How mutual funds work

New York Institute of Finance

1998

xxi, 394 pages

New York Institute of Finance's how Wall Street works series

9780138397210

Foreword / A. Michael Lipper Ch. 1. Patience and Discipline Pay Ch. 2. Understanding Mutual Funds Ch. 3. Blending Styles Ch. 4. Analyzing a Fund Ch. 5. Getting Familiar with Market Indicators Ch. 6. Living with Risk Ch. 7. Profiting from Volatility Ch. 8. The Virtues of Indexing Ch. 9. Shopping for Discounts Ch. 10. Global Investing Ch. 11. Sizing Up World-Stock Portfolios Ch. 12. Hybrid and Specialized Products Ch. 13. How Fixed-Income Securities Work Ch. 14. Taxable Bond Funds Ch. 15. Shopping for Tax-Free Income Ch. 16. All About Money-Market Funds Ch. 17. Mapping Out Your Retirement Strategy Ch. 18. Sizing Up Variable Annuities Ch. 19. Allocating Your Assets Ch. 20. Dealing with Your Fund Family Ch. 21. Fund "Supermarkets" and Investment Advisers Ch. 22. When and How to Sell Ch. 23. Tax Considerations Ch. 24. Using Your Computer Ch. 25. The Mutual-Fund Phenomenon Ch. 26. Mutual Fund Q & A App. 1. Resources for Mutual-Fund Investors App. 2. Mutual-Fund Telephone Directories App. 3. Total Return with Reinvestment App. 4. Finding the Geometric Average Total Return App. 5. Total Returns Can Be Shown in Three Different Ways

Explains how funds work, and provides the background tools necessary to select funds and evaluate performance. The book outlines the stock market, bond market, asset location, index funds, variable annuities, tax considerations, and using computers and online for information and analysis

Английский