Mutual Funds Investment Terms

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  1. Private Investment in Public Equity - PIPE

  2. Private Placement

  3. Product Portfolio

  4. Prospect Theory

  5. Prospectus

  6. Protected Fund

  7. Proxy Vote

  8. Quant Fund

  9. Ralph Wanger

  10. Ramani Ayer

  11. Real Estate Investment Group

  12. Reclassification

  13. Redemption

  14. Redemption Fee

  15. Redemption Mechanism

  16. Regional Fund

  17. Registered Representative - RR

  18. Registered Retirement Savings Plan - RRSP

  19. Regulated Investment Company - RIC

  20. Regulation EE

  21. Regulation M

  22. Regulation R

  23. Regulation U

  24. Reinvestment

  25. Relative Return

  26. Relative Strength

  27. Research Report

  28. Retail Fund

  29. Retirement Income Fund - RIF

  30. Rights of Accumulation - ROA

  31. Risk-Adjusted Return

  32. Risk Measures

  33. Risk Parity

  34. Russell 1000 Index

  35. S&P Phenomenon

  36. Safe Asset

  37. Sales Charge

  38. Savings Rate

  39. SEC Form 15-12G

  40. SEC Form 24F-2NT

  41. SEC Form 497K1

  42. SEC Form N-14AE

  43. SEC Form N-1A

  44. SEC Form N-30B-2

  45. SEC POS AM Filing

  46. Sector Breakdown

  47. Sector ETF

  48. Sector Fund

  49. Sector Rotation

  50. Security Market Indicator Series - SMIS

  51. Segregated Fund

  52. Self-Directed IRA - SDIRA

  53. Sell Side

  54. Separate Account

  55. Series 23

  56. Series 52

  57. Series 6

  58. Series 62

  59. Series 82

  60. Service Shares

  61. Seven Day Yield

  62. Share Class

  63. Shareholder Services Agent

  64. Shares

  65. Shariah-Compliant Funds

  66. Sharpe Ratio

  67. Short-Term Investment Fund - STIF

  68. Short Form Prospectus Distribution System - SFPDS

  69. Silver ETF

  70. Single-Country Fund

  71. Sir John Templeton

  72. Small Cap

  73. Soci&eacute;t&eacute; d'Investissement &Agrave; Capital Variable - SICAV

  74. Socially Responsible Investment - SRI

  75. Soft Dollars

  76. Specific-Shares Method

  77. Specific Share Identification

  78. Spiders - SPDR

  79. Sponsor

  80. Spread-Load Contractual Plan

  81. Statement of Additional Information - SAI

  82. Statement Shock

  83. Statement Stuffer

  84. Statutory Reserves

  85. Sterling Ratio

  86. Stewardship Grade

  87. Stock Trader

  88. Streetable

  89. Structured Funds

  90. Style

  91. Style Box

  92. Style Drift

  93. Sub-Advised Fund

  94. Sub-Asset Class

  95. Super NOW Account

  96. Survivorship Bias

  97. Survivorship Bias Risk

  98. Switching

  99. Systematic Investment Plan - SIP

  100. Systematic Withdrawal Plan - SWP

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