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Index Mutual Funds: How to Simplify Your Life and Beat the Pro's

by Emily Moore
Friday, January 1, 1999

I am very busy and don't have time to pour over investment books all day. But, as a beginning indexer, I have a lot to learn. That's where this book came in handy. I was able to read it in a few days in the few minutes I have to sit down and ...Read More


  • Mutual Funds For Dummies

    by Emily Moore — Friday, January 1, 1999

    I wouldn't call myself a dummy. But, between me and my husband, I was the ignorant one when it came to mutual funds. He handles our investments, and he always keeps me informed, but I never really cared to ...Read More

  • Dow 36,000 – Fact or Fiction?

    by Thomas Philips — Friday, January 1, 1999

    In a sequence of op-eds in the Wall Street Journal, an article in the Atlantic Monthly, and a book, James Glassman and Kevin Hassett of the American Enterprise Institute argue that the stock market is ...Read More

  • The Coffeehouse Investor

    by Matthew Roberts — Friday, January 1, 1999

    Do you ever wonder if financial journalists have real lives? No, really. Each month, Money Magazine, Kiplinger's and all the rest boldly announce the mutual funds you should buy ...Read More

  • Bonds Index Funds Just As Compelling

    by Rahul Seksaria — Friday, January 1, 1999

    Growing fears of an overvalued stock market have brought bonds back into the limelight. But investors' dilemma still remains which bond fund to invest in. Bond index funds, with their relatively low fees ...Read More

  • Does the "Index Effect" boost Index Performance?

    by Rahul Seksaria — Friday, January 1, 1999

    As indexing gains wider acceptance among the investment community, it might affect security prices in the future. This effect is likely to be most acute for large-cap stocks (S&P 500 Index funds) that have ...Read More

  • Hedge Fund Strategy Indices

    by Rahul Seksaria — Friday, January 1, 1999

    Hedge Fund Research, a full service financial consulting firm specializing in alternative investments, recently launched indices for a number of hedge fund strategies (available on Bloomberg, Bridge and at ...Read More

  • Indexing the Multinationals

    by Rahul Seksaria — Friday, January 1, 1999

    Dow Jones & Co. Inc. recently launched the Global Titans Index, a 50-stock capitalization-weighted index comprising the world's largest multinational companies. The index represents a well-diversified global ...Read More

  • Small Caps Undervalued?

    by Rahul Seksaria — Friday, January 1, 1999

    Small-cap indexing works best when small stock returns exceed those of large stocks. Should there be a resurgence of the small-caps, investors would be better off investing in small-cap index funds rather than ...Read More

  • Index Your Way to Investment Success

    by Staff — Friday, January 1, 1999

    Among indexing books, Index your Way to Investment Success has the most comprehensive description of how to build an investment plan. It presents a simple investment strategy and then describes ways to enhance ...Read More

  • Selected Top Web Site

    by Staff — Friday, January 1, 1999

    Forbes magazine, in their first "Interactive Money Guide," has chosen as one the top 250 Web Sites on the Internet. The Fall 1999 issue covers sites on investing, banking, home buying, cars, ...Read More

  • Returns Data: 1973-1998

    by Staff — Friday, January 1, 1999

    The following table shows the returns for major asset classes since 1973. Investors can use this data is to determine the relative risk and return characteristics of the asset ...Read More

  • Style Drift Illustrated

    by Staff — Friday, January 1, 1999

    Actively-managed funds often start out as one kind of animal and slowly evolve into something totally different over time. For investors who care about developing asset class portfolios with funds that stay ...Read More

  • Should You Invest In "Growth", "Value", or Both?

    by Staff — Friday, January 1, 1999

    There is a big debate going on in the academic community about where the return premium on value stocks comes from. Note that the debate is not whether their is a premium, but rather its ...Read More

  • Winning With Index Mutual Funds

    by Staff — Friday, January 1, 1999

    You get what you pay for, right? Well, according to the recent book Winning with Index Mutual Funds, on Wall Street nothing could be further from the truth. Most investors end up paying too much in fees for ...Read More

  • Will McClatchy

    Exclusive Interview: Prof. William Sharpe

    by Will McClatchy — Friday, January 1, 1999

    PALO ALTO, CALIF. - Few individuals have advanced theoretical underpinnings of index investing more than Professor William Sharpe, STANCO 25 Professor of Finance at Stanford University and Nobel Laureate in ...Read More

  • Will McClatchy

    Common Sense on Mutual Funds

    by Will McClatchy — Friday, January 1, 1999

      Even the smallest library of every serious index investor should contain Common Sense on Mutual Funds, the latest book by John Bogle of The Vanguard Group. As the title promises, this 445-page work is ...Read More

  • Will McClatchy

    Rydex on a Wild Ride in '98

    by Will McClatchy — Friday, January 1, 1999

    Rydex is proof that smaller index fund groups can still thrive. Securities Data Publishing rated it the fastest growing fund family in 1998, during which time it grew from $1.7 Billion to $4.1 Billion under ...Read More

  • The Slippery Slope of Fund Expenses

    by William Bernstein — Friday, January 1, 1999

    Investors not infrequently founder on the shoals of incorrect assumptions. Among the most prominent are the existence of money manager skill and a simple faith that past asset class returns are precisely ...Read More

  • Want to Day Trade the Indexes?

    by Rahul Seksaria — Friday, January 1, 1999

    With the huge success of WEBS, Barclays Global Investors recently filed with the SEC to offer 51 open-end domestic index funds. They are revolutionary new products for index investors allowing them to day ...Read More

  • WEBS - A Flexible Way to Span the Globe

    by Rahul Seksaria — Friday, January 1, 1999

    Index investors have had limited options in foreign investing, but in the past two years WEBS (World Equity Benchmark Shares) have changed this situation dramatically. WEBS are country-specific indexes (17 so ...Read More

  • How Indexes are created:

    by Rahul Seksaria — Friday, January 1, 1999

    Not all indexes are created in the same way. How they are put together can affect investor returns. Three methods primarily used to construct indexes ...Read More

  • Beware the Claims of the Stock Picking Gurus

    by Eric Tyson — Friday, January 1, 1999

    It's easy to dismiss the outrageousness of the claims made by someone like Wade Cook. Even if you don't know that Cook has been in trouble with securities regulators and courts for many years now, your common ...Read More

  • Indexing Basics: Your Questions Answered

    by Staff — Friday, January 1, 1999

    What is indexing? Why index? What is an index fund? How do index funds differ from other mutual funds? How does indexing work? Why don't index investors try to beat the market? What is an Exchange-Traded Fund ...Read More

  • Twenty-Five Years of Indexing

    by Pricewaterhouse — Thursday, August 6, 1998

    A report commissioned by Barclays Global Investors concludes that indexing has saved institutional investors worldwide as much as $105 billion since its inception 25 years ago. The report, entitled ...Read More

  • Engineering Portfolios for Better Returns

    by Eugene Fama Jr. — Friday, May 1, 1998

    This isn't surprising. An active manager's primary directive, hardwired into his psyche, is to pick winners. Value investing is about investing in earnings-distressed companies. Picking the big potential ...Read More

  • An Interview with Eugene Fama

    by Peter Tanous — Saturday, February 1, 1997

    Eugene Fama grew up in Boston, a third generation Italian-American. While an undergraduate at Tufts University, he excelled in athletics and majored in French-an inauspicious beginning for a future giant in ...Read More

  • An Interview with Merton Miller

    by Peter Tanous — Saturday, February 1, 1997

    Merton Miller's illustrious academic career started at Harvard, from which he graduated in 1943. He spent the next few years in Washington, D.C., working at the US Treasury and the Federal Reserve. He earned ...Read More

  • Rex Sinquefield

    Active vs. Passive Management

    by — Thursday, October 12, 1995

    With respect to market behavior there are, at the extremes, two views. At one extreme is the well-known efficient market hypothesis which says that the prices are always fair and quickly reflective of ...Read More

  • Rex Sinquefield

    Active vs. Passive Management

    by Rex Sinquefield — Sunday, October 1, 1995

    Active management is the art of stock picking and market timing. Passive management refers to a buy-and-hold approach to money management. It can be applied to any asset class: big stocks, small stocks, ...Read More

  • A Work of Art: CRSP's Database

    by Marilyn Kun — Wednesday, March 1, 1995

    In 1959, Louis Engel, a vice president at the firm then known as Merrill Lynch, Pierce, Fenner & Smith, telephoned James H. Lorie, '47 Ph.D., (then professor of business administration, now professor emeritus ...Read More

  • Coming Full Circle

    by Marilyn Kun — Wednesday, March 1, 1995

    For Sinquefield, CRSP was a major factor in the decision to come to the GSB. "Basically, financial economics would still be in its nascent stages if it weren't for a database like CRSP," he says. "Academics ...Read More

  • Darts and the Dow

    by Ken Garner — Sunday, December 20, 1992

    How good are the experts? Not very, according to a short-term experiment for the ...Read More

  • Who Needs Experts?

    by 20/20 — Friday, November 27, 1992

    The odds are you would be better picking stocks this way; throwing darts at the stock ...Read More