摘要: A way that an investor in a mutual fund can qualify for lowered fees by totaling transactions in several funds from the same fund family to obtain a reduced fee. Generally, fees for investing in a mut[阅读全文:]
摘要: The aggregate amount that an investment has gained or lost over time, independent of the period of time involved. Presented as a percentage, the cumulative return is the raw mathematical return of th[阅读全文:]
摘要: A prominent private investor who founded the investment company Dreman Value Management. David Dreman has also published three books and is on the board of directors for the Institute of Behavioral Fi[阅读全文:]
摘要: A sales charge or fee that is assessed when an investor sells certain classes of fund shares before a specified date. Deferred loads usually run on a flat or sliding scale for one and seven years afte[阅读全文:]
摘要: An investment trust that invests in a predefined portfolio of bonds and/or stocks that have been professionally selected by the company. Similar to some classes of mutual funds, these trusts are close[阅读全文:]
摘要: A law passed by Congress with the intent of making savings and loan institutions more competitive. The best known of its many provisions was a section that enabled these so-called thrifts to offer mon[阅读全文:]
摘要: A pricing situation that occurs with a closed-end mutual fund when its market price is currently lower than the net asset value of its components. Discounts can occur in times where the market has a p[阅读全文:]
摘要: Distribution stock refers to a large block of a security which is sold into the market gradually in smaller blocks rather than in a single large block. This is typically done to avoid inundating the m[阅读全文:]
摘要: A risk management technique that mixes a wide variety of investments within a portfolio. The rationale behind this technique contends that a portfolio of different kinds of investments will, on averag[阅读全文:]
摘要: In finance, cash reserves primarily refers to two things. One is a type of short-term, highly liquid investment that earns a low rate of return (perhaps 3% annually) such as investment company Fidelit[阅读全文:]