Mutual Fund-共同基金
Calmar Ratio
[概述]Aratiousedtodeterminereturnrelativetodrawdown(downside)riskinahedgefund.Calculatedas:Generallyspeaking,thehighertheCalma...[查看详细]
[查看次数]95
Capital Guarantee Fund
[概述]Aninvestmentvehicleofferedbycertaininstitutionsthatguaranteestheinvestor'sinitialcapitalinvestmentfromanylosses.Eventhou...[查看详细]
[查看次数]106
Capped Fund
[概述]Amutualfundthathasalimitedamountofoperatingexpensesthatcanbechargedannuallytoshareholders.Thelimitisexpressedasaratiooft...[查看详细]
[查看次数]89
Captive Fund
[概述]Afundthatprovidesinvestmentservicessolelytotheonefirmholdingownership.Acaptivefundcanalsorefertoatypeoffundwheremostofth...[查看详细]
[查看次数]110
Cash Equivalents
[概述]Investmentsecuritiesthatareshort-term,havehighcreditqualityandarehighlyliquid.Alsoreferredtoas"cashandequivalents".Cashe...[查看详细]
[查看次数]92
Bond ETF
[概述]Atypeofexchange-tradedfund(ETF)thatexclusivelyinvestsinbonds.BondETFsareverymuchlikebondmutualfundsinthattheyholdaportfo...[查看详细]
[查看次数]112
Breakpoint Sale
[概述]Thesaleofamutualfundatasetdollaramountthatallowsthefundholdertomoveintoalowersaleschargebracket.If,atthetimeofinvestment...[查看详细]
[查看次数]95
Asset Size
[概述]Thetotalmarketvalueofthesecuritiesinamutualfund'sportfolio.Totalassetsortotalnetassetsarealsousedtodescribeafund'ssize.W...[查看详细]
[查看次数]98
Automatic Reinvestment Plan
[概述]Aninvestmentprograminwhichcapitalgainsorotherincomereceivedfrominvestmentsareautomaticallyusedforreinvestmentpurposes.In...[查看详细]
[查看次数]105
B-Share
[概述]Aclassinafamilyofmulti-classmutualfunds.Thisclassischaracterizedbyaback-endloadstructurethatispaidonlywhenthefundissold....[查看详细]
[查看次数]94
Before Reimbursement Expense Ratio
[概述]Thepercentageofafund'saveragenetassetsthatisusedtocovertheannualoperatingexpensesofmanagingamutualfundbeforereimbursemen...[查看详细]
[查看次数]104
Benchmark For Correlation Values
[概述]Abenchmarkorpointofreferencechosenbyaninvestmentfundtomeasurecorrelationvaluessuchasbeta,thecoefficientofcorrelation"r"a...[查看详细]
[查看次数]76
All Weather Fund
[概述]Amutualfundthattendstoperformreasonablywellduringbothfavorableandunfavorableeconomicandmarketconditions.Thistypeofinvest...[查看详细]
[查看次数]100
All-Cap Fund
[概述]Astockmutualfundthatinvestsinequitysecuritieswithoutregardtowhetheracompanyischaracterizedassmall,mediumorlarge.Theterm"...[查看详细]
[查看次数]99
Allocation Rate
[概述]Thepercentageofaninvestor'sinitialcashorcapitaloutlaythatactuallygoestowardthefinalinvestment.Thisamountisnetofanyfeesth...[查看详细]
[查看次数]84
American Council Of Life Insurance
[概述]AnassociationofAmericanlifeinsurancecarriersbasedinWashingtonD.C.TheAmericanCouncilofLifeInsurancedealswithlegislationon...[查看详细]
[查看次数]100
Annual Turnover
[概述]Thepercentagerateatwhichamutualfundorexchange-tradedfundreplacesitsinvestmentholdingsonanannualbasis.Turnoverismeanttoad...[查看详细]
[查看次数]86
Anti-Reciprocal Rule
[概述]ArulecreatedbytheFinancialIndustryRegulatoryAuthority(FINRA)toprotectindividualinvestorsfromconflictsofinterestthatmayar...[查看详细]
[查看次数]78
Anticipated Holding Period
[概述]Thetimeperiodforwhichalimitedpartnershipexpectstoholdaspecificasset.Afirmwilldiscloseitsanticipatedholdingperiodonassets...[查看详细]
[查看次数]98
Appraisal Ratio
[概述]Aratiousedtomeasurethequalityofafund'sinvestmentpickingability.Itcomparesthefund'salpha(ortheadjustedreturnofthefundassu...[查看详细]
[查看次数]92