Mutual Funds Investment Terms

  1. 12B-1 Fee

  2. 12B-1 Fund

  3. 12B-1 Plan

  4. 130/30 Mutual Fund

  5. A-Share

  6. Active-Share Study

  7. Advisor Fee

  8. After Reimbursement Expense Ratio

  9. Aggressive Growth Fund

  10. All Weather Fund

  11. All-Cap Fund

  12. Alpha

  13. Asset Allocation Fund

  14. Asset Class Breakdown

  15. Asset Size

  16. Assets Under Management - AUM

  17. Automatic Investment Plan - AIP

  18. Average Annual Return - AAR

  19. B-Share

  20. Back-End Load

  21. Balanced Fund

  22. Before Reimbursement Expense Ratio

  23. Blend Fund

  24. Bogey

  25. Bond Fund

  26. Breaking The Buck

  27. Breakpoint

  28. Breakpoint Sale

  29. Broke The Buck

  30. C-Share

  31. Capital Appreciation Fund

  32. Capital Gains Distribution

  33. Capital Gains Exposure - CGE

  34. Capital Guarantee Fund

  35. Capped Fund

  36. Captive Fund

  37. Cash Plus Fund

  38. Certified Fund Specialist - CFS

  39. Clone Fund

  40. Closed Fund

  41. Closed-End Fund

  42. Closed-End Management Company

  43. Commingled Fund

  44. Common Stock Fund

  45. Comparison Universe

  46. Conduit Theory

  47. Conservative Growth

  48. Contingent Deferred Sales Charge (CDSC)

  49. Core Plus

  50. Country Fund

  51. Creation Unit

  52. Crossover Fund

  53. Cumulative Discount Privilege

  54. David Dreman

  55. Deferred Load

  56. Defined Portfolio

  57. Discount To Net Asset Value

  58. Distribution Stock

  59. Diversified Common Stock Fund

  60. Diversified Fund

  61. Dollar-Cost Averaging - DCA

  62. Dual Purpose Fund

  63. Emerging Market Fund

  64. Energy ETF

  65. Enhanced Index Fund - EIF

  66. Equity Fund

  67. Equity Style Box

  68. Exchange Fees

  69. Exchange Privilege

  70. Exempt-Interest Dividend

  71. Expense Limit

  72. Expense Ratio

  73. Fair Weather Fund

  74. Family Of Funds

  75. Fixed-Income Style Box

  76. Flexi-Cap Fund

  77. Flexible Fund

  78. Focused Fund

  79. Folio Number

  80. Form 1099-DIV

  81. Forward Pricing

  82. Foul Weather Fund

  83. Front-End Load

  84. Fund Flow

  85. Fund Manager

  86. Fund Overlap

  87. Fund Supermarkets

  88. Gilt Fund

  89. Global Fund

  90. Go-Go Fund

  91. Gold Fund

  92. Growth And Income Fund

  93. Growth Fund

  94. Hedge-Like Mutual Fund

  95. Hidden Load

  96. High-Water Mark

  97. Hulbert Rating

  98. Hybrid Fund

  99. Income Fund

  100. Income Share

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