income Columbia Federal Securities Columbia Georgia Intermediate Municipal Bond Columbia Global Value Columbia Government Reserves Columbia Greater China Co Read More Go to Site Columbia Funds - Welcome Votes:0 Contact Us . Help . Login Select A Fund Select A Fund Columbia Acorn Columbia Acorn International Columbia Acorn International Select Columbia Acorn Select Columbia Acorn USA Columbia Asset Allocation Columbia Asset Allocation II Columbia Balanced Columbia California Intermediate Municipal Bond Columbia California Tax-Exempt Columbia California Tax-Exempt Reserves Columbia Cash Reserves Columbia Common Stock Columbia Connecticut Tax-Exempt Columbia Conservative High Yield Columbia Convertible Securities Columbia Core Bond Columbia CT Intermediate Municipal Bond Columbia CT Municipal Reserves Columbia Disciplined Value Columbia Dividend Income Columbia Federal Securities Columbia Georgia Intermediate Municipal Bond Columbia Global Value Columbia Government Reserves Columbia Greater China Co Read More Go to Site Columbia Funds - Welcome Votes:0 Contact Us . Help . Login Select A Fund Select A Fund Columbia Acorn Columbia Acorn International Columbia Acorn International Select Columbia Acorn Select Columbia Acorn USA Columbia Asset Allocation Columbia Asset Allocation II Columbia Balanced Columbia California Intermediate Municipal Bond Columbia California Tax-Exempt Columbia California Tax-Exempt Reserves Columbia Cash Reserves Columbia Common Stock Columbia Connecticut Tax-Exempt Columbia Conservative High Yield Columbia Convertible Securities Columbia Core Bond Columbia CT Intermediate Municipal Bond Columbia CT Municipal Reserves Columbia Disciplined Value Columbia Dividend Income Columbia Federal Securities Columbia Georgia Intermediate Municipal Bond Columbia Global Value Columbia Government Reserves Columbia Greater China Co Read More Go to Site dcbt.com Votes:0 dcbt.com Click here to go to dcbt.com . Read More Go to Site Dupree Mutual Funds Votes:0 WELCOME Your Site for Income Free from Both Federal and State Income Tax As of October 31, 2007, in the following States the tax-free yield is equivalent to a fully taxable yield of (assuming reinvestment of dividends): So you see? It's not what you get that counts, it's what you get to keep! Want to know more? Investor Information News, Tax, and Other Information Prices, Yields, and Dividends Contact Dupree Open an Account Fund Availability & Tax Info Newsletters Daily Closing Prices Shareholders Inquiries Application Form (PDF) About Dupree 2006 Tax Information Monthly Yields & Historical Data Investor Questions/Info Request Prospectus Dupree Code of Ethics Dividend Information Mailing Address Annual Report Forms Load vs. No-Load?, etc. Statement of Additional Information Business Contin Read More Go to Site Fidelity Investments: Smart Move. Votes:0 Your browser does not support or has disabled JavaScript. In order to benefit from all available online tools you will need to enable JavaScript. Please click here for more info. .maintext {font: 100 12px Verdana;} .legal-text {font: 100 10px Verdana; color: #666666;} sup {font: 100 10px Verdana,Arial,Helvetica; color: #333333; vertical-align: super;} a, a sup {color: #000066;} ul {margin: 0;padding: 0;list-style: none;} li {display:inline; margin: 0;padding: 0;} li a {display:block;text-decoration:none;color: #000; width:100%; } td.leftnav { padding: 13px 0 0 8px; width:179px } td.leftnav div.rel { position:relative } .ofxOffers { Z-INDEX: 10; margin: 0 6px 0 0; padding:0; POSITION: relative; width:150px; } .ofxNav li { position:relative; display: block; border-left: solid 1px #D4D4D4; bo Read More Go to Site FundAdvice.com - Home Votes:0 #tabtop23 { padding:0; background :#ffffff; width:800px; } #menu3 { margin: 0; padding: 0; padding-top : 0px; padding-left : 0px; padding-right : 3px; padding-bottom : 0px; border-bottom : 0px solid #CCC; } #menu3 ul, #menu3 li { display : inline; list-style-type : none; margin : 0; padding: 0; } #menu3 a:link, #menu3 a:visited { background :#c3d5db; border : 0px solid #CCC; color: #000000; font-weight: bolder; font-size: 14px; font-family: Verdana, Arial, Helvetica, sans-serif; white-space:nowrap; line-height : 25px; margin-right : 2px; padding : 5px 10px 4px 10px; text-decoration : none !important; } #menu3 a:link.active, #menu3 a:visited.active { color : #ffffff; } #menu3 a:hover { color : #ffffff; } #menu3 li#here3 a { background-color: #6c8393; border-bottom : 0px none #FFFFFF; color Read More Go to Site FundAlarm-Updated 1st of Each Month Votes:0 Site updated November 1, 2007. Next update: December 1, 2007 Receive an e-mail reminder when FundAlarm is updated Quick search! Enter a fund symbol below (e.g., FMAGX), and see how FundAlarm rates your fund (Our complete fund look-up page is here ) What is FundAlarm ? Inside FundAlarm is a free, non-commercial Website. Our view of the mutual fund industry is slightly off-center. We help you decide when it's time to sell a fund, instead of when it's time to buy. The mutual fund industry is full of broken promises, arrogance, greed, hypocrisy -- the list goes on. We try to shine a light in the darker corners, and poke holes in balloons that could use some poking. Data: View data tables | Fund lists Commentary: Highlights & Commentary | Recent Manager Changes | The ANNEX (covers new and undis Read More Go to Site Gabelli Home Page Votes:0 Home Individual Investors Institutions Consultants Financial Advisors Mutual Funds (Open-End) Closed-End Funds Asset Management Investment Partnerships Fixed Income Prices & Performance Institutional Brokerage Global Research Corporate Information ---> Registered Users can receive Nightly Fund Prices & other FREE information via email and Access Restricted Content In the News more news ... Lynch Interactive Settles Spectrum Lawsuit GGCP Resolves Disputes with Shareholders ---> GAMCO Reports 18.9% Increase In AUM Year Over Year to $31.6 Billion Nov 8, 2007 GAMCO Board Declares Fourth Quarter Dividend Nov 7, 2007 Karl Otto Pohl Named Director Emeritus Of GAMCO Investors, Inc. Nov 7, 2007 Mutual Fund Shareholder Commentary for September 2007 is now available Nov 2007 GAMCO Investors to Establ Read More Go to Site GAM Votes:0 Monday, 19 November 2007 ???? ? What I want to do Register on gam.com Log in A tree for site navigation will open here if you enable JavaScript in your browser. English Deutsch Welcome to gam.com GAM delivers active investment management to private clients, institutions and intermediaries. Our goal is to produce outstanding results by providing clients with access to great investment talent throughout the world. As well as active management within funds, GAM uses active asset allocation in managed portfolios to meet clients' diverse needs. Our funds and strategies cover a broad range of asset classes and currencies to cater for all market conditions. Established in 1983 by visionary founder, Gilbert de Botton, GAM was owned by UBS AG from 1999 until December 2005, when it was acquired by J Read More Go to Site gitfunds.com Votes:0 gitfunds.com Click here to go to gitfunds.com . Read More Go to Site Greenjungle - Bay Area Educational Resources Votes:0 TAXATION OF MUTUAL FUNDS by Peter W. Johnson, Jr. Description How it Works Description. Mutual funds pass through tax liabilities as well as benefits. As a general rule, the fund shareholder has a taxable event whenever the fund does. There are three major taxable events for funds: (1) the receipt of interest; (2) the receipt of dividends ; and (3) the realization of capital gains and losses. Funds receive interest and dividends from bonds and stocks that they own, just as an individual would. Further, funds realize capital gains and losses when securities are sold by the funds. Two important concepts govern fund tax effects for the investor. First, at least 95% of the income and capital gains a fund receives must be passed-through and taxed to the investor, in the calendar year that the f Read More Go to Site Harris Insight Funds Votes:0 The shareholders of the Harris Insight Funds approved, effective May 18, 2006, the appointment of Phoenix Investment Counsel, Inc. (?PIC?), as the Adviser and Harris Investment Management, Inc. as the Sub-Adviser to each Fund other than the Bond Fund, High Yield Bond Fund, International Fund, and Emerging Markets Fund; the Vontobel Asset Management, Inc., as Sub-Adviser to the International Fund and Emerging Markets Fund; and Seneca Capital Management, LLC (an affiliate of PIC) as Sub-Adviser to the Bond Fund and High Yield Bond Fund. In addition, the Harris Insight Funds were renamed the Phoenix Insight Funds. The new distributor of the Funds will be Phoenix Equity Planning Corporation. You should consider the investment objectives, risks, charges and expenses of the Phoenix Insight Funds Read More Go to Site Invest FAQ: Mutual Funds: Basics Votes:0 Articles index previous next full text Browse the bookshelf Join the email list Surf invest links Tour for beginners for investors for traders About what is it? what's new? contributors contact Search Enter your search terms Submit search form Subject: Mutual Funds - Basics Last-Revised: 13 Nov 2006 Contributed-By: Chris Lott ( contact me ) This article offers a basic introduction to mutual funds. It can help you decide if a mutual fund might be a good choice for you as an investment. If you visit a big fund company's web site (e.g., www.vanguard.com), they'll tell you that a mutual fund is a pool of money from many investors that is used to pursue a specific objective. They'll also point out that the pool of money is managed by an investment professional. A prospectus (see below) for any Read More Go to Site misc.invest.mutual-funds Frequently Asked Questions (FAQ) [V2.37] Votes:0 [ Usenet FAQs | Search | Web FAQs | Documents | RFC Index ] misc.invest.mutual-funds Frequently Asked Questions (FAQ) [V2.37] There are reader questions on this topic! Help others by sharing your knowledge From: faq@moneypages.com (William Rini) Newsgroups: misc.invest.funds, misc.invest.mutual-funds Subject: misc.invest.mutual-funds Frequently Asked Questions (FAQ) [V2.37] Date: 2 Aug 2000 08:14:36 GMT Message-ID: <8m8l9c$qeg$0@pita.alt.net> Archive-name: investment-faq/mutual-funds Compiler: William Rini, faq@moneypages.com Posting-Frequency: monthly Last-modified: 17-Nov-1998 ---------------------------------------------------------------------------- V2.37 Frequently Asked Questions (FAQ) for misc.invest.mutual-funds --------------------------------------------------------------- Read More Go to Site MJ Whitman Home Page Votes:0 M . J. Whitman LLC is a full-service brokerage firm, offering a disciplined value approach to investing to private and institutional clients. SEC order routing report Q2 2007 MJ Whitman Advisers is now Third Avenue Management LLC. Member Read More Go to Site montgomeryfunds.com Votes:0 montgomeryfunds.com Click here to go to montgomeryfunds.com . Read More Go to Site Mutual Fund Education Alliance -- Home Page Votes:0 Ticker Keyword/Topic Search Getting Started Fund Quicklist Asset Allocation Kids & College IRA Center Retirement Tax Center Tools & Calculators Calendar & Webcasts --> This is a SySys ? Website Data Powered by Taking Taxes Into Consideration John Hancock helps you understand taxes related to your mutual fund investments. Read more.... Growth vs. Value? A Matter of Style Does your portfolio have the right mix of value and growth? Charles Schwab helps you decide. Read more.... Habits of a Successful Investor Vanguard Chairman and CEO Jack Brennan discusses some basics of becoming a successful long-term investor. Read more.... Finding the Right Balance Aston Funds helps you find the right balance between risk and reward utilizing Asset Class Investing. Read more.... Don't Underestimate the Le Read More Go to Site Mutual Fund Terminology Made Simple Votes:0 Mutual Fund Terminology Made Simple The purpose of this page is to provide simple definitions to the terminology encountered within a mutual fund's prospectus. This page is intended to be used as an aid in understanding some of the key terms in a prospectus. This should not be used a substitute for reading a mutual fund prospectus. Terms are listed alphabetical order. If you are looking for a specific term, scroll down to the appropriate area. [Mutual Funds Made Simple] - Learn about the basics of mutual funds. A Annualization - A method by which different annual rates or short term returns. may be compared. Annual Report - The yearly record of a mutual fund's performance which is distributed to share holders. The report contains information about the fund's earnings and operations. Reppor Read More Go to Site Mutual Funds Votes:0 Mutual Funds A mutual fund is a pool of lots of investors’ money to purchase a variety of investments such as all six types we have previously covered. There are many different types of mutual funds. Stock mutual funds , which own stock in many companies Bond mutual funds , which own a variety or a specific type of bond Money market funds , which own a variety of short-term investments such as CDs and T-bills A gold fund , which owns a variety of gold stocks A real estate investment trust (REIT) mutual fund, which buys and manages a variety of buildings Global mutual funds , which invest in stocks and bonds of foreign countries Mutual funds are diversified investments that help put your eggs into many baskets. To invest, you can buy as little as one share (a unit) of a mutual fund. Ad Read More Go to Site Mutual Funds Votes:0 Mutual Funds Introduction The potential of mutual funds is enormous. Mutual funds can bring the average investor great returns if he/she is willing to follow two basic tenets-- doing research and having patience. These two characteristics, as you will learn, define any successfu l investor. Many people, adults included, do not have the vaguest idea of what mutual funds are. In a way, they can be described as a group of people investing for a common interest. They are appealing to the average, conservative investor. And they're easy enough so that the common investor can do it on his/her own. The world of mutual funds is so vast that it can be overwhelming. There are many types of funds, so take it slowly and absorb the information. We'll try to give you a flavor of what mutual funds are. T Read More Go to Site mutual funds Votes:0 fundfocus.com Your Finance resource Home Loans Insurance Credit Cards Home Equity Loan Credit Reports Stocks Related Links Mutual Funds All Fund Mutual Best Mutual Funds Index Funds No Load Mutual Funds Best Performing Mutual Funds Stock Mutual Funds Mutual Fund Investing Stock Top Performing Mutual Funds Investing All Funds Mutual Fund Investing In Mutual Funds Investment Mutual Funds Financial Planning Sponsored Links for Mutual Funds No Load Mutual Funds Low cost and active management with T. Rowe Price. Get Started Now. troweprice.com Hassle-Free Transfer Considering Switching Brokers? We Make It Safe and Easy. Try Us Out. TDAMERITRADE.com Mutual Fund Investing No loads. No transaction fees. View mutual funds at Schwab. www.Schwab.com Research the Top Performing Mutual Funds 850+ No-tr Read More Go to Site Mutual Funds - Rating and Research - Find the Best Funds - Morningstar Votes:0 Wednesday, Nov. 21, 2007 Company Site Company News Welcome ! Quotes --> Search Portfolio My Recent Quotes Store Fund Products Stock Products ETF Products Personal Finance Products Workshops Membership Home Portfolio Stocks Options Funds ETFs Hedge Funds Markets Tools Personal Finance Discuss Investing Ideas Fund Analyst Picks Picks by Category Fund Pick Performance Picks & Pans E-Newsletter Fund Spy Bond Squad Fund Video Reports FundInvestor Newsletter ETF Investing Fund Family Experts Morningstar Funds 500 Fund Reports All Fund Analyst Reports Closed-End Fund Reports Fund Stewardship Reports Fund Ratings Highest-Rated Value Highest-Rated Growth Highest-Rated Large-Cap Highest-Rated Mid-Cap Highest-Rated Small-Cap Foreign Fund Standouts Star Rating Performance Rating Methodology Fund Perfo Read More Go to Site Mutual Funds - selection assistance for over 18,000 mutual funds Votes:0 home log in site map contact Company Individual Services Institutional Services Financial Planning Rollovers New Accounts Mutual Funds Atlantic Financial is not tied to any one fund company. This enables us to provide something that many brokerage firms, banks and fund companies cannot: Objectivity. We help investors select monitor and evaluate mutual funds. Atlantic Financial can provide selection advice, analysis, tools and financial planning for over 18,000 mutual funds including: Fidelity, Goldman Sachs, JPMorgan, MFS, Dreyfus, ING and many more. Since our compensation typically comes from mutual fund companies, there is no extra charge for you to receive advice from Atlantic Financial. Alternatively, clients can use our fee based program and pay an annual fee for portfolio management. Read More Go to Site Mutual Funds Center - Yahoo! Finance - Screen, Analyze and Invest in Mutual Funds. Votes:0 New! Find Quotes Faster You no longer need to remember symbols. Simply type in a company name or stock symbol for instant results. Learn more... Close x 94918814 Finance Home - My Yahoo - Yahoo! - Help Home Investing Market Overview Market Stats Stocks Mutual Funds ETFs Bonds Options Industries Currency Education News & Opinion Markets Investing Ideas Expert Advice Company Finances Providers Personal Finance Banking & Budgeting Career & Work College & Education Family & Home Insurance Loans Real Estate Retirement Taxes How-to Guides My Portfolios Sign In to Create/Edit My Portfolios Free trial of Real-Time Quotes Get Quotes Symbol Lookup Finance Search Mutual Funds Center Features Fund Lookup Enter Symbol (Lookup) Find Funds by Name Tools Fund Screener Top Performers Prospectus Finder Quiz Read More Go to Site OverallTop Performers : Mutual Funds Center - Yahoo! Finance Votes:0 [ Fund Index | Funds By Family | Fund Top Performers ] Mutual Fund Top Performers - Overall As of 31-Oct-07 Select a symbol for a detailed quote and links to additional information. Top Performers - 3 Month Fund Name Symbol Return ProFunds UltraEmerging Markets Inv UUPIX 59.43% ProFunds UltraEmerging Markets Svc UUPSX 59.04% Direxion Emerging Markets Bull 2.0X Inv DXELX 49.69% Columbia Greater China Z LNGZX 49.38% Columbia Greater China A NGCAX 49.28% Columbia Greater China C NGCCX 49.01% Columbia Greater China B NGCBX 48.98% Direxion Latin America Bull 2X Inv DXZLX 46.77% U.S. Global Investors China Reg Opp USCOX 42.43% Guinness Atkinson China & Hong Kong ICHKX 42.25% Top Performers - 1 Year Fund Name Symbol Return Direxion Latin America Bull 2X Inv DXZLX 169.29% ProFunds UltraEmerging Ma Read More Go to Site Putnam Investments Votes:0 About Putnam Career opportunities Privacy/security Contact us Login ------------- Shareholder Retirement ibenefitcenter Advisor Institutional DC Plan sponsor Taft-Hartley Find information about Putnam’s global money management capabilities. Learn about mutual funds , college savings 529 plans , annuities , rollover IRAs , and non-U.S. funds . If you have a 401(k) plan through work or a Taft-Hartley plan, visit ibenefitcenter. Get product information, economic commentary, sales tools, account balances, and conduct transactions. Find information about Putnam’s solutions, research, global market perspective, and economic commentary. Find information about Putnam funds and learn about retirement plan services and participant education. Shareholders ibenefitcenter Financial Advisors Read More Go to Site Quicken.com - Stock Market Investments Trading, Tracking, and Analysis - Logon Votes:0 Sign In Your browser must have Javascript enabled for this page to work correctly. Find out how to enable Javascript . Welcome back! Please enter your member ID and password. Member ID Password YES, remember my member ID and password so that I don't have to sign in each time. Forget your member ID? Retrieve your Member ID . Forget your password? Get your personal password reminder . Need help signing in? See answers to commonly asked questions. Don't have a member ID? How do I get one? © 1997-2004 Intuit Inc. Trademark Notices By accessing and using this page you agree to the Terms of Service. Privacy Statement Read More Go to Site RBC Funds Votes:0 RBC Funds .frmWidth{ width:288; } .textboxWidth{ width:131; } The RBC Funds site has moved to www.rbcfunds.com. Please update your bookmarks accordingly to go directly to the new site. You will be redirected to www.rbcfunds.com in a few seconds. If you are not redirected, please click here . Read More Go to Site Request Error Votes:0 GO Advanced Search > Front Page News & Commentary Markets Mutual Funds & ETFs Personal Finance Tools & Research My MarketWatch Video My MarketWatch My Portfolio My Portfolio Beta My Alerts My Account Support Support RSS Mobile Site Index News & Commentary Research & Tools Personal Finance Help Top FAQs Tools and Research News & Commentary Portfolio Personal Finance Quotes Charts Discussions TV/Radio Columns Feedback Website Premium Products Legal Privacy Disclaimer Copyright Error Forgot Password There was an error with your request. To find what you're looking for, try one of these options: ? MarketWatch.com Home Page : a starting point for all of your financial news and information needs ? NewsFinder : Search MarketWatch news, past and present ? Site Index : Browse a comprehensive direct Read More Go to Site Russell - Worldwide Home (Russell.com) Votes:0 About Russell | Indexes | Newsroom | Select Your Country Rus_rcomGateway_v20 Read More Go to Site Special Report -- Mutual Funds Quarterly Review -- WSJ Interactive Edition Votes:0 Monday, April 6, 1998 Score Another One For Market Bulls The bulls were proved wrong last quarter: They weren't bullish enough. The average diversified U.S. stock fund returned 11.91% as the bull market, already long-running by historical standards, went into overtime. Lengthy Drought Plagues Emerging-Growth Funds In an era when the largest U.S. stocks have roared ahead, a lot of smaller, chancier issues have gotten clobbered. The result: many "emerging growth" funds have lost money since their share prices peaked in 1996. Winning Managers Play The Risky Sector Game Each of the latest winning mutual-fund managers has found the risky strategy of sector investing can bring rich rewards -- if you happen to wind up in the right niche at the right time. Managers Seek New Ways To Conquer Index F Read More Go to Site The CGM Funds Votes:0 The CGM Funds Welcome to CGM Funds. Please select a fund from the list below. For account information and transactions, please call 1-800-343-5678 . Account transactions/changes will not be accepted via e-mail. CGM Mutual Fund Prospectus and Application Annual Report 12/31/2006 Semiannual Report 6/30/2007 CGM Focus Fund Prospectus and Application Annual Report 12/31/2006 Semiannual Report 6/30/2007 CGM Realty Fund Prospectus and Application Annual Report 12/31/2006 Semiannual Report 6/30/2007 CGM Capital Development Fund Prospectus (closed to new investors) Annual Report 12/31/2006 Semiannual Report 6/30/2007 Omnibus Accounts Rule 22c-2 Shareholder Information Agreement ( required ) Additional Information Request hardcopy and prospectuses by US Mail Adobe Acrobat Reader is required to view Read More Go to Site The CGM Funds Votes:0 The CGM Funds Welcome to CGM Funds. Please select a fund from the list below. For account information and transactions, please call 1-800-343-5678 . Account transactions/changes will not be accepted via e-mail. CGM Mutual Fund Prospectus and Application Annual Report 12/31/2006 Semiannual Report 6/30/2007 CGM Focus Fund Prospectus and Application Annual Report 12/31/2006 Semiannual Report 6/30/2007 CGM Realty Fund Prospectus and Application Annual Report 12/31/2006 Semiannual Report 6/30/2007 CGM Capital Development Fund Prospectus (closed to new investors) Annual Report 12/31/2006 Semiannual Report 6/30/2007 Omnibus Accounts Rule 22c-2 Shareholder Information Agreement ( required ) Additional Information Request hardcopy and prospectuses by US Mail Adobe Acrobat Reader is required to view Read More Go to Site The Timothy Plan? (Christian Financial Planning) Votes:0 This page uses frames, but your browser doesn't support them. At the Timothy Plan?, we believe we have designed an excellent mutual fund family to serve the needs of concerned investors. We believe there is a genuine difference between Timothy and other investment options - one that can help you combine your investment goals with your moral convictions. This difference is found in the way we think, in the way we research companies, in the way our highly respected professional money management firms possess specific expertise unique to their particular fund, and in the way each manager is committed to make every investment decision subject to Timothy Plan?s moral screening criteria. Investors are encouraged to consider the investment objectives, risks, and charges and expenses of the invest Read More Go to Site Universal Page Votes:0 Individual Investors, MFS Shareholders, Retirement Plan Participants Manage your MFS mutual fund or retirement account, track mutual fund performance, learn about our workplace retirement and 529 college savings plans. Investment Professionals, Financial Advisors, Analysts, Registered Investment Advisors (RIA) Track fund performance, manage your book of business, utilize our award-winning sales ideas, create compliance-approved hypotheticals. Institutional Investors Find information on MFS Institutional Trusts, separately managed strategies, global perspective and economic commentary. I am a resident of the United States. I am not a resident of the United States. For residents of Belgium, Greece, Hong Kong or Singapore: Information is not available as of 9/26/2005. Take me directly to the Read More Go to Site Waddell & Reed - Votes:0 About Waddell & Reed Corporate Press Careers Contact Us Planning & Advice Products & Performance Account Services Fund & Market Commentary Our Other Sites Institutional Investors Investment Professionals Waddell & Reed Rings Closing Bell at NYSE to Mark 70th Anniversary Waddell & Reed Hits the Road in 70th Year: Rolling Across America to Thank Clients, Support Troops more At Waddell & Reed, our vision is to help you work toward achieving your financial aspirations. For 70 years, we have been committed to helping investors develop and work toward financial goals designed to help them realize their life?s dreams. We do this by providing personal, comprehensive financial planning and solid investment and insurance products* delivered to you by skilled, well-trained financial advisors. *Many W Read More Go to Site WebCrawler Web Search Votes:0 Web | Images | Audio | Video | News | Yellow Pages | White Pages Help | Preferences to get the adclick url. Rawjump is not supported here. Need to come up with a different solution unless you like hardcoding it every where --> Featured Searches Free Recipes Stocking Stuffers Coupons Keychains Ringtones Winterize SearchSpy | Submit Your Site | About WebCrawler | Site Map | Help | Privacy Policy | Terms of Use | Contact Us Add WebCrawler Search to Your Site About | Mobile | Search & Directory | Careers | Press | Investor Relations InfoSpace Network: Dogpile | WebCrawler | MetaCrawler | InfoSpace InfoSpace Resources: Search Engines | Yellow Pages | White Pages | Town Directories | Business Categories | Maps © 2007 All Rights Reserved Read More Go to Site Welcome to funds.morningstar.com - World's leading Web Site for Fund Analysis and Performance Votes:0 .TreeNode { PADDING-LEFT: 3px; FONT-SIZE: 8pt; COLOR: black; FONT-FAMILY: Tahoma; TEXT-DECORATION: none } .TreeNode:hover { PADDING-LEFT: 3px; FONT-SIZE: 8pt; CURSOR: hand; COLOR: #cc0000; FONT-FAMILY: Tahoma; TEXT-DECORATION: none } User Name : Password : Remember me Forgot Password Thursday, Nov. 22, 2007 Company Site Company News Home Page Fund Data S&P's Fund Management Ratings Awards Fund Prices Site Products Morningstar Products News Help FAQ Contact us Tutorials Sitemap Glossary Advisor Workstation Advisor Enterprise Morningstar Direct Fund DataFeeds Workstation Fund Expert Fund Web Solutions Home UK Registered Funds ( GBP ) 09/11/2007 Calculation Settings: UK Sterling, Bid - Bid, Gross Reinvested. Read More Go to Site Welcome To Our Site | Network Solutions Votes:0 Renew Transfer .com .net .org .us .eu .info .biz .de .tv .co.uk .name .bz Other Domain Services Web Site Packages Web Hosting Do-It-For-Me Web Sites Online Marketing Search Engine Visibility Paid Search Advertising E-Commerce SSL Certificates E-Mail & E-Mail Security Reseller Programs WHOIS Free Offers Business Services About Network Solutions : Site Map : Policies : Legal Documentation © Copyright Network Solutions. All rights reserved. Login Your cart is empty Customer Service Call us toll free Domain Names Domain Name Search Renew Domain Name Transfer Domain Name WHOIS Private Registration Web Forwarding Backorder Expired Domains Make An Offer Web Sites Do-It-For Me Web Design Do It Yourself Sites Web Site Analytics Web Site Tools E-mail Email Hosting Secure Email Web Hosting Web Hostin Read More Go to Site Wells Fargo Advantage Funds Votes:0 This Web site is accompanied by prospectuses for Wells Fargo Advantage Funds ® , an EdVest SM program description , and a tomorrow's scholar SM program description . For 529 plans, an investor's or a designated beneficiary's home state may offer state tax or other benefits that are only available for investments in that state's qualified tuition program. Please consider this before investing. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund. Not FDIC Insured • No Bank Guarantee • May Lose Value ©2007 Wells Fargo Funds Management, LLC. All r Read More Go to Site Wells Fargo Advantage Funds Votes:0 This Web site is accompanied by prospectuses for Wells Fargo Advantage Funds ® , an EdVest SM program description , and a tomorrow's scholar SM program description . For 529 plans, an investor's or a designated beneficiary's home state may offer state tax or other benefits that are only available for investments in that state's qualified tuition program. Please consider this before investing. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund. Not FDIC Insured • No Bank Guarantee • May Lose Value ©2007 Wells Fargo Funds Management, LLC. All r Read More Go to Site Wilshire Mutual Funds Votes:0 Wilshire Funds delivers the advantages and sophistication of institutional investing to the individual investor. Our multi-managed funds identify and strategically combine multiple asset managers into a single portfolio taking advantage of a proven investment strategy that has been used for decades by institutional investors. Wilshire Funds Delivers: Insight gained through proprietary money manager research, giving us a distinct perspective on the capabilities of each asset manager and allowing us to identify the ones that best fit into our multi-managed funds. Access to institutional money managers that are not typically available to individual investors. Innovation that results from more than three decades of creating investment solutions for institutional clients. Our best thinking is b Read More Go to Site www.indexfundsonline.com Votes:0 www.indexfundsonline.com Related Searches Index Mutual Funds Investing in Gold Mutual Funds Toronto Stock Exchange Mutual Funds Investment Fund Equity Fund Income Fund 99.9% Guaranteed Uptime No Setup Fee or Annual Commitment Generous Storage & Bandwidth Free, Expert 24/7 Support And MUCH More! Flexible plans as low as $3.19/mo! Learn more... Sponsored Listings Steadyhand Mutual Funds Canadian no-load mutual funds. Concentrated portfolios, low fees. www.steadyhand.com Mutual Fund Take Investing & Cash Management To The Next Level. E*TRADE CompleteT www.etrade.ca Start Trading Today Canada's Online Broker $9.95 Trades - No Minimums www.TradeFreedom.com Mutual Fund Information Are your investments right for you? Come in for a Free Second Opinion scotiabank.com/secondopinion Free Canadian Read More Go to Site

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