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Glossary

Word of the Day

Operating Expenses

The costs a fund incurs in running the fund, including management fees, distribution fees, and other expenses.

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Red Flags

Understanding these terms may help you steer clear of investment scams.

Ponzi scheme, pyramid scheme, pump and dump

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Common Acronyms

Recognize these common investment-related acronyms.

10Q, CUSIP number, ETFs, ERISA, IPO, LIBOR, SPDR Trust, UIT

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What makes up my investment mix?

Explore key concepts related to asset allocation.

Asset classes, lifecycle funds, diversification, risk tolerance

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What does it mean to be a shareholder?

If you own stocks, these terms apply to you.

Shareholder, dividend, merger, stock split, public company

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