Position your portfolio for growth with one of America’s bestselling mutual fund books
Are you looking for a trusted resource to help you add mutual funds to your investment strategy? With straightforward advice and a plethora of specific, up-to-date mutual fund recommendations, personal finance expert Eric Tyson helps you avoid fund-investing pitfalls and maximize your chances of success.
Newly revised and updated, Mutual Funds For Dummies quickly and easily helps you pick the best funds, assemble and maintain your portfolio, and evaluate your funds’ performance. In no time, it gets you up and running on exchange-traded funds, tax laws affecting investments in funds, how to evaluate different fund-investing strategies, and much more.
* Plan and implement a successful investment strategy that includes mutual funds
* Avoid fund-investing pitfalls
* Find the best-managed funds that match your financial goals
* Select among mutual funds, exchange-traded funds, and other investing options
Complemented with sample fund portfolios and updated forms that show you exactly how to accomplish your financial goals, this is your trusted resource for planning and implementing a successful investment strategy that includes mutual funds.
Spis treści
Introduction 1
Part 1: Getting Started with Funds 7
CHAPTER 1: Making More Money, Taking Less Risk 9
CHAPTER 2: Fund Pros and Cons 23
CHAPTER 3: Funding Your Financial Plans 39
Part 2: Evaluating Alternatives to Funds 55
CHAPTER 4: Selecting Your Own Stocks and Bonds 57
CHAPTER 5: Exchange-Traded Funds and Other Fund Lookalikes 65
CHAPTER 6: Hedge Funds and Other Managed Alternatives 75
Part 3: Separating the Best from the Rest 85
CHAPTER 7: Finding the Best Funds 87
CHAPTER 8: Using Fund Publications 103
CHAPTER 9: Buying Funds from the Best Firms 127
Part 4: Crafting Your Fund Portfolio 145
CHAPTER 10: Perfecting a Fund Portfolio 147
CHAPTER 11: Money Market Funds: Beating the Bank 169
CHAPTER 12: Bond Funds: When Boring Is Best 189
CHAPTER 13: Stock Funds: Meeting Your Longer Term Needs 219
CHAPTER 14: Specialty Funds: One of a Kind 241
CHAPTER 15: Working It Out: Sample Portfolios 251
CHAPTER 16: Applications, Transfers, and Other Useful Forms 275
Part 5: Keeping Current and Informed 295
CHAPTER 17: Evaluating Your Funds and Adjusting Your Portfolio 297
CHAPTER 18: The Taxing Side of Mutual Funds 315
CHAPTER 19: Common Fund Problems and How to Fix Them 331
CHAPTER 20: Information Sources: Fund Ratings and Forecasters 341
Part 6: The Part of Tens 357
CHAPTER 21: Ten Common Fund-Investing Mistakes and How to Avoid Them 359
CHAPTER 22: Ten Fund-Investing Fears to Conquer 365
CHAPTER 23: Ten Tips for Hiring a Financial Adviser 371
Appendix: Recommended Fund Companies and Discount Brokers 381
Index 383
O autorze
Eric Tyson is a nationally recognized personal finance counselor, writer, and lecturer. He has been featured on and quoted in local and national outlets, including Newsweek, The Wall Street Journal, Los Angeles Times, and others. He has appeared on NBC’s Today Show, ABC, FOX NEWS CNBC, PBS Nightly Business Report, and CNN.
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