Defined Portfolio

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Dictionary Says

Definition of 'Defined Portfolio'

An investment trust that invests in a predefined portfolio of bonds and/or stocks that have been professionally selected by the company. Similar to some classes of mutual funds, these trusts are closed-ended and are not actively managed. The securities in the portfolio are fixed, and units can only be sold after the initial buying phase. These units tend to have a predefined life of a handful of years, after which they are liquidated and the proceeds are returned to the investors.  
Investopedia Says

Investopedia explains 'Defined Portfolio'

A defined portfolio can trade at different prices throughout the day. Units of a defined portfolio are priced by supply and demand, which can lead to discrepancies in pricing from the net value of its underlying assets. Mutual funds can be out of sync with their net asset values (NAV), but are only priced once a day at the NAV as of the close of trading.
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'Defined Portfolio'

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    ... The Sharpe ratio of Portfolio A can simply be defined as X divided by Z. Portfolios
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  • Measure Your Portfolio's Performance

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    ... this measure, read Beta: Know The Risk.) The Treynor measure, also known as the
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  • The Demise Of The Defined-Benefit Plan

    http://www.investopedia.com/articles/retirement/06/DemiseofDBPlan.asp
    ... You can put up to $16,500 per year in an employer-sponsored defined-contribution
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  • Bear-Proof Your Retirement Portfolio

    http://www.investopedia.com/articles/retirement/07/market_conditions_retirement.asp
    ... The following assumptions were incorporated into this table: A non-diversified
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  • The Investing Risk Of Underfunded Pension Plans

    http://www.investopedia.com/articles/analyst/03/050803.asp
    ... means that the liabilities, the obligations to pay pensions under defined-benefit
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  • What Is A Registered Investment Advisor?

    http://www.investopedia.com/articles/financialcareers/06/whatisaRIA.asp
    ... The advising firm will work with the clients to design a portfolio that suits the
    client's situation. ... Read More »; A Career In Real Estate Portfolio Management. ...

  • Should You Invest Your Entire Portfolio In Stocks?

    http://www.investopedia.com/articles/stocks/07/100_equities.asp
    ... Inflation is a rise in general price levels that erodes the purchasing power of
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  • Series 66 Study Guide - Special Issues for Retirement Plans ...

    http://www.investopedia.com/exam-guide/series-66/retirement-plans/qualified-retirement-plans.asp
    ... Chapter 6 - 10: 6. Portfolio Management Strategies, Styles and Techniques: ... There
    are two types of qualified plans: defined benefit, and defined contribution. ...

  • The 4 Key Elements Of A Well-Managed Portfolio

    http://www.investopedia.com/articles/basics/10/4-elements-investment-management.asp
    ... For example, portfolio management is defined as the art and science of making decisions
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  • The Danger Of A 401(k) Flameout

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    ... (For more, see The Demise Of The Defined-Benefit Plan ... If your portfolio's asset
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