Mutual Funds

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  1. Are hedge funds registered with the Securities and Exchange Commission (SEC)?

    Learn the conditions that require hedge fund advisors to register with the U.S. Securities and Exchange Commission.
  2. Can minors invest in mutual funds?

    Not directly. Mutual fund investments can be made through a custodial account opened in a minor's name and overseen by a ...
  3. What do hedge fund analysts do?

    Discover what a hedge fund analyst does by learning about the major day-to-day responsibilities are that are required for ...
  4. What does a 'Chief Economist' do?

    Vanguard's Chief Economist Joe Davis discusses his role helping portfolio managers and clients.
  5. Sticky Deal

    Sticky deal is an issuance of new securities that is met with weak demand because of concerns like economic weakness or problems ...
  6. Mutual Funds and Compound Interest

    Learn how mutual funds can grow wealth over time through the magic of compound interest by reinvesting dividends back into ...
  7. Two and Twenty

    Two and twenty is a compensation structure that hedge fund managers typically employ in which part of compensation is performance ...
  8. Global Investment Performance Standards (GIPS)

    Global Investment Performance Standards (GIPS) are ethical standards used by investment managers.
  9. Behavioral Funds

    Behavioral funds are a category of mutual funds that use behavioral finance as a basis for their investment strategy.
  10. Cutoff Point

    The cutoff point is the point at which an investor decides whether or not a particular security is worth purchasing.
  11. Dow Jones U.S. Total Market Index

    The Dow Jones U.S. Total Market Index is a market-capitalization-weighted index maintained by Dow Jones Indexes, providing ...
  12. Investment Club

    An investment club is a group of people who pool their money to make investments.
  13. Mutual funds: Management fees versus MER

    Having a clear understanding of the fees charged by a mutual fund is a significant component to making an informed investment ...
  14. Interpositioning

    Interpositioning, in a securities transaction, refers to the illegal practice of employing a second broker in order to generate ...
  15. MSCI EMU Index

    The MSCI EMU Index is a market capitalization weighted index maintained by Morgan Stanley Capital International (MSCI).
  16. Russell 2500 Index

    The Russell 2500 Index is a broad index, featuring 2,500 stocks that cover the small- and mid-cap market capitalizations.
  17. Dow Divisor

    The Dow Divisor is a numerical value computed by Dow Jones Indexes that is used to calculate the level of the Dow Jones Industrial ...
  18. The Difference Between Hurdle Rate and High Water Mark

    Find out the difference between hurdle rates and high water marks. Learn how they are used by hedge funds to calculate incentive ...
  19. Profits Interest

    Profits interest refers to an equity right based on the future value of a partnership awarded to an individual for their ...
  20. Tenbagger

    A tenbagger is an investment that appreciates to 10 times its initial purchase price.
  21. Share Turnover

    Share turnover is a measure of stock liquidity, figured by dividing the total number of shares traded in a period by average ...
  22. Circuit Breaker

    Circuit breakers are measures approved by the SEC to curb panic-selling on U.S. stock exchanges and excessive volatility ...
  23. Equilibrium

    Equilibrium state in which market supply and demand balance each other, and as a result, prices become stable.
  24. Market Depth

    Market depth is the market's ability to sustain relatively large market orders without impacting the price of the security.
  25. Nasdaq

    Nasdaq is a global electronic marketplace for buying and selling securities, as well as the benchmark index for U.S. technology ...
  26. Floating Stock

    A floating stock is the number of shares available for trading of a particular stock.
  27. Order Book

    An order book is an electronic list of buy and sell orders for a specific security or financial instrument, organized by ...
  28. Fast-Moving Consumer Goods (FMCG)

    Fast-moving consumer goods are cheaper products that sell quickly, such as milk, gum, fruit and vegetables, soda, beer and ...
  29. Pre-Market

    Pre-market is trading activity that occurs before the regular market session; it typically occurs between 8:00 and 9:30 a.m. ...
  30. Spot Rate

    Spot rate is the price quoted for immediate settlement on a commodity, security or currency. It usually occurs one or two ...
  31. Equity Market

    An equity market is a market in which shares are issued and traded, either through exchanges or over-the-counter markets.
  32. Market Value

    Market value is the price an asset would get in the marketplace. Market value also refers to the market capitalization of ...
  33. Market

    A market is a medium allowing buyers and sellers of a specific good or service to interact in order to facilitate an exchange.
  34. Understanding private equity fund structure

    Understand the nature of private equity investment and learn how individual funds are structured, in terms of the types of ...
  35. Agency Problem

    The agency problem is a conflict of interest where one party, who is naturally motivated by self-interest, is expected to ...
  36. Macro Risk

    Macro risk is a type of political risk in which political actions in a host country can adversely affect all foreign operations. ...
  37. Registered Retirement Savings Plan (RRSP)

    A Registered Retirement Savings Plan (RRSP) is a retirement savings and investing vehicle for employees and the self-employed ...
  38. 3 Mutual Funds That Hold Wal-Mart Stock (WMT, VTSMX)

    Discover analysis of three mutual funds that are major shareholders of Wal-Mart Stores, Inc., and learn about their characteristics ...
  39. Adjusted Earnings

    Adjusted earnings are the sum of earnings and increases in loss reserves, new business, deficiency reserves, deferred tax ...
  40. Liquid Alternatives

    Liquid alternatives are a class of mutual funds that use alternative investing strategies similar to hedge funds but with ...
  41. Alternative Investments: A Look at the Pros & Cons

    Alternative investments are becoming popular investment vehicles for individual investors.
  42. Investment Company

    An investment company is a corporation or trust engaged in the business of investing the pooled capital of investors in financial ...
  43. Annual Report

    An annual report is a publication that public corporations must provide annually to shareholders to describe their operations ...
  44. How can I find tax-exempt mutual funds?

    Learn about finding tax-free mutual funds at major investment firms, including how tax-free funds work and what you should ...
  45. How often are mutual fund prices updated?

    Learn how often mutual funds must report their price, or net asset value: daily for open-ended registered investment companies.
  46. How mutual funds pay dividends: An overview

    The process by which mutual fund dividends are calculated, distributed and reported is fairly straightforward in most cases. ...
  47. Performance Fee

    A performance fee is a payment made to an investment manager for generating positive returns.
  48. The Workings of Equity Portfolio Management

    Portfolio management is a necessity, not an afterthought, in achieving analytical efficiency.
  49. New ETFs & Mutual Funds: Vice, ESG, Active Fixed-Income

    A weekly roundup of new ETF and mutual fund launches, from Financial Planning.
  50. Income tax on mutual funds: The basics

    Learn about the basics of income tax on mutual funds, including what types of income may be subject to the capital gains ...
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