摘要: 1. The adjustment of the weights of assets in an investment portfolio so that its performance matches that of an index.
2. Linking movements of rates to the performance of an index.
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摘要: A ratio of portfolio returns above the returns of a benchmark (usually an index) to the volatility of those returns. The information ratio (IR) measures a portfolio manager's ability to generate exce[阅读全文:]
摘要: A mutual fund targeting high value investors with low fees, but high minimum requirements.
These funds must indicate within their prospectuses or name that they're institutional and typ[阅读全文:]
摘要: A class of mutual fund shares available for sale to investing institutions, either on a load or no-load basis. With sizable minimum investments, usually around $500,000 or more, funds will typically w[阅读全文:]
摘要: A visual representation of the principal investment characteristics of foreign stocks and foreign stock funds. The international equity style box is a valuable tool for investors to use to determine t[阅读全文:]
摘要: A mutual fund that can invest in companies located anywhere outside of its investors' country of residence.
Also referred to as a "foreign fund".
Many people confuse an intern[阅读全文:]
摘要: A fund that combines the features of open-ended and closed-ended schemes, making the fund open for sale or redemption during pre-determined intervals.
In other words, this is a mutual fu[阅读全文:]
摘要: A fund that is offered privately when it is first created. Investors of this type of fund are usually employees associated with the fund and their family members. Incubation allows fund managers to ke[阅读全文:]
摘要: A trial process in which a fund company operates a number of funds privately with its own capital or employee capital, and only opens the top performing funds to the public. The higher performing fund[阅读全文:]
摘要: A type of mutual fund with a portfolio constructed to match or track the components of a market index, such as the Standard & Poor's 500 Index (S&P 500). An index mutual fund is said to provi[阅读全文:]