Preface | p. vii |
Mutual Funds: The People's Choice | p. 1 |
What's a Mutual Fund? | p. 4 |
First Encounters with a Mutual Fund | p. 5 |
The Joys of Compound Growth | p. 6 |
Be Realistic About Your Expectations | p. 8 |
The World of Mutual Funds | p. 11 |
Determining Style | p. 13 |
Equity Funds | p. 16 |
Large-Cap Value Funds | p. 16 |
Large-Cap Blend Funds | p. 18 |
Large-Cap Growth Funds | p. 20 |
Mid-Cap Value Funds | p. 22 |
Mid-Cap Blend Funds | p. 23 |
Mid-Cap Growth Funds | p. 24 |
Small-Cap Value Funds | p. 25 |
Small-Cap Blend Funds | p. 27 |
Small-Cap Growth Funds | p. 28 |
Hybrid Funds--Domestic and International | p. 30 |
International Funds | p. 32 |
Precious Metals Funds | p. 37 |
Specialty Funds | p. 39 |
Index and Social Investing Funds | p. 41 |
Bond Funds | p. 45 |
Long-Term Funds (Gen.) | p. 51 |
Intermediate-Term Funds (Gen.) | p. 52 |
Short-Term Funds (Gen.) | p. 53 |
Ultrashort Funds | p. 54 |
Long-Term Government Funds | p. 54 |
Intermediate-Term Government Funds | p. 56 |
Short-Term Government Funds | p. 59 |
High-Yield Funds | p. 60 |
Convertible Funds | p. 62 |
International and Emerging Markets Funds | p. 63 |
Multisector Funds | p. 65 |
Municipal Funds | p. 66 |
Money-Market Funds | p. 69 |
Taxable Funds | p. 69 |
Tax-Exempt Funds | p. 73 |
Closed-End Funds | p. 74 |
Buying and Selling: The Essentials | p. 81 |
What You Need to Know About Loads | p. 81 |
No-Load Funds | p. 82 |
Back-End Loads | p. 82 |
"Hidden Loads" | p. 83 |
To Load or Not to Load? | p. 85 |
Mutual Fund Networks | p. 87 |
Advisers and "Wraps" | p. 88 |
Buying on Margin | p. 90 |
Prospecting the Prospectus | p. 90 |
Statement of Additional Information | p. 91 |
Taking a Closer Look | p. 91 |
Investment Policy | p. 95 |
Shareholder Services | p. 95 |
Redemptions | p. 96 |
Building an Investment Portfolio | p. 97 |
Determining Your Financial Goals | p. 97 |
Do You Need Current Income from Your Investments? | p. 98 |
How Soon Will You Need the Proceeds of Your Investments? | p. 99 |
How Will Inflation Affect You? | p. 99 |
How Much Risk Are You Willing to Take? | p. 99 |
How Will Taxes Affect Your Investments? | p. 100 |
What Kind of Temperament Do You Have for Investing? | p. 101 |
Putting It All Together | p. 102 |
Your Asset Allocation Plan | p. 103 |
Achieving Your Financial Goals | p. 104 |
Savings for Retirement | p. 104 |
Look to Your Horizon | p. 105 |
Using the Scoreboard Ratings | p. 107 |
Load or No-Load? | p. 108 |
A Minimum Investment? | p. 108 |
Taxable or Tax-Deferred Account? | p. 108 |
Building and Rebuilding Fund Portfolios | p. 110 |
Head Start on a College Fund | p. 110 |
Funds for a 401(k) | p. 110 |
The Rollover IRA | p. 111 |
Equity Funds for Retirement | p. 112 |
Restructuring a Portfolio | p. 112 |
Making Your First Investment | p. 114 |
Dollar-Cost Averaging | p. 115 |
Switch Funds! The Timing Game | p. 117 |
Monitoring Your Mutual Funds | p. 121 |
Tracking Funds in the Financial Pages | p. 121 |
Interpreting the Fund Tables | p. 122 |
Keeping Score | p. 124 |
Let the Computer Do It | p. 125 |
Mutual Funds at Business Week Online | p. 126 |
Mutual Funds on the Web | p. 127 |
When Your Fund Is Ailing | p. 129 |
Keep in Touch with Your Fund | p. 131 |
When the Fund Manager Changes | p. 135 |
Mutual Fund Mergers | p. 137 |
Change Objectives, Change Funds | p. 138 |
Taxes and Record-Keeping | p. 139 |
Mutual Funds' Special Tax Status | p. 139 |
Ducking the Distribution | p. 141 |
Tax Swapping | p. 142 |
What's My "Cost Basis"? | p. 143 |
Tax-Deferred Investing | p. 145 |
IRAs | p. 145 |
Keogh Plans | p. 147 |
401(k) Plans | p. 147 |
Variable Annuities | p. 147 |
Using the BW Scoreboard | p. 151 |
Ratings | p. 151 |
Size | p. 153 |
Fees | p. 154 |
Total Return: Pretax and Aftertax | p. 156 |
History | p. 157 |
Portfolio Data | p. 158 |
Risk | p. 161 |
1999: Aiming for the Fifth Big Year | p. 165 |
Equity Funds | p. 167 |
New Faces Among the Top-Rated Funds | p. 171 |
Fidelity's Comeback, Janus' Home Runs | p. 172 |
Net Stock Mania and Mutual Funds | p. 173 |
Playing the Sectors | p. 174 |
International Sectors | p. 175 |
Bond Funds | p. 175 |
The Top-Rated Funds | p. 176 |
International Bonds--The Beautiful and the Ugly | p. 178 |
Coming Back to Muni Funds | p. 180 |
Closed-End Funds | p. 181 |
The BUSINESS WEEK Mutual Fund Scoreboard | p. 185 |
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