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Chuck Jaffe's Lifetime Guide To Mutual Funds : An Owner's Manual - Charles A. Jaffe

Chuck Jaffe's Lifetime Guide To Mutual Funds

An Owner's Manual

Paperback Published: 1st January 2000
ISBN: 9780738202730
Number Of Pages: 304

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Encyclopedic in its scope yet easy-to-use, this mutual-fund "owner's manual" is a one-stop resource for anyone who wants to go beyond the basics and start planning long-term, profitable fund investments. Breezy, readable, and organized into manageable mini-chapters, it will prove indispensable for investors with all levels of financial experience and knowledge. Syndicated columnist Chuck Jaffe is an idea coach to the ins and outs of mutual-fund ownership, from buying and selling funds to passing them on to heirs. He cuts through the clutter that confuses many investors and costs them money.  

Acknowledgmentsp. xi
Introductionp. xiii
A User's Guide to This Bookp. xvii
When You Buyp. 1
What is a Mutual Fund?p. 3
Why Mutual Funds?p. 7
Seven Steps to Buying a Fundp. 13
Twelve Questions to Ask Before You Buyp. 19
Characteristics of a Winning Fundp. 29
Characteristics of a Losing Fundp. 35
Investment Objectivesp. 41
Types of Fundsp. 45
Investment Stylesp. 57
Riskp. 65
Types of Funds Not to Buyp. 71
Load Versus No-Loadp. 79
Expense Ratiosp. 87
Turnoverp. 93
What Past Performance Really Says About a Fundp. 99
Ratings Versus Rankingsp. 105
Money-Market Fundsp. 109
Bonds Versus Bond Fundsp. 113
Tax Efficiencyp. 117
Retirement Accountsp. 123
Risk Measuresp. 129
Registering Your Fund Purchasep. 133
When You Ownp. 137
Section 23p. 139
Monitoring Your Fundsp. 145
Asset Allocationp. 151
Diversificationp. 155
Rebalancing a Portfoliop. 159
Measuring Performance and Benchmarkingp. 163
Figuring Your Real Performance in a Fundp. 167
Fund Supermarkets and Wrap Accountsp. 171
Paying Taxes on Your Fundsp. 177
When a Fund Closes or Reopensp. 183
What's a Nav?p. 187
Your Fund's Paperworkp. 191
How Your Fund Group Can Make Your Life Easierp. 199
Dealing with Your Fund Companyp. 205
When You Sellp. 209
Deciding Whether You Should Sellp. 211
Don't Make Excuses for Your Fundp. 219
Take the """"Sell Everything"""" Testp. 223
Analyzing What Went Wrongp. 227
Tax Strategies When Selling a Fundp. 233
Pulling the Rip Cordp. 239
You'Ve Got Your Money-- What Next?p. 245
How to Reach Your Fund by Phonep. 247
Reaching Your Fund Family Via the Internetp. 265
Indexp. 273
Table of Contents provided by Publisher. All Rights Reserved.

ISBN: 9780738202730
ISBN-10: 0738202738
Audience: General
Format: Paperback
Language: English
Number Of Pages: 304
Published: 1st January 2000
Country of Publication: US
Dimensions (cm): 22.81 x 17.68  x 1.88
Weight (kg): 0.43
Edition Number: 1