Mutual Funds For Dummies 6th Edition
Published by
Wiley Publishing, Inc.
111 River St.
Hoboken, NJ 07030-5774
www.wiley.com
Copyright © 2010 by Eric Tyson
Published by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or
by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted
under Section s 107 or 108 of the 1976 United States Copyright Act, without either the prior written
permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the
Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600.
Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley
& Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://
www.wiley.com/go/permissions.
Trademarks: Wiley, the Wiley Publishing logo, For Dummies, the Dummies Man logo, A Reference for the
Rest of Us!, The Dummies Way, Dummies Daily, The Fun and Easy Way, Dummies.com, Making Everything
Easier, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and/
or its affi liates in the United States and other countries, and may not be used wi thout written permission.
All other trademarks are the property of their respective owners. Wiley Publishing, Inc., is not associated
with any product or vendor mentioned in this book.
LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO
REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF
THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT
LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY MAY BE
CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES
CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH THE
UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR
OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF
A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE
AUTHOR SHALL BE LIABLE FOR DAMAG ES ARISING HEREFROM. THE FACT THAT AN ORGANIZATION
OR WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE
OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOR OR THE PUBLISHER ENDORSES
THE INFORMATION THE ORGANIZATION OR WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT
MAY MAKE. FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS
WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND
WHEN IT IS READ.
For general information on our other products and services, please contact our Customer Care
Department within the U.S. at 877-762-2974, outside the U.S. at 317-572-3993, or fax 317-572-4002.
For technical support, please visit www.wiley.com/techsupport.
Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may
not be available in electronic books.
Library of Congress Control Number: 2010929313
ISBN: 978-0-470-62321-3
Manufactured in the United States of America
10 9 8 7 6 5 4 3 2 1
Contents at a Glance Mutual Funds For Dummies 6th Edition
Introduction ................................................................ 1
Part I: Mutual Funds: Sharing Risks and Rewards .......... 7
Chapter 1: Making More Money, Taking Less Risk ........................................................9
Chapter 2: Mutual Funds: Pros and Cons .....................................................................23
Chapter 3: Funding Your Financial Plans ......................................................................39
Part II: Evaluating Alternatives to Funds ..................... 55
Chapter 4: Selecting Your Own Stocks and Bonds ......................................................57
Chapter 5: Exchange-Traded Funds and Other Fund Lookalikes ..............................65
Chapter 6: Hedge Funds and Other Managed Alternatives ........................................75
Part III: Separating the Best from the Rest .................. 83
Chapter 7: Finding the Best Funds .................................................................................85
Chapter 8: Using Fund Publications ............................................................................101
Chapter 9: Buying Funds from the Best Firms ...........................................................119
Part IV: Crafting Your Fund Portfolio ........................ 137
Chapter 10: Perfecting a Fund Portfolio .....................................................................139
Chapter 11: Money Market Funds: Beating the Bank ................................................159
Chapter 12: Bond Funds: When Boring Is Best ..........................................................177
Chapter 13: Stock Funds: Meeting Your Longer Term Needs ..................................207
Chapter 14: Specialty Funds: One of a Kind ......................................... ......................229
Chapter 15: Working It Out: Sample Portfolios ..........................................................237
Chapter 16: Applications, Transfers, and Other Useful Forms ................................261
Part V: Keeping Current and Informed ....................... 279
Chapter 17: Evaluating Your Funds and Adjusting Your Portfolio ..........................281
Chapter 18: The Taxing Side of Mutual Funds ...........................................................299
Chapter 19: Common Fund Problems and How to Fix Them ...................................315
Chapter 20: Fund Ratings and Forecasters .................................................................325
Chapter 21: Harnessing Your Computer's Power ......................................................337
Part VI: The Part of Tens .......................................... 345
Chapter 22: Ten Common Fund-Investing Mistakes and How to Avoid Them .......347< br>Chapter 23: Ten Fund-Investing Fears to Conquer ....................................................351
Chapter 24: Ten Tips for Hiring a Financial Adviser .................................................357
Appendix: Recommended Fund Companies
and Discount Brokers ............................................... 367
Index ...................................................................... 369
Introduction Mutual Funds For Dummies 6th Edition
Whether you're a regular reader of investing books or this is your first,
Mutual Funds For Dummies, 6th Edition, which is completely revised
and updated, provides practical and profitable techniques of mutual fund
investing that you can put to work now and for many years to come.
Mutual funds aren't literally for dummies — in fact, they're a wise investment
choice for people from all walks of life. Mutual funds are investment companies
that combine your money with that from man y other people to create a large
pool of assets that can be invested in stocks, bonds, or other securities.
Because your assets are part of a much larger whole, the best mutual funds
enable you to invest in securities that give you low-cost access to leading
professional money managers.
With the best money managers investing your nest egg in top-flight investments
that match your financial goals, you can spend your time doing the activities
in life that you enjoy and are best at. Mutual funds should improve your
investment returns as well as your social life!
I practice what I preach. All my investments that I've devoted to securities
(stocks and bonds) are invested through funds. Why? For the simple reason
that I'm confident the best fund managers that I recommend in this book can
do a superior job (higher returns, less cost) than I could by researching and
selecting individual stocks and bonds on my own.
I've enjoyed successf ully investing in mutual funds for more than 25 years.
As a financial counselor, writer, and lecturer, I've helped investors make
informed investing decisions with mutual funds as part of comprehensive
personal financial management. So I know the questions and challenges
that you face when you invest in funds. I wrote this book to answer, in plain
English, your fund-investing questions.
Mutual Funds For Dummies 6th Edition
Read more... http://www.fordummiespdf.com/mutual-funds-for-dummies-6th-edition-free-pdf-download/
