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Tyson E. — Mutual funds for dummies
Tyson E. — Mutual funds for dummies



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Название: Mutual funds for dummies

Автор: Tyson E.

Аннотация:

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.


Язык: en

Рубрика: Экономика и финансы/

Статус предметного указателя: Готов указатель с номерами страниц

ed2k: ed2k stats

Издание: 2nd edition

Год издания: 1998

Количество страниц: 406

Добавлена в каталог: 17.06.2006

Операции: Положить на полку | Скопировать ссылку для форума | Скопировать ID
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Предметный указатель
Stockbrokers      113
Stocks      17—18
Stocks, accounting necessary for      47
Stocks, disadvantages of investing in individual stocks      46—47
Stocks, diversification and      47
Stocks, DRIPs      47
Stocks, expenses      46
Stocks, indexes      303—305
Stocks, investment clubs      49
Stocks, mutual funds versus      43—49
Stocks, pre-investment activities      32
Stocks, research time      46
Stocks, risk and      24
Stocks, selection of      48—49
Stocks, short selling      56
Stocks, trading costs      46
Strong Short-Term Bond Fund      89—90
T.Rowe Price      120 128
T.Rowe Price Balanced Fund      222
T.Rowe Price International Stock Fund      232
T.Rowe Price Spectrum Growth Fund      225
T.Rowe Price Summit Cash Reserves Fund      174
Tax bracket determination      63 144—145
Tax forms, Form 1099-DIV      See Form 1099-DIV
Tax forms, Form 1099-R      321—323
Tax forms, Form1099-B      317—318
Tax-deferred retirement account savings      62
Tax-free bond funds      145
Tax-free money market funds      145 171 172
Taxable intermediate-term bond funds      197—198
Taxable long-term bond funds      200—201
Taxable money market funds      173—174
Taxable short-term bond funds      195—196
Taxation      143—144
Taxation, amount paid for fund, inability to locate      318
Taxation, backup withholding      312
Taxation, bond funds, tax-free      145
Taxation, capital gains and      146
Taxation, dividends and      146
Taxation, Form 1099-B      317—318
Taxation, Form 1099-DIV      See Form 1099-DIV
Taxation, Form 1099-R      321—323
Taxation, growth stocks and      146
Taxation, holding funds and      317
Taxation, hybrid funds and      219
Taxation, index funds and      151
Taxation, marginal tax rate      144
Taxation, minimizing taxes      145—147 319—320
Taxation, money market funds      171
Taxation, penalties      319
Taxation, selling funds and      317
Taxation, selling mutual fund shares      See selling mutual fund shares
Taxation, stock funds and      228
Taxation, stock mutual funds      146—147
Taxation, wash sale rule      318
Taxation, year-end tax-loss selling      318
Telephone redemption      329
Telephone representatives      325—326
Tenancy in common      266
Tillinghast, Joel      228
Time-shares      9—10
Total return, determining      297—301
Total value of fund      297
Tracking funds      299 330
Trading software      357
Traks      See wrap accounts
Transfer forms, discount brokerages      273—276
Transfer forms, retirement accounts      279 283—286
Treasury bonds      17 145 184 193—194
Trends and developments, criticism of funds      366
Trends and developments, expenses, increase of      366
Trends and developments, Fidelity funds      367
Trends and developments, fund supermarkets      368
Trends and developments, funds of funds      368
Trends and developments, growth of mutual fund industry      365—366
Trends and developments, index funds, popularity of      366—367
Trends and developments, merging fund companies      368
Trends and developments, personal computers      368
Trends and developments, Vanguard funds      367
Troubleshooting, account transfers      332—333
Troubleshooting, addresses, changing      331
Troubleshooting, changing options after opening account      330—331
Troubleshooting, check lost in mail      330
Troubleshooting, deposits, inaccurate      326
Troubleshooting, forgotten funds      332
Troubleshooting, marketing solicitations      333—334
Troubleshooting, older accounts, statements from      334
Troubleshooting, paperwork, consolidation of      334
Troubleshooting, purchases, inaccurate      326
Troubleshooting, telephone representatives and      325—326
Tweedy Browne Global Value Fund      233
U.S. stock benchmarks      303—304
U.S. stocks      217
U.S.Treasury intermediate-term bond funds      199
U.S.Treasury long-term bond funds      201
U.S.Treasury money market funds      175—176
U.S.Treasury short-term bond funds      196
Uniform Gift to Minors Act (UGMA)      266
Uniform Transfer to Minors Act (UTMA)      266
United Services Gold      88
USAA      120
USAA GNMA      198
USAA International Fund      233
USAA Mutual Money Market Fund      174
USAA Tax-Exempt Money Market Fund      177
USAA's Treasury Money Market Fund      176
Utility funds      235
Value stocks      216—217
Van Wagoner Emerging Growth Fund      86—87
Van Wagoner, Garrett      86—87
Vanguard Admiral Intermediate-Term U.S.Treasury Fund      199
Vanguard Admiral Long-Term Treasury Fund      201
Vanguard Admiral Short-Term U.S.Treasury Fund      196
Vanguard Balanced Index Fund      223
Vanguard funds      367
Vanguard GNMA      198
Vanguard Gold & Precious Metals Fund      235
Vanguard Group      116—117 128
Vanguard High Yield Corporate Fund      200—201
Vanguard Index 500 Fund      223
Vanguard Index Total Bond Market Fund      197
Vanguard Index Total Stock Market Fund      223
Vanguard Intermediate-Term Treasury Fund      199
Vanguard International Growth Fund      232
Vanguard Long-Term Corporate Fund      200
Vanguard Long-Term Treasury Fund      201
Vanguard Money Market Reserves U.S. Treasury Portfolio Fund      175
Vanguard Municipal Insured Long-Term Fund      201
Vanguard Municipal Intermediate-Term Fund      199
Vanguard Municipal Limited-Term Fund      197
Vanguard Municipal Long-Term Fund      201
Vanguard Municipal Money Market Fund      177
Vanguard Municipal Short-Term Portfolio Fund      197
Vanguard Primecap Fund      230
Vanguard Short-Term Corporate Portfolio Fund      195
Vanguard Short-Term Treasury Fund      196
Vanguard Tax-Managed Balanced Fund      219
Vanguard Tax-Managed Capital Appreciation Fund      228
Vanguard Total International Fund      224
Vanguard Wellesley Income Fund      220
Vanguard Wellington Fund      221
Vanguard's Admiral U.S.Treasury Money Market Portfolio Fund      175
Vanguard's Funds of Funds      220—221
Vanguard's Money Market Reserves Prime Portfolio Fund      173
Warburg Pincus Emerging Growth Fund      229
Warburg Pincus Growth & Income Fund      90
Warburg Pincus International Equity Fund      233
Wash sale rule      318
White, Jack      127
Wilshire 5000 Index      303
Withdrawals      319—323
Withdrawals, fast methods for      329
Withdrawals, telephone redemption      329
Wrap accounts      52—54
Year-end tax-loss selling      318
Yield      16 189—190 191
Yield curve      192
Zero coupon bonds      180
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