《共同基金》┊Eric Tyson[.PDF]

方天问

共同基金（英语：Mutual Fund）,在美国又称为投资公司（Investment Company），在香港和台湾一般翻译为互助基金。在中国大陆，一般的投资者并不使用共同基金这个词汇，而是以投资基金，证券投资基金等词汇取代之，但是以上词汇的内涵和共同基金是有很大差别的。
共同基金是由基金经理管理的，向社会投资者公开募集资金以投资于证券市场的营利性的基金。共同基金购买股票、债券、商业票据、商品或金融衍生工具，以获得利息、股息或资本利得。共同基金通过投资获得的利润由投资者和基金经理分享（具体的分享形式详见下文）。由于共同基金吸纳的是公众的资金，各国政府都对其实施比较严厉的管制，其组建、信息披露、交易、资金结构变化和解散都受到法律法规限制，美国的管制尤其严格。


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目录:


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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