search for books and compare prices
Tables of Contents for The Everything Mutual Funds Book
Chapter/Section Title
Page #
Page Count
Introduction
ix
Matual Fund Basics: What Are Mutual Funds and How Do They Work?
1
8
The Growth (and Brief History) of Mutual Funds
5
4
Mutual Fund Investing: The First Steps
9
24
The Slow and Steady Approach to Investing
12
1
Risk Versus Tolerance
12
3
The Other Risks
15
3
Diversification
18
2
Allocating Your Assets
20
1
Asset Allocation Planning
21
2
Investment Objectives and You!
23
1
The Psychology of Investing
24
5
Psychological Profiles
29
4
Different Types of Mutual Funds: How to Choose the Fund That Is Right for You
33
54
Cap Sizes
34
2
Categories and You
36
2
Indices
38
6
Some of the Other Indices
44
1
Index Funds
45
2
Choosing an Index Fund
47
3
Other Index Fund Choices
50
1
Sector Funds
51
13
Growth Funds
64
1
Let's Get Aggressive
65
2
Going Long (Term)
67
1
Growth and Income Funds
68
1
Emerging Growth Funds
69
1
Value Funds
69
1
A Value Fund in Action
70
3
Asset Allocation Funds
73
2
Fund of Funds
75
3
Select Funds
78
1
International Stock Funds
79
1
International Indices
79
2
International Strategies
81
6
Fund Size: The Large and Small of It
87
12
Small Funds
88
2
Really Small Funds
90
2
Large Funds
92
3
Volatility
95
4
The Name Is Bond, Bond Funds
99
16
What Puts the Fun in Bond Funds?
102
1
Additional Bond Risks
103
1
Types of Bond Funds
104
6
The Bond Fund Prospectus
110
2
Bond Index Funds
112
3
Money Market Funds
115
8
Taxes or No Taxes?
118
1
What to Consider
119
4
Mutual Fund Families
123
10
What to Look For
126
2
Other Benefits
128
1
On the Other Hand
128
5
Closed-End Mutual Funds
133
8
Types of Closed-End Funds
137
1
Why a Discount?
138
1
The Bottom Line
139
2
Loads or No Loads, a Loaded Question, Plus Fees and Expenses
141
12
Gray Areas
143
1
Loads Versus No-Loads
144
3
Understanding Fees and Expenses
147
6
Brokers and Planners
153
18
Full Service Brokers
155
1
Discount Brokers
155
2
The Do-It-Yourself-Investor
157
3
Full Service Brokers Go Internet and Discount Brokers Offer Advice
160
1
Financial Planners and You
161
5
Do You Need a Financial Planner?
166
1
Broker Concerns
166
5
Fund Managers: Who Are They and What You Should Know About Them
171
8
Resume and Credits, Please
173
3
Management Styles
176
3
Fun Reading: The Prospectus and Annual Report
179
10
The Prospectus
180
3
Derivatives: What are They?
183
2
The Annual Report
185
2
Legally Speaking
187
2
Keeping Track of Your Mutual Funds
189
12
Looking at Returns
191
2
Following (and Finding) Funds Online
193
3
The Top Five
196
1
Reading the Newspaper
197
4
Mutual Funds and Taxes
201
12
Taking the Fun out of Funds
202
1
Two Types of Tax Bites
202
1
A Closer Look
203
3
Cost Basis
206
1
How Much Do You Actually Pay?
206
3
Choosing Funds: What to Watch for to Be Tax-Efficient
209
2
Tax Planning: A Basic Review
211
2
Mutual Funds and Retirement Plans
213
12
The Long, Long Term
214
1
Apathy
215
3
Retirement Strategies
218
1
Variable Annuities
219
3
Variable Life Insurance
222
3
Buying, Holding, and Selling Your Mutual Fund Shares
225
20
Buying
228
2
Buying Additional Shares
230
3
Automatic Reinvesting
233
1
Dollar Cost Averaging
233
1
Value Averaging
234
1
Automatic Investment Plans
235
1
Market Timing
235
1
Lump Sum Investing
236
2
From Buyer to Shareholder
238
1
Selling Your Shares
238
3
Systematic Withdrawals
241
2
Online Trading
243
2
Asset Allocation: Some Plans of Action
245
16
The Conservative Allocation Route
248
3
The Middle of the Road Allocation Route
251
2
The Aggressive Allocation Route
253
5
Asset Allocation---A Final Word
258
3
Conclusion: Some Positives and Negatives
261
10
All That Glitters Isn't Gold!
262
2
Common Complaints about Mutual Funds
264
4
Conclusion
268
3
Index
271