共同基金

• Expense Limit

  A limit placed on the operating expenses incurred by a mutual fund. The expense limit is...

  共同基金 2021-06-19
  

• Regional Fund

  A mutual fund that confines itself to investments in securities from a specified geograp...

  共同基金 2021-06-19
  

• Risk-Adjusted Return

  A concept that refines an investment's return by measuring how much risk is involved in ...

  共同基金 2021-06-19
  

• Portfolio Management

  The art and science of making decisions about investment mix and policy, matching invest...

  共同基金 2021-06-19
  

• Absolute Return

  The return that an asset achieves over a certain period of time. This measure looks at t...

  共同基金 2021-06-19
  

• Style

  The investment approach or objective that a fund manager uses to make choices in the sel...

  共同基金 2021-06-19
  

• Investor Shares

  Mutual fund shares purchased by inpidual investors as opposed to institutional sharehold...

  共同基金 2021-06-19
  

• Series 6

  A securities license entitling the holder to register as a limited repsentative and sell...

  共同基金 2021-06-19
  

• Morningstar Risk Rating

  A rating system that measures how often a fund loses money compared to the risk-free rat...

  共同基金 2021-06-19
  

• Equity Style Box

  A visual repsentation of the principle investment characteristics of stocks and stock mu...

  共同基金 2021-06-19