Capped Fund

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Dictionary Says

Definition of 'Capped Fund'

A mutual fund that has a limited amount of operating expenses that can be charged annually to shareholders. The limit is expressed as a ratio of total operating expenses divided by the fund's average net assets. The fund's investment advisor will disclose the expense limit in the prospectus.
Investopedia Says

Investopedia explains 'Capped Fund'

Limiting the expense ratio of a mutual fund provides investors with a fee ceiling. While the cap provides investors with the highest fee to expect, the cap can also be removed by the fund manager. The fund's prospectus will often state when the expense limit will expire or change. The expense limit can be measured with either the before or the after reimbursement expense ratios.
Search results for

'Capped Fund'

  • Illumina Gets Capped And Cut

    http://stocks.investopedia.com/stock-analysis/2011/Illumina-Gets-Capped-And-Cut-ILMN-LIFE-TMO-BRKR-PACB-A-WAT0803.aspx
    ... Illumina Gets Capped And Cut. ... private foundations and organizations like the Muscular
    Dystrophy Association or the American Cancer Society fund academic research ...

  • Fund Your Schooling With PLUS Loans

    http://www.investopedia.com/articles/younginvestors/11/plus-loans.asp
    Fund Your Schooling With PLUS Loans. ... The interest rate may be capped at 6% in these
    cases, and the parent must request this relief from the US Department of ...

  • 3 Country-Specific ETFs To Avoid

    http://stocks.investopedia.com/stock-analysis/2010/3-Country-Specific-ETFs-To-Avoid-EIS-EIRL-VNM0824.aspx
    ... it appears Ireland's banks are a real source of trouble and that could be bad news
    for the iShares MSCI Ireland Capped Investable Market Index Fund (NYSE:EIRL ...

  • Series 7 Study Guide - Derivatives - Index Options | Investopedia

    http://www.investopedia.com/exam-guide/series-7/derivatives/index-options.asp
    ... 12.12 Depreciation; 12.13 Ratio Analysis; 12.14 Mutual Fund Analysis; 12.15 Municipal
    Bond ... Capped Index Options One flavor of index option is the capped index ...

  • New Global ETF Tracks Oil Prices, Too

    http://stocks.investopedia.com/stock-analysis/moneyshow/NewGlobalETFTracksOilPricesToo.aspx
    ... NORW’s rival arrived earlier this week with the introduction of the iShares MSCI
    Norway Capped Investable Market Index Fund (ENOR), so there’s no time like ...

  • Best Country Investments For The Remainder Of 2010

    http://stocks.investopedia.com/stock-analysis/2010/Best-Country-Investments-For-The-Remainder-Of-2010-RSX-EPU-TEO-YPF-PAM0121.aspx
    ... New ETF Now Available Peru investors can now access that country's market
    via the iShares MSCI All Peru Capped Index Fund (NYSE:EPU). ...

  • 4 ETFs With Exciting Potential

    http://stocks.investopedia.com/stock-analysis/2010/4-ETFs-With-Exciting-Potential-XHB-DHI-XRT-USO-UGA0225.aspx
    ... December capped the end of a year in which new home sales were 23% lower ... This fund
    was up 4.5% during this run and retailers are beginning to gain confidence ...

  • Series 26 Study Guide - Supervisory Systems - Code of Arbitration ...

    http://www.investopedia.com/exam-guide/series-26/supervisory-systems/arbitration-insider-trading.asp
    ... this act. Liability for violating this act is capped at the greater of
    $1 million or 300% of profits made or losses avoided. All ...

  • The Preferred Way To Play

    http://stocks.investopedia.com/stock-analysis/2009/The-Preferred-Way-To-Play-PGF-PFF-XLF-IVZ-PGX-CMCSA-XEL0925.aspx
    ... for the share structure include the lack of voting rights and capped upside in ... The
    fund spreads its bets among a collection of 96 different preferred stocks ...

  • The Pension Bill: A Wolf In Sheep's Clothing

    http://www.investopedia.com/articles/retirement/06/pensionbill2006.asp
    ... stipulation applies to 401(k) plan contributions, which are currently capped at
    $15,000 ... more, see The Saver's Tax Credit: And Added Incentive To Fund Your Plan ...

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