启明星共有基金指南
2005-12
John Wiley & Sons Inc
Benz, Christine
288
Since the publication of the bestselling original Morningstar® Guide to Mutual Funds, investors have confronted some challenging questions head-on. How do you find a mutual fund company you can trust? Are exchange-traded funds a viable alternative to traditional mutual funds? And perhaps a more fundamental question: Are mutual funds still worth investing in? Completely revised and updated to meet the needs of today's demanding investor, Morningstar® Guide to Mutual Funds, Second Edition answers these questions and many more. Filled with commonsense advice that will help both the novice and seasoned investor, this book outlines the latest tools and techniques needed to select winning mutual funds, create a well-diversified portfolio, and help you reach your financial goals. It shares Morningstar's top mutual fund picks, provides sample portfolios for investors with short-, intermediate-, and long-term time horizons, and tells you how to avoid the pitfalls that trip up so many other investors. Most of all, it will allow you to take an objective look at your investments and make the most informed decisions possible. Regardless of your investment experience or expertise, Morningstar® Guide to Mutual Funds, Second Edition will show you how to find funds that fit your needs today and in the future. In the following pages, Christine Benz, a Morningstar veteran, uses a detailed, yet easily understandable format to share the knowledge that Morningstar's experts have built over the past twenty-one years. This book delves into topics that will help you learn how to: Build a portfolio of funds that is tailored to your personal situation and goals Determine the role bond funds, index funds, and exchange-traded funds should play in your portfolio Keep your portfolio on the right track with quarterly and annual reviews Minimize costs with an in-depth explanation of expense ratios, loads, and other fund charges Understand the correlation between invest- ment style and risk Identify the key points in assessing the quality of a fund's manager, and your next steps if a fund manager leaves Through a clear presentation of financial information and lively anecdotes, Morningstar® Guide to Mutual Funds, Second Edition will help you build and maintain a profitable mutual fund portfolio today and for years to come.
HRISTINE BENZ is Editor of Morningstar® Mutual Funds, a bimonthly publication, and Morningstar® Funds 500, an annual book covering 500 top mutual funds. She has worked as a Morningstar analyst and editor since 1993, focusing on growth-oriented fun
FOREWORDACKNOWLEDGMENTSINTRODUCTIONPART 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 CostsPART TWO: HOW TO FIND IDEAS FOR YOUR PORTFOLIO Chapter 6: Find the Right Core Stock Funds for You Chapter 7: Move Beyond the Core: Using Specialized Stock Funds Chapter 8: Find the Right Core Bond Fund for You Chapter 9: Move Beyond the Core: Using Specialized Bond FundsPART THREE: HOW TO BUILD A PORTFOLIO Chapter 10: Match Your Portfolio to Your Goals Chapter 11: Put Your Portfolio Plan into Action Chapter 12: Simplify Your Investment Life Chapter 13: Be Savvy When Seeking AdvicePART FOUR: HOW TO MONITOR YOUR PORTFOLIO Chapter 14: Schedule Regular Checkups Chapter 15: Know When to Sell Chapter 16: Keep a Cool Head in Turbulent MarketsPART FIVE: MORE ON MUTUAL FUNDS: FREQUENTLY ASKED QUESTIONSRECOMMENDED READINGOTHER MORNINGSTAR RESOURCESINDEX
