Mutual Fund-共同基金
Asset Class
[概述]资产类别一个对投资的归类，比如股票，债券，现金和商品。这四个类别的任意一种都趋向于以类似的形式产生风险（如利率升高）并受制于同样的监管要求。AssetClassAspecificgroupingofinvestments,suchassto...[查看详细]
[查看次数]652
Closed-End Fund
[概述]英文名称：Closed-endFund中文名称：封闭式基金指经核准的基金份额总额在基金合同期限内固定不变,基金份额可以在依法设立的证券交易场所交易,但在基金合同期限内基金份额持有人不得申请赎回的基金。eb1619e81e59668d2db8...[查看详细]
[查看次数]605
Crossover Fund
[概述]英文名称：CrossoverFund中文名称：交叉基金既可以投资于上市公司股票又可以投资于非上市公司股票的投资基金。Aninvestmentfundthathasinvestmentholdingsinbothpublicandprivat...[查看详细]
[查看次数]608
Capital Appreciation Fund
[概述]英文名称：CapitalAppreciationFund中文名称：资本升值基金旨在通过投资公司股票，并通过股票价格上涨实现资本升值的基金。e.g.Amidconcernsofaneconomicslowdown,FederatedInves...[查看详细]
[查看次数]601
Beta
[概述]英文名称：Beta中文名称：β值／贝塔系数评估一种证券系统性风险的工具，用以量度证券或投资证券组合相对总体市场的波动性。贝塔系数利用回归的方法计算：贝塔系数为1，即证券的价格与市场同幅度地变动；贝塔系数高于1，即证券价格的波动性比市场高；贝...[查看详细]
[查看次数]712
Blend Fund
[概述]英文名称：BlendFund中文名称：混合基金混合型基金是指同时以股票、债券和货币市场工具为投资对象的基金。Acategoryofequitymutualfundswithportfoliosthataremadeupofamixofval...[查看详细]
[查看次数]622
Back-End Load
[概述]英文名称：Back-endLoad中文名称：后端收费申购基金的申购费，不必在申购之时支付，而是在赎回时支付。由于收费行为在整个申购活动的末期进行，因此被称为后端收费。通常，基金持有时间越长，则申购费率越低。e.g.Theoretically...[查看详细]
[查看次数]595
Balanced Fund
[概述]英文名称：BalancedFund中文名称：平衡基金一种均衡投资于债券和股票、货币市场等风险程度不同的金融产品，以求既获得稳定收益，又能捕捉成长机会的基金。e.g.HuaxiaglobalselectedstockfundandSouthe...[查看详细]
[查看次数]602
Z-Share
[概述]Aclassofmutualfundsharesthatemployeesofthefund'smanagementcompanyareallowedtoown.EmployeesmayhavetheoptionofbuyingZ-shar...[查看详细]
[查看次数]578
Zacks Investment Research
[概述]Acompany,foundedin1977,dedicatedtoprovidingprofessionalinvestorswiththefinancialdataandanalysisneededtomakebetterspecula...[查看详细]
[查看次数]588
Window Dressing
[概述]Astrategyusedbymutualfundandportfoliomanagersneartheyearorquarterendtoimprovetheappearanceoftheportfolio/fundperformance...[查看详细]
[查看次数]602
Withdrawal Plan
[概述]1)Apaymentstructurearrangedwithamutualfundinwhichtheinvestorreceivesasetamountoffundsfromthefundonaperiodicbasis.Thisisa...[查看详细]
[查看次数]596
World Equity Benchmark Series - WEBS
[概述]AtypeofinternationalfundtradedontheAmericanStockExchangethatfollowstheMorganStanleyCapitalInternational(MSCI)countryinde...[查看详细]
[查看次数]593
World Fund
[概述]Amutualfundthatinvestsinsecuritiesfromseveraldifferentcountries,includingtheUnitedStates.Worldfundstypicallyhaveasignifi...[查看详细]
[查看次数]579
Y-Share
[概述]Aclassofmutualfundsharesthatoftenhasahighminimuminvestment,suchas$500,000perlot,andtheaddedbenefitofwaivedorlimitedloadc...[查看详细]
[查看次数]601
Underweight
[概述]1.Asituationwhereaportfoliodoesnotholdasufficientamountofaparticularsecuritywhencomparedtothesecurity'sweightintheunderl...[查看详细]
[查看次数]631
Unit Investment Trust - UIT
[概述]Aninvestmentcompanythatoffersafixed,unmanagedportfolio,generallyofstocksandbonds,asredeemable"units"toinvestorsforaspeci...[查看详细]
[查看次数]589
Value Fund
[概述]Astockmutualfundthatprimarilyholdsstocksthataredeemedtobeundervaluedinpriceandthatarelikelytopaydividends.Valuefundsareo...[查看详细]
[查看次数]611
Venture Capital Funds
[概述]Aninvestmentfundthatmanagesmoneyfrominvestorsseekingprivateequitystakesinstartupandsmall-andmedium-sizeenterpriseswithst...[查看详细]
[查看次数]585
Voluntary Accumulation Plan
[概述]Aninvestmentmethodinwhicharetailinvestorperiodicallyinvests(atitsdiscretion)relativelysmallamountsoffundsintoamutualfund...[查看详细]
[查看次数]583