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Industry Terms

Across
What is a purchase into a retirement account called.?
A standard against which the performance of a security or a mutual fund can be measured.
These funds are generally made up of mostly bonds
When the Fund Company distributes earnings made on securities to the shareholder
An IRA distribution taken before age 59 1/2
Designated levels above which certain discounts or fee rate reductions apply
These funds are generally made up of a mixture of stocks and bonds.
When the Fund Company distributes earnings made on securities to the shareholder
This fee can be charged when purchasing into A shares.
The Value of each share without sales charge
Down
Measures how long a fund holds on to the stocks it buys
When the Fund Company sells securities for more than they purchased them for and sends a portion of those profits to the shareholder
These funds are generally made up of other Mutual funds within the same fund family.
An IRA distribution taken after age 59 1/2.
Estimate of what the shareholders will earn in yield based on a 12-month period if the fund continued earning the same rate.
Price for each share with sales charge
A passively managed mutual fund that seeks to match the performance of a particular market index.
These funds are generally made up of mostly stocks.
This fee can be taken when redeeming from C or B shares