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Толковый Словарь терминов для категории:Mutual Funds - Паевые фонды

 
 
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  • 100% Equities Strategy

    An investment strategy for an individual portfolio or pooled funds vehicle such as a mutual fund. Only equity securities are considered for investment…

  • 12B-1 Fee

    An annual marketing or distribution fee on a mutual fund. The 12b-1 fee is considered an operational expense and, as such, is included in a fund's expense…

  • 12B-1 Fund

    A type of mutual fund that charges its holders 12B-1 fees instead of up-front or back-end commissions. 12B-1 funds take a portion of assets held and use…

  • 12B-1 Plan

    A no-load mutual fund that is allowed to use fund assets to pay for its distribution costs. The 12B-1 plan mutual fund is an alternative to paying the…

  • 130/30 Mutual Fund

    A mutual fund that has long positions and short positions in its portfolio. Specifically, in a 130/30 mutual fund, the fund is long 100% of its assets…

  • A-Share - Паевые фонды класса "А"

    В семье различных классов паевых инвестиционных фондов, этот класс, который обычно характеризуется дополнительной структорной платой. Паевые фонды Класса…

  • Absolute Return

    The return that an asset achieves over a certain period of time. This measure looks at the appreciation or depreciation (expressed as a percentage) that…

  • Accumulation Plan

    1. A general financial strategy in which an investor attempts to build the value of his or her portfolio to a desired size.2. In the context of mutual…

  • Acquired Fund Fees And Expenses - AFFE

    A line item in a fund-of-funds' prospectus that shows the operating expenses of the underlying funds. This became a requirement as of January 2007 and…

  • Active Management

    The use of a human element, such as a single manager, co-managers or a team of managers, to actively manage a fund's portfolio. Active managers rely on…

  • Active Risk

    A type of risk that a fund or managed portfolio creates as it attempts to beat the returns of the benchmark against which it is compared. In theory, to…

  • Active-Share Study

    An academic study conducted by researchers from Yale in 2006. The active-share study examined the proportion of stock holdings in a mutual fund's composition…

  • Actively Managed ETF

    An exchange-traded fund that has a manager or team making decisions on the underlying portfolio allocation or otherwise not following a passive investment…

  • Advisor

    1. The person or company responsible for making investments on behalf of, and/or providing advice to, investors. 2. In the context of the mutual fund…

  • Advisor Fee

    The fee that is paid to a financial advisor for recommending a load mutual fund based on the needs and time-frame of an investor. Fees differ according…

  • After Reimbursement Expense Ratio

    The actual expense paid by mutual fund investors. The after reimbursement expense ratio is calculated by subtracting any reimbursements made to the fund…

  • Aggressive Growth Fund

    A mutual fund that attempts to achieve the highest capital gains. Investments held in these funds are companies that demonstrate high growth potential…

  • All Weather Fund

    A mutual fund that tends to perform reasonably well during both favorable and unfavorable  economic and market conditions. This type of investment result…

  • All-Cap Fund

    A stock mutual fund that invests in equity securities without regard to whether a company is characterized as small, medium or large. The term "cap" is…

  • Allocation Rate

    The percentage of an investor's initial cash or capital outlay that actually goes toward the final investment. This amount is net of any fees that may…

  • Alpha

    1. A measure of performance on a risk-adjusted basis. Alpha takes the volatility (price risk) of a mutual fund and compares its risk-adjusted performance…

  • Alpha Generator

    Any security that, when added to an existing portfolio of assets, generates excess returns or returns higher than a pre-selected benchmark without additional…

  • American Council Of Life Insurance

    An association of American life insurance carriers based in Washington D.C. The American Council of Life Insurance deals with legislation on all levels…

  • Annual Report

    1. An annual publication that public corporations must provide to shareholders to describe their operations and financial conditions. The front part of…

  • Annual Turnover

    The percentage rate at which a mutual fund or exchange-traded fund replaces its investment holdings on an annual basis. Turnover is meant to adjust for…

  • Anti-Reciprocal Rule

    A rule created by the Financial Industry Regulatory Authority (FINRA) to protect individual investors from conflicts of interest that may arise when brokerage…

  • Anticipated Holding Period

    The time period for which a limited partnership expects to hold a specific asset. A firm will disclose its anticipated holding period on assets through…

  • Appraisal Ratio

    A ratio used to measure the quality of a fund's investment picking ability. It compares the fund's alpha (or the adjusted return of the fund assuming the…

  • Approved List

    A list of pre-selected securities that are deemed fit for purchase by a mutual fund or the clients of a brokerage firm.In both cases, the intent is to…

  • Asset Allocation

    An investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to an individual's goals, risk tolerance and…

  • Asset Allocation Fund

    A mutual fund that provides investors with a portfolio of a fixed or variable mix of the three main asset classes - stocks, bonds and cash equivalents…

  • Asset Class

    A group of securities that exhibit similar characteristics, behave similarly in the marketplace, and are subject to the same laws and regulations. The…

  • Asset Class Breakdown

    The relative percentages of core asset classes such as equities, fixed income and cash, along with real estate and international holdings, found within…

  • Asset Management Company - AMC

    A company that invests its clients' pooled fund into securities that match its declared financial objectives. Asset management companies provide investors…

  • Asset Size

    The total market value of the securities in a mutual fund's portfolio. Total assets or total net assets are also used to describe a fund's size. When…

  • Assets Under Management - AUM

    The market value of assets that an investment company manages on behalf of investors. Assets under management (AUM) is looked at as a measure of success…

  • Attribution Analysis

    A performance-evaluation tool used to analyze the abilities of portfolio or fund managers. Attribution analysis uncovers the impact of the manager’s investment…

  • Automatic Investment Plan - AIP

    An investment program that allows investors to contribute small amounts of money, such as $20 a month in regular intervals. Funds are automatically deducted…

  • Automatic Reinvestment Plan

    An investment program in which capital gains or other income received from investments are automatically used for reinvestment purposes. In the case of…

  • Average Annual Return - AAR

    A percentage figure used when reporting the historical return, such as the three-, five- and 10-year average returns of a mutual fund. The average annual…

  • Average Cost Basis Method

    A way of calculating cost basis when figuring out gains or losses from a sale of mutual fund shares. This is done by adding up the number of shares owned…

  • B-Share

    A class in a family of multi-class mutual funds. This class is characterized by a back-end load structure that is paid only when the fund is sold. Class…

  • Back-End Load

    A fee (sales charge or load) that investors pay when selling mutual fund shares within a specified number of years, usually five to 10 years. The fee…

  • Balanced Fund

    A fund that combines a stock component, a bond component and, sometimes, a money market component, in a single portfolio. Generally, these hybrid funds…

  • Before Reimbursement Expense Ratio

    The percentage of a fund's average net assets that is used to cover the annual operating expenses of managing a mutual fund before reimbursements are…

  • Benchmark

    A standard against which the performance of a security, mutual fund or investment manager can be measured. Generally, broad market and market-segment…

  • Beta

    A measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. Beta is used in the capital asset…

  • Blend Fund

    A category of equity mutual funds with portfolios that are made up of a mix of value and growth stocks.This is also referred to as a "hybrid fund". A…

  • Bogey

    A buzzword that refers to a benchmark used to evaluate a fund's performance. The benchmark is an index that reflects the investment scope of the funds…

  • Bond ETF

    A type of exchange-traded fund (ETF) that exclusively invests in bonds. Bond ETFs are very much like bond mutual funds in that they hold a portfolio of…

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Валюта Время BUY SELL Profit
EURUSD 02.22 10:02 1.1035 1.1003 +32
GBPUSD 02.22 10:02 1.4168 1.407 +98
USDCHF 02.21 06:02 0.992 0.9886 +34
USDJPY 02.21 06:02 113.04 112.42 +63
AUDUSD 02.22 06:02 0.7243 0.7212 +31
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