Mutual Fund-共同基金

Asset Allocation Fund

[概述]Amutualfundthatprovidesinvestorswithaportfolioofafixedorvariablemixofthethreemainassetclasses-stocks,bondsandcashequival...[查看详细]

[查看次数]97

Asset Class Breakdown

[概述]Therelativepercentagesofcoreassetclassessuchasequities,fixedincomeandcash,alongwithrealestateandinternationalholdings,fo...[查看详细]

[查看次数]100

12B-1 Plan

[概述]Ano-loadmutualfundthatisallowedtousefundassetstopayforitsdistributioncosts.The12B-1planmutualfundisanalternativetopaying...[查看详细]

[查看次数]92

130/30 Mutual Fund

[概述]Amutualfundthathaslongpositionsandshortpositionsinitsportfolio.Specifically,ina130/30mutualfund,thefundislong100%ofitsas...[查看详细]

[查看次数]98

Absolute Return

[概述]Thereturnthatanassetachievesoveracertainperiodoftime.Thismeasurelooksattheappreciationordepreciation(expressedasapercent...[查看详细]

[查看次数]83

Accumulation Plan

[概述]1.Ageneralfinancialstrategyinwhichaninvestorattemptstobuildthevalueofhisorherportfoliotoadesiredsize.2.Inthecontextofmut...[查看详细]

[查看次数]94

Active Risk

[概述]Atypeofriskthatafundormanagedportfoliocreatesasitattemptstobeatthereturnsofthebenchmarkagainstwhichitiscompared.Intheory...[查看详细]

[查看次数]92

Active-Share Study

[概述]AnacademicstudyconductedbyresearchersfromYalein2006.Theactive-sharestudyexaminedtheproportionofstockholdingsinamutualfun...[查看详细]

[查看次数]99

Advisor Fee

[概述]Thefeethatispaidtoafinancialadvisorforrecommendingaloadmutualfundbasedontheneedsandtime-frameofaninvestor.Feesdifferacco...[查看详细]

[查看次数]101

Advisor

[概述]1.Thepersonorcompanyresponsibleformakinginvestmentsonbehalfof,and/orprovidingadviceto,investors.2.Inthecontextofthemutua...[查看详细]

[查看次数]175

After Reimbursement Expense Ratio

[概述]Theactualexpensepaidbymutualfundinvestors.Theafterreimbursementexpenseratioiscalculatedbysubtractinganyreimbursementsmad...[查看详细]

[查看次数]119

Aggressive Growth Fund

[概述]Amutualfundthatattemptstoachievethehighestcapitalgains.Investmentsheldinthesefundsarecompaniesthatdemonstratehighgrowthp...[查看详细]

[查看次数]92

12B-1 Fee

[概述]Anannualmarketingordistributionfeeonamutualfund.The12b-1feeisconsideredanoperationalexpenseand,assuch,isincludedinafund'...[查看详细]

[查看次数]97

12B-1 Fund

[概述]Atypeofmutualfundthatchargesitsholders12B-1feesinsteadofup-frontorback-endcommissions.12B-1fundstakeaportionofassetsheld...[查看详细]

[查看次数]104