摘要: A type of stock fund that invests in mid-sized companies. A company's size is determined by its market capitalization, with mid-sized firms generally ranging from $2 billion to $10 billion in market [阅读全文:]
摘要: The smallest dollar or share quantity that an investor can purchase when investing in a specific security or fund. Most often seen in relation to mutual funds, minimum investments are also found consi[阅读全文:]
摘要: The length of time that a manager(s) has been at the helm of a mutual fund. A long-term fund performance record, preferably of five to 10 years, is a key indicator of a fund manager's investing abili[阅读全文:]
摘要: The comparison of an account's performance to that of a representative peer group of money managers.
This is used when analyzing the performance of a money manager. In addition to being[阅读全文:]
摘要: An aggressive type of mutual fund that aims to deliver superior returns by balancing bullish stock picks with bearish ones. They can also generate income from the interest proceeds of the sales of sho[阅读全文:]
摘要: A type of mutual fund, typically run by a life insurance company, that enables an investor to access another company's mutual fund through his or her life insurance policies.
For example, you m[阅读全文:]
摘要: A strategy undertaken by an investor or an investment manager that seeks to profit from both increasing and decreasing prices in a single or numerous markets. Market-neutral strategies are often attai[阅读全文:]
摘要: Investment funds that invest in companies based on current trends in such things as earnings or price movement. The portfolio manager will look for companies that have been trending in a certain direc[阅读全文:]
摘要: In general, an investment vehicle that enables individual investors to invest money into one or more underlying investments that are operated by professional managers.
Master funds can g[阅读全文:]
摘要: A collection of funds from individual investors that are pooled together in order to obtain wholesale prices and rates unavailable for regular investors.
This is kind of like bulk shopping. When[阅读全文:]