Mutual Funds Investment Terms

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  1. Fund Overlap

  2. Fund Supermarkets

  3. Fundamentally Weighted Index

  4. Funding Agreement

  5. Futures

  6. Futures Spread

  7. Gilt Fund

  8. Global Fund

  9. Go-Go Fund

  10. Green Fund

  11. Green Investing

  12. Gross Expense Ratio - GER

  13. Gross Rate Of Return

  14. Growth And Income Fund

  15. Growth Fund

  16. Hedge Clause

  17. Hedge-Like Mutual Fund

  18. Hedged Tender

  19. High-Water Mark

  20. High-Yield Bond

  21. Historic Pricing

  22. Holdings

  23. Hong Kong Exchanges and Clearing Limited (HKEx)

  24. Hub And Spoke Structure

  25. Hulbert Rating

  26. Hybrid Fund

  27. Income Fund

  28. Income Investment Company

  29. Income Risk

  30. Income Share

  31. Income Trust

  32. Incubated Fund

  33. Incubation

  34. Index

  35. Index Fund

  36. Index Hugger

  37. Indexing

  38. Indicative Net Asset Value - iNAV

  39. Inflation Trade

  40. Initial Offering Date

  41. Instinet

  42. Institutional Fund

  43. Institutional Shares

  44. Interbank Call Money Market

  45. Interest Rate Floor

  46. Interest Rate Risk

  47. International Equity Style Box

  48. International Fund

  49. International Investing

  50. Interval Fund

  51. Intraday

  52. Investing Style

  53. Investment Analysis

  54. Investment Company Act Of 1940

  55. Investment Company Institute - ICI

  56. Investment Fund

  57. Investment Grade

  58. Investment Ideas

  59. Investment Product

  60. Investment Style

  61. Investment Vehicle

  62. Investor Shares

  63. IRA Transfer

  64. IRS Publication 564: Mutual Fund Distributions

  65. Jensen's Measure

  66. John Bogle

  67. John Neff

  68. Large Cap - Big Cap

  69. Late-Day Trading

  70. Layered Fees

  71. Legacy Hedge

  72. Level Load

  73. Life Income Fund - LIF

  74. Life Income Plan

  75. Life-Cycle Fund

  76. Lifestyle Fund

  77. Lipper Indexes

  78. Lipper Leader

  79. Load

  80. Load Fund

  81. Load Spread Option

  82. Load-Adjusted Return

  83. Load-Waived Funds

  84. Long/Short Fund

  85. Macro-Hedge

  86. Managed Account

  87. Managed Futures Account

  88. Managed Money

  89. Management Fee

  90. Management Investment Company

  91. Management Risk

  92. Management Tenure

  93. Manager Of Managers - MOM

  94. Manager Universe (Benchmark)

  95. Market Neutral

  96. Market Neutral Fund

  97. Market Timing

  98. Master Fund

  99. Master Trust

  100. Merger Securities

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