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Articles related to the category "Mutual Funds"

12B-1 Fee12b-1 Fund12B-1 PlanAbnormal ReturnAccumulation PlanAcquired Fund Fees and Expenses (AFFE)Active RiskActive Share StudyAfter Reimbursement Expense RatioAggressive Growth FundAlaska Permanent FundAll Weather FundAll-Cap FundAllocation RateAnnual TurnoverAnti-Reciprocal RuleAsset Management Company (AMC)Asset SizeAutomatic Reinvestment Plan (ARP)B-ShareBack-End LoadBalanced FundBear FundBefore Reimbursement Expense RatioBehavioral FundsBenchmark for Correlation ValuesBlend FundBogeyBond FundBreakpointBreakpoint SaleBusiness Development Company (BDC)Capital Gains DistributionCapital ShareCapped FundCertified Fund Specialist (CFS)Chartered Mutual Fund Counselor (CMFC)Class C ShareClean SharesClone FundClosed FundClosed-End FundClosed-End Management CompanyCloset IndexingCommingled FundCommon Stock FundComparison UniverseConduit TheoryConservative GrowthContingent Deferred Sales Charge (CDSC)Country FundCreation UnitCrossover FundCumulative Discount PrivilegeDeferred LoadDiscount to Net Asset ValueDistributionDiversified Common Stock FundDiversified FundDual-Purpose FundEmerging Market FundEquity Unit Investment Trust (EUIT)EURO STOXX 50 IndexEx-DistributionExchange FeesExchange PrivilegeExchange-Traded Mutual Fund (ETMF)Exit FeeExpense LimitExpense RatioFamily of FundsFeeder FundFlexi-Cap FundFlexible FundFloating Rate FundFocused FundFolio NumberForward PricingFranking CreditFront-End LoadFund CategoryFund of Funds (FOF)Fund OverlapFund SupermarketsFundamentally Weighted IndexGlobal FundGo-Go FundGrowth And Income FundGrowth Of 10KHistoric PricingIncome FundIncome RiskIncome ShareIncubated FundIndex HuggerInstitutional FundInterval FundInvestment Company Institute (ICI)Investment FundInvestment StyleJohn BogleLevel LoadLife Income Fund (LIF)Life-Cycle FundLifestyle FundLipper IndexesLipper LeaderLoadLoad FundLoad-Adjusted ReturnLoad-Waived FundsLong/Short FundManagement Investment CompanyManagement TenureManager Universe (Benchmark)Market NeutralMarket TimingMarket-Neutral FundMaster FundMaster TrustMid-Cap FundMomentum FundMoney Market FundMonthly Income Plan (MIP)Morningstar Risk RatingMulti-Asset ClassMultiple ManagersMutual FundMutual Fund Cash LevelMutual Fund Costs and ExpensesMutual Fund CustodianMutual Fund Dealers Association (MFDA)Mutual Fund Liquidity RatioMutual Fund SubadvisorMutual Fund TheoremMutual Fund TimingMutual Fund WrapMutual Fund YieldMutual-Fund Advisory ProgramNAV ReturnNet Asset Value – NAVNew Fund Offer (NFO)No-Load FundNon-Publicly Offered Mutual FundNon-Registered Account (Canada)Offshore Mutual FundOpen Ended Investment Company—OEICOpen-End FundOpen-End Management CompanyPassive InvestingPeak-To-Valley DrawdownPeriodic Payment PlanPeriodic Payment Plan CertificatePipeline TheoryPooled FundsPooled Income FundProtected FundReclassificationRedemption FeeRegional FundRetail FundRights of Accumulation (ROA)Sales ChargeSEC Form 24F-2NTSEC Form N-1ASEC Form N-30B-2Segregated FundShareholder Services AgentSpiders (SPDR)Spread-Load Contractual PlanStatement of Additional Information (SAI)Structured FundsStyleStyle DriftSub-Advised FundSurvivorship BiasT SharesTarget-Date FundTarget-Risk FundTargeted-Distribution FundTax-Efficient FundTilt FundTotal Annual Fund Operating ExpensesTotal Bond FundTotal Stock FundTracker FundTraditional IRATrailer FeeTreasury Inflation-Protected Securities (TIPS)Turnover RatioUltra-Short Bond FundUndertakings Collective Investment in Transferable Securities (UCITS)Unit Investment Trust (UIT)United States Treasury Money Mutual FundUnitized FundValue FundVenture Capital Trust (VCT)Vice FundVoluntary Accumulation PlanVulture FundWeighted Average Credit Rating (WACR)Withdrawal PlanWorld FundY-ShareYield Tilt Index FundZ-Share