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11th District Cost of Funds Index
The 11th District Cost of Funds Index (COFI) is a  more...
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12b-1
12b-1 refers to the fees mutual funds pay for marketing  more...
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12B-1 Fees
12B-1 fees are fees charged by mutual fund companies to  more...
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30-Day Wash Rule
The 30-day wash rule is an IRS rule prohibiting the  more...
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3C1
The 3C1 is a section of the Investment Company Act  more...
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3C7
The 3C7 is a section of the Investment Company Act  more...
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Accredited Personal Financial Planning Specialist
Accredited Personal Financial Planning Specialist is a professional title available  more...
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Aggressive Growth Fund
An aggressive growth fund is a mutual fund whose investment  more...
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Allocation
In general, allocation means to distribute according to some plan.  more...
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Alpha
Alpha, the first Greek alphabet letter, is also the risk-adjusted  more...
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American Association of Individual Investors
American Association of Individual Investors (AAII) is a Chicago-based, investor  more...
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American Stock Exchange
The American Stock Exchange is one of the largest organized  more...
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Arbitrage
Arbitrage is a financial transaction that involves a simultaneous purchase  more...
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Arbitrageur
An arbitrageur is an individual or an organization that engages  more...
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Asset Allocation
Asset allocation is the dividing of one's investment portfolio among  more...
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Asset Allocation Fund
An asset allocation fund is a single mutual fund that  more...
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Asset Management
Asset management can refer to the primary activity of a  more...
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Assets Under Management
An important measure of the size of a fund or  more...
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Automatic Reinvestment Plan
An automatic reinvestment plan is an arrangement whereby a mutual  more...
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Average Price Per Share
The average price per share is determined by dividing the  more...
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Back-End Load
A back-end load is a sales charge or a commission  more...
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Balanced Fund
A balanced fund is a mutual fund that invests in  more...
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Balanced Investment Strategy
A balanced investment strategy is an investment approach that tries  more...
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Bid
In practical terms, the bid is the available price at  more...
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Bid/Ask Spread
The bid/ask spread is the difference between the price sellers  more...
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Capital Appreciation Fund
A capital appreciation fund is a mutual fund that is  more...
http://www.investorglossary.com/capital-appreciation-fund.htm

CDR Counterparty Risk Index
The CDR counterparty risk index is a measure of credit  more...
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Certified Financial Planner
Certified Financial Planner, or CFP, is a financial professional who  more...
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CFA
CFA stands for Chartered Financial Analyst, a professional designation given  more...
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CFP
CFP is short for certified financial planner, which is a  more...
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Chartered Financial Analyst
A Chartered Financial Analyst (CFA) is an investment professional who  more...
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Closed-End Fund
A closed-end fund is legally known as a closed-end management  more...
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Counterparty Risk
Counterparty risk refers to the risk of default of one  more...
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Day Trader
A day trader is market participant who generally closes out  more...
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Diamonds
DIAMONDS are Exchange-Traded Funds (ETFs) trading on the American Stock  more...
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Diversified Investment Company
A diversified investment company is an investment fund that adheres  more...
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Equity REIT
An equity REIT is a company which owns a portfolio  more...
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ETF
ETF stands for Exchange Traded Fund. An ETF is  more...
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Exchange Traded Fund
An exchange traded fund (ETF) is a pool of stocks  more...
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Exchange Traded Notes
Exchange Traded Notes (ETN) are considered senior, unsecured debt securities.  more...
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Expense Ratio
The expense ratio measures the percentage of a mutual fund's  more...
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Family of Funds
A family of funds refers to a group of mutual  more...
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Front-End Load
A front-end load is a sales charge or commission that  more...
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Fund Family
A fund family is a set of related funds, usually  more...
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Growth and Income Fund
A growth and income fund is a mutual fund structured  more...
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Growth Fund
A growth fund is a portfolio of securities whose investment  more...
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Hedge Fund
A hedge fund is a private investment vehicle for institutional  more...
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Hidden Load
A hidden load is a charge that an investor pays  more...
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Hyip Investment
An HYIP investment is a High Yield Income Program.  more...
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Income Fund
An income fund is a mutual fund structured to provide  more...
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Index Fund
An index fund is a portfolio of assets with allocation  more...
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Investment Club
An investment club is a membership organization for investors.  more...
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Investment Company
An investment company is a firm whose business is to  more...
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Investment Newsletter
An investment newsletter is a publication designed to help investors  more...
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Investment Return
Investment return is the change in value of the investment  more...
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IRA
An IRA - Individual Retirement Account - is a tax-sheltered  more...
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IRA Rollover
An IRA rollover is a lump-sum distribution deposited from an  more...
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J Curve
J curve refers to the shape of a graph used  more...
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Key Rate Duration
Key rate duration measures portfolio sensitivity or security sensitivity.  more...
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Kill
A kill is defined as a cancellation of an order  more...
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Load Fund
A load fund is a mutual fund that charges a  more...
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Load-Adjusted Return
A load-adjusted return is the investment return on a mutual  more...
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Managed Account
A managed account is an investment account that is managed  more...
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Modern Portfolio Theory
Introduced by Nobel Prize winner Harry Markowitz in the 1950s,  more...
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Money Management
Money management is the managing of different uses of money  more...
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Money Manager
In financial services, a money manager is a general term  more...
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Money Market
The money market is the market for short-term financial instruments.  more...
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Money Market Fund
A money market fund is open-ended and invests only in  more...
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Money Market Mutual Fund
A money market mutual fund is a mutual fund that  more...
http://www.investorglossary.com/money-market-mutual-fund.htm

Morningstar Rating System
The Morningstar rating system evaluates mutual funds according to a  more...
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Mutual Fund
A mutual fund is an investment company designed to pool  more...
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Mutual Fund Symbol
A mutual fund symbol is a group of letters and/or  more...
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NAV
NAV (Net Asset Value) is a financial entity's assets minus  more...
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Net Asset Value
Net asset value (NAV) refers to the assets of a  more...
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No-Load Fund
A no-load fund is a mutual fund that is offered  more...
http://www.investorglossary.com/no-load-fund.htm

Portfolio Management
Determining the mix of assets to hold in a portfolio  more...
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Portfolio Manager
A portfolio manager is the asset management professional who makes  more...
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Portfolio Turnover
Portfolio turnover refers to the measure of trading activity in  more...
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Pyramid Scheme
A pyramid scheme is an illegal "investment" in which vested  more...
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Regional Fund
The term regional fund indicates that an investment vehicle is  more...
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Registered Investment Adviser
A registered investment adviser is an entity registered with the  more...
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RIA
An RIA is a Registered Investment Advisor. The term refers  more...
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Risk Adjusted Return
The risk-adjusted return of an asset or a portfolio is  more...
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Risk Arbitrage
Risk arbitrage, or "risk arb" is usually taken to mean  more...
http://www.investorglossary.com/risk-arbitrage.htm

Risk Management
Risk management is a systematic approach to minimizing an organization's  more...
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Risk Premium
In finance, the risk premium is the additional return received  more...
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Risk Tolerance
In investing, risk tolerance is the willingness of an investor  more...
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Risk-Free Rate of Return
The return an investor can expect to receive on a  more...
http://www.investorglossary.com/risk-free-rate-of-return.htm

Sharpe Ratio
The Sharpe Ratio is a simple measure of the risk-adjusted  more...
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Stock Fund
A stock fund invests primarily in corporate equity securities and  more...
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Stock Market Letter
A stock market letter is a term used to describe  more...
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Transaction Costs
Transaction costs are costs incurred to complete a financial transaction.  more...
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Uniform Gift to Minors Act
The Uniform Gift to Minors Act creates a custodial vehicle  more...
http://www.investorglossary.com/uniform-gift-to-minors-act.htm

Value Fund
A mutual fund that employs a value approach to investing  more...
http://www.investorglossary.com/value-fund.htm

Warren Buffett
Warren Buffett was born in Omaha, Nebraska on August 30,  more...
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Wash Sale
A wash sale occurs if an investor sells a stock  more...
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Wash Sale Rule
The wash sale rule is an IRS rule that prohibits  more...
http://www.investorglossary.com/wash-sale-rule.htm

Wilshire 5000
The Wilshire 5000 Index was created by Wilshire Associates in  more...
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Window Dressing
Window dressing can have at least two meanings. In accounting  more...
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X
The letter X has a variety of meanings in the  more...
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XW
The letters XW are a symbol used to identify when  more...
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Zero-Beta Portfolio
A portfolio of assets constructed to have no systemic risk  more...
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