Praise for Morningstar Guide to Mutual Funds
"Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar® Guide to Mutual Funds helps cut through the fog with a solid volume of constructive advice. The central message–‘truly diversify, keep it simple, focus on costs, and stick with it’–is not only timeless, it is priceless."
Table of Contents
|
Foreword |
v |
|
Acknowledgments |
ix |
|
Introduction |
xi |
| Part 1 |
How to Pick Mutual Funds |
1 |
| Chapter 1 |
Know What Your Fund Owns |
3 |
| Chapter 2 |
Put Performance in Perspective |
18 |
| Chapter 3 |
Understand the Risks |
27 |
| Chapter 4 |
Get to Know Your Fund Manager |
39 |
| Chapter 5 |
Keep a Lid on Costs |
68 |
| Part 2 |
How to Find Ideas for Your Portfolio |
81 |
| Chapter 6 |
Find the Right Core Stock Funds for You |
83 |
| Chapter 7 |
Move Beyond the Core: Using Specialized Stock Funds |
113 |
| Chapter 8 |
Find the Right Core Bond Fund for You |
134 |
| Chapter 9 |
Move Beyond the Core: Using Specialized Bond Funds |
148 |
| Part 3 |
How to Build a Portfolio |
159 |
| Chapter 10 |
Match Your Portfolio to Your Goals |
161 |
| Chapter 11 |
Put Your Portfolio Plan into Action |
169 |
| Chapter 12 |
Simplify Your Investment Life |
182 |
| Chapter 13 |
Be Savvy When Seeking Advice |
191 |
| Part 4 |
How to Monitor Your Portfolio |
197 |
| Chapter 14 |
Schedule Regular Checkups |
199 |
| Chapter 15 |
Know When to Sell |
207 |
| Chapter 16 |
Keep a Cool Head in Turbulent Markets |
218 |
| Part 5 |
More on Mutual Funds: Frequently Asked Questions |
229 |
|
Recommended Reading |
277 |
|
Other Morningstar Resources |
281 |
|
Index |
283 |