Load: A load is a sales charge or commission paid to a broker or sales
intermediary, not to the fund. A load that is paid upfront at the time
of purchase is called the front-end load. One that is paid upon selling
shares held for less than a specified period of time is called the
back-end load or contingent deferred sales charge.
Ian Berch: Expense ratio: The fee expressed as a percentage of assets that is charged to shareholders to cover the costs of running a mutual fund.
Historical Rate of Return: Another term used for "average annual compound rate of return" normally used in reporting historical performance for mutual funds. It is a calculation of the annual rate of return that would result from an investor re-investing the return generated each year for an investment. Mark Berch
Eric Berch: Aggressive growth: This is an investment style of funds that hold positions in potential high-growth companies. Aggressive growth funds have high betas, meaning they tend to be more volatile than the stock market.
No-load fund: A fund with no sales charge.
Balanced Fund: A mutual fund that seeks to provide a mixture of safety, income and capital appreciation. It invests in a mix of fixed income and equity investments, usually with specific minimum and maximum proportions.
Small cap: A stock with a market capitalization between $300 million and $2 billion.
Mark Berch Eric Berch
Value fund: A mutual fund that invests mainly in value stocks or stocks that are underpriced according to fundamental analysis. Such metrics as the price-to-earnings ratio are used to gauge value.
S&P 500: Standard and Poor's 500 index is a leading indicator of large cap U.S. equities made up of 500 stocks chosen by the S&P Index Committee. Stocks are chosen based on their representation of industries in the economy and liquidity. There is also an index for small-cap companies, the S&P 600, and an index of midcap companies, the S&P 400.
Ian Berch: Expense ratio: The fee expressed as a percentage of assets that is charged to shareholders to cover the costs of running a mutual fund.
Historical Rate of Return: Another term used for "average annual compound rate of return" normally used in reporting historical performance for mutual funds. It is a calculation of the annual rate of return that would result from an investor re-investing the return generated each year for an investment. Mark Berch
Eric Berch: Aggressive growth: This is an investment style of funds that hold positions in potential high-growth companies. Aggressive growth funds have high betas, meaning they tend to be more volatile than the stock market.
No-load fund: A fund with no sales charge.
Ian Berch
Balanced Fund: A mutual fund that seeks to provide a mixture of safety, income and capital appreciation. It invests in a mix of fixed income and equity investments, usually with specific minimum and maximum proportions.
Small cap: A stock with a market capitalization between $300 million and $2 billion.
Mark Berch Eric Berch
Value fund: A mutual fund that invests mainly in value stocks or stocks that are underpriced according to fundamental analysis. Such metrics as the price-to-earnings ratio are used to gauge value.
S&P 500: Standard and Poor's 500 index is a leading indicator of large cap U.S. equities made up of 500 stocks chosen by the S&P Index Committee. Stocks are chosen based on their representation of industries in the economy and liquidity. There is also an index for small-cap companies, the S&P 600, and an index of midcap companies, the S&P 400.
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