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Articles related to the category "Mutual Funds"
12B-1 Fee
12b-1 Fund
12B-1 Plan
Abnormal Return
Accumulation Plan
Acquired Fund Fees and Expenses (AFFE)
Active Risk
Active Share Study
After Reimbursement Expense Ratio
Aggressive Growth Fund
Alaska Permanent Fund
All Weather Fund
All-Cap Fund
Allocation Rate
Annual Turnover
Anti-Reciprocal Rule
Asset Management Company (AMC)
Asset Size
Automatic Reinvestment Plan (ARP)
B-Share
Back-End Load
Balanced Fund
Bear Fund
Before Reimbursement Expense Ratio
Behavioral Funds
Benchmark for Correlation Values
Blend Fund
Bogey
Bond Fund
Breakpoint
Breakpoint Sale
Business Development Company (BDC)
Capital Gains Distribution
Capital Share
Capped Fund
Certified Fund Specialist (CFS)
Chartered Mutual Fund Counselor (CMFC)
Class C Share
Clean Shares
Clone Fund
Closed Fund
Closed-End Fund
Closed-End Management Company
Closet Indexing
Commingled Fund
Common Stock Fund
Comparison Universe
Conduit Theory
Conservative Growth
Contingent Deferred Sales Charge (CDSC)
Country Fund
Creation Unit
Crossover Fund
Cumulative Discount Privilege
Deferred Load
Discount to Net Asset Value
Distribution
Diversified Common Stock Fund
Diversified Fund
Dual-Purpose Fund
Emerging Market Fund
Equity Unit Investment Trust (EUIT)
EURO STOXX 50 Index
Ex-Distribution
Exchange Fees
Exchange Privilege
Exchange-Traded Mutual Fund (ETMF)
Exit Fee
Expense Limit
Expense Ratio
Family of Funds
Feeder Fund
Flexi-Cap Fund
Flexible Fund
Floating Rate Fund
Focused Fund
Folio Number
Forward Pricing
Franking Credit
Front-End Load
Fund Category
Fund of Funds (FOF)
Fund Overlap
Fund Supermarkets
Fundamentally Weighted Index
Global Fund
Go-Go Fund
Growth And Income Fund
Growth Of 10K
Historic Pricing
Income Fund
Income Risk
Income Share
Incubated Fund
Index Hugger
Institutional Fund
Interval Fund
Investment Company Institute (ICI)
Investment Fund
Investment Style
John Bogle
Level Load
Life Income Fund (LIF)
Life-Cycle Fund
Lifestyle Fund
Lipper Indexes
Lipper Leader
Load
Load Fund
Load-Adjusted Return
Load-Waived Funds
Long/Short Fund
Management Investment Company
Management Tenure
Manager Universe (Benchmark)
Market Neutral
Market Timing
Market-Neutral Fund
Master Fund
Master Trust
Mid-Cap Fund
Momentum Fund
Money Market Fund
Monthly Income Plan (MIP)
Morningstar Risk Rating
Multi-Asset Class
Multiple Managers
Mutual Fund
Mutual Fund Cash Level
Mutual Fund Costs and Expenses
Mutual Fund Custodian
Mutual Fund Dealers Association (MFDA)
Mutual Fund Liquidity Ratio
Mutual Fund Subadvisor
Mutual Fund Theorem
Mutual Fund Timing
Mutual Fund Wrap
Mutual Fund Yield
Mutual-Fund Advisory Program
NAV Return
Net Asset Value – NAV
New Fund Offer (NFO)
No-Load Fund
Non-Publicly Offered Mutual Fund
Non-Registered Account (Canada)
Offshore Mutual Fund
Open Ended Investment Company—OEIC
Open-End Fund
Open-End Management Company
Passive Investing
Peak-To-Valley Drawdown
Periodic Payment Plan
Periodic Payment Plan Certificate
Pipeline Theory
Pooled Funds
Pooled Income Fund
Protected Fund
Reclassification
Redemption Fee
Regional Fund
Retail Fund
Rights of Accumulation (ROA)
Sales Charge
SEC Form 24F-2NT
SEC Form N-1A
SEC Form N-30B-2
Segregated Fund
Shareholder Services Agent
Spiders (SPDR)
Spread-Load Contractual Plan
Statement of Additional Information (SAI)
Structured Funds
Style
Style Drift
Sub-Advised Fund
Survivorship Bias
T Shares
Target-Date Fund
Target-Risk Fund
Targeted-Distribution Fund
Tax-Efficient Fund
Tilt Fund
Total Annual Fund Operating Expenses
Total Bond Fund
Total Stock Fund
Tracker Fund
Traditional IRA
Trailer Fee
Treasury Inflation-Protected Securities (TIPS)
Turnover Ratio
Ultra-Short Bond Fund
Undertakings Collective Investment in Transferable Securities (UCITS)
Unit Investment Trust (UIT)
United States Treasury Money Mutual Fund
Unitized Fund
Value Fund
Venture Capital Trust (VCT)
Vice Fund
Voluntary Accumulation Plan
Vulture Fund
Weighted Average Credit Rating (WACR)
Withdrawal Plan
World Fund
Y-Share
Yield Tilt Index Fund
Z-Share
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