Chuck Jaffe's Lifetime Guide to Mutual Funds: An Owner's Manual

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Basic Books, Oct 15, 2007 - Business & Economics - 304 pages
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Encyclopedic in its scope yet easy-to-use, this mutual-fund "owner's manual" is a one-stop resource for anyone who wants to go beyond the basics and start planning long-term, profitable fund investments. Breezy, readable, and organized into manageable mini-chapters, it will prove indispensable for investors with all levels of financial experience and knowledge. Syndicated columnist Chuck Jaffe is an idea coach to the ins and outs of mutual-fund ownership, from buying and selling funds to passing them on to heirs. He cuts through the clutter that confuses many investors and costs them money.  
  

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Contents

What Is a Mutual Fund?
4
Why Mutual Funds?
8
Seven Steps to Buying a Fund
14
Twelve Questions to Ask Before You Buy
20
Characteristics of a Winning Fund
30
Characteristics of a Winning Fund
36
Investment Styles
42
Types of Funds
46
Asset Allocation
152
Diversification
156
Rebalancing a Portfolio
160
Measuring Performance and Benchmarking
164
Figuring Your Real Performance in a Fund
168
Fund Supermarkets and Wrap Accounts
172
Paying Taxes on Your Funds
178
When a Fund Closes or Reopens
184

Investment Styles
58
Risk
66
Types of Funds Not to Buy
72
Load Versus NoLoad
80
Expense Ratios
88
Turnover
94
what Past Performance Really Says About a Fund
100
Ratings Versus Rankings
106
MoneyMarket Funds
110
Bonds Versus Bond Funds
114
Tax Efficiency
118
Retirement Accounts
124
Risk Measures
130
Registering your Fund Purchase
134
Keeping a File on the Fund
140
Monitoring Your Funds
146
Whats a NAV?
188
Your Funds Paperwork
192
How Your Fund Group Can Make Your Life Easier
200
Dealing with Your Fund Company
206
Deciding Whether You Should Sell
212
Dont Make Excuses for Your Fund
220
Take the Sell Everything Test
224
Analyzing What Went Wrong
228
Tax Strategies When Selling a Fund
234
Pulling the Rip Cord
240
Youve Got Your Money What Next
246
How to Reach Your Fund by Phone
248
Reaching Your Fund Family via the Internet
266
Index
274
Copyright

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About the author (2007)

Charles A. Jaffe writes the syndicated column "Your Funds," which appears in over fifty newspapers nationwide and is read by an estimated twenty-five million Americans every week. He is also a personal finance writer for the Boston Globe. As one of the best-known experts in this area, Jaffe speaks at dozens of major personal-finance conferences annually and is a trusted lifeline for mutual-fund investors everywhere.

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