金融百科>> 百科分类 >> Financial Glossary-英文财经词汇 >> Mutual Fund-共同基金

该分类下有234个词条 创建该分类下的词条 "Mutual Fund-共同基金" 分类下的词条

Commingled Fund
编辑:0次 | 浏览:3009次 词条创建者:taobiz     创建时间:04-09 18:18
标签:

摘要: A fund consisting of assets from several accounts that are blended together. Investors in commingled fund investments benefit from economies of scale, which allow for lower trading costs per dollar of[阅读全文:]

Conservative Growth
编辑:0次 | 浏览:1667次 词条创建者:taobiz     创建时间:04-09 18:18
标签:

摘要: An investment strategy that aims to grow invested capital over the long term. This strategy focuses on minimizing risk by making long-term investments in companies that show consistent growth over tim[阅读全文:]

Consumer Discretionary
编辑:0次 | 浏览:3002次 词条创建者:taobiz     创建时间:04-09 18:18
标签:

摘要: A sector of the economy that consists of businesses that sell nonessential goods and services. Companies in this sector include retailers, media companies, consumer services companies, consumer durabl[阅读全文:]

Country Fund
编辑:0次 | 浏览:1773次 词条创建者:taobiz     创建时间:04-09 18:18
标签:

摘要: An international mutual fund with a portfolio that consists entirely of securities, generally stocks, of companies located exclusively in a given country.

Investors should be aware that [阅读全文:]

Cash Reserves
编辑:0次 | 浏览:1856次 词条创建者:taobiz     创建时间:04-09 18:18
标签:

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:]

Clone Fund
编辑:0次 | 浏览:1336次 词条创建者:taobiz     创建时间:04-09 18:18
标签:

摘要: A mutual fund that replicates the performance or strategy of an existing mutual fund or index through the use of derivatives.

Clone funds were very common in Canada, where, until a legis[阅读全文:]

Closed Fund
编辑:0次 | 浏览:1361次 词条创建者:taobiz     创建时间:04-09 18:18
标签:

摘要: A mutual fund that has been closed - either temporarily or permanently - to new investors because the investment advisor has determined that the fund's asset base is getting too large to effectively [阅读全文:]

Closed To New Accounts
编辑:0次 | 浏览:1618次 词条创建者:taobiz     创建时间:04-09 18:18
标签:

摘要: When an investment vehicle is no longer accepting new investors, but is still operating for existing investors. This can apply to mutual funds, hedge funds or any professionally managed pooled investm[阅读全文:]

Calmar Ratio
编辑:0次 | 浏览:2444次 词条创建者:taobiz     创建时间:04-09 18:18
标签:

摘要: A ratio used to determine return relative to drawdown (downside) risk in a hedge fund.

Calculated as:

[阅读全文:]

Capital Guarantee Fund
编辑:0次 | 浏览:1495次 词条创建者:taobiz     创建时间:04-09 18:18
标签:

摘要: An investment vehicle offered by certain institutions that guarantees the investor's initial capital investment from any losses.

Even though these products prevent investors from losing[阅读全文:]