Morningstar Guide to Mutual Funds: Five-Star Strategies for Success
Search in google:
Praise for MorningstarGuide To Mutual FundsSecond Edition"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 information. The central message—'truly diversify, keep it simple, focus on costs, and stick with it'—is not only timeless, it is priceless."—John C. Bogle, founder and former CEO, The Vanguard Group"Successful investors know they must do their own due diligence. Morningstar has done much of that homework in this guide. Leave it to Morningstar to get it right, offering smart ways to pick, build, and monitor a portfolio. It's a commonsense guide that should grace every investor's shelf."—Ted David, Senior Anchor for CNBC Business Radio"There's nothing Morningstar doesn't know about mutual funds. And at last, for ready reference, there's a book. You'll find everything here you need to know about managing fund investments, inside or outside a 401(k)."—Jane Bryant Quinn, Newsweek columnist and author of Making the Most of Your Money
ForewordvAcknowledgmentsixIntroductionxiPart 1How to Pick Mutual Funds1Chapter 1Know What Your Fund Owns3Chapter 2Put Performance in Perspective18Chapter 3Understand the Risks27Chapter 4Get to Know Your Fund Manager39Chapter 5Keep a Lid on Costs68Part 2How to Find Ideas for Your Portfolio81Chapter 6Find the Right Core Stock Funds for You83Chapter 7Move Beyond the Core: Using Specialized Stock Funds113Chapter 8Find the Right Core Bond Fund for You134Chapter 9Move Beyond the Core: Using Specialized Bond Funds148Part 3How to Build a Portfolio159Chapter 10Match Your Portfolio to Your Goals161Chapter 11Put Your Portfolio Plan into Action169Chapter 12Simplify Your Investment Life182Chapter 13Be Savvy When Seeking Advice191Part 4How to Monitor Your Portfolio197Chapter 14Schedule Regular Checkups199Chapter 15Know When to Sell207Chapter 16Keep a Cool Head in Turbulent Markets218Part 5More on Mutual Funds: Frequently Asked Questions229Recommended Reading277Other Morningstar Resources281Index283
