All about Index Funds : A Guidebook to Investment Success

by Ferri, Richard A.

• ISBN13: 9780071387057
• ISBN10: 0071387056
• Edition: 1st
• Format: Paperback
• Copyright: 2002-07-30
• Publisher: McGraw-Hill

Summary

ALL ABOUT . . . SERIES All About INDEX FUNDS Index mutual funds routinely outperform 80 percent of managed funds, and more investors than ever are embracing index funds to eliminate the anxiety and expense of trying to "beat the market." All About Index Funds covers aspects including key benefits of index fund investing, how to create a custom index fund that suits specific investing needs, effective portfolio techniques and model portfolios, and more.

Author Biography

Richard A. Ferri, CFA is president and senior portfolio manager of Portfolio Solutions, LLC, and an adjunct professor of finance at Walsh College in Michigan.

Table of Contents

Preface and Acknowledgments	vii
PART ONE INDEX FUNDS BASICS
What Are Index Funds?	3	(14)
Why Index Funds Work	17	(14)
A History of Index Funds	31	(12)
Exhange-Traded Funds	43	(16)
The Tax Advantage of Index Funds	59	(16)
PART TWO DIFFERENT TYPES OF STOCK AND BOND INDEX FUNDS
Broad U.S. Equity Index Funds	75	(30)
U.S. Sector Index Funds	105	(14)
Global and International Index Funds	119	(14)
Bond Index Funds	133	(16)
Enhanced, Leveraged, and Inverse Index Funds	149	(10)
Create Your Own Index Fund	159	(10)
PART THREE MANAGING YOUR PORTFOLIO OF INDEX FUNDS
Realistic Market Expectations	169	(16)
Asset Allocation	185	(12)
Defining Your Financial Goals	197	(18)
Designing Your Index Fund Portfolio	215	(24)
Tips on Account Operations	239	(18)
APPENDIXES
Appendix A Low-Cost Index Fund Providers	251	(2)
Appendix B Recommended Resources	253	(4)
Glossary	257	(10)
Index	267