Mutual Funds: Your Money, Your Choice... Take Control Now and Build Wealth Wisely |
By Charles P. Jones, Edwin Gill |
| |
Publisher | : Financial Times Prentice Hall |
Pub Date | : August 02, 2002 |
ISBN | : 0-13-100442-5 |
Pages | : 272 |
| 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 |
|
| | 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 |
|
| | | 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 |