Visit our main page to find out what's new at MFI |
 |
The Web's #1 Mutual Fund Resource |
Visit our main page to find out what's new at MFI |
|
The Web's #1 Mutual Fund Resource |
Investment Strategies for the 21st Century:
Expense Min Init
Fund Name Ratio Purchase Ticker Phone Number
Vanguard Intl Eqty Pacific 0.32 3000.00 VPACX 800-662-7447
Vanguard Intl Eqty European 0.32 3000.00 VEURX 800-662-7447
Vanguard Intl Eqty Emerg Mkt 0.60 3000.00 VEIEX 800-662-7447
Schwab International Index 0.90 1000.00 SWINX 800-526-8600
Vanguard Index Small Cap Stk 0.17 3000.00 NAESX 800-662-7447
Vanguard Index Extended Mkt 0.20 3000.00 VEXMX 800-662-7447
Seven Seas Small Cap 0.30 1000.00 NA 800-647-7327
Schwab Small Cap Index 0.67 1000.00 SWSMX 800-526-8600
Gateway Small Cap Index 2.00 1000.00 GSCIX 800-354-6339
Galaxy II Small Co Index Ret 0.40 2500.00 ISCIX 800-628-0414
Federated Mini-Cap 0.73 25000.00 FMCPX 800-245-5040
Dreyfus-Wilshire Sm Co Value 0.50 2500.00 DTSVX 800-645-6561
Dreyfus-Wilshire Sm Co Grth 0.74 2500.00 DTSGX 800-645-6561
Woodward Equity Index Ret 0.17 1000.00 WOEIX 800-688-3350
Vanguard Index Value 0.20 3000.00 VIVAX 800-662-7447
Vanguard Index Total Stk Mkt 0.20 3000.00 VTSMX 800-662-7447
Vanguard Index 500 0.19 3000.00 VFINX 800-662-7447
United Svcs All American Eq 0.61 1000.00 GBTFX 800-873-8637
T. Rowe Price Equity Index 0.45 2500.00 PREIX 800-638-5660
Stagecoach Corporate Stock 0.97 1000.00 SFCSX 800-222-8222
Smith Breeden Mkt Tracking 0.90 1000.00 NA 800-221-3138
Seven Seas S&P 500 Index 0.15 1000.00 SVSPX 800-647-7327
Schwab 1000 0.51 1000.00 SNXFX 800-526-8600
Peoples Index 0.61 2500.00 PEOPX 800-645-6561
Galaxy II Large Co Index Ret 0.40 2500.00 ILCIX 800-628-0414
Fidelity Market Index 0.45 2500.00 FSMKX 800-544-8888
Federated Mid-Cap 0.54 25000.00 FMDCX 800-245-5040
Federated Max-Cap Instl 0.32 25000.00 FISPX 800-245-5040
Domini Social Equity 0.75 1000.00 DSEFX 800-762-6814
Capital Market Index 0.13 10000.00 CMKIX 800-328-7408
California Invmt S&P 500 Idx 0.20 5000.00 SPFIX 800-225-8778
BT Investment Equity 500 Idx 0.25 20000.00 BTIEX 800-943-2222
ASM 0.75 1000.00 ASMUX 800-445-2763
Galaxy II U.S. Treas Idx Ret 0.40 2500.00 IUTIX 800-628-0414
Vanguard Bond Indx Total Bd 0.18 3000.00 VBMFX 800-662-7447
Vanguard Bond Indx Short-Trm 0.18 3000.00 VBISX 800-662-7447
Vanguard Bond Indx Long-Term 0.18 3000.00 NA 800-662-7447
Vanguard Bond Indx Int-Term 0.18 3000.00 VBIIX 800-662-7447
Working Assets Cit Index NA 2500.00 WAIDX 800-223-7010
Vanguard Index Growth 0.20 3000.00 VIGRX 800-662-7447
Peoples S&P MidCap Index 0.40 2500.00 PESPX 800-645-6561
Gateway Mid-Cap Index 1.50 1000.00 NA 800-354-6339
Dreyfus-Wilshire Lrg Co Val 0.58 2500.00 NA 800-645-6561
Dreyfus-Wilshire Lrg Co Grth 0.68 2500.00 NA 800-645-6561
California Invmt S&P MidCap 0.40 5000.00 SPMIX 800-225-8778
Vanguard Balanced Index 0.20 3000.00 VBINX 800-662-7447
Galaxy II Utility Index Ret 0.40 2500.00 IUTLX 800-628-0414
Dreyfus Edison Electric 0.74 2500.00 DEEIX 800-645-6561
Benham Gold Equities Index 0.61 1000.00 BGEIX 800-331-8331
Benham Global Natur Res Indx 0.00 1000.00 BGRIX 800-331-8331
American Gas Index 0.85 2500.00 GASFX 800-343-3355
Data: Morningstar
Return to Q&A: Frank Armstrong
copyright (c) 1995, Frank Armstrong.
The right to download and store or output the materials found in Investment Strategies for the 21st Century is granted for viewing use only, and materials may not be reproduced in any form without the express written permission of Frank Armstrong. Any reproduction or editing by any means mechanical or electronic in whole or in part without the express written permission of Frank Armstrong is strictly prohibited.
Disclaimer
Investing in equities involves a serious principal risk, and no assurance can be given that the techniques described here will be successful. Returns vary and you may have a gain or loss when you sell your shares. Past performance is no guarantee of future results. Index returns shown are historical and include the change in share price, reinvestment of dividends, and capital gains. Indexes are unmanaged and do not reflect the impact of transaction costs. Transaction costs would have reduced the total returns.
International investments, especially those in emerging markets, entail greater risks (as well as greater potential rewards) than U.S. investing. These risks include political and economic uncertainties of foreign countries, as well as the risk of currency fluctuations. These risks are magnified in countries with emerging markets, since these countries may have relatively unstable governments and less-established markets and economies.
Disclaimer: Brill Editorial Services, Inc. provides Mutual Funds Interactive as a service to Internet users. We do not imply approval of listed destinations, warrant the accuracy of any information set out in those destinations, or endorse any opinions expressed therein. The author is not a financial advisor, and the material presented is for informational purposes only and does not imply an endorsement of the funds mentioned or products advertised. Information is deemed accurate as of the dates indicated. Any questions or comments regarding this policy or Mutual Funds Interactive should be directed to its author: BES. Like Mutual Funds Interactive, other Internet destinations operate under the auspices and at the direction of their owners, who should be contacted directly with questions regarding those sites.
Mutual Funds Interactive, The Mutual Funds Home Page, FundWorld and FundLink are service marks and the text herein is Copyright ©1995, 1996 Brill Editorial Services, Inc. All rights reserved.
Contents | Resources | Profiles | Features | Expert's Corner | Newsgroup