1. Overview Of The Mutual Fund Industry
  2. History Of The Mutual Fund
  3. How A Mutual Fund Works
  4. Today's Mutual Fund Industry
  5. Fund Investment Qualities
  6. Fund Investment Quality Scorecard (FIQS)

By Richard Loth (Contact | Biography)

Below is a sample of the Fund Investment Quality Scorecard. The FIQS might look confusing to you at this point, but do not despair. After you absorb the lessons provided in the following chapters, its simplicity and practical application will be readily apparent. Readers may reproduce this form for their own use by downloading the Fund Investment-Quality Scorecard PDF.


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Proceed to the next chapter on Sources of Evaluative Data.


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