Book description
Mutual Funds: Your Money, Your Choice gives you an unvarnished look at both the positives and the negatives of mutual fund investing: the real risks, the real costs, the real tax issues, and the real returns. Simply and clearly, without complicated charts or equations, top investment researcher Charles P. Jones helps you pick the right funds, and introduces brand-new alternatives - including folios, ETFs, and managed accounts - that can help you meet your goals when mutual funds won't.
Table of contents
- Copyright
- FINANCIAL TIMES Prentice Hall
- Financial Times Prentice Hall Books
- Preface
-
1. Background
- 1. Evaluating Your Investment Situation
- 2. Direct versus Indirect Investing
-
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
- 4. Mutual Funds Are Popular!
- 5. Why Do Investors Own Mutual Funds?
- 6. Why Should I Be Concerned About My Mutual Funds?
- 2. Why Investors Can Have Problems with Mutual Funds
-
3. Your Choice: If Mutual Funds, Then…
- 14. Be Aware of the Important Issues
- 15. Think Carefully About Managed Bond Funds
- 16. Ask Yourself: Can My Equity Fund Manager Really Beat Your Equity Fund Manager?
- 17. Determine How You Will Know Who the Winner Is
- 18. You Should Be Concerned About the Costs of Owning Mutual Funds
- 19. Remember, the Tax Man Cometh
- 4. Your Choice: Alternatives to Mutual Funds
- 5. Building Wealth: Choosing the Right Asset
- Glossary of Terms
Product information
- Title: Mutual Funds: Your Money, Your Choice... Take Control Now and Build Wealth Wisely
- Author(s):
- Release date: August 2002
- Publisher(s): Pearson
- ISBN: 0131004425
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