Mutual Fund-共同基金

Investment Company

[概述]Acorporationortrustengagedinthebusinessofinvestingthepooledcapitalofinvestorsinfinancialsecurities.Thisismostoftendoneei...[查看详细]

[查看次数]142

Investor Shares

[概述]Mutualfundsharespurchasedbyindividualinvestorsasopposedtoinstitutionalshareholders.Ingeneral,theamountinvestedinthefundi...[查看详细]

[查看次数]95

John Bogle

[概述]ThefounderofTheVanguardGroup,andamajorfigureintheindexinvestingcommunity.JohnBoglewasthefirstpersontoofferanindexfundtor...[查看详细]

[查看次数]157

John Neff

[概述]Oneofthemostacclaimedmutualfundinvestorsandportfoliomanagersofthepast40years.JohnNeffisoftenconsideredacontrarianinvesto...[查看详细]

[查看次数]221

Level Load

[概述]Anannualchargedeductedfromaninvestor'smutualfundassetstopayfordistributionandmarketingcostsforaslongastheinvestorholdsth...[查看详细]

[查看次数]103

Life-Cycle Fund

[概述]Aspecialcategoryofbalanced,orasset-allocation,mutualfundinwhichtheproportionalrepresentationofanassetclassinafund'sportf...[查看详细]

[查看次数]178

Lifestyle Fund

[概述]Aninvestmentfundfeaturinganassetmixdeterminedbythelevelofriskandreturnthatisappropriateforanindividualinvestor.Factorsth...[查看详细]

[查看次数]105

Lipper Indexes

[概述]Aseriesofindexesthattracksthefinancialperformanceofdifferenttypesofmutualfunds.Lipper,whichisownedbyReuters,allowsinvest...[查看详细]

[查看次数]116

Inverse ETF

[概述]Anexchange-tradedfund(ETF)thatisconstructedbyusingvariousderivativesforthepurposeofprofitingfromadeclineinthevalueofanun...[查看详细]

[查看次数]98

Investing Style

[概述]Inthecontextofstockmutualfundinvesting,referstousingoneofthreepossibleapproaches--investinginvaluestocks,growthstocks,or...[查看详细]

[查看次数]117

Incubation

[概述]Atrialprocessinwhichafundcompanyoperatesanumberoffundsprivatelywithitsowncapitaloremployeecapital,andonlyopensthetopperf...[查看详细]

[查看次数]86

Index Fund

[概述]Atypeofmutualfundwithaportfolioconstructedtomatchortrackthecomponentsofamarketindex,suchastheStandard&Poor's500Index...[查看详细]

[查看次数]92

Indexing

[概述]1.Theadjustmentoftheweightsofassetsinaninvestmentportfoliosothatitsperformancematchesthatofanindex.2.Linkingmovementsofr...[查看详细]

[查看次数]114

Information Ratio - IR

[概述]Aratioofportfolioreturnsabovethereturnsofabenchmark(usuallyanindex)tothevolatilityofthosereturns.Theinformationratio(IR)...[查看详细]

[查看次数]166

Institutional Fund

[概述]Amutualfundtargetinghighvalueinvestorswithlowfees,buthighminimumrequirements.Thesefundsmustindicatewithintheirprospectus...[查看详细]

[查看次数]93

Institutional Shares

[概述]Aclassofmutualfundsharesavailableforsaletoinvestinginstitutions,eitheronaloadorno-loadbasis.Withsizableminimuminvestment...[查看详细]

[查看次数]110

International Equity Style Box

[概述]Avisualrepresentationoftheprincipalinvestmentcharacteristicsofforeignstocksandforeignstockfunds.Theinternationalequityst...[查看详细]

[查看次数]85

International Fund

[概述]Amutualfundthatcaninvestincompanieslocatedanywhereoutsideofitsinvestors'countryofresidence.Alsoreferredtoasa"foreignfund...[查看详细]

[查看次数]98

Interval Fund (Scheme)

[概述]Afundthatcombinesthefeaturesofopen-endedandclosed-endedschemes,makingthefundopenforsaleorredemptionduringpre-determinedi...[查看详细]

[查看次数]110

Incubated Fund

[概述]Afundthatisofferedprivatelywhenitisfirstcreated.Investorsofthistypeoffundareusuallyemployeesassociatedwiththefundandthei...[查看详细]

[查看次数]123