Mutual Funds For Dummies, 7th Edition

Position your portfolio for growth with one of America’s bestselling mutual fund books

Are you looking for a trusted resource to help you add mutual funds to your investment strategy? With straightforward advice and a plethora of specific, up-to-date mutual fund recommendations, personal finance expert Eric Tyson helps you avoid fund-investing pitfalls and maximize your chances of success.

Newly revised and updated, Mutual Funds For Dummies quickly and easily helps you pick the best funds, assemble and maintain your portfolio, and evaluate your funds’ performance. In no time, it gets you up and running on exchange-traded funds, tax laws affecting investments in funds, how to evaluate different fund-investing strategies, and much more.

• Plan and implement a successful investment strategy that includes mutual funds
• Avoid fund-investing pitfalls
• Find the best-managed funds that match your financial goals
• Select among mutual funds, exchange-traded funds, and other investing options

Complemented with sample fund portfolios and updated forms that show you exactly how to accomplish your financial goals, this is your trusted resource for planning and implementing a successful investment strategy that includes mutual funds.

Table of Contents

Part 1: Getting Started with Funds
Chapter 1: Making More Money, Taking Less Risk
Chapter 2: Fund Pros and Cons
Chapter 3: Funding Your Financial Plans

Part 2: Evaluating Alternatives to Funds
Chapter 4: Selecting Your Own Stocks and Bonds
Chapter 5: Exchange-Traded Funds and Other Fund Lookalikes
Chapter 6: Hedge Funds and Other Managed Alternatives

Part 3: Separating the Best from the Rest
Chapter 7: Finding the Best Funds
Chapter 8: Using Fund Publications
Chapter 9: Buying Funds from the Best Firms

Part 4: Crafting Your Fund Portfolio
Chapter 10: Perfecting a Fund Portfolio
Chapter 11: Money Market Funds: Beating the Bank
Chapter 12: Bond Funds: When Boring Is Best
Chapter 13: Stock Funds: Meeting Your Longer Term Needs
Chapter 14: Specialty Funds: One of a Kind
Chapter 15: Working It Out: Sample Portfolios
Chapter 16: Applications, Transfers, and Other Useful Forms

Part 5: Keeping Current and Informed
Chapter 17: Evaluating Your Funds and Adjusting Your Portfolio
Chapter 18: The Taxing Side of Mutual Funds
Chapter 19: Common Fund Problems and How to Fix Them
Chapter 20: Information Sources: Fund Ratings and Forecasters

Part 6: The Part of Tens
Chapter 21: Ten Common Fund-Investing Mistakes and How to Avoid Them
Chapter 22: Ten Fund-Investing Fears to Conquer
Chapter 23: Ten Tips for Hiring a Financial Adviser