共同基金
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Style Box
Created by Morningstar, a style box is designed to visually repsent the investment chara...
共同基金 2021-06-19 -
Life-Cycle Fund
A special category of balanced, or asset-allocation, mutual fund in which the proportion...
共同基金 2021-06-19 -
Open Ended Investment Company - OEIC
A type of company or fund in the UK that is structured to invest in other companies with...
共同基金 2021-06-19 -
Protected Fund
A type of mutual fund that guarantees an investor at least the initial investment, plus ...
共同基金 2021-06-19 -
C-Share
In a family of multi-class mutual funds, the class that has a constant load structure th...
共同基金 2021-06-19 -
Equity Income
1. Dividend income that is earned through an investment in stocks (equity). 2. A type of...
共同基金 2021-06-19 -
Portfolio Manager
The person or persons responsible for investing a mutual, exchange-traded or closed-end ...
共同基金 2021-06-19 -
Folio Number
In mutual funds, a unique number identifying your account with the fund. Like a bank acc...
共同基金 2021-06-19 -
Turnover Ratio
The percentage of a mutual fund or other investment vehicle's holdings that have been "t...
共同基金 2021-06-19 -
Redemption
The return of an investor's principal in a fixed income security, such as a pferred stoc...
共同基金 2021-06-19