Business Week's Guide to Mutual Funds

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  • Edition: 9th
  • Format: Paperback
  • Copyright: 1999-04-01
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The definitive guide to mutual funds--authoritative, independent, current, and investor-friendly--that's the Business Week Guide to Mutual Funds. Book jacket.

Table of Contents

Prefacep. vii
Mutual Funds: The People's Choicep. 1
What's a Mutual Fund?p. 4
First Encounters with a Mutual Fundp. 5
The Joys of Compound Growthp. 6
Be Realistic About Your Expectationsp. 8
The World of Mutual Fundsp. 11
Determining Stylep. 13
Equity Fundsp. 16
Large-Cap Value Fundsp. 16
Large-Cap Blend Fundsp. 18
Large-Cap Growth Fundsp. 20
Mid-Cap Value Fundsp. 22
Mid-Cap Blend Fundsp. 23
Mid-Cap Growth Fundsp. 24
Small-Cap Value Fundsp. 25
Small-Cap Blend Fundsp. 27
Small-Cap Growth Fundsp. 28
Hybrid Funds--Domestic and Internationalp. 30
International Fundsp. 32
Precious Metals Fundsp. 37
Specialty Fundsp. 39
Index and Social Investing Fundsp. 41
Bond Fundsp. 45
Long-Term Funds (Gen.)p. 51
Intermediate-Term Funds (Gen.)p. 52
Short-Term Funds (Gen.)p. 53
Ultrashort Fundsp. 54
Long-Term Government Fundsp. 54
Intermediate-Term Government Fundsp. 56
Short-Term Government Fundsp. 59
High-Yield Fundsp. 60
Convertible Fundsp. 62
International and Emerging Markets Fundsp. 63
Multisector Fundsp. 65
Municipal Fundsp. 66
Money-Market Fundsp. 69
Taxable Fundsp. 69
Tax-Exempt Fundsp. 73
Closed-End Fundsp. 74
Buying and Selling: The Essentialsp. 81
What You Need to Know About Loadsp. 81
No-Load Fundsp. 82
Back-End Loadsp. 82
"Hidden Loads"p. 83
To Load or Not to Load?p. 85
Mutual Fund Networksp. 87
Advisers and "Wraps"p. 88
Buying on Marginp. 90
Prospecting the Prospectusp. 90
Statement of Additional Informationp. 91
Taking a Closer Lookp. 91
Investment Policyp. 95
Shareholder Servicesp. 95
Redemptionsp. 96
Building an Investment Portfoliop. 97
Determining Your Financial Goalsp. 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 Togetherp. 102
Your Asset Allocation Planp. 103
Achieving Your Financial Goalsp. 104
Savings for Retirementp. 104
Look to Your Horizonp. 105
Using the Scoreboard Ratingsp. 107
Load or No-Load?p. 108
A Minimum Investment?p. 108
Taxable or Tax-Deferred Account?p. 108
Building and Rebuilding Fund Portfoliosp. 110
Head Start on a College Fundp. 110
Funds for a 401(k)p. 110
The Rollover IRAp. 111
Equity Funds for Retirementp. 112
Restructuring a Portfoliop. 112
Making Your First Investmentp. 114
Dollar-Cost Averagingp. 115
Switch Funds! The Timing Gamep. 117
Monitoring Your Mutual Fundsp. 121
Tracking Funds in the Financial Pagesp. 121
Interpreting the Fund Tablesp. 122
Keeping Scorep. 124
Let the Computer Do Itp. 125
Mutual Funds at Business Week Onlinep. 126
Mutual Funds on the Webp. 127
When Your Fund Is Ailingp. 129
Keep in Touch with Your Fundp. 131
When the Fund Manager Changesp. 135
Mutual Fund Mergersp. 137
Change Objectives, Change Fundsp. 138
Taxes and Record-Keepingp. 139
Mutual Funds' Special Tax Statusp. 139
Ducking the Distributionp. 141
Tax Swappingp. 142
What's My "Cost Basis"?p. 143
Tax-Deferred Investingp. 145
IRAsp. 145
Keogh Plansp. 147
401(k) Plansp. 147
Variable Annuitiesp. 147
Using the BW Scoreboardp. 151
Ratingsp. 151
Sizep. 153
Feesp. 154
Total Return: Pretax and Aftertaxp. 156
Historyp. 157
Portfolio Datap. 158
Riskp. 161
1999: Aiming for the Fifth Big Yearp. 165
Equity Fundsp. 167
New Faces Among the Top-Rated Fundsp. 171
Fidelity's Comeback, Janus' Home Runsp. 172
Net Stock Mania and Mutual Fundsp. 173
Playing the Sectorsp. 174
International Sectorsp. 175
Bond Fundsp. 175
The Top-Rated Fundsp. 176
International Bonds--The Beautiful and the Uglyp. 178
Coming Back to Muni Fundsp. 180
Closed-End Fundsp. 181
The BUSINESS WEEK Mutual Fund Scoreboardp. 185
Table of Contents provided by Syndetics. All Rights Reserved.

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