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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
Money market funds, Vanguard's Money Market Reserves Prime Portfolio Fund 173
Money market funds, yield and 170—171
Morgan Stanley EAFE 304
Morningstar Mutual Funds 346
Morningstar No-Load Funds 346—351
Morningstar programs 355—356
Mortgage bonds 184
Mortgages 207
Municipal bonds 17 145 184 192—194
Municipal tax-free, intermediate-term bond funds 199
Municipal tax-free, long-term bond funds 201—202
Municipal tax-free, money market funds 176—178
Municipal tax-free, short-term bond funds 196—197
Mutual Fund OneSource program 125
Mutual funds 30
Mutual funds, accessibility of funds 39—40
Mutual funds, alternatives to 52—56
Mutual funds, bankruptcy and 37—38
Mutual funds, benefits of 31—40
Mutual funds, buying See buying funds
Mutual funds, closed-end funds 41—42
Mutual funds, commission free funds See no-load funds
Mutual funds, custodians 38
Mutual funds, defined 12
Mutual funds, disadvantages of 50—51
Mutual funds, diversification 35
Mutual funds, efficiency of 34
Mutual funds, equal treatment of investments 36
Mutual funds, history of 33
Mutual funds, individual funds compared to companies 40—41
Mutual funds, individual securities versus 43—49
Mutual funds, magazine coverage 343
Mutual funds, newspaper coverage 343
Mutual funds, no-load funds See no-load funds
Mutual funds, open-end funds 41—42
Mutual funds, operating expenses 51
Mutual funds, prerequisites to investing in 59—64
Mutual funds, professional management of 31—33
Mutual funds, regulation of 36
Mutual funds, risk level, selection of 36—37
Mutual funds, risky investments 51
Mutual funds, sales pressure and 38
Mutual funds, sector funds See sector funds
Mutual funds, Securities and Exchange Commission (SEC) review of 36
Mutual funds, security of your investment 39
Mutual funds, taxable distributions 51
Mutual funds, time limitations and 40
Mutual funds, TV coverage 343
Mutual funds, value of 34
Mutual funds, volatility of investment 51
Mutual Series funds 226
Neuberger & Berman: Guardian, Partners, and Focus 229
Newsletters, investment See investment newsletters
No Transaction Fee (NTF) funds 125—126
No-Load Fund Analyst 352
No-load funds, described 34
No-load funds, NTF funds compared 126
No-load mutual funds, major companies, list of 112
No-load mutual funds, wrap accounts compared 53—54
Non-retirement account applications, address section 266—267
Non-retirement account applications, check-writing option 268
Non-retirement account applications, comprehensive account application forms 269
Non-retirement account applications, dividend and capital gains payment option 267
Non-retirement account applications, filling out 264—269
Non-retirement account applications, investment section 267
Non-retirement account applications, method of payment section 267
Non-retirement account applications, registration of account 264 266
Non-retirement account applications, signing form 268
Non-retirement account applications, wiring and fund express option 268
Non-retirement account withdrawals 322
Novelty funds 92
Online discount brokers 129
Open-end funds 41—42
options 23
Orange County investment fund 27
Overseas investments 18—19
Ownership investments 15—16
Ownership investments, disadvantages of 16
Ownership investments, examples of 15
Ownership investments, profits generated by 15
Ownership investments, risk and 16
Performance discussion, annual report's 102 104—106
Performance of funds 301—305
Performance of funds, risk-adjusted 345
Personal checking accounts, money market funds and 163
Personal Finance For Dummies 60 66
PIMCO Fund 121
PIMCO High Yield Fund 201
PIMCO Low Duration Fund 195—196
PIMCO Total Return Fund 198
PIMCO Total Return HI Fund 238
PIMCO Total Return II Fund 198
Plan administrator 283
Portfolio Turnover RATE 99
Portfolios, asset allocation See asset allocation
Portfolios, beginner sample portfolio 240—242
Portfolios, beginning investors 155
Portfolios, debtor sample portfolio 244—245
Portfolios, designing 137—138
Portfolios, discount brokers, use of 152
Portfolios, dollar-cost averaging 156—157
Portfolios, education funding sample portfolio 251—252
Portfolios, evaluating 306
Portfolios, existing investments 157—158
Portfolios, families included in, number of 152—153
Portfolios, funds included in, determining number of 152—153
Portfolios, high return sample portfolio 249—250
Portfolios, investing strategies 147—151
Portfolios, lump sum investing 156—157
Portfolios, multiple goals sample portfolio 246—247
Portfolios, near retirement sample portfolio 254—256
Portfolios, retirement sample portfolio 256—257
Portfolios, rollover IRA sample portfolio 253
Portfolios, sample portfolios 240—261
Portfolios, student sample portfolio 242—244
Portfolios, sudden wealth sample portfolios 258—261
Portfolios, taxation and See taxation
Pre-investment activities 32—33
Precious metals 20
Precious metals funds 235—236
Price, Michael 226
Primary beneficiaries 279
Principal 14
Principia 356
PrincipiaPlus 356
Private money managers 54—55
Profile prospectus 94
Prospectus 92
Prospectus, changes to 94
Prospectus, cover page 93—94
Prospectus, financial highlights 97 98 99
Prospectus, fund expenses 94 96 97
Prospectus, fund profile 94 95
Prospectus, investment objectives and risks 99—100
Prospectus, Net Asset Value (NAV) 97
Prospectus, Portfolio Turnover Rate 99
Prospectus, profile prospectus 94
Prospectus, Ratio of Net Investment Income to Average Net Assets 99
Publicly held companies 17
Questions investors should ask, advisor recommendations 376
Questions investors should ask, annual fees 374
Questions investors should ask, company retirement plans 375
Questions investors should ask, cost of fund 373—374
Questions investors should ask, direct investment issues 375
Questions investors should ask, index funds 375
Questions investors should ask, number of funds, reason for 373
Questions investors should ask, Social Security system and funds 374
Questions investors should ask, Vanguard, structure of 376
Quicken Financial Planner 357
Ratings 344—346
Ratings, credit ratings 183—184
Ratings, Morningstar 345 346—351
real estate 19
Real estate investment trust (REITs) 234
Real growth rate 211
Repurchase agreements 169
Retirement account applications, account service options 279
Retirement account applications, beneficiary designation 279
Retirement account applications, investment method section 278
Retirement account applications, IRA registration section 276
Retirement accounts 65—71
Retirement accounts, 401(k) plans 67
Retirement accounts, 403(b) plans 67—68
Retirement accounts, annuities 71
Retirement accounts, before transferring 279
Retirement accounts, benefits of 66
Retirement accounts, early withdrawal of funds 319—320
Retirement accounts, Individual Retirement Accounts (IRAs) See Individual Retirement Accounts(IRAs)
Retirement accounts, Keogh plans 68—69
Retirement accounts, minimizing taxes 319—320
Retirement accounts, options for 67—71
Retirement accounts, penalty-free withdrawals 319—320
Retirement accounts, pre-transferring account activities 279—282
Retirement accounts, prioritization of accounts 71
Retirement accounts, Section 457 plans 68
Retirement accounts, SEP-IRAs 68 283
Retirement accounts, tax-deductibility of 66
Retirement accounts, tax-deferred investment growth 66
Retirement accounts, taxation and 147
Retirement accounts, time effective methods of establishing 281
Retirement accounts, transfer forms 283—286
Retirement accounts, withdrawals 319—323
Retirement planning software 356—357
RETURN 23—24 297—301
Reuters Money Network 358
Reverse splits 295
Risk 24—25
Risk, assessment of 63
Risk, choosing funds, as factor in 85—90
Risk, selection of risk level 36—37
Risk-adjusted performance 345
Rollover IRAs 278
Roth IRA 70—71
Russell 2000 index 303
Sales loads 76—82
Savings accounts 16
Savings, determining current 61
Schwab 1000 Fund 224 228
Schwab International Index Fund 224
Schwab Money Market Fund 174
Schwab Value Advantage Money Market Fund 174
Schwab's StreetSmart 357
Section 457 plans 68
Sector funds 35 233—236
Sector funds, Fidelity Investments 119
Sector funds, precious metals funds 235—236
Sector funds, REITs 234
Sector funds, utility funds 235
Securities and Exchange Commission (SEC) 33
Securities and Exchange Commission (SEC), deregulation of brokers' commissions 111—112 113
Securities and Exchange Commission (SEC), prospectus, review of See prospectus
Securities and Exchange Commission (SEC), review of mutual funds 36
Selling funds 305—306
Selling mutual fund shares 313—314
Selling mutual fund shares, accounting methods 315—316
Selling mutual fund shares, average cost method 316
Selling mutual fund shares, basis, computing 314—316
Selling mutual fund shares, first-in-first-out (FIFO) method 316
SEP-IRAs, applications for 283
SEP-IRAs, described 68
Share price 297 299
Short selling 56
Short-term bond funds 182 195—197
Short-term savings goals, money market funds used for 162
Signature guarantee 331
Silver See precious metals
Socially responsible funds 236—238
Software 354
Software, Ascent 356
Software, checkbook software programs, use of 354—355
Software, Fidelity's Online Xpress 357
Software, investment research software 355—356
Software, Morningstar programs 355—356
Software, Principia 356
Software, PrincipiaPlus 356
Software, Quicken Financial Planner 357
Software, retirement planning software 356—357
Software, Schwab's StreetSmart 357
Software, trading software 357
Special interest groups, buying funds from 115
Specialty funds See sector funds
Specific identification method 315—316
Splits 295
Standard & Poor's 500 Index 303
statements See fund statements
Stock funds 210—211
Stock funds, aggressive growth funds 217
Stock funds, appreciation 215
Stock funds, asset allocation funds 218—219
Stock funds, balanced funds 217 218
Stock funds, capital gains distribution 147 215
Stock funds, diversification and 213—215
Stock funds, dividends 215
Stock funds, Dodge & Cox Balanced Fund 221
Stock funds, Dodge & Cox Stock Fund 225
Stock funds, dollar-cost averaging 213
Stock funds, equity-income funds 217
Stock funds, expenses 84
Stock funds, Fidelity Asset Manager Fund 222
Stock funds, Fidelity Disciplined Equity Fund 227
Stock funds, Fidelity Equity-Income Fund 227
Stock funds, Fidelity Fund 227
Stock funds, Fidelity Low Priced Stock Fund 228
Stock funds, Fidelity Puritan Fund 222
Stock funds, Fidelity Stock Selector Fund 227
Stock funds, global funds 217
Stock funds, growth stocks 216—217
Stock funds, growth-and-income funds 217
Stock funds, historic returns 211—212
Stock funds, hybrid funds 218—222
Stock funds, income funds 217
Stock funds, index funds 222—224
Stock funds, international funds 217 230—233
Stock funds, Lindner Dividend 222
Stock funds, list of 388—390
Stock funds, Morningstar page 350—351
Stock funds, recommendations 218—236
Stock funds, regular savings and 213
Stock funds, returns 215—216
Stock funds, risk and 36 213—215
Stock funds, Schwab 1000 Fund 224
Stock funds, Schwab International Index Fund 224
Stock funds, size of company and 216
Stock funds, socially responsible funds 236—238
Stock funds, T.Rowe Price Balanced Fund 222
Stock funds, T.Rowe Price Spectrum Growth Fund 225
Stock funds, taxation and 146—147 228
Stock funds, U.S. focused stock funds 224—230
Stock funds, U.S. stocks 217
Stock funds, value stocks 216—217
Stock funds, Vanguard Balanced Index Fund 223
Stock funds, Vanguard Index 500 Fund 223
Stock funds, Vanguard Index Total Stock Market Fund 223
Stock funds, Vanguard Tax-Managed Balanced Fund 219
Stock funds, Vanguard Total International Fund 224
Stock funds, Vanguard Wellesley Income Fund 220
Stock funds, Vanguard Wellington Fund 221
Stock funds, Vanguard's Funds of Funds 220—221
Stock market 209—210
Stock mutual funds 248
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