摘要: A fee that a mutual fund manager pays to a salesperson who sells the fund to investors. The trailer fee pays the salesperson for providing the investor with ongoing investment advice and services.
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摘要: 1. A formal document which outlines the terms of a trust agreement.
2. A common way to structure real estate purchases, where the title to a property is held in trust until the loan for the pro[阅读全文:]
摘要: The percentage of a mutual fund or other investment vehicle's holdings that have been "turned over" or replaced with other holdings in a given year. The type of mutual fund, its investment objectiv[阅读全文:]
摘要: The possibility that an investor will make a misguided investment decision based on published investment fund return data that are unrealistically high because a company’s poorly performing fund[阅读全文:]
摘要: This is a plan where investors make regular, equal payments into a mutual fund, trading account or retirement account, such as a 401k. By using a systematic investment plan (SIP), investors are benefi[阅读全文:]
摘要: A mutual fund in the hybrid category that automatically resets the asset mix (stocks, bonds, cash equivalents) in its portfolio according to a selected time frame that is appropriate for a particular [阅读全文:]
摘要: A mutual fund in which structure and operations are based on reducing the tax liability that its shareholders face. Reducing the tax liability of a fund is done in three main ways:
1. By purch[阅读全文:]
摘要: An account that is set up within a fund to hold a balance as a result of a significant cash inflow or outflow to a fund. The account is set up to hold these funds temporarily until they can be distrib[阅读全文:]
摘要: The name given to institutions that sell or distribute mutual funds to investors for fund management companies without direct relation to the fund itself. For mediating these transactions, third-party[阅读全文:]
摘要: An index fund that tracks a broad market index or a segment thereof. Such a fund invests in all, or a representative number, of the securities within the index.
Also know as an "index fund"[阅读全文:]