11th District Cost of Funds Index
The 11th District Cost of Funds Index (COFI) is a more...
http://www.investorglossary.com/11th-district-cost-of-funds-index.htm
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12b-1
12b-1 refers to the fees mutual funds pay for marketing more...
http://www.investorglossary.com/12b-1.htm
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12B-1 Fees
12B-1 fees are fees charged by mutual fund companies to more...
http://www.investorglossary.com/12b-1-fees.htm
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30-Day Wash Rule
The 30-day wash rule is an IRS rule prohibiting the more...
http://www.investorglossary.com/30-day-wash-rule.htm
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3C1
The 3C1 is a section of the Investment Company Act more...
http://www.investorglossary.com/3c1.htm
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3C7
The 3C7 is a section of the Investment Company Act more...
http://www.investorglossary.com/3c7.htm
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Accredited Personal Financial Planning Specialist
Accredited Personal Financial Planning Specialist is a professional title available more...
http://www.investorglossary.com/accredited-personal-financial-planning-specialist.htm
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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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Allocation
In general, allocation means to distribute according to some plan. more...
http://www.investorglossary.com/allocation.htm
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Alpha
Alpha, the first Greek alphabet letter, is also the risk-adjusted more...
http://www.investorglossary.com/alpha.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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Arbitrageur
An arbitrageur is an individual or an organization that engages more...
http://www.investorglossary.com/arbitrageur.htm
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Asset Allocation
Asset allocation is the dividing of one's investment portfolio among more...
http://www.investorglossary.com/asset-allocation.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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Asset Management
Asset management can refer to the primary activity of a more...
http://www.investorglossary.com/asset-management.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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Balanced Investment Strategy
A balanced investment strategy is an investment approach that tries more...
http://www.investorglossary.com/balanced-investment-strategy.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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CDR Counterparty Risk Index
The CDR counterparty risk index is a measure of credit more...
http://www.investorglossary.com/cdr-counterparty-risk-index.htm
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Certified Financial Planner
Certified Financial Planner, or CFP, is a financial professional who more...
http://www.investorglossary.com/certified-financial-planner.htm
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CFA
CFA stands for Chartered Financial Analyst, a professional designation given more...
http://www.investorglossary.com/cfa.htm
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CFP
CFP is short for certified financial planner, which is a more...
http://www.investorglossary.com/cfp.htm
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Chartered Financial Analyst
A Chartered Financial Analyst (CFA) is an investment professional who more...
http://www.investorglossary.com/chartered-financial-analyst.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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Counterparty Risk
Counterparty risk refers to the risk of default of one more...
http://www.investorglossary.com/counterparty-risk.htm
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Day Trader
A day trader is market participant who generally closes out more...
http://www.investorglossary.com/day-trader.htm
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Diamonds
DIAMONDS are Exchange-Traded Funds (ETFs) trading on the American Stock more...
http://www.investorglossary.com/diamonds.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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Equity REIT
An equity REIT is a company which owns a portfolio more...
http://www.investorglossary.com/equity-reit.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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Exchange Traded Notes
Exchange Traded Notes (ETN) are considered senior, unsecured debt securities. more...
http://www.investorglossary.com/exchange-traded-notes.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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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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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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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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Growth Fund
A growth fund is a portfolio of securities whose investment more...
http://www.investorglossary.com/growth-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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Hyip Investment
An HYIP investment is a High Yield Income Program. more...
http://www.investorglossary.com/hyip-investment.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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Investment Club
An investment club is a membership organization for investors. more...
http://www.investorglossary.com/investment-club.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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Investment Newsletter
An investment newsletter is a publication designed to help investors more...
http://www.investorglossary.com/investment-newsletter.htm
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Investment Return
Investment return is the change in value of the investment more...
http://www.investorglossary.com/investment-return.htm
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IRA
An IRA - Individual Retirement Account - is a tax-sheltered more...
http://www.investorglossary.com/ira.htm
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IRA Rollover
An IRA rollover is a lump-sum distribution deposited from an more...
http://www.investorglossary.com/ira-rollover.htm
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J Curve
J curve refers to the shape of a graph used more...
http://www.investorglossary.com/j-curve.htm
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Key Rate Duration
Key rate duration measures portfolio sensitivity or security sensitivity. more...
http://www.investorglossary.com/key-rate-duration.htm
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Kill
A kill is defined as a cancellation of an order more...
http://www.investorglossary.com/kill.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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Managed Account
A managed account is an investment account that is managed more...
http://www.investorglossary.com/managed-account.htm
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Modern Portfolio Theory
Introduced by Nobel Prize winner Harry Markowitz in the 1950s, more...
http://www.investorglossary.com/modern-portfolio-theory.htm
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Money Management
Money management is the managing of different uses of money more...
http://www.investorglossary.com/money-management.htm
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Money Manager
In financial services, a money manager is a general term more...
http://www.investorglossary.com/money-manager.htm
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Money Market
The money market is the market for short-term financial instruments. more...
http://www.investorglossary.com/money-market.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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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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Portfolio Management
Determining the mix of assets to hold in a portfolio more...
http://www.investorglossary.com/portfolio-management.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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Portfolio Turnover
Portfolio turnover refers to the measure of trading activity in more...
http://www.investorglossary.com/portfolio-turnover.htm
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Pyramid Scheme
A pyramid scheme is an illegal "investment" in which vested more...
http://www.investorglossary.com/pyramid-scheme.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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Registered Investment Adviser
A registered investment adviser is an entity registered with the more...
http://www.investorglossary.com/registered-investment-adviser.htm
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RIA
An RIA is a Registered Investment Advisor. The term refers more...
http://www.investorglossary.com/ria.htm
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Risk Adjusted Return
The risk-adjusted return of an asset or a portfolio is more...
http://www.investorglossary.com/risk-adjusted-return.htm
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Risk Arbitrage
Risk arbitrage, or "risk arb" is usually taken to mean more...
http://www.investorglossary.com/risk-arbitrage.htm
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Risk Management
Risk management is a systematic approach to minimizing an organization's more...
http://www.investorglossary.com/risk-management.htm
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Risk Premium
In finance, the risk premium is the additional return received more...
http://www.investorglossary.com/risk-premium.htm
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Risk Tolerance
In investing, risk tolerance is the willingness of an investor more...
http://www.investorglossary.com/risk-tolerance.htm
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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
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Sharpe Ratio
The Sharpe Ratio is a simple measure of the risk-adjusted more...
http://www.investorglossary.com/sharpe-ratio.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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Stock Market Letter
A stock market letter is a term used to describe more...
http://www.investorglossary.com/stock-market-letter.htm
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Transaction Costs
Transaction costs are costs incurred to complete a financial transaction. more...
http://www.investorglossary.com/transaction-costs.htm
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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
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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
A wash sale occurs if an investor sells a stock more...
http://www.investorglossary.com/wash-sale.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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Window Dressing
Window dressing can have at least two meanings. In accounting more...
http://www.investorglossary.com/window-dressing.htm
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X
The letter X has a variety of meanings in the more...
http://www.investorglossary.com/x.htm
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XW
The letters XW are a symbol used to identify when more...
http://www.investorglossary.com/xw.htm
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Zero-Beta Portfolio
A portfolio of assets constructed to have no systemic risk more...
http://www.investorglossary.com/zero-beta-portfolio.htm
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