启明星共有基金指南：成功的五星策略MORNINGSTAR GUIDE TO MUTUAL FUNDS, SECOND EDITION: FIVE-STAR STRATEGIES FOR SUCCESS
分类: 图书,进口原版书,经管与理财 Business & Investing ,
作者： Christine Benz著
出 版 社： 吉林长白山
出版时间： 2005-12-1字数：版次： 1页数： 288印刷时间： 2005/12/01开本：印次：纸张： 胶版纸I S B N ： 9780471718321包装： 精装内容简介
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.
作者简介
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 funds. Benz is widely quoted in the media and appears regularly on CNBC.
目录
FOREWORD
ACKNOWLEDGMENTS
INTRODUCTION
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 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 Funds
PART 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 Advice
PART 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 Markets
PART FIVE: MORE ON MUTUAL FUNDS: FREQUENTLY ASKED QUESTIONS
RECOMMENDED READING
OTHER MORNINGSTAR RESOURCES
INDEX
