Mutual Funds Investment Terms

  1. Protected Fund

  2. Proxy Vote

  3. Quant Fund

  4. Ralph Wanger

  5. Ramani Ayer

  6. Real Estate Investment Group

  7. Reclassification

  8. Redemption

  9. Redemption Fee

  10. Redemption Mechanism

  11. Regional Fund

  12. Registered Representative - RR

  13. Registered Retirement Savings Plan - RRSP

  14. Regulated Investment Company - RIC

  15. Regulation EE

  16. Regulation M

  17. Regulation R

  18. Regulation U

  19. Reinvestment

  20. Relative Return

  21. Relative Strength

  22. Research Report

  23. Retail Fund

  24. Retirement Income Fund - RIF

  25. Rights of Accumulation - ROA

  26. Risk Measures

  27. Risk Parity

  28. Risk-Adjusted Return

  29. Russell 1000 Index

  30. S&P Phenomenon

  31. Safe Asset

  32. Sales Charge

  33. Savings Rate

  34. SEC Form 15-12G

  35. SEC Form 24F-2NT

  36. SEC Form 497K1

  37. SEC Form N-14AE

  38. SEC Form N-1A

  39. SEC Form N-30B-2

  40. SEC POS AM Filing

  41. Sector Breakdown

  42. Sector ETF

  43. Sector Fund

  44. Sector Rotation

  45. Segregated Fund

  46. Self-Directed IRA - SDIRA

  47. Sell Side

  48. Separate Account

  49. Series 23

  50. Series 52

  51. Series 6

  52. Series 62

  53. Series 82

  54. Service Shares

  55. Seven Day Yield

  56. Share Class

  57. Shareholder Services Agent

  58. Shares

  59. Shariah-Compliant Funds

  60. Sharpe Ratio

  61. Short Form Prospectus Distribution System - SFPDS

  62. Short-Term Investment Fund - STIF

  63. Silver ETF

  64. Single-Country Fund

  65. Sir John Templeton

  66. Small Cap

  67. Société d'Investissement À Capital Variable - SICAV

  68. Socially Responsible Investment - SRI

  69. Soft Dollars

  70. Specific Share Identification

  71. Specific-Shares Method

  72. Spiders - SPDR

  73. Sponsor

  74. Spread-Load Contractual Plan

  75. Statement of Additional Information - SAI

  76. Statement Shock

  77. Statement Stuffer

  78. Statutory Reserves

  79. Sterling Ratio

  80. Stewardship Grade

  81. Stock Trader

  82. Strategic Asset Allocation

  83. Streetable

  84. Structured Funds

  85. Style

  86. Style Box

  87. Style Drift

  88. Sub-Advised Fund

  89. Sub-Asset Class

  90. Super NOW Account

  91. Survivorship Bias

  92. Survivorship Bias Risk

  93. Switching

  94. Systematic Investment Plan - SIP

  95. Systematic Withdrawal Plan - SWP

  96. Tactical Asset Allocation - TAA

  97. Target Risk Fund

  98. Target-Date Fund

  99. Targeted-Distribution Fund

  100. Tax Efficiency

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