Restricted Fund

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Dictionary Says

Definition of 'Restricted Fund'

A reserve of money that can only be used for specific purposes. Restricted funds provide reassurance to donors that their contributions will be used in a manner they have chosen. When a donor gives money to a nonprofit organization, he or she may specify whether the gift is unrestricted and can be used for any purpose the organization sees fit, temporarily restricted to be used for a certain purpose, or permanently restricted so that the donation acts as principal on which interest can be earned (and only the interest is to be spent).
Investopedia Says

Investopedia explains 'Restricted Fund'

Most often endowments are considered restricted funds.Their principal usually cannot be spent at all, and only a specified percent of the interest they earn can be spent per year. Furthermore, there are restrictions on how the interest can be spent - it may be used only to fund scholarships and professorships, for example.
Search results for

'Restricted Fund'

  • ETF Tracking Errors: Is Your Fund Falling Short?

    http://www.investopedia.com/articles/exchangetradedfunds/09/etf-tracking-errors.asp
    ... requirements: no more than 25% of assets are permitted in any one security and
    securities with more than a 5% share are restricted to 50% of the fund. ...

  • Why do all mutual fund tickers have an X at the end?

    http://www.investopedia.com/ask/answers/06/xmutualfundticker.asp
    ... Another example of this is a money market fund, which will be followed by two ... If
    all securities in the market were restricted to a four-symbol ticker it would ...

  • How do restricted stocks, treasury stocks and stock appreciation ...

    http://www.investopedia.com/ask/answers/06/rstrctdstockesosar.asp
    ... Restricted stock represents any equity that is conditionally given or sold to an
    insider ... company to later be resold on the market or used to fund stock option ...

  • Series 6 Study Guide - Investment Companies - Restrictions on ...

    http://www.investopedia.com/exam-guide/finra-series-6/investment-companies/mutual-fund-operations.asp
    ... its own securities, except through a sponsor. Otherwise, the fund must disclose ...
    operations and whose actions must therefore be regulated and restricted by the ...

  • When did mutual funds come to the USA?

    http://www.investopedia.com/ask/answers/09/first-mutual-fund.asp
    ... restricted funds by limiting their margin buying. The heavily leveraged buying by
    trusts during the bubble had added to the severity of the crash, but fund ...

  • Are ETFs subject to the short sale uptick rule?

    http://www.investopedia.com/ask/answers/06/uptickruleETFs.asp
    ... Since ETFs are not restricted by the uptick rule, they are often used by hedge funds.
    Hedge fund managers are looking to make fast trades to take advantage of ...

  • Getting To Know Hedge-Like Mutual Funds

    http://www.investopedia.com/articles/mutualfund/09/hedge-like-mutual-funds.asp
    ... Like Mutual Fund The first hedge-like mutual funds sprung up in response to the
    success of hedge funds, which are exclusive investment vehicles restricted to ...

  • What is the difference between iShares, VIPERs and Spiders?

    http://www.investopedia.com/ask/answers/06/isharesvipersspiders.asp
    ... iShares, VIPERs and spiders each represent different exchange-traded fund (ETF)
    families. ... Barclays is not restricted to equity-based tracking. ...

  • Series 26 Study Guide - Investment Companies - Structure ...

    http://www.investopedia.com/exam-guide/series-26/investment-companies/management-mutual-funds.asp
    ... its own securities, except through a sponsor. Otherwise, the fund must disclose ... and
    operations and whose actions must be regulated and restricted by the SEC. ...

  • Mutual Funds: Different Types Of Funds | Investopedia

    http://www.investopedia.com/university/mutualfunds/mutualfunds1.asp
    ... The weighting might also be restricted to a specified maximum or minimum for each
    asset class. A similar type of fund is known as an asset allocation fund. ...

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