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语言: 英文
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地区: 美国
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图书fenlei: 经济
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中文名: 共同基金
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发行时间: 2010年
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原名: Mutual Funds For Dummies
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资源格式: PDF
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版本: 第6版
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简介:  内容介绍: 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。 内容截图:
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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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