Mutual Fund-共同基金
Sharpe Ratio
[概述]AratiodevelopedbyNobellaureateWilliamF.Sharpetomeasurerisk-adjustedperformance.TheSharperatioiscalculatedbysubtractingth...[查看详细]
[查看次数]441
Short Form Prospectus Distribution System - SFPDS
[概述]Asystemthatallowsfirmsmakinganissuetoproduceashortformprospectus.Theshortformprospectusmustcontainanymaterialchangesnotp...[查看详细]
[查看次数]300
Silver ETF
[概述]Anexchange-tradedfundthatinvestsprimarilyinrawsilverassets,whichareheldintrustbythefundmanagerand/orcustodian.Typically,...[查看详细]
[查看次数]305
Single-Country Fund
[概述]Amutualfundthatrestrictsitsinvestmenttotheassetsofonecountryandisabletoallocateitsfundsonlywithintherangeofinvestmentins...[查看详细]
[查看次数]298
Sir John Templeton
[概述]Aninvestorconsideredbymanytobeoneofthegreatestinvestorsandmutualfundmanagersofalltime.SirJohnTempleton(1912-2008)founded...[查看详细]
[查看次数]301
Société d'Investissement À Capital Variable - SICAV
[概述]Atypeofopen-endedinvestmentfundinwhichtheamountofcapitalinthefundvariesaccordingtothenumberofinvestors.Sharesinthefundar...[查看详细]
[查看次数]317
Series 23
[概述]AnexamofferedbytheFinancialIndustryRegulatoryAuthority(FINRA)forfinancialprofessionalsseekingtobecomegeneralsecuritiespr...[查看详细]
[查看次数]312
Series 52
[概述]AnexamofferedbytheFinancialIndustryRegulatoryAuthority(FINRA)andoverseenbytheMunicipalSecuritiesRulemakingBoard(MSRB).Th...[查看详细]
[查看次数]282
Series 6
[概述]Asecuritieslicenseentitlingtheholdertoregisterasalimitedrepresentativeandsellmutualfunds,variableannuitiesandinsurancepr...[查看详细]
[查看次数]351
Service Shares
[概述]Mutualfundunitsthatchargeservicefeestotheirshareholders.Thepurposeofthesefeesistocompensateindividualswhoanswerinvestori...[查看详细]
[查看次数]295
Regional Fund
[概述]Amutualfundthatconfinesitselftoinvestmentsinsecuritiesfromaspecifiedgeographicalarea,suchasLatinAmerica,EuropeorAsia.Are...[查看详细]
[查看次数]323
Relative Return
[概述]Thereturnthatanassetachievesoveraperiodoftimecomparedtoabenchmark.Therelativereturnisthedifferencebetweentheabsoluteretu...[查看详细]
[查看次数]312
Retail Fund
[概述]AtypeoffundthatisregisteredwiththeSecuritiesandExchangeCommission(SEC)andissoldtoindividualinvestorsthroughinvestmentdea...[查看详细]
[查看次数]312
Rights of Accumulation - ROA
[概述]Arightthatallowsashareholdertoreceivereducedsaleschargeswhentheamountofmutualfundspurchased,plustheamountalreadyheld,equ...[查看详细]
[查看次数]370
Risk-Adjusted Return
[概述]Aconceptthatrefinesaninvestment'sreturnbymeasuringhowmuchriskisinvolvedinproducingthatreturn,whichisgenerallyexpressedas...[查看详细]
[查看次数]291
Sales Charge
[概述]Acommissionpaidbyaninvestoronhisorherinvestmentinamutualfund.Thesaleschargeispaidtoafinancialintermediary(broker,financi...[查看详细]
[查看次数]319
R-Squared
[概述]Astatisticalmeasurethatrepresentsthepercentageofafundorsecurity'smovementsthatcanbeexplainedbymovementsinabenchmarkindex...[查看详细]
[查看次数]299
Reclassification
[概述]Theprocessofchangingtheclassofmutualfundsoncecertainrequirementshavebeenmet.Theserequirementsaregenerallyplacedonloadmut...[查看详细]
[查看次数]314
Redemption Fee
[概述]Afeecollectedbyaninvestmentcompanyfromtraderspracticingmutualfundtiming.Thisstiffpenaltyisusedtodiscourageshort-term,in-...[查看详细]
[查看次数]306
Redemption
[概述]Thereturnofaninvestor'sprincipalinafixedincomesecurity,suchasapreferredstockorbond;orthesaleofunitsinamutualfund.Aredemp...[查看详细]
[查看次数]308