Bienvenue chez nous !
Logo Ex Libris
 Laissez-vous inspirer ! 

Morningstar Guide to Mutual Funds

  • eBook (pdf)
  • 304 Nombre de pages
(0) Donner la première évaluation
Évaluations
(0)
(0)
(0)
(0)
(0)
Afficher toutes les évaluations
Praise for Morningstar Guide to Mutual Funds "Picking actively managed mutual funds is no mean challenge. And asthe recent era un... Lire la suite
CHF 12.00
Download est disponible immédiatement
Informations sur les eBooks
Les eBooks conviennent également aux appareils mobiles (voir les instructions).
Les eBooks d'Ex Libris sont protégés contre la copie par ADOBE DRM: apprenez-en plus.
Pour plus d'informations, cliquez ici.
Commande avec livraison dans une succursale

Description

Praise for Morningstar Guide to Mutual Funds "Picking actively managed mutual funds is no mean challenge. And asthe recent era underscores, past performance is of little help. TheMorningstar Guide to Mutual Funds helps cut through the fog with asolid volume of constructive advice. The central message-'trulydiversify, keep it simple, focus on costs, and stick with it'-isnot only timeless, it is priceless." -John C. Bogle, founder and former CEO, The Vanguard Group "There's nothing Morningstar doesn't know about mutual funds. Andat last, for ready reference, there's a book. You'll findeverything here you need to know about managing fund investments,inside or outside a 401(k)." -Jane Bryant Quinn, Newsweek columnist and author of Making theMost of Your Money "All serious mutual fund investors know that Morningstar is thesource of impeccable data and sound investment advice. This book isthe culmination of nearly two decades of research, analysis, andgood old commonsense wisdom." -Tyler Mathisen, financial journalist, CNBC "Momentum investing, the hype in NASDAQ, the dot-com mania aremostly behind us. Now, we must navigate through the market debris.We need a compass as we look to allocate our financial resources ina way best suited to maintain purchasing power and fully fundretirement. The Morningstar Guide will help investors find truenorth and steer a course to reach their long-term financialgoals." -Mario J. Gabelli, Chief Investment Officer Gabelli Asset Management, a publicly traded company "A generation of investors who took the stock market for grantednow know how important it is to understand-and control-their owninvestments. The Morningstar Guide should be their most importantresource." -Terry Savage, Chicago Sun-Times financial columnist and author ofThe Savage Truth on Money



Auteur
CHRISTINE BENZ is Editor of Morningstar® FundInvestorTM, a monthly newsletter for investors, and Morningstar® Funds 500TM, an annual publication covering 500 top mutual funds.


PETER DI TERESA is a retirement plan consultant with Morningstar. He has written for the print publications Morningstar® Mutual FundsTM and Morningstar® FundInvestorTM, as well as the "Ask the Professor" column for Morningstar's Web site, Morningstar.com.


RUSSEL KINNEL is Director of Mutual Fund Analysis for Morningstar, Inc. He writes the widely read "FundSpy" column for Morningstar.com, and manages Morningstar's team of mutual fund analysts.


MORNINGSTAR, INC. is a Chicago-based global investment research firm. Morningstar is known for its objective research and analysis on stocks, mutual funds, exchange-traded funds, closed-end funds, and more. Morningstar is an independent company and is the trusted source for individuals, financial advisors, institutions, and the news media.



Texte du rabat
A BusinessWeek and Wall Street Journal Business Bestseller

Praise for Morningstar® Guide to Mutual Funds

"The Morningstar® Guide to Mutual Funds helps cut through the fog with a solid volume of constructive advice."
John C. Bogle, founder and former CEO, The Vanguard Group

"This book is the culmination of nearly two decades of research, analysis, and good old commonsense wisdom."
Tyler Mathisen, financial journalist, CNBC

"A generation of investors who took the stock market for granted now know how important it is to understandand controltheir own investments. The Morningstar® Guide should be their most important resource."
Terry Savage, Chicago Sun-Times financial columnist and author of The Savage Truth on Money



Contenu
PART ONE: HOW TO PICK MUTUAL FUNDS.

Chapter 1. Know What Your Fund Owns.

Chapter 2. Put Performance in Perspective.

Chapter 3. Understand the Risks.

Chapter 4. Get to Know Your Fund Manager.

Chapter 5. Keep a Lid on Costs.

PART TWO: HOW TO BUILD A PORTFOLIO.

Chapter 6. Match Your Portfolio to Your Goals.

Chapter 7. Put Your Portfolio Plan in Action.

PART THREE: FIDING IDEAS FOR YOUR PORTFOLIO.

Chapter 8. Find the Right Core Stock Fund for You.

Chapter 9. Move Beyond the Core.

Chapter 10. Find the right Bond Fund for You.

Chapter 11. Finding the Right Fund Companies for You.

PART FOUR: MONITORING YOUR PORTFOLIO.

Chapter 12. Schedule Regular Checkups.

Chapter 13. Know When to Sell.

Chapter 14. Keep a Cool Head in Turbulent Markets.

PART FIVE: BRINGING IT ALL TOGETHER: MORNINGSTAR PORTFOLIOS.

Chapter 15. Look Inside Morningstar's Portfolios.

PART SIX: MORE ON MUTUAL FUNDS: FREQUENTLY ASKED QUESTIONS.

1. How Does the Morningstar Rating for Mutual Funds Work?

2. What Should I do When My Fund Loses a Star?

3. How does Morningstar's Style Box Work?

4. How Do I Buy My First Fund?

5. What Should I do When My Fund Manager Leaves?

6. Should I Buy a Rookie Fund?

7. Should I Buy a Fund That's Closing?

8. Should I Buy a Fund That's Doing Really Well?

9. Should I Buy a Fund That's in the Dumps?

10. How Can I Pay Less in Taxes?

11. How Can I determine Whether a Fund Is Best for a Taxable Account or a Tax-Sheltered Account?

12. How Can I Find the Best Fund Supermarket?

13. How Can I find a Financial Planner?

14. How do I read a Fund's Prospectus?

15. What Do I Need to Know About the Statement of Additional Information?

16. How do I read a Fund's Shareholder Report?

Recommended Reading.

Other Morningstar Resources.

Index.

Informations sur le produit

Titre: Morningstar Guide to Mutual Funds
Sous-titre: 5-Star Strategies for Success
Auteur:
EAN: 9780471459057
ISBN: 978-0-471-45905-7
Format: eBook (pdf)
Producteur: Wiley
Editeur: Wiley
Genre: Droit, vie professionnelle, finances
Parution: 17.02.2003
Protection contre la copie numérique: Adobe DRM
Taille de fichier: 1.08 MB
Nombre de pages: 304
Année: 2003