Mutual Funds For Dummies®, 2nd Edition
by Eric Tyson; Foreword by: James C. CollinsFormat: eBook
Pub. Date: 2001-01-01
Publisher(s): JOHN WILEY & SONS
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Summary
Completely revised and updated Covers all the new tax laws and their impact on your fund portfolio Cash in on the investment savvy of personal finance expert Eric Tyson with this freshly updated classic. It offers the latest fund data and wealth-building techniques -- including new fund recommendations and full coverage of changes in the industry. If you want to build wealth, make Mutual Funds For Dummies your first investment. Discover how to: Pick the best funds and avoid losers Assemble and maintain a portfolio Select the best stock funds for growth Choose bond and money funds Access mutual fund information online Praise for Mutual Funds For Dummies "You don't have to be a novice to like Mutual Funds For Dummies . . . Eric Tyson clearly has a mastery of his subject." -- Kiplinger's Personal Finance magazine "A light touch . . . the pages fly by. A primer for those who flinch when contemplating the thousands of funds you can now buy." -- Brian Banmiller, KTVU FOX-T "Injects common sense into the dizzying world of mutual funds." -- Oakland Tribune
Author Biography
Eric Tyson, MBA, is a financial counselor, syndicated columnist, and the author of books on personal finance, taxes, and home buying
Table of Contents
| Foreword | p. xxiii |
| Introduction | p. 1 |
| What's New in This Edition | p. 1 |
| How This Book Is Different | p. 2 |
| Foolish Assumptions | p. 3 |
| How This Book Is Organized | p. 4 |
| Icons Used in This Book | p. 5 |
| Where to Go from Here | p. 6 |
| Mutual Funds: Sharing Risks and Rewards | p. 7 |
| Making More with Less Risk: The Goal of Investing | p. 9 |
| Introducing Mutual Funds | p. 9 |
| Making Sense of Investments | p. 10 |
| Counting the Major Investment Options | p. 13 |
| Reviewing Important Investing Concepts | p. 20 |
| Mutual Funds: Advantages and Disadvantages | p. 25 |
| Getting a Grip on Mutual Funds | p. 25 |
| Why Should I? Opting for Mutual Funds | p. 29 |
| Addressing the Drawbacks | p. 37 |
| Evaluating Alternatives to Mutual Funds | p. 41 |
| Choosing Your Own Stocks and Bonds | p. 41 |
| Pulling the Mask Off Fund Look-Alikes | p. 50 |
| Reviewing Managed Investment Alternatives to Mutual Funds | p. 53 |
| Fitting Funds into Your Financial Future | p. 57 |
| Before You Invest | p. 59 |
| Accomplishing Your Goals with Mutual Funds | p. 64 |
| Finding the Best Funds | p. 75 |
| Evaluate Gain-Eating Costs | p. 75 |
| Weighing Performance and Risk | p. 85 |
| Recognizing Fund Manager and Fund Family Expertise | p. 90 |
| Reading Prospectuses - the Important Stuff, Anyway | p. 91 |
| Reviewing Annual Reports | p. 105 |
| Buying Funds from the Best Firms | p. 113 |
| Places to Pass By | p. 113 |
| Going with the Good Guys | p. 116 |
| Discount Brokers: Mutual Fund Supermarkets | p. 122 |
| Deciding Whether to Hire an Advisor | p. 127 |
| Establishing a Great Fund Portfolio | p. 133 |
| Constructing a Fund Portfolio | p. 135 |
| Asset Allocation: An Investment Recipe | p. 136 |
| Taxes: It's What You Keep That Matters | p. 141 |
| Fund Investing Strategies | p. 146 |
| Putting Your Plans into Action | p. 150 |
| Money Market Funds: Beating the Bank | p. 157 |
| Money Market Funds 101 | p. 158 |
| Choosing a Great Money Market Fund | p. 167 |
| Finding the Recommended Money Market Funds | p. 170 |
| Bond Funds: When Boring Is Beautiful | p. 175 |
| Understanding Bonds | p. 175 |
| Sizing Up a Bond Fund's Personality | p. 177 |
| Investing in Bond Funds | p. 184 |
| Recommended Bond Funds | p. 190 |
| Exploring Alternatives to Bond Funds | p. 197 |
| Stock Funds: Meeting Your Longer-Term Needs | p. 203 |
| The Stock Market: A Place to Grow Your Money | p. 204 |
| Going the Mutual Fund Route: Stocks in Funds | p. 207 |
| The Best Stock Funds Worth Investing In | p. 212 |
| Matching Morals to Investments: Socially Responsible Funds | p. 228 |
| Working It Out: Sample Portfolios | p. 231 |
| Getting Started | p. 232 |
| Changing Goals and Starting Over | p. 241 |
| Dealing with a Mountain of Moola | p. 249 |
| If You Get Stuck | p. 252 |
| Applications, Transfers, and Other Useful Forms | p. 255 |
| Taking the Nonretirement Account Route | p. 255 |
| Heading South: Retirement Accounts | p. 264 |
| Investing on Autopilot | p. 271 |
| Finding Help for a Smoking Brain | p. 272 |
| Keeping Your Fund Portfolio Current | p. 273 |
| Evaluating Your Funds and Adjusting Your Portfolio | p. 275 |
| Deciphering Your Fund Statement | p. 276 |
| Interpreting Discount Brokerage Firm Statements | p. 279 |
| Assessing Your Funds' Returns | p. 280 |
| Deciding Whether to Sell, Hold, or Buy More | p. 289 |
| Tweaking Your Portfolio | p. 291 |
| The Taxing Side of Mutual Funds | p. 293 |
| Mutual Fund Distributions Form: 1099-DIV | p. 294 |
| When You Sell Your Mutual Fund Shares | p. 298 |
| Retirement Fund Withdrawals and Form 1099-R | p. 304 |
| Common Fund Problems and How to Fix Them | p. 309 |
| Playing the Telephone Game | p. 309 |
| Dealing with Messed-Up Deposits and Purchases | p. 310 |
| Specifying Funds to Buy at Discount Brokers | p. 311 |
| Making Deposits in a Flash | p. 312 |
| Verifying Receipt of Deposits | p. 312 |
| Transferring Money in a Hurry | p. 313 |
| Losing Checks in the Mail | p. 314 |
| Changing Options After You Open Your Account | p. 314 |
| Making Sense of Your Statements and Profits | p. 315 |
| Changing Addresses | p. 315 |
| Finding Funds You Forgot to Move with You | p. 315 |
| Untangling Account Transfer Snags | p. 316 |
| Eliminating Fund Marketing Solicitations | p. 317 |
| Digging Out from under All Those Statements | p. 318 |
| Getting Older Account Statements | p. 318 |
| Evaluating Information and Advice | p. 319 |
| Fund Ratings and Forecasters | p. 321 |
| Avoiding the Bad Stuff | p. 321 |
| Mutual Confusion: Misuse of Fund Ratings | p. 326 |
| Getting in on the Good Stuff | p. 328 |
| Harnessing Your Computer's Power | p. 335 |
| It's All in the Computer: Software | p. 336 |
| Entering Cyberspace: Internet Sites | p. 338 |
| The Part of Tens | p. 343 |
| Ten Common Fund Investing Mistakes and How to Avoid Them | p. 345 |
| Ten Fund Investing Fears to Conquer | p. 349 |
| Ten Tips on Hiring a Financial Advisor | p. 353 |
| Appendix | p. 361 |
| Index | p. 363 |
| Table of Contents provided by Ingram. All Rights Reserved. |
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