Recommending the "Right" Funds

August 2001
Advisor Today;Aug2001, Vol. 96 Issue 8, p22
Trade Publication
Discusses the factors that need to be considered in recommending the appropriate type of mutual funds to clients. Steps to take to ensure an appropriate recommendation; Need for a thorough analysis to determine the source of the money to be invested; Importance of having the funds in the list of selling agreements of the broker or dealer; Advantages and drawbacks for each class of shares.


Related Articles

  • Muni Funds Stagnate in March, Gaining Only $18 Million. Fine, Jacob // Bond Buyer;5/2/2003, Vol. 344 Issue 31627, p6 

    Municipal bond mutual fund net inflows in the U.S. were reduced to 18 million dollars in March 2003, coming to a near stop despite witnessing an increase in February, according to Investment Company Institute. The funds accounted for a net inflow of 1.73 billion dollars in February. The funds'...

  • Bad management not limited to mutual funds. Leckey, Andrew // Journal of Business (10756124);12/11/2003, Vol. 18 Issue 25, pA24 

    Discusses the management of investments in mutual funds and individual stocks in the U.S. Run-ins of fund and stock advisers with government regulators; Complacency and lack of oversight in mutual fund management; Effects of mutual fund scandals; Leadership of small-cap stocks.

  • Stocks vs. Mutual Funds. Stav, Julie // Hispanic;Sep2000, Vol. 13 Issue 9, p78 

    Suggests ways for managing stocks and mutual funds. Tips for investing in stocks and mutual funds; Comparison between the two.

  • How to earn a safe 10% on your money. Wang, Penelope // Money;Dec1994, Vol. 23 Issue 12, p90 

    Presents 11 investments in stocks and mutual that can yield ten percent or more over the next twelve months. Keycorp; Citizens Utilities B; Duke Realty; Cable & Wireless; Bristol-Myers Squibb; Barnett Bank; CGM Realty; Fidelity Convertible; Lindner Utility; MAS Value; Janus Worldwide.

  • The tightwads start shopping. Stires, David // Fortune;10/15/2001, Vol. 144 Issue 7, p240 

    Focuses on investments by value managers in the technology sector. Topic of shares of stock in Nokia, which are being bought by the Excelsior Value and Restructuring Fund; Managers who are looking at stocks with exposure to the travel business, with the exception of airlines; Value of Disney...

  • A Stock--Picking Renaissance. McReynolds, Rebecca // On Wall Street;Dec2002, Vol. 12 Issue 12, p46 

    Presents the views of several financial consultants regarding investment in stocks. Strategies of advisor Richard Johnson; Advice of U.S. Bancorp Piper Jaffray's Gregg Mekler on asset management; Discussion on mutual funds.

  • 8 investments that never lose money. Kobliner, Beth // Money;Mar94, Vol. 23 Issue 3, p86 

    Looks at eight stocks and funds that have earned money every year since 1980, and which still look strong in 1994. Gillette; Hershey; Unilever NV; Dominion Resources; CGM Mutual; Investment Co. of America; Merrill Lynch Capital A; Sentinel Balanced; Information on current price, yield, P/E...


    Presents a profile of the Washington Mutual Investors fund. History of the fund; Description of the type of stocks that the fund is allowed to invest in; Success of the fund despite stringent restrictions on the stocks to be included in the fund.

  • TWEEDY BROWNE AMERICAN VALUE. Pachetti, Nick // Money; 

    Presents a profile of the Tweedy Browne American Value fund, managed by Christopher Browne, William Browne and John Spears. Performance of the fund; Investment strategy; Stocks included in the fund.

  • WEITZ VALUE. J.Z. // Money; 

    Presents information about the Weitz Value mutual fund, managed by Wallace Weitz. Performance of the fund; Investment strategy; Stocks included in the fund.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics