Mutual Funds: Your Money,
Your Choice ... Take Control Now and Build Wealth Wisely
Summary
In the United States alone,
more than 55,000,000 households invest in mutual funds but most of those investors aren't
achieving optimal returns, because they don't fully understand their costs, their risks,
or their alternatives. In Mutual Funds: Your Money, Your Choice, a leading investment
researcher (and author of one of the world's leading investment textbooks) explains
exactly what individual investors must know to make the most of every investment dollar.
Simply and clearly without
complicated charts or equations Charles P. Jones reviews everything investors need to
watch out for to achieve their objectives, including costs, tax issues, sector volatility,
and other key issues. He also introduces and explains important new alternatives to mutual
funds, such as folio investing, comparing their advantages, risks, and potential yields.
You can't afford not to
understand the mutual funds you're staking your future on. This book gives you an
unvarnished look at both the positives and the negatives. You'll learn what to ask, where
to get the answers, and how to act on that information to minimize your risks and maximize
your real returns.
- Choosing
the right mutual fund
- Index
funds? Sector funds? Track records? Ratings? Managers? What really matters
- Costs
and taxes: Are they killing your returns?
- Management
costs, taxable distributions: who's really profiting from your investment?
- "Sold,
not bought": the mass marketing of mutual funds
- Crucial
information that gets lost in the marketing hype
- Who's
watching out for you?
- Today's
mutual fund watchdogs: Are they really protecting investors' interests?
- Managed
bond funds: a good investment?
- Why
you should think twice before investing in managed bond funds
- New
alternatives to mutual funds
- Folios,
ETFs, managed accounts: Are they right for you?
What you must know about
mutual fund investing right now.
- Mutual
fund secrets the marketers won't tell you
- Expert
techniques for maximizing return, minimizing taxation, and managing risk
- Hidden
costs, taxable distributions, sector volatility, poor investment safeguards, and other
crucial issues
- New
alternatives to mutual funds: exchange-traded funds, folios, managed accounts, and more
- No
equations, no complicated graphs, just simple explanations you can act on
Are you getting the results
you expect from your mutual fund investments?
If you're like millions of
investors, the answer is NO: your share values are down, you're paying higher taxes than
you expected, and the vaunted expertise of your fund managers is proving to be useless-or
worse.
It doesn't have to be that
way. You can make healthy returns in mutual funds-and you can find alternatives that will
help you accomplish your financial objectives when mutual funds won't. This book will show
you how.
Charles P. Jones tells you
what the mutual fund marketers won't. You'll discover the real risks of mutual funds-and
the tough questions you simply must ask if you're going to make the right decisions about
them.
You can no longer afford to
let the "professionals" make your key decisions for you. Take control of your
investments, with the one book that shows you how: Mutual Funds: Your Money, Your Choice.
232 pages