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Table of Contents
1 Cover
4 Introduction What’s New in This Edition How This Book Is Different Foolish Assumptions Icons Used in This Book Beyond the Book Where to Go from Here
5 Part 1: Getting Started with Funds Chapter 1: Making More Money, Taking Less Risk Introducing Mutual Funds and Exchange-Traded Funds Making Sense of Investments Surveying the Major Investment Options Reviewing Important Investing Concepts Chapter 2: Fund Pros and Cons Getting a Grip on Funds Opting for Mutual Funds Addressing the Drawbacks Chapter 3: Funding Your Goals and Dreams Acting Before Researching: The Story of Justine and Max Lining Up Your Ducks Before You Invest Reaching Your Goals with Funds
6 Part 2: Evaluating Alternatives to Funds Chapter 4: Selecting Your Own Stocks and Bonds Deciding to Choose Your Own Stocks and Bonds Picking Your Own Stocks and Bonds Chapter 5: Exchange-Traded Funds and Other Fund Lookalikes Understanding Exchange-Traded Funds Mimicking Closed-End Funds: Unit Investment Trusts Customizing Your Own Funds Online Chapter 6: Hedge Funds and Other Managed Options Hedge Funds: Extremes of Costs and Risks Managed Accounts with Hefty Fees Private Money Managers: One-on-One Robo-Advisors: Automated Investment
7 Part 3: Separating the Best from the Rest Chapter 7: Finding the Best Funds Evaluating Gain-Eating Costs Weighing Performance and Risk Recognizing Manager Expertise Chapter 8: Using Fund Publications Reading Prospectuses — the Important Stuff, Anyway Reviewing Annual Reports Investigating the Statement of Additional Information (SAI) Chapter 9: Buying Funds from the Best Firms Finding the Best Buys Discount Brokers: Mutual Fund Supermarkets Places to Pass By Hiring an Advisor: The Good, Bad, and Ugly
8 Part 4: Crafting Your Fund Portfolio Chapter 10: Perfecting a Fund Portfolio Asset Allocation: An Investment Recipe Taxes: It’s What You Keep That Matters Fund-Investing Strategies Putting Your Plans into Action Chapter 11: Money Market Funds: Beating the Bank Money Market Funds 101 Choosing a Great Money Market Fund Finding the Recommended Funds Chapter 12: Bond Funds: When Boring Is Best Understanding Bonds Sizing Up a Bond Fund’s Personality Investing in Bond Funds Eyeing Recommended Bond Funds Exploring Alternatives to Bond Funds Chapter 13: Stock Funds: Meeting Your Longer Term Needs Seeing Your Money Grow Using Funds to Invest in Stocks The Best Stock Funds