導讀: 資源介紹 語言: 英文 地區: 美國 圖書fenlei: 經濟 中文名: 共同基金 發行時間: 2010年 原名: Mutual Funds For Dummies 資源格式: PDF 版本: 第6版 簡介: 內容介紹: 共同基金(英語:Mutual Fund),在
資源介紹
語言: 英文
地區: 美國
圖書fenlei: 經濟
中文名: 共同基金
發行時間: 2010年
原名: Mutual Funds For Dummies
資源格式: PDF
版本: 第6版
簡介:
內容介紹:
共同基金(英語:Mutual Fund),在美國又稱為投資公司(Investment Company),在香港和台灣一般翻譯為互助基金。在中國大陸,一般的投資者並不使用共同基金這個詞匯,而是以投資基金,證券投資基金等詞匯取代之,但是以上詞匯的內涵和共同基金是有很大差別的。
共同基金是由基金經理管理的,向社會投資者公開募集資金以投資於證券市場的營利性的基金。共同基金購買股票、債券、商業票據、商品或金融衍生工具,以獲得利息、股息或資本利得。共同基金通過投資獲得的利潤由投資者和基金經理分享(具體的分享形式詳見下文)。由於共同基金吸納的是公眾的資金,各國政府都對其實施比較嚴厲的管制,其組建、信息披露、交易、資金結構變化和解散都受到法律法規限制,美國的管制尤其嚴格。
內容截圖:
目錄: Introduction ................................................................ 1
Part I: Mutual Funds: Sharing Risks and Rewards .......... 7
Chapter 1: Making More Money, Taking Less Risk ........................................................ 9
Chapter 2: Mutual Funds: Pros and Cons ..................................................................... 23
Chapter 3: Funding Your Financial Plans ...................................................................... 39
Part II: Evaluating Alternatives to Funds ..................... 55
Chapter 4: Selecting Your Own Stocks and Bonds ...................................................... 57
Chapter 5: Exchange-Traded Funds and Other Fund Lookalikes .............................. 65
Chapter 6: Hedge Funds and Other Managed Alternatives ........................................ 75
Part III: Separating the Best from the Rest .................. 83
Chapter 7: Finding the Best Funds ................................................................................. 85
Chapter 8: Using Fund Publications ............................................................................ 101
Chapter 9: Buying Funds from the Best Firms ........................................................... 119
Part IV: Crafting Your Fund Portfolio ........................ 137
Chapter 10: Perfecting a Fund Portfolio ..................................................................... 139
Chapter 11: Money Market Funds: Beating the Bank ................................................ 159
Chapter 12: Bond Funds: When Boring Is Best .......................................................... 177
Chapter 13: Stock Funds: Meeting Your Longer Term Needs .................................. 207
Chapter 14: Specialty Funds: One of a Kind ............................................................... 229
Chapter 15: Working It Out: Sample Portfolios .......................................................... 237
Chapter 16: Applications, Transfers, and Other Useful Forms ................................ 261
Part V: Keeping Current and Informed ....................... 279
Chapter 17: Evaluating Your Funds and Adjusting Your Portfolio .......................... 281
Chapter 18: The Taxing Side of Mutual Funds ........................................................... 299
Chapter 19: Common Fund Problems and How to Fix Them ................................... 315
Chapter 20: Fund Ratings and Forecasters ................................................................. 325
Chapter 21: Harnessing Your Computer’s Power ...................................................... 337
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