aggressive growth fund
An aggressive growth fund is a mutual fund whose investment more... http://www.investorglossary.com/aggressive-growth-fund.htm
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American Association of Individual Investors
American Association of Individual Investors (AAII) is a Chicago-based, investor more... http://www.investorglossary.com/american-association-of-individual-investors.htm
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American Stock Exchange
The American Stock Exchange is one of the largest organized more... http://www.investorglossary.com/american-stock-exchange.htm
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arbitrage
Arbitrage is a financial transaction that involves a simultaneous purchase more... http://www.investorglossary.com/arbitrage.htm
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asset allocation fund
An asset allocation fund is a single mutual fund that more... http://www.investorglossary.com/asset-allocation-fund.htm
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assets under management
An important measure of the size of a fund or more... http://www.investorglossary.com/assets-under-management.htm
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automatic reinvestment plan
An automatic reinvestment plan is an arrangement whereby a mutual more... http://www.investorglossary.com/automatic-reinvestment-plan.htm
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average price per share
The average price per share is determined by dividing the more... http://www.investorglossary.com/average-price-per-share.htm
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back-end load
A back-end load is a sales charge or a commission more... http://www.investorglossary.com/back-end-load.htm
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balanced fund
A balanced fund is a mutual fund that invests in more... http://www.investorglossary.com/balanced-fund.htm
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bid
In practical terms, the bid is the available price at more... http://www.investorglossary.com/bid.htm
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bid/ask spread
The bid/ask spread is the difference between the price sellers more... http://www.investorglossary.com/bid-ask-spread.htm
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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
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capital gains distribution
A capital gains distribution is a distribution of income from more... http://www.investorglossary.com/capital-gains-distribution.htm
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cash equivalents
Cash equivalents are investments that are so liquid and so more... http://www.investorglossary.com/cash-equivalents.htm
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closed-end fund
A closed-end fund is legally known as a closed-end management more... http://www.investorglossary.com/closed-end-fund.htm
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CUSIP
CUSIP is an abbreviation for Committee on Uniform Securities Identification more... http://www.investorglossary.com/cusip.htm
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denomination
The word denomination has three distinct but closely related uses more... http://www.investorglossary.com/denomination.htm
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discount
A discount is a difference between the price paid for more... http://www.investorglossary.com/discount.htm
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diversified investment company
A diversified investment company is an investment fund that adheres more... http://www.investorglossary.com/diversified-investment-company.htm
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dollar cost averaging
Dollar cost averaging is long-term investment strategy in which a more... http://www.investorglossary.com/dollar-cost-averaging.htm
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downgrade
A downgrade is a reduction in the rating awarded a more... http://www.investorglossary.com/downgrade.htm
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dressing up a portfolio
Dressing up a portfolio refers to the practice of some more... http://www.investorglossary.com/dressing-up-a-portfolio.htm
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ETF
ETF stands for Exchange Traded Fund. An ETF is more... http://www.investorglossary.com/etf.htm
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Exchange Traded Fund
An exchange traded fund (ETF) is a pool of stocks more... http://www.investorglossary.com/exchange-traded-fund.htm
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expense ratio
The expense ratio measures the percentage of a mutual fund's more... http://www.investorglossary.com/expense-ratio.htm
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face value
Face value is the nominal, or stated, amount of security. more... http://www.investorglossary.com/face-value.htm
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family of funds
A family of funds refers to a group of mutual more... http://www.investorglossary.com/family-of-funds.htm
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financial analyst
Financial analyst is a finance professional who studies and reports more... http://www.investorglossary.com/financial-analyst.htm
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front-end load
A front-end load is a sales charge or commission that more... http://www.investorglossary.com/front-end-load.htm
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fund family
A fund family is a set of related funds, usually more... http://www.investorglossary.com/fund-family.htm
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fund manager
A fund manager is an investment professional, who manages the more... http://www.investorglossary.com/fund-manager.htm
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fund of funds
A fund of funds is an investment vehicle that invests more... http://www.investorglossary.com/fund-of-funds.htm
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growth and income fund
A growth and income fund is a mutual fund structured more... http://www.investorglossary.com/growth-and-income-fund.htm
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hedge fund
A hedge fund is a private investment vehicle for institutional more... http://www.investorglossary.com/hedge-fund.htm
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hidden load
A hidden load is a charge that an investor pays more... http://www.investorglossary.com/hidden-load.htm
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in escrow
An item of value is in escrow when that item more... http://www.investorglossary.com/in-escrow.htm
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income fund
An income fund is a mutual fund structured to provide more... http://www.investorglossary.com/income-fund.htm
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index fund
An index fund is a portfolio of assets with allocation more... http://www.investorglossary.com/index-fund.htm
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institutional shares
Institutional shares are a class of shares made available by more... http://www.investorglossary.com/institutional-shares.htm
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international fund
An international fund is a mutual fund that invests in more... http://www.investorglossary.com/international-fund.htm
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intrinsic value
The actual value of a security, as opposed to its more... http://www.investorglossary.com/intrinsic-value.htm
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investment company
An investment company is a firm whose business is to more... http://www.investorglossary.com/investment-company.htm
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load fund
A load fund is a mutual fund that charges a more... http://www.investorglossary.com/load-fund.htm
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load-adjusted return
A load-adjusted return is the investment return on a mutual more... http://www.investorglossary.com/load-adjusted-return.htm
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long position
A long position in the stock market means that an more... http://www.investorglossary.com/long-position.htm
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money market fund
A money market fund is open-ended and invests only in more... http://www.investorglossary.com/money-market-fund.htm
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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
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Morningstar Rating System
The Morningstar rating system evaluates mutual funds according to a more... http://www.investorglossary.com/morningstar-rating-system.htm
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mutual fund
A mutual fund is an investment company designed to pool more... http://www.investorglossary.com/mutual-fund.htm
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mutual fund symbol
A mutual fund symbol is a group of letters and/or more... http://www.investorglossary.com/mutual-fund-symbol.htm
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NAV
NAV (Net Asset Value) is a financial entity's assets minus more... http://www.investorglossary.com/nav.htm
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Net Asset Value
Net asset value (NAV) refers to the assets of a more... http://www.investorglossary.com/net-asset-value.htm
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New York Stock Exchange
The New York Stock Exchange (NYSE) is a for-profit organization more... http://www.investorglossary.com/new-york-stock-exchange.htm
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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
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OTC Bulletin Board
The OTC Bulletin Board is an automated trading system managed more... http://www.investorglossary.com/otc-bulletin-board.htm
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portfolio manager
A portfolio manager is the asset management professional who makes more... http://www.investorglossary.com/portfolio-manager.htm
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quote
In the financial markets, a quote is the price at more... http://www.investorglossary.com/quote.htm
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rating service
A rating service is an organization that provides assessments of more... http://www.investorglossary.com/rating-service.htm
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regional fund
The term regional fund indicates that an investment vehicle is more... http://www.investorglossary.com/regional-fund.htm
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sentiment
Sentiment is a measure of the bearishness or bullishness of more... http://www.investorglossary.com/sentiment.htm
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stock fund
A stock fund invests primarily in corporate equity securities and more... http://www.investorglossary.com/stock-fund.htm
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value fund
A mutual fund that employs a value approach to investing more... http://www.investorglossary.com/value-fund.htm
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Warren Buffett
Warren Buffett was born in Omaha, Nebraska on August 30, more... http://www.investorglossary.com/warren-buffett.htm
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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
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Wilshire 5000
The Wilshire 5000 Index was created by Wilshire Associates in more... http://www.investorglossary.com/wilshire-5000.htm
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XAU Index
The XAU Index represents the symbol of the Philadelphia Gold more... http://www.investorglossary.com/xau-index.htm
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