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. Â 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. Â 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. Â 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. Â 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. Â read more