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Buyer's Guide to the Lowest Cost No Load Mutual Funds [Kindle Edition]

Lawrence Russell
5.0 out of 5 stars  See all reviews (1 customer review)

Kindle Price: $9.75

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Book Description

Spring 2014 Edition (updated April 2014)
With this book, you can easily find the lowest cost and most broadly diversified no load mutual funds that are available for direct purchase without having to pay a financial advisor. This ebook lists over 200 of the most cost-efficient no load mutual funds organized into 30 asset classes and provides research evidence explaining why a very low cost lifetime index investment strategy is preferable

The author holds a BS from MIT (1975), an MA from Brandeis University (1979), and an MBA from Stanford University (1982) and is the Managing Director of an independent California Registered Investment Adviser firm.

This book's content are:

1) Overview, objectives, and perspective

2) Rational investment fund selection
* Never pay adviser sales loads or 12b-1 fees
* Choose funds with the lowest management fees
* Select funds with the lowest portfolio turnover
* Avoid large actively managed funds
* Choose mature investment funds
* Avoid very small investment funds
* Screen to eliminate significantly inferior fund performance

3) The lowest cost no load mutual funds available for direct purchase (200+ funds in 30 categories)
* Global and International Stock Mutual Funds
* US Total Market & Multi-Cap Stock Mutual Funds
* US Domestic Stock Mutual Funds by Market Capitalization
* Global/International Bond Mutual Funds
* US Taxable Bond Mutual Funds
* Municipal Bond Mutual Funds
* Real Estate/REOC/REIT Mutual Funds
* Money Market Mutual Funds

Chapter 4: Buying no load mutual funds
* Where to purchase investment funds
* Buy mutual funds from companies doing business directly with the public
* Do not purchase funds through high cost channels
* The financial services industry and the cost of financial advisors
* Too few low cost funds & Far too many high cost funds
* Vanguard and Fidelity
* Do your research and do it BEFORE you buy
* Buy funds only to implement a very long-term buy-and-hold-and-hold strategy
* How many investment funds should I own?
* Should I invest in dividend stock funds?
* Target date mutual funds may not be your best choice

5) Bond and cash investment fund considerations
* Invest in fixed income securities through low cost bond index funds
* Bond mutual fund fees
* Scarce low-cost international bond index mutual funds
* Screening cash investment funds


Product Details

  • File Size: 4233 KB
  • Print Length: 204 pages
  • Simultaneous Device Usage: Unlimited
  • Sold by: Amazon Digital Services, Inc.
  • Language: English
  • ASIN: B00AMVO0Z8
  • Text-to-Speech: Enabled
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  • Lending: Enabled
  • Amazon Best Sellers Rank: #810,195 Paid in Kindle Store (See Top 100 Paid in Kindle Store)
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1 of 1 people found the following review helpful
5.0 out of 5 stars Investing in Low Cost Mutual Funds and ETFs February 20, 2013
Format:Kindle Edition
Review of Lawrence Russell’s “Investor’s Guide to Low Cost Mutual Funds and ETFs” (Kindle Edition)
Donald J. Malone
2/20/2013

In “Investor’s Guide to Low Cost Mutual Funds and ETFs” (Kindle Edition), Lawrence Russell concentrates on passive, no load, and lowest expense index funds. He explains how he came to feel the way he does and why other approaches tend to come up short. He argues that low cost index funds reduce investor risk without lowering returns, a net gain for the investor. I was already leaning toward this viewpoint and Larry provided convincing arguments about how and why investors can and should select only the lowest cost mutual funds and ETFs.

The book provides seven explicit criteria for selecting funds. Data on each of the criteria are readily available. This information is mainly for background, because the book includes pre-screened lists of the lowest cost index mutual funds and ETFs. The author cuts to the chase by inviting the reader, early on, to go to the back of the book and examine tables of his selections of lowest cost foreign, domestic, fixed income, money market, and equities funds covering both the whole market and the nine sections of Morningstar’s style grid. These funds are available for direct investment by individuals, and each mutual fund and ETF listed provides ticker symbol, name, sector and expense ratio, making these funds easy to find.

I was able to validate some of my previous fund picks and to add others to develop a more balanced portfolio. The book reminded me of my literature search while preparing a doctoral dissertation in Economics. It contains rigorous yet lucid persuasive logic to justify his approach.
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More About the Author

Larry Russell holds a BS from M.I.T., an MA from Brandeis University, and an MBA from Stanford University. He is Managing Director of an independent California Registered Investment Adviser firm, where he specializes in developing comprehensive lifetime financial and investment plans for clients.

While studying the finance research literature for over ten years, Larry developed VeriPlan, a comprehensive financial planning software program. VeriPlan enables do-it-yourself individuals to prepare their own lifetime financial and investment plans for their families.

In addition, Larry has 20+ years of executive and managerial experience in the computer industry with established corporations and with start-ups. During his computer industry career, he held general management, M&A/corporate development, business development, and product management positions with HP, IntelliCorp, Sun Microsystems, and Codexa.

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