Mutual Funds Investment Terms

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  1. SEC Form N-30B-2

  2. SEC POS AM Filing

  3. Sector Breakdown

  4. Sector Fund

  5. Sector Rotation

  6. Security Market Indicator Series - SMIS

  7. Segregated Fund

  8. Self-Directed IRA - SDIRA

  9. Sell Side

  10. Selling Hedge

  11. Separate Account

  12. Series 23

  13. Series 52

  14. Series 6

  15. Series 62

  16. Series 82

  17. Service Shares

  18. Set-Up Hedge

  19. Seven Day Yield

  20. Share Class

  21. Shareholder Services Agent

  22. Shares

  23. Shariah-Compliant Funds

  24. Short Form Prospectus Distribution System - SFPDS

  25. Short Hedge

  26. Short-Term Investment Fund - STIF

  27. Single-Country Fund

  28. Sir John Templeton

  29. Small Cap

  30. Socially Responsible Investment - SRI

  31. Société d'investissement à Capital Variable - SICAV

  32. Soft Dollars

  33. Specific Share Identification

  34. Specific-Shares Method

  35. Spiders - SPDR

  36. Sponsor

  37. Spread-Load Contractual Plan

  38. Statement of Additional Information - SAI

  39. Statement Shock

  40. Stewardship Grade

  41. Stock Trader

  42. Streetable

  43. Structured Funds

  44. Style

  45. Style Box

  46. Style Drift

  47. Sub-Advised Fund

  48. Sub-Asset Class

  49. Super NOW Account

  50. Survivorship Bias

  51. Survivorship Bias Risk

  52. Switching

  53. Systematic Investment Plan - SIP

  54. Systematic Withdrawal Plan - SWP

  55. Tactical Asset Allocation - TAA

  56. Target Risk Fund

  57. Target-Date Fund

  58. Targeted-Distribution Fund

  59. Tax-Efficient Fund

  60. Third-Party Distributor

  61. Thomas Rowe Price, Jr.

  62. Ticker Symbol

  63. Top Holdings

  64. Total Annual Fund Operating Expenses

  65. Total Bond Fund

  66. Total Expense Ratio - TER

  67. Total Return Index

  68. Total Stock Fund

  69. Tracker Fund

  70. Tracking Error

  71. Trade Date

  72. Trailer Fee

  73. Transaction Costs

  74. Transfer Agent

  75. Trust Deed

  76. Turnover Ratio

  77. Ulcer Index - UI

  78. Undertakings For The Collective Investment Of Transferable Securities - UCITS

  79. Underweight

  80. Unified Managed Account - UMA

  81. Unit Investment Trust - UIT

  82. Unit Linked Insurance Plan - ULIP

  83. United States Treasury Money Mutual Funds

  84. Unitized Endowment Pool - UEP

  85. Unitized Fund

  86. Value Added Monthly Index - VAMI

  87. Value Fund

  88. Vanguard Exchange-Traded Funds

  89. Venture Capital Funds

  90. Venture Capital Trust - VCT

  91. Vice Fund

  92. Voluntary Accumulation Plan

  93. Vomma

  94. Vulture Fund

  95. W-8 Form

  96. Weighted Average Credit Rating

  97. Wholesaling

  98. Window Dressing

  99. Withdrawal Plan

  100. World Equity Benchmark Series - WEBS

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