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Mutual Funds(c) Your Money, Your Choice... Take Control Now and Build Wealth Wisely 2002

ISBN: N/A
EAN: N/A

Year: 2004
Pages: 94

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• Main Page
• Table of content
• Copyright
• FINANCIAL TIMES Prentice Hall
• Financial Times Prentice Hall Books
• Preface
• Acknowledgments
• Part 1: Background
• Chapter 1. Evaluating Your Investment Situation
• Chapter 2. Direct versus Indirect Investing
• Mutual Fund Families
• Closed-End Investment Companies
• Chapter 3. Understanding Mutual Funds: The Nitty-gritty Details
• Initial Investment
• Liquidity
• Types of Mutual Funds
• Investment Objective
• Money Market Funds
• Bond, Stock, and Income Funds
• Actively Managed Funds
• Passively Managed Funds (Index Funds)
• Regulation
• Prospectus and Reports to Shareholders
• NAV
• Fund Pricing and Reporting
• Load (Sales) Charges
• Costs of Owning Funds
• Expense Ratio
• Investor Services
• Ratings
• Examining a Mutual Fund
• Information on Mutual Funds
• Chapter 4. Mutual Funds Are Popular
• Mutual Funds and the Retirement Market
• Chapter 5. Why Do Investors Own Mutual Funds?
• Chapter 6. Why Should I Be Concerned About My Mutual Funds?
• Part 2: Why Investors Can Have Problems with Mutual Funds
• Chapter 7. Seduced by the Dark Side
• Chapter 8. Mutual Funds Are Sold, Not Bought
• Big Investors Versus Small Investors
• Chapter 9. Name That Fund
• Chapter 10. Conflicts of Interest
• Some Thoughts on Share Classes
• Chapter 11. The Devil Is in the Details, and Other Disconnects
• Chapter 12. Are You in Style?
• Chapter 13. The Watchdogs Are Cocker Spaniels, Not Dobermans 1
• Part 3: Your Choice: If Mutual Funds, Then
• Chapter 14. Be Aware of the Important Issues
• Performance
• Control Over Your Portfolio
• Taxes
• Costs of Investing
• Chapter 15. Think Carefully About Managed Bond Funds
• Chapter 16. Ask Yourself: Can My Equity Fund Manager Really Beat Your Equity Fund Manager?
• More on Fund Ratings
• Chapter 17. Determine How You Will Know Who the Winner Is
• Making Performance Comparisons
• Chapter 18. You Should Be Concerned About the Costs of Owning Mutual Funds
• Load Funds and Costs
• Calculating Fund Costs
• Chapter 19. Remember, the Tax Man Cometh
• Taxes and the Investor
• A Tax-Efficient Mutual Fund
• Part 4: Your Choice: Alternatives to Mutual Funds
• Chapter 20. Decisions, Decisions: Alternatives to Mutual Funds
• Chapter 21. Exchange-Traded Funds
• Some Popular ETFs
• Chapter 22. Comparing ETFs and Mutual Funds
• Tradability
• Tax Efficiency
• Costs
• Distinguishing Among ETFs, Closed-End Funds, and Mutual Funds
• Chapter 23. Folios
• Learning More About Folios
• Chapter 24. Comparing Mutual Funds With Folios
• Chapter 25. Managed Accounts
• Investor Alternatives With Separately Managed Accounts 3
• Chapter 26. Comparing Mutual Funds With Separate Accounts
• Part 5: Building Wealth: Choosing the Right Asset
• Chapter 27. What Really Determines Your Long-term Investing Results?
• Failure of Most Portfolios to Outperform the Relevant Benchmark on a Risk-Adjusted Basis
• Costs
• Taxes
• Chapter 28. Why Mutual Funds Can Be the Right Asset
• Chapter 29. How to Use Mutual Funds Effectively
• Chapter 30. If You Choose an Actively Managed Mutual Fund
• What to Look For in an Actively Managed Fund
• Chapter 31. When to Choose an Alternative to Mutual Funds
• Better Management of Your Entire Portfolio
• Carrying Out Particular Strategies
• The Tax Issue
• Chapter 32. Lessons to Remember
• Glossary of Terms