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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Table of content
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 1
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 3
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