共同基金

• 12B-1 Fee

  An annual marketing or distribution fee on a mutual fund. The 12b-1 fee is considered an...

  共同基金 2021-06-19
  

• Sterling Ratio

  A ratio used mainly in the context of hedge funds. This risk-reward measure determines w...

  共同基金 2021-06-19
  

• Window Dressing

  A strategy used by mutual fund and portfolio managers near the year or quarter end to im...

  共同基金 2021-06-19
  

• Non-Publicly Offered Mutual Fund

  Mutual funds that are not offered for sale to the general public. Non-publicly offered m...

  共同基金 2021-06-19
  

• All-Cap Fund

  A stock mutual fund that invests in equity securities without regard to whether a compan...

  共同基金 2021-06-19
  

• Active-Share Study

  An academic study conducted by researchers from Yale in 2006. The active-share study exa...

  共同基金 2021-06-19
  

• Series 23

  An exam offered by the Financial Industry Regulatory Authority (FINRA) for financial pro...

  共同基金 2021-06-19
  

• Relative Return

  The return that an asset achieves over a period of time compared to a benchmark. The rel...

  共同基金 2021-06-19
  

• Allocation Rate

  The percentage of an investor's initial cash or capital outlay that actually goes toward...

  共同基金 2021-06-19
  

• Form 1099-DIV

  A form sent to investors by investment fund companies. The form is a record of all taxab...

  共同基金 2021-06-19