Table of content

   
  Table of Contents
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


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