Definitions tagged as

Mutual Funds

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  1. Non-Registered Account (Canada)

  2. Ontario Securities Commission - OSC

  3. Hong Kong Exchanges and Clearing Limited (HKEx)

  4. Oslo Stock Exchange (OSL) .OL

  5. Capital Accumulation

  6. Mutual Fund Wrap

  7. SEC Form 497K1

  8. SEC Form N-14AE

  9. SEC Form N-30B-2

  10. SEC Form 15-12G

  11. SEC Form N-1A

  12. SEC POS AM Filing

  13. Periodic Payment Plan

  14. Periodic Payment Plan Certificate

  15. Management Investment Company

  16. Unitized Endowment Pool - UEP

  17. Do-It-Yourself (DIY) Investing

  18. Buy And Homework

  19. Capital Flows

  20. Cyclical Risk

  21. SEC Form 24F-2NT

  22. Assets Under Management - AUM

  23. Growth And Income Fund

  24. Total Stock Fund

  25. 130/30 Mutual Fund

  26. Attribution Analysis

  27. Captive Fund

  28. Annual Return

  29. Emerging Market ETF

  30. Euro ETF

  31. Tax Efficiency

  32. 100% Equities Strategy

  33. 12B-1 Fee

  34. 12B-1 Fund

  35. 12B-1 Plan

  36. A-Share

  37. Abnormal Return

  38. Absolute Return

  39. Accredited Investor

  40. Accrued Income

  41. Accumulation Plan

  42. Acquired Fund Fees And Expenses - AFFE

  43. Actionable

  44. Active Management

  45. Active Risk

  46. Active-Share Study

  47. Actively Managed ETF

  48. Advisor

  49. Advisor Account

  50. Advisor Fee

  51. After Reimbursement Expense Ratio

  52. Aggressive Growth Fund

  53. All Weather Fund

  54. All-Cap Fund

  55. Allocation Rate

  56. Alpha

  57. Alpha Generator

  58. Alternative Investment

  59. Analyst

  60. Annual Report

  61. Annual Turnover

  62. Anti-Reciprocal Rule

  63. Appraisal Ratio

  64. Approved List

  65. Asia Ex-Japan

  66. Asset Allocation

  67. Asset Allocation Fund

  68. Asset Class

  69. Asset Class Breakdown

  70. Asset Management Company - AMC

  71. Asset Mix

  72. Asset Size

  73. Auction Market Preferred Stock - AMPS

  74. Automatic Bill Payment

  75. Automatic Investment Plan - AIP

  76. Automatic Reinvestment Plan

  77. Average Annual Return - AAR

  78. B-Share

  79. B-Shares

  80. Back-End Load

  81. Balanced Fund

  82. Before Reimbursement Expense Ratio

  83. Benchmark

  84. Beneficial Owner

  85. Beta

  86. Blend Fund

  87. Block House

  88. Blockholder

  89. Bogey

  90. Bond Circular

  91. Bond ETF

  92. Bond Fund

  93. Breaking The Buck

  94. Breakpoint

  95. Breakpoint Sale

  96. Broke The Buck

  97. Brokerage Window

  98. Buy Side

  99. C-Share

  100. Calmar Ratio

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