Mutual Funds Investment Terms

  1. Prospect Theory

  2. Prospectus

  3. Protected Fund

  4. Proxy Vote

  5. Quant Fund

  6. Ralph Wanger

  7. Ramani Ayer

  8. Real Estate Investment Group

  9. Reclassification

  10. Redemption

  11. Redemption Fee

  12. Redemption Mechanism

  13. Regional Fund

  14. Registered Representative - RR

  15. Registered Retirement Savings Plan - RRSP

  16. Regulated Investment Company - RIC

  17. Regulation EE

  18. Regulation M

  19. Regulation R

  20. Regulation U

  21. Reinvestment

  22. Relative Return

  23. Relative Strength

  24. Research Report

  25. Retail Fund

  26. Retirement Income Fund - RIF

  27. Rights of Accumulation - ROA

  28. Risk Measures

  29. Risk Parity

  30. Risk-Adjusted Return

  31. Russell 1000 Index

  32. S&P Phenomenon

  33. Safe Asset

  34. Sales Charge

  35. Savings Rate

  36. SEC Form 15-12G

  37. SEC Form 24F-2NT

  38. SEC Form 497K1

  39. SEC Form N-14AE

  40. SEC Form N-1A

  41. SEC Form N-30B-2

  42. SEC POS AM Filing

  43. Sector Breakdown

  44. Sector ETF

  45. Sector Fund

  46. Sector Rotation

  47. Security Market Indicator Series - SMIS

  48. Segregated Fund

  49. Self-Directed IRA - SDIRA

  50. Sell Side

  51. Separate Account

  52. Series 23

  53. Series 52

  54. Series 6

  55. Series 62

  56. Series 82

  57. Service Shares

  58. Seven Day Yield

  59. Share Class

  60. Shareholder Services Agent

  61. Shares

  62. Shariah-Compliant Funds

  63. Sharpe Ratio

  64. Short Form Prospectus Distribution System - SFPDS

  65. Short-Term Investment Fund - STIF

  66. Silver ETF

  67. Single-Country Fund

  68. Sir John Templeton

  69. Small Cap

  70. Société d'Investissement À Capital Variable - SICAV

  71. Socially Responsible Investment - SRI

  72. Soft Dollars

  73. Specific Share Identification

  74. Specific-Shares Method

  75. Spiders - SPDR

  76. Sponsor

  77. Spread-Load Contractual Plan

  78. Statement of Additional Information - SAI

  79. Statement Shock

  80. Statement Stuffer

  81. Statutory Reserves

  82. Sterling Ratio

  83. Stewardship Grade

  84. Stock Trader

  85. Streetable

  86. Structured Funds

  87. Style

  88. Style Box

  89. Style Drift

  90. Sub-Advised Fund

  91. Sub-Asset Class

  92. Super NOW Account

  93. Survivorship Bias

  94. Survivorship Bias Risk

  95. Switching

  96. Systematic Investment Plan - SIP

  97. Systematic Withdrawal Plan - SWP

  98. Tactical Asset Allocation - TAA

  99. Target Risk Fund

  100. Target-Date Fund

Hot Definitions
  1. Valuation

    The process of determining the current worth of an asset or company. There are many techniques that can be used to determine value, some are subjective and others are objective.
  2. Valuation

    The process of determining the current worth of an asset or company. There are many techniques that can be used to determine value, some are subjective and others are objective.
  3. Tech Street

    A term used in the financial markets and the press to refer to the technology sector. Companies like Intel, Microsoft, Apple and Dell are all considered to be part of Tech Street.
  4. Tech Street

    A term used in the financial markets and the press to refer to the technology sector. Companies like Intel, Microsoft, Apple and Dell are all considered to be part of Tech Street.
  5. Momentum Investing

    An investment strategy that aims to capitalize on the continuance of existing trends in the market. The momentum investor believes that large increases in the price of a security will be followed by additional gains and vice versa for declining values.
  6. Momentum Investing

    An investment strategy that aims to capitalize on the continuance of existing trends in the market. The momentum investor believes that large increases in the price of a security will be followed by additional gains and vice versa for declining values.
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