Cover image for J.K. Lasser's pick winning mutual funds
J.K. Lasser's pick winning mutual funds
Tweddell, Jerry.
Personal Author:
Publication Information:
New York : Wiley, [2001]

Physical Description:
xii, 285 pages : illustrations ; 24 cm.
General Note:
Includes index.
Added Author:
Format :


Call Number
Material Type
Home Location
Item Holds
HG4530 .T938 2001 Adult Non-Fiction Non-Fiction Area

On Order




This indispensable strategy guide will show you how to start picking the mutual funds that are right for your specific needs, now. It provides basic, well-grounded fundamentals on selection and management. It enumerates the critical importance of asset allocation and risk management, the importance of minimized costs and taxes, and even the psychological hurdles that can undo the soundest of investment plans. Whether you're actively trading or interested in simply building a secure portfolio that can run on autopilot, J.K. Lasser's Pick Winning Mutual Funds will guide you toward achieving your financial goals.

Critical coverage will help you:
* Take control of your investments by making the laws of probability work for you
* Stop making the average investor's mistakes by picking funds that will increase your returns
* Decide when to use index or actively managed funds
* Add new funds to your portfolio to outperform funds with long track records
* Profit from the huge increase in services and the information that technology provides

Author Notes

JERRY TWEDDELL is a former stockbroker with twenty-five years of experience working with both institutional and individual investors. Currently, he is an investment advisor offering fee-based investment management and consulting services for individual investors.
JACK PIERCE is retired from Donaldson, Lufkin and Jenrette, where he served as their first West Coast office manager, and has over thirty years in the investment business. He writes occasional articles for magazines on the subject of finance.

Table of Contents

Introductionp. xi
Part 1 Getting Started
1 Take Control of Your Mutual Fundsp. 3
2 Why You Can't Be an Average Mutual Fund Investorp. 17
3 Financial Sources: What You Need to Know and Where to Get Itp. 35
4 Asset Allocation--The Most Important Investment Decisionp. 55
Part 2 Two Alternatives: To Index, or Not to Index?
5 Index Fundsp. 65
6 Picking Winning Managed Fundsp. 83
Part 3 Mutual Fund Universe: The Basic Choices
7 Bonds and Bond Funds--Picking the Winnersp. 99
8 New-Fund Investing--Betting with the Odds and the Insidersp. 119
9 Real Estate Investment Trusts: Funds with "The REIT Stuff"p. 141
10 Convertibles: Smooth Rides and Safety Beltsp. 157
11 Closed-End Fundsp. 169
12 Beyond Mutual Funds--Individually Managed Accountsp. 191
13 Off the Beaten Path: Unpopular Funds and Socially Responsible Fundsp. 205
Part 4 Managing for Maximum Profits
14 Fund Family Stalwarts--Stewardship instead of Salesmanshipp. 219
15 Recommended Fundsp. 233
Appendix A Chapter Summariesp. 243
Appendix B Compound Interest Tablep. 257
Appendix C The Lessons from Japanp. 261
Indexp. 271
About the Authorsp. 285