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Definitions (186)
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minimum subsequent investment
The smallest additional amount of money that can be invested into a security after an initial investment. Generally associated with mutual fund investing.
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12b-1 fee
Part of the overall expense ratio of mutual funds, this is an annual fee to cover a mutual fund's marketing and distribution cost and is disclosed in a fund's prospectus. Not all funds charge this fee, but a fund that charges more than 0.25% in 12b-1 fees cannot advertise as a no-load fund.
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401(k)
A defined-contribution retirement plan that allows employees of a company to defer salary pre-tax to invest for retirement. Employers can also make a matching contribution in the plan.
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403
A defined-contribution retirement plan similar to a 401(k) plan that allows employees of a non-profit organization to defer salary pre-tax to invest for retirement.
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457
A retirement plan that allows state employees to defer salary pre-tax to invest for retirement.
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529 college savings plan
A savings plan sponsored by a state to assist with saving money to cover the cost of educational expenses. Earnings grow tax-deferred, but contributions are not tax-deductible. Withdrawals for non-qualified educational expenses are subject to income tax and a 10% IRS penalty. Distributions may be taxable.
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52-week high
The highest price of a security over the past 52 weeks (split-adjusted).
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52-week low
The lowest price of a security over the past 52 weeks (split adjusted).
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actively managed mutual fund
A type of mutual fund where a portfolio manager makes day-to-day decisions about what securities to buy, sell or hold in the portfolio in accordance with the fund's investment objective in an effort to outperform its benchmark index.
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after-tax return
The profit or loss made on the sale of an investment after all fees, commissions, and income and capital gains taxes have been deducted.
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