摘要: A mutual fund that tends to perform reasonably well during both favorable and unfavorable economic and market conditions. This type of investment result is accomplished, in most cases, through portfo[阅读全文:]
摘要: A stock mutual fund that invests in equity securities without regard to whether a company is characterized as small, medium or large.
The term "cap" is shorthand for capitalization. The inve[阅读全文:]
摘要: A mutual fund that has long positions and short positions in its portfolio. Specifically, in a 130/30 mutual fund, the fund is long 100% of its assets, and in addition it shorts 30% of the value portf[阅读全文:]
摘要: The return that an asset achieves over a certain period of time. This measure looks at the appreciation or depreciation (expressed as a percentage) that an asset - usually a stock or a mutual fund - a[阅读全文:]
摘要: 1. A general financial strategy in which an investor attempts to build the value of his or her portfolio to a desired size.
2. In the context of mutual funds, a formal arrangement in which an i[阅读全文:]
摘要: A type of risk that a fund or managed portfolio creates as it attempts to beat the returns of the benchmark against which it is compared. In theory, to generate a higher return than the benchmark, the[阅读全文:]
摘要: An academic study conducted by researchers from Yale in 2006. The active-share study examined the proportion of stock holdings in a mutual fund's composition that was different from the composition f[阅读全文:]
摘要: The fee that is paid to a financial advisor for recommending a load mutual fund based on the needs and time-frame of an investor. Fees differ according to the class of mutual fund shares, and are paid[阅读全文:]
摘要: 1. The person or company responsible for making investments on behalf of, and/or providing advice to, investors.
2. In the context of the mutual fund business, an advisor, also known as an inv[阅读全文:]
摘要: The actual expense paid by mutual fund investors. The after reimbursement expense ratio is calculated by subtracting any reimbursements made to the fund by the management and contractual fee waivers f[阅读全文:]