Explanation

An investment process that attempts to outperform the average or benchmark return in an asset class at a specific level of risk through the use of superior information and judgment in portfolio constr [..]

A portfolio manager who takes an active role in any aspect of the investment process, including asset allocation, style exposures, security selection, and risk management in an attempt to improve a po [..]

The headquarters address of the company as provided in the latest 10-Q or 10-K SEC forms or newswire announcement.

A mortgage agreement between a financial institution and a real estate buyer stipulating predetermined adjustments of the interest rate at specified periods. The payments are tied to some index outsid [..]

A measure of the number of stocks advancing (rising in value) versus the number of stocks declining (losing value) over a particular period. The ratio of advancers to decliners illustrates the general [..]

(1) An organization employed by a mutual fund's board to give professional advice on the fund's investments and asset management practices. (2) An individual or organization that provides ad [..]

The amount a mutual fund pays to its investment advisor for the investment management associated with overseeing the fund's portfolio. Also referred to as Management Fee.

Money deducted from an individual's paycheck and invested after taxes are withheld.

The return from an investment after all income taxes have been deducted. By comparing after-tax returns an investor can determine which investment makes the most sense based on his or her tax bracket.