Guide to Stock Mutual Funds Review

“The title is well organized and easy to follow with an introduction section, the ratings organized in various ways, and an appendix.

The introduction includes a lot of information on how to use the guide when looking at a specific mutual fund. It also goes over their investment ratings A, B, C, D, and E, and how the ratings are broken down into Overall, Reward, and Risk categories. Then it goes into describing the criteria on whether users should buy, sell, or hold. It also has a warnings page that makes sure the reader understands important limitations with the guide including that the rating does not tell the whole story and ratings can change, which would be useful for newer users.

The ratings are organized seven different ways: index of all stock mutual funds, detailed analysis of the 100 largest funds, best all-around stock mutual funds, consistent return buy funds, high performance funds, low volatility funds, and buy-rated funds by category. Each section also has a contents portion that is a dictionary describing the numbers on the ratings pages. Each listing includes the fund’s name, ticker symbol, stock exchange, fund type, fund category and prospectus objective, ratings, investment information, returns, performance, assets, and fees. This allows users to get a full picture of the fund…

Overall, this title has value in helping users navigate stock mutual funds analysis all from a central location… this title would work if one wanted a comprehensive print directory that was easy to navigate and also could be used to build a historical collection.”
-ARBA, 2018