19th Annual Handbook for
No-Load Fund Investors
The
Handbook For No-Load Fund Investors, the
definitive guide for investors who want to maximize their returns by eliminating
unnecessary sales and marketing expenses, is published by "The No-Load
Fund Investor" advisory service.
Commenting
on the new edition of the "Handbook," Mr. Jacobs said: "I
believe our "Handbook" is the most comprehensive source of information
available in print for the individual investor who is focusing on no-load
mutual funds." This year's edition adds 275 funds.
The
544-page, 1999 edition of the "Handbook" reports on 2,571 funds.
It covers more no-load and direct marketed low-load funds than any other
consumer publication. (An investor would have to go to CD-ROM to find more
comprehensive data.) It is virtually unique in covering money funds.
Also,
there is a special section for load and institutional funds available with
retail minimums on a no-load basis through Charles Schwab & Co. and
other discount brokers.
The New Handbook
The
1999 book consists of two major sections:
1.
The complete Statistical Section ranks no-loads by objective for
the latest 1, 3, and 5 years. It also ranks the top 50 no-loads for the
latest 1-3-5-10 year periods. Includes yields, NAVs, total assets, betas,
Sharpe ratios, standard deviations, management fees (including 12b-1 fees)
and expense ratios. Separate tables highlight the performance of 165 no-load
fund families.
2.
The fund Directory Section provides comprehensive data for 1,582
stock funds, 669 bond funds and 320 money market funds, including name,
address, phone numbers, description of objectives and policies, minimum
investments, and identifies funds providing telephone switch privileges
and retirement plans.
The
Handbook also includes: A special directory of portfolio managers in alphabetical
order so you can easily tell which fund(s) they are managing; Selected highlight
and articles from "The No-Load Fund Investor.
Monthly No-Load Newsletter
In
addition to The Handbook For No-Load Fund Investors the No-Load Fund
Investor, Inc. publishes a timely monthly newsletter, The No-Load Fund
Investor. The 24-page Investor, covering 995 of the most popular no-
and low-load funds, more than any other newsletter.
Sheldon Jacobs Guide to
Successful No-Load Fund Investing
Completely
updated in 1998, the 400-page, second edition of Sheldon Jacobs' Guide
contains observations, strategies and all the basics reflecting Sheldon
Jacobs' 25 years of professional fund-watching.
The Handbook
For No-Load Investors, 1999 Edition costs
$45 alone, the Guide, $25, and a one year, 12-issue subscription
to the newsletter, $139.A
special introductory offer available to Bull & Bear readers gives you
the three publications for just $129.All
are available by mail only (not sold in bookstores) from: The No-Load Fund
Investor, Post Office Box 318; Irvington-on-Hudson, NY 10533. Credit card
purchasers can call 800-252-2042.