Mutual Funds

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Terms in Mutual Funds

12b-1 Fund

A 12b-1 fund is a type of mutual fund that charges its holders a 12b-1 fee, which covers the costs of the marketing and selling of shares, paying brokers, and advertising the fund to potential investors. read more

12B-1 Plan

A 12B-1 plan is a plan structured by mutual fund companies for the distribution of funds through intermediaries.  read more

Abnormal Return

An abnormal return describes the returns generated by a security or portfolio that differ from the expected return over a specified period. read more

Accumulation Plan

Accumulation plans help an investor increase the value of a portfolio. Read how mutual fund investors use accumulation plans to build retirement nest eggs. read more

Acquired Fund Fees and Expenses (AFFE)

Acquired fund fees and expenses (AFFE) are a line item in a prospectus that shows the operating expenses of the underlying funds.  read more

Active Risk

Active risk is a type of risk that a fund or managed portfolio creates as it attempts to beat the returns of the benchmark against which it is compared.  read more

Aggressive Growth Fund

An aggressive growth fund seeks above-average returns by taking above-average risk in high-growth companies. read more

Alaska Permanent Fund

The Alaska Permanent Fund pays an annual dividend to eligible residents and is funded from surplus oil and gas reserve revenues.  read more

All-Cap Fund

An all-cap fund invests across the range of market capitalizations, from very small to very large companies. read more

What Is an Allocation Rate?

An allocation rate is a percentage of an investor's cash or capital outlay that goes toward a final investment.  read more

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