Mutual Funds For Dummies
8. Auflage Juli 2022
432 Seiten, Softcover
Wiley & Sons Ltd
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Build substantial wealth with mutual funds (and ETFs)!
Mutual funds and exchange-traded funds (ETFs) are great for professional management, diversification and liquidity into your portfolio, but what are the costs and risks? And how have the best investment strategies changed with the rise of robo-investing, ETFs, and new tax rules? Mutual Funds For Dummies answers all your questions, giving you insight on how to find the best-managed funds that match your financial goals.
With straightforward advice and plenty of specific fund recommendations, Eric Tyson helps you avoid fund-investing pitfalls and maximize your returns. This new edition covers the latest investment trends and philosophies, including factor investing, ESG investing, and online investing. You'll also find completely updated coverage on the best mutual funds and ETFs in each category.
Earn more with funds!
* Learn how mutual funds and ETFs work and determine how much of your portfolio to devote
* Weigh the pros and cons of funds, and use funds to help you pick your own stocks
* Make the most of online investing and other new technologies and trends
* Maximize your gains by choosing the funds and strategies that work for you
Mutual Funds For Dummies is a trusted resource, and this update has arrived to help you plan and implement a successful investment strategy. The fund market is rebounding--get on the train and take advantage of the opportunity today!
Part 1: Getting Started with Funds 7
Chapter 1: Making More Money, Taking Less Risk 9
Chapter 2: Fund Pros and Cons 23
Chapter 3: Funding Your Goals and Dreams 39
Part 2: Evaluating Alternatives to Funds 57
Chapter 4: Selecting Your Own Stocks and Bonds 59
Chapter 5: Exchange-Traded Funds and Other Fund Lookalikes 69
Chapter 6: Hedge Funds and Other Managed Options 79
Part 3: Separating the Best from the Rest 89
Chapter 7: Finding the Best Funds 91
Chapter 8: Using Fund Publications 107
Chapter 9: Buying Funds from the Best Firms 137
Part 4: Crafting Your Fund Portfolio 155
Chapter 10: Perfecting a Fund Portfolio 157
Chapter 11: Money Market Funds: Beating the Bank 179
Chapter 12: Bond Funds: When Boring Is Best 199
Chapter 13: Stock Funds: Meeting Your Longer Term Needs 229
Chapter 14: Specialty Funds 251
Chapter 15: Working It Out: Sample Portfolios 263
Chapter 16: Applications, Transfers, and Other Useful Forms 287
Part 5: Keeping Current and Informed 307
Chapter 17: Evaluating Your Funds and Adjusting Your Portfolio 309
Chapter 18: The Taxing Side of Mutual Funds 327
Chapter 19: Common Fund Problems and How to Fix Them 343
Chapter 20: Information Sources: Fund Ratings and Forecasters 353
Part 6: The Part of Tens 367
Chapter 21: Ten Common Fund-Investing Mistakes and How to Avoid Them 369
Chapter 22: Ten Fund-Investing Fears to Conquer 375
Chapter 23: Ten Tips for Hiring a Financial Advisor 381
Appendix: Recommended Fund Companies and Brokers 391
Index 393
