Mutual Funds Investment Terms

  1. Load

  2. Load Fund

  3. Load Spread Option

  4. Load-Adjusted Return

  5. Load-Waived Funds

  6. Long/Short Fund

  7. Managed Account

  8. Managed Futures Account

  9. Managed Money

  10. Management Fee

  11. Management Investment Company

  12. Management Risk

  13. Management Tenure

  14. Manager Of Managers - MOM

  15. Manager Universe (Benchmark)

  16. Mark To Market - MTM

  17. Market Neutral

  18. Market Neutral Fund

  19. Market Timing

  20. Master Fund

  21. Master Trust

  22. Merger Securities

  23. Mid-Cap Fund

  24. Minimum Investment

  25. Mirror Fund

  26. Modified Dietz Method

  27. Momentum Fund

  28. Mondustrial Policy

  29. Money Management

  30. Money Market Fund

  31. Morningstar Risk Rating

  32. Multi-Advisor Fund

  33. Multi-Asset Class

  34. Multi-Discipline Account

  35. Multiple Managers

  36. Municipal Bond Fund

  37. Mutual Fund

  38. Mutual Fund Cash Level

  39. Mutual Fund Custodian

  40. Mutual Fund Dealer's Association - MFDA

  41. Mutual Fund Liquidity Ratio

  42. Mutual Fund Subadvisor

  43. Mutual Fund Theorem

  44. Mutual Fund Timing

  45. Mutual Fund Wrap

  46. Mutual Fund Yield

  47. Mutual-Fund Advisory Program

  48. National Association of Investors Corporation - NAIC

  49. NAV Return

  50. Negative Correlation

  51. Net Asset Value - NAV

  52. Net Asset Value Per Share - NAVPS

  53. Net Investment Income

  54. Net Long

  55. New Fund Offer - NFO

  56. No Transaction Fee Mutual Fund

  57. No-Load Fund

  58. Non-Capped Fund

  59. Non-Publicly Offered Mutual Fund

  60. Non-Registered Account (Canada)

  61. Non-Security

  62. Nontaxable Dividends

  63. Nova/Ursa Ratio

  64. Offshore Mutual Fund

  65. Oil ETF

  66. Ontario Securities Commission - OSC

  67. Open Ended Investment Company - OEIC

  68. Open-End Fund

  69. Open-End Management Company

  70. Operational Efficiency

  71. Optimized Portfolio As Listed Securities - OPALS

  72. Option Income Fund

  73. Ordinary Dividends

  74. Oslo Stock Exchange (OSL) .OL

  75. Overweight

  76. Passive ETF

  77. Passive Foreign Investment Company - PFIC

  78. Passive Management

  79. Payable On Death - POD

  80. Peak-To-Valley Drawdown

  81. Performance-Based Compensation

  82. Periodic Payment Plan

  83. Periodic Payment Plan Certificate

  84. Pipeline

  85. Pipeline Theory

  86. Pooled Funds

  87. Pooled Income Fund

  88. Portfolio

  89. Portfolio Income

  90. Portfolio Insurance

  91. Portfolio Management

  92. Portfolio Manager

  93. Portfolio Pumping

  94. Portfolio Turnover

  95. Premium Adjustable Convertible Security - PEACS

  96. Premium To Net Asset Value

  97. Price Channel

  98. Primary Instrument

  99. Private Investment in Public Equity - PIPE

  100. Private Placement

Hot Definitions
  1. Takeover

    A corporate action where an acquiring company makes a bid for an acquiree. If the target company is publicly traded, the acquiring company will make an offer for the outstanding shares.
  2. Harvest Strategy

    A strategy in which investment in a particular line of business is reduced or eliminated because the revenue brought in by additional investment would not warrant the expense. A harvest strategy is employed when a line of business is considered to be a cash cow, meaning that the brand is mature and is unlikely to grow if more investment is added.
  3. Stop-Limit Order

    An order placed with a broker that combines the features of stop order with those of a limit order. A stop-limit order will be executed at a specified price (or better) after a given stop price has been reached. Once the stop price is reached, the stop-limit order becomes a limit order to buy (or sell) at the limit price or better.
  4. Pareto Principle

    A principle, named after economist Vilfredo Pareto, that specifies an unequal relationship between inputs and outputs. The principle states that, for many phenomena, 20% of invested input is responsible for 80% of the results obtained. Put another way, 80% of consequences stem from 20% of the causes.
  5. Pareto Principle

    A principle, named after economist Vilfredo Pareto, that specifies an unequal relationship between inputs and outputs. The principle states that, for many phenomena, 20% of invested input is responsible for 80% of the results obtained. Put another way, 80% of consequences stem from 20% of the causes.
  6. Budget Deficit

    A status of financial health in which expenditures exceed revenue. The term "budget deficit" is most commonly used to refer to government spending rather than business or individual spending. When referring to accrued federal government deficits, the term "national debt” is used.
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