Consumer Reports Mutual Funds Book

Front Cover
Consumer Reports Books, 1994 - Business & Economics - 180 pages
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Mutual funds have become increasingly popular during the past ten years, with $51 billion invested in 1992 alone. The opportunities available to investors have vastly expanded, but with so many possibilities and so much hard sell, how can you be sure you are choosing the right funds?
The Consumer Reports Mutual Funds Book analyzes and examines the world of mutual funds objectively and provides sensible strategies for building a portfolio tailored to your needs. As you look ahead to retirement, this book offers special advice on retirement planning.
If you are a new investor, you can start with the basics, learning about "load" and "no-load" funds, investment principles such as dollar cost averaging, automatic reinvestment, and the tax consequences of various transactions. If you are already an experienced investor, you will gain important information on how to judge a fund's track record.
Written in plain English, The Consumer Reports Mutual Funds Book shows you how to learn the risks and rewards of various funds, and then pick funds that meet your needs; evaluate a fund, with performance analyses and Ratings of funds from the experts at Consumer Reports; build a diversified portfolio of funds; and choose among various fund "families" and then get the best service from them.
Whether you are just starting out or already have a substantial portfolio, The Consumer Reports Mutual Funds Book offers expert advice and practical plans that will help you get the most for your investment dollars.

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Contents

Introduction
1
The Basics of Mutual Funds
3
Which Funds Are Right for You?
14
Copyright

9 other sections not shown

Common terms and phrases

aggressive-growth funds asset-allocation AVERAGE ANNUAL RETURN bank Bear Market broker Bull Market buy shares Buying on margin capital gains capital-gains distributions cash CD CD CD CD CD CD CM CD CO chapter charge a load checking account checkwriting closed-end funds CM CM CM CO CO CD CO CM CO CM CM CO CO CO common stock Consumer Reports Consumers Union convertible securities corporate bond cost basis dends diversified Dividend Reinvestment Plan dividends don't Dreyfus Corporation earn employer equity-income funds example expense ratio federal income tax fees Fidelity Fidelity Investments financial planner fund companies fund family fund managers fund shares fund's funds invest funds that invest GICs Ginnie Mae global funds GNMA government bond growth growth stock high-yield bond income tax index funds Individual Retirement Accounts interest interest rates Investment Company Institute investors it's junk bonds Keogh load funds long-term Magellan Fund maturity ment Merrill Lynch minimum money-market fund Money-market mutual funds Morningstar mortgage-backed securities municipal bond funds mutual funds NASD NASDAQ net asset net asset value no-load funds number of shares open-end funds P/E ratios percent performance Peter Lynch portfolio preferred stocks prepayment risk Price-Earnings Ratio prospectus real estate receive redemption fees reinvested retirement retirement plans risk Rowe Price sales charges Salomon Brothers savings bonds sector funds securities self-employment sell shares share price shareholders short selling short-term Social Security sold Standard & Poor's stock funds stock index stock market stock market crash stock market index tax bracket tax-deferred tax-free taxable teletypewriter Treasury bills types of funds U.S. dollar U.S. Savings Bonds U.S. Treasury securities unit trust USAA Valley Forge Vanguard Group you'll you're

About the author (1994)

Daugherty has been both a freelance writer and magazine editor for more than 20 years.

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