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

R-Squared
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摘要: A statistical measure that represents the percentage of a fund or security's movements that can be explained by movements in a benchmark index. For fixed-income securities, the benchmark is the T-bil[阅读全文:]

Reclassification
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摘要: The process of changing the class of mutual funds once certain requirements have been met. These requirements are generally placed on load mutual funds. Reclassification is not considered to be a taxa[阅读全文:]

Redemption Fee
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摘要: A fee collected by an investment company from traders practicing mutual fund timing. This stiff penalty is used to discourage short-term, in-and-out trading of mutual fund shares. Generally, the fee i[阅读全文:]

Redemption
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摘要: The return of an investor's principal in a fixed income security, such as a preferred stock or bond; or the sale of units in a mutual fund. A redemption occurs, in a fixed income security at par or a[阅读全文:]

Regional Fund
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摘要: A mutual fund that confines itself to investments in securities from a specified geographical area, such as Latin America, Europe or Asia. A regional mutual fund will generally look to own a diversifi[阅读全文:]

Relative Return
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摘要: The return that an asset achieves over a period of time compared to a benchmark. The relative return is the difference between the absolute return achieved by the asset and the return achieved by the [阅读全文:]

Retail Fund
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摘要: A type of fund that is registered with the Securities and Exchange Commission (SEC) and is sold to individual investors through investment dealers and in open market transactions. Retail funds are oft[阅读全文:]

Rights of Accumulation - ROA
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摘要: A right that allows a shareholder to receive reduced sales charges when the amount of mutual funds purchased, plus the amount already held, equals an ROA breakpoint. In addition, there is no time lim[阅读全文:]

Risk-Adjusted Return
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摘要: A concept that refines an investment's return by measuring how much risk is involved in producing that return, which is generally expressed as a number or rating. Risk-adjusted returns are applied to[阅读全文:]

Sales Charge
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摘要: A commission paid by an investor on his or her investment in a mutual fund. The sales charge is paid to a financial intermediary (broker, financial planner, investment adviser, etc.) for selling the f[阅读全文:]