Mutual Funds Investment Terms

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  1. Funding Agreement

  2. Futures

  3. Futures Spread

  4. Gilt Fund

  5. Global Fund

  6. Go-Go Fund

  7. Green Fund

  8. Green Investing

  9. Gross Expense Ratio - GER

  10. Gross Rate of Return

  11. Growth And Income Fund

  12. Growth Fund

  13. Hedge Clause

  14. Hedge-Like Mutual Fund

  15. Hedged Tender

  16. High-Water Mark

  17. High-Yield Bond

  18. Historic Pricing

  19. Holdings

  20. Hong Kong Exchanges and Clearing Limited (HKEx)

  21. Hub and Spoke Structure

  22. Hulbert Rating

  23. Hybrid Fund

  24. Income Fund

  25. Income Investment Company

  26. Income Risk

  27. Income Share

  28. Income Trust

  29. Incubated Fund

  30. Incubation

  31. Index

  32. Index Fund

  33. Index Hugger

  34. Indexing

  35. Indicative Net Asset Value - iNAV

  36. Inflation Trade

  37. Initial Offering Date

  38. Instinet

  39. Institutional Fund

  40. Institutional Shares

  41. Interbank Call Money Market

  42. Interest Rate Floor

  43. Interest Rate Risk

  44. International Equity Style Box

  45. International Fund

  46. International Investing

  47. Interval Fund

  48. Intraday

  49. Investing Style

  50. Investment Analysis

  51. Investment Analyst

  52. Investment Company Act of 1940

  53. Investment Company Institute - ICI

  54. Investment Fund

  55. Investment Grade

  56. Investment Ideas

  57. Investment Product

  58. Investment Style

  59. Investment Vehicle

  60. Investor Shares

  61. IRA Transfer

  62. IRS Publication 564: Mutual Fund Distributions

  63. Jensen's Measure

  64. John Bogle

  65. John Neff

  66. Large Cap - Big Cap

  67. Layered Fees

  68. Legacy Hedge

  69. Level Load

  70. Life Income Fund - LIF

  71. Life Income Plan

  72. Life-Cycle Fund

  73. Lifestyle Fund

  74. Lipper Indexes

  75. Lipper Leader

  76. Load

  77. Load Fund

  78. Load Spread Option

  79. Load-Adjusted Return

  80. Load-Waived Funds

  81. Long/Short Fund

  82. Macro-Hedge

  83. Managed Account

  84. Managed Futures Account

  85. Managed Money

  86. Management Fee

  87. Management Investment Company

  88. Management Risk

  89. Management Tenure

  90. Manager Of Managers - MOM

  91. Manager Universe (Benchmark)

  92. Market Neutral

  93. Market Neutral Fund

  94. Market Timing

  95. Master Fund

  96. Master Trust

  97. Merger Securities

  98. Micro-Hedge

  99. Mid-Cap Fund

  100. Minimum Investment

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