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

Survivorship Bias Risk
编辑:0次 | 浏览:1042次 词条创建者:taobiz     创建时间:04-09 18:19
标签:

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:]

Systematic Investment Plan - SIP
编辑:0次 | 浏览:964次 词条创建者:taobiz     创建时间:04-09 18:19
标签:

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:]

Target-Date Fund
编辑:0次 | 浏览:1461次 词条创建者:taobiz     创建时间:04-09 18:19
标签:

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:]

Tax-Efficient Fund
编辑:0次 | 浏览:918次 词条创建者:taobiz     创建时间:04-09 18:19
标签:

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:]

Temporary New Account
编辑:0次 | 浏览:777次 词条创建者:taobiz     创建时间:04-09 18:19
标签:

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:]

Third-Party Distributor
编辑:0次 | 浏览:962次 词条创建者:taobiz     创建时间:04-09 18:19
标签:

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:]

Tracker Fund
编辑:0次 | 浏览:1019次 词条创建者:taobiz     创建时间:04-09 18:19
标签:

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:]

Trailer Fee
编辑:0次 | 浏览:3123次 词条创建者:taobiz     创建时间:04-09 18:19
标签:

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.
[阅读全文:]

Trust Deed
编辑:0次 | 浏览:1099次 词条创建者:taobiz     创建时间:04-09 18:19
标签:

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:]

Turnover Ratio
编辑:0次 | 浏览:2225次 词条创建者:taobiz     创建时间:04-09 18:19
标签:

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:]