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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.
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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
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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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