Terms

The investment style box is a visual tool that classifies mutual funds and ETFs by the size (large, mid or […]

Style drift happens when a fund diverts from its prospectus defined investment strategy to pursue another course.

A defined contribution retirement plan similar to a defined benefit plan since employer contributions, which are mandatory, are based on

A type of mutual fund or ETF that automatically adjusts its mix of stocks, bonds and other assets based upon

This market strategy focuses on selling a portfolio’s worst performing security to 1) offset realized capital gains of winning securities,

A method of evaluating securities that focuses on the assumption that detailed market data, such as charts of price, volume,

The lettering system used to identify a stock, mutual fund, or ETF on an exchange. Also called trading symbols.

The rate of return that reflects the annual dividend paid on a stock (if any) plus any capital appreciation that

The rate of return that reflects the annual dividend paid on a stock (if any) plus any capital appreciation that

Shares of stock issued and in the hands of shareholders. Total shares outstanding can usually be found listed on company