Mutual Funds Investment Terms

  1. Flexi-Cap Fund

  2. Flexible Fund

  3. Floating Rate Fund

  4. Focus List

  5. Focused Fund

  6. Folio Number

  7. Foregone Earnings

  8. Foreign Fund

  9. Foreign Institutional Investor - FII

  10. Form 1099-DIV

  11. Forward Pricing

  12. Foul Weather Fund

  13. Fourth Market

  14. Franking Credit

  15. Front-End Load

  16. Fund

  17. Fund Category

  18. Fund Company

  19. Fund Flow

  20. Fund Manager

  21. Fund Of Funds

  22. Fund Overlap

  23. Fund Supermarkets

  24. Fundamentally Weighted Index

  25. Funding Agreement

  26. Gilt Fund

  27. Global Fund

  28. Global Industry Classification Standard - GICS

  29. Go-Go Fund

  30. Gold Fund

  31. Green Fund

  32. Green Investing

  33. Gross Expense Ratio - GER

  34. Gross Rate Of Return

  35. Growth And Income Fund

  36. Growth Fund

  37. Hedge-Like Mutual Fund

  38. Hidden Load

  39. High-Water Mark

  40. High-Yield Bond

  41. Holdings

  42. Hong Kong Exchanges and Clearing Limited (HKEx)

  43. Hub And Spoke Structure

  44. Hulbert Rating

  45. Hybrid Annuity

  46. Hybrid Fund

  47. Income Fund

  48. Income Investment Company

  49. Income Risk

  50. Income Share

  51. Income Trust

  52. Incubated Fund

  53. Incubation

  54. Index

  55. Index Fund

  56. Index Hugger

  57. Indexing

  58. Indicative Net Asset Value - iNAV

  59. Information Ratio - IR

  60. Initial Offering Date

  61. Instinet

  62. Institutional Fund

  63. Institutional Shares

  64. Interbank Call Money Market

  65. International Equity Style Box

  66. International ETF

  67. International Fund

  68. International Investing

  69. Interval Fund (Scheme)

  70. Intraday

  71. Inverse ETF

  72. Investing Style

  73. Investment Advisor

  74. Investment Analysis

  75. Investment Company

  76. Investment Company Act Of 1940

  77. Investment Company Institute - ICI

  78. Investment Fund

  79. Investment Grade

  80. Investment Ideas

  81. Investment Product

  82. Investment Style

  83. Investment Vehicle

  84. Investor Shares

  85. IRA Transfer

  86. IRS Publication 564: Mutual Fund Distributions

  87. Japan ETFs

  88. Jensen's Measure

  89. John Bogle

  90. John Neff

  91. Large Cap - Big Cap

  92. Late-Day Trading

  93. Layered Fees

  94. Level Load

  95. Life Income Fund - LIF

  96. Life Income Plan

  97. Life-Cycle Fund

  98. Lifestyle Fund

  99. Lipper Indexes

  100. Lipper Leader

Hot Definitions
  1. Leased Bank Guarantee

    A bank guarantee that is leased to a third party for a specific fee. The issuing bank will conduct due diligence on the creditworthiness of the customer looking to secure a bank guarantee, then lease a guarantee to that customer for a set amount of money and over a set period of time, typically less than two years.
  2. Degree Of Financial Leverage - DFL

    A ratio that measures the sensitivity of a company’s earnings per share (EPS) to fluctuations in its operating income, as a result of changes in its capital structure. Degree of Financial Leverage (DFL) measures the percentage change in EPS for a unit change in earnings before interest and taxes (EBIT).
  3. Jeff Bezos

    Self-made billionaire Jeff Bezos is famous for founding online retail giant
  4. Re-fracking

    Re-fracking is the practice of returning to older wells that had been fracked in the recent past to capitalize on newer, more effective extraction technology. Re-fracking can be effective on especially tight oil deposits – where the shale products low yields – to extend their productivity.
  5. TIMP (acronym)

    'TIMP' is an acronym that stands for 'Turkey, Indonesia, Mexico and Philippines.' Similar to BRIC (Brazil, Russia, India and China), the acronym was coined by and investor/economist to group fast-growing emerging market economies in similar states of economic development.
  6. Pension Risk Transfer

    When a defined benefit pension provider offloads some or all of the plan’s risk – e.g.: retirement payment liabilities to former employee beneficiaries. The plan sponsor can do this by offering vested plan participants a lump-sum payment to voluntarily leave the plan, or by negotiating with an insurance company to take on the responsibility for paying benefits.
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