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Tyson E. — Mutual funds for dummies
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Íàçâàíèå: Mutual funds for dummies
Àâòîð: Tyson E.
Àííîòàöèÿ: Mutual funds aren't for fools — they're for smart investors at all income levels who are looking for the best and most efficient ways to build and manage smart and sound portfolios. Although the basic principle behind mutual funds is simple enough — taking money from many, many people, and investing it jointly in stocks, bonds, or other securities — learning the how's and why's of successful investing can be an intimidating process. From investment basics to establishing and maintaining your mutual funds portfolio, financial guru Eric Tyson, author of the best-selling Personal Finance For Dummies® and Investing For Dummies®, guides you safely through treacherous waters with insight, experience, and welcome doses of humor. Along the way, you'll discover the best sources for picking great mutual funds. You'll also find out about sorting through the differences between bond, stock, and money market funds; making your tax loads less taxing; and using your computer at home or at work to track your mutual fund investments. Ready to get bullish on mutual funds? Mutual Fund$ For Dummie$, 2nd Edition, is the best plain-speaking guide to the mutual funds market for investors of all interests and income levels.
ßçûê:
Ðóáðèêà: Ýêîíîìèêà è ôèíàíñû /
Ñòàòóñ ïðåäìåòíîãî óêàçàòåëÿ: Ãîòîâ óêàçàòåëü ñ íîìåðàìè ñòðàíèö
ed2k: ed2k stats
Èçäàíèå: 2nd edition
Ãîä èçäàíèÿ: 1998
Êîëè÷åñòâî ñòðàíèö: 406
Äîáàâëåíà â êàòàëîã: 17.06.2006
Îïåðàöèè: Ïîëîæèòü íà ïîëêó |
Ñêîïèðîâàòü ññûëêó äëÿ ôîðóìà | Ñêîïèðîâàòü ID
Ïðåäìåòíûé óêàçàòåëü
12b-l fees 81
401 (k) plans 67
403(b) plans 67—68
Absolute return 302
Account transfers, discount brokerage accounts 272—273
Account transfers, troubleshooting 332—333
Accounts, discount brokerage accounts See discount brokerage accounts
Accounts, Individual Retirement Accounts (IRAs) See Individual Retirement Accounts (IRAs)
Accounts, managed accounts 52—54
Accounts, money market accounts 16
Accounts, personal checking accounts 163
Accounts, retirement accounts See retirement accounts
Accounts, savings accounts 16
Accounts, wrap accounts 52—54
Active versus index (passive) fund managers 149—151
Addresses, changing 331
Advantage of 139
Advantage of, college savings and 143
Advantage of, fund allocation matching 154—155
Advantage of, international funds 142
Advantage of, investment personality and 141—143
Advantage of, long-term goals 140—143
Advantage of, retirement and 140—143
Advantage of, short-term goals 140
Advantage of, time horizon and 139—143
Aggressive growth funds 217
Alliance Capital Reserves Fund 174
American Century Benham Capital Preservation Fund 176
American Century funds 120
American Century Global Gold Fund 236
American Century-Benham GNMA 198
Annual reports 100—101
Annual reports, chairman's letter 102—103
Annual reports, investment adviser's thoughts 106
Annual reports, investment holdings 107—109
Annual reports, performance discussion 102 104—106
Annualized return 302
annuities 20—21 71
Application forms, help with 288
Application forms, non-retirement accounts See nonretirement account applications
Application forms, retirement accounts See retirement account applications
Appreciation 313—314
Appreciation, described 15
Appreciation, stock funds and 215
ascent 356
Asset allocation 63—64 138—139
Automatic investment plan 243 268
Automatic investment plan, application for 286—288
Automatic investment plan, Vanguard Group 117
Average cost method 316
Back-end sales loads 81
Backup withholding 312
Balanced funds 217 248
Bank savings accounts, advantages of 165
Bank savings accounts, money market funds compared 160—161
Bankers' acceptances 169
Bankruptcy risk 37—38
Banks, bank savings account 160—161 165
Banks, buying funds from 113—114
Banks, money market funds, bank savings accounts compared to 160—161
Beardstown Ladies Common Sense Investing Guide 44—45
Beginning investors' portfolios, creation of 155 240—242
Benchmark indexes, bond benchmarks 301—303
Benchmark indexes, international stock benchmarks 304—305
Benchmark indexes, U.S. stock benchmarks 303—304
Benham Government Agency 176
Bogle, John C 117 223
Bond benchmarks 301—303
Bond funds 248
Bond funds, alternatives to 203—207
Bond funds, American Century funds 120
Bond funds, American Century-Benham GNMA 198
Bond funds, average maturity of bonds in 181—183
Bond funds, CDs as alternative to 203—205
Bond funds, convertible bonds 184
Bond funds, corporate bonds 184
Bond funds, credit ratings 183—184
Bond funds, Dodge & Cox Income Fund 200
Bond funds, duration of 182—183
Bond funds, expenses 84
Bond funds, Fidelity Investments 118
Bond funds, financial goals met by 187
Bond funds, GICs as alternative to 206—207
Bond funds, high-yield bond funds 184
Bond funds, indexes 302
Bond funds, individual bonds as alternative to 205—206
Bond funds, interest rates and 188
Bond funds, intermediate-term bond funds 182 197—199
Bond funds, international bonds 185
Bond funds, issuers of 184—185
Bond funds, list of 386—388
Bond funds, long-term bond funds 182 200—202
Bond funds, management of 185—186
Bond funds, maturity 181—183
Bond funds, Morningstar page 347—350
Bond funds, mortgages 184 207
Bond funds, municipal bonds 145 184 192—194
Bond funds, municipal tax-free intermediate-term bond funds 199
Bond funds, municipal tax-free long-term bond funds 201—202
Bond funds, municipal tax-free short-term bond funds 196—197
Bond funds, operating expenses 191
Bond funds, past performance of 189
Bond funds, PIMCO 121
Bond funds, PIMCO High Yield Fund 201
Bond funds, PIMCO Low Duration Fund 195—196
Bond funds, PIMCO Total Return Fund 198
Bond funds, PIMCO Total Return II Fund 198
Bond funds, predicting performance of 189—191
Bond funds, recommendations 194—203
Bond funds, risk level 36
Bond funds, short-term bond funds 182 195—197
Bond funds, tax-free bond funds 145
Bond funds, taxable intermediate-term bond funds 197—198
Bond funds, taxable long-term bond funds 200—201
Bond funds, taxable short-term bond funds 195—196
Bond funds, Treasury bonds 145 184
Bond funds, U.S.Treasury intermediate-term bond funds 199
Bond funds, U.S.Treasury long-term bond funds 201
Bond funds, U.S.Treasury short-term bond funds 196
Bond funds, USAA GNMA 198
Bond funds, uses of 186—187
Bond funds, Vanguard Admiral Intermediate-Term U.S.Treasury Fund 199
Bond funds, Vanguard Admiral Long-Term Treasury Fund 201
Bond funds, Vanguard Admiral Short-Term U.S. Treasury Fund 196
Bond funds, Vanguard GNMA 198
Bond funds, Vanguard High Yield Corporate Fund 200—201
Bond funds, Vanguard Index Total Bond Market Fund 197
Bond funds, Vanguard Intermediate-Term Treasury Fund 199
Bond funds, Vanguard Long-Term Corporate Fund 200
Bond funds, Vanguard Long-Term Treasury Fund 201
Bond funds, Vanguard Municipal Insured Long-Term Fund 201
Bond funds, Vanguard Municipal Intermediate-Term Fund 199
Bond funds, Vanguard Municipal Limited-Term Fund 197
Bond funds, Vanguard Municipal Long-Term Fund 201
Bond funds, Vanguard Municipal Short-Term Portfolio Fund 197
Bond funds, Vanguard Short-Term Corporate Portfolio Fund 195
Bond funds, Vanguard Short-Term Treasury Fund 196
Bond funds, yield curve 192
Bond funds, yield of 189—190 191
bonds 17 205—206
Bonds, corporate bonds 17
Bonds, described 179—180
Bonds, differences in 17
Bonds, municipal bonds 17
Bonds, pre-investment activities 32
Bonds, risk and 25
Bonds, zero coupon bonds 180
branch offices 119
Brandywine Fund 230
Brokerage firms, buying funds from 114
Bruntjen, Worth 87—88
Buffett, Warren 231
Buy and hold investing, market timing versus 148—149
Buying funds 115 305—306
Buying funds on margin 124
Buying funds, advisors See financial advisors
Buying funds, American Century 120
Buying funds, banks 113—114
Buying funds, best companies, list of 115—121
Buying funds, brokerage firms 114
Buying funds, Charles Schwab & Company 120
Buying funds, commission-based advice and 130—131
Buying funds, direct, buying 123—124
Buying funds, discount brokers See discount brokers
Buying funds, Fidelity Investments 117—119
Buying funds, insurance brokers 115
Buying funds, NTF funds 125—126
Buying funds, PIMCO 121
Buying funds, places to avoid when 113—115
Buying funds, portfolio creation See portfolios
Buying funds, security issues 115
Buying funds, special interest groups 115
Buying funds, T.Rowe Price 120
Buying funds, USAA 120
Buying funds, Vanguard Group 116—117
Capital gains distribution 298
Capital gains distribution, stock funds and 147 215
Capital gains distribution, taxation and 146
Certificates of deposit (CDs) 167—168 203—205
Chairman's letter, annual report's 102—103
Charles Schwab & Company 120 126—127
Charles Schwab & Company, Mutual Fund OneSource program 125
Check-writing privileges 40 161
Checkbook software programs, use of 354—355
Checks, lost 330
Child's name, saving in 72
Choosing funds, annual reports, review of See annual reports
Choosing funds, brokerage costs 84
Choosing funds, fees and expenses, evaluation of 75—76
Choosing funds, fund families 90—91
Choosing funds, fund managers See fund managers
Choosing funds, management experience 92
Choosing funds, novelty funds 92
Choosing funds, operating expenses 82—85
Choosing funds, operating fees 91—92
Choosing funds, performance 85—90
Choosing funds, performance numbers comparison 88—90
Choosing funds, prospectus See prospectus
Choosing funds, sales loads 76—82
Choosing funds, short-term performance numbers 86
Choosing funds, warning signs 91—92
Classes of funds 81
Closed-end funds 41—42
Cohen & Steers Realty Shares 234
Collateralized mortgage obligations (CMOs) 87
College savings, asset allocation and 143
College savings, financial planning for 62 72—74
Columbia Growth Fund 230
Columbia Special Fund 230
Commercial paper 167
commodities 23
Company-sponsored retirement plans 248—249
Comprehensive account application forms 269
Conflicts of interest 130—131
Consults 52—54
Consumer debts 59—60
Contingent beneficiaries 279
Convenience of funds 39—40 161
Convertible bonds 184
Cook, Wade 44—45
Corporate bonds 17 184
Credit ratings 183—184
Credit union savings account 165
Crooks, don't worry about them 39
custodians 38
Dater, Elizabeth 229
Debit cards 166
Debts, consumer 59—60
Deposits, electronic funds transfer 328
Deposits, fast methods for 327—328
Deposits, inaccurate 326
Deposits, receipt, verifying 328
Deposits, wiring feature 328
Depreciation 16
Derivatives, described 23
Derivatives, money market funds and 168
Developments See trends and developments
Discount brokerage accounts, account transfers 272—273
Discount brokerage accounts, applications for account with 269—276
Discount brokerage accounts, check-writing options 272
Discount brokerage accounts, debit cards issued by 272
Discount brokerage accounts, list of 385
Discount brokerage accounts, money market funds and 175
Discount brokerage accounts, specifying funds to buy 327
Discount brokerage accounts, statements 295—296
Discount brokerage accounts, transfer forms 273—276
Discount brokers 121—122. See also specific brokers
Discount brokers, advantages of 124
Discount brokers, buying direct compared to use of 122—125
Discount brokers, fund companies as 128
Discount brokers, list of 126—129
Discount brokers, online brokers 129
Discount brokers, portfolios, creation of 152
Diversification 26—27
Diversification, overseas investments and 18
Diversification, stocks and 47
Dividend reinvestment plans (DRIPs) 47
Dividends 15 298
Dividends, stock funds and 215
Dividends, taxation and 146
Dodge & Cox Balanced Fund 221
Dodge & Cox Income Fund 200
Dodge & Cox Stock Fund 225
Dollar-cost averaging 156—157
Domini Social Equity Index Fund 238
Dow Jones Interactive Fund 358
Dwayne Dweeb's Personal Finance 341
Electronic discount brokers 129
Electronic funds transfer 328
Emergency cash reserve fund, importance of 55 65
Emergency cash reserve fund, money market funds as 162
Emerging markets index 304 305
Employee stock options (ESOPs) 248—249
Employer tax identification number 283
Equity funds See stock funds
Equity-income funds 217
Escheatment 332
Evaluation of funds, absolute return 302
Evaluation of funds, annualized return 302
Evaluation of funds, bond benchmarks 301—303
Evaluation of funds, buying funds 305—306
Evaluation of funds, capital gains 298
Evaluation of funds, dividends 298
Evaluation of funds, holding funds 305—306
Evaluation of funds, international stock benchmarks 304—305
Evaluation of funds, performance of funds 301—305
Evaluation of funds, portfolios, evaluating 306
Evaluation of funds, selling funds 305—306
Evaluation of funds, share price 297 299
Evaluation of funds, statements See fund statements
Evaluation of funds, total return, determining 297—301
Evaluation of funds, total value of fund 297
Evaluation of funds, tracking funds 299
Evaluation of funds, U.S. stock benchmarks 303—304
Existing investments 157—158
Expense ratio, Vanguard Group 116
Federal Deposit Insurance Corporation (FDIC) insurance 16
Fees, annual fees 374
Fees, evaluation of 75—76
Fees, financial advisor 380—381
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