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Investment Dictionary
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Investment Dictionary
12b-1 Fees
401(k)
403(b)
457(b)
A-Share
Accelerated Benefit Provision (Terminal Illness, Nursing Home)
Account Fee
Active (Actively Managed)
Active Money Management
Administrative Fee
Annual Rate of Return
Annual Reset (Rachet)
Annuitization
Annuitization Bonus
Annuity
Annuity Certain (Period Certain Annuity)
Asset Allocation
Asset Class
Average Annual Return (AAR)
Average Annual Yield
B-Share
Back-end Load (Deferred Sales Charge)
Bailout Provision
Balanced Funds
Basis Point
Blend (Growth & Income)
Bond (Debt Obligation)
Bond Funds
Bond Funds (Fixed Income Funds)
Bond Ladder
Bonus Credit
Breakpoint
Brokerage Window
C-Share
Capped
Cash Funds
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Closed-End Fund (Closed-End Company)
Commission
Compound Interest
Contingent Deferred Sales Charge (CDSC)
Contract Fee
Contract Loans
Conversion
Creditable Compensation
CUSIP Number
Custodial Accounts
Custodial Fee
Death Benefit
Deferred Sales Charge (Load)
Defined Benefit (DB) Plans
Defined Contribution (DC) Plans
Digital (Digital Option, Binary Option)
Dollar Cost Averaging
Dow Jones Industrials
Emerging Market Funds
Equity Funds (Stock Fund)
Equity Index Annuity
Equity Indexed Annuities (EIA)
Exchange Fee (Transfer, Switch)
Expense Ratio
Fee Based Financial Planning
Fee-only Investment Advisor
Fiduciary Responsibility
Fixed Annuity
Flat Dollar Amount
Floors (Floor Guarantee)
Free Look
Free Withdrawal
Front-End Sales Load
Fund Class
Fund Supermarket
Global Funds
Government Bonds
Government Pension Offset (GPO)
Growth Funds
Guaranteed Period Annuity
Guarantees
High Water Mark
High Yield
Income Funds
Index Funds
Individual Retirement Account (IRA)
Intermediate Term
International Funds
Joint and Survivor
Lapse
Large Capitalization (Large Cap)
Life Annuity
Life Income with Refund Annuity (Refund Annuity)
Life Insurance
Lifecycle Funds
Living Benefits
Load (Sales Charge)
Loan Fees
Loan Value
Lump Sum
Management Fee
Market Capitalization
Market Index
Market-value Adjusted Annuity
Medical Bailout (Waiver of Premium)
Micro Capitalization (Micro Cap)
Middle Capitalization (Mid Cap)
Minimum Guaranteed Interest
Minimum Required Distribution (MRD)
Money Market
Money Market Funds
Mortality & Expense
Mutual Fund
Nasdaq 100
No-load Fund
Non-creditable Compensation
Offering Price
Partial Lump Sum Option (PLSO)
Participation Rate
Passive Money Management
Passively Managed
Persistency Bonus
Point to Point
Portfolio Rebalancing
Prospectus
Purchase Fee
Redemption Fee
Registered Investment Advisor (RIA)
Registered Representative
Retirement Gap
Return of Principals Guarantee (Principal Protected Funds)
Rider
Rollover
Roth 403(b)
Rule of 80
S & P 400
S & P 500
Salary-Reduction Contribution
Sales Load
Sector Funds
Settlement Option
Shareholder Service Fees
Simple Interest
Small Capitalization (Small Cap)
Spread
Stable Value Funds
Standard Annuity
Stock (Ownership Share)
Straight Life Annuity (Annuities for a single life)
Sub Transfer Agent Fees (Sub TA)
Surrender Charge
Surrender Period
Sweeps
Target Date Funds (also know as Lifecycle Fund)
Tax Deferred
Tax Free
Tax Sheltered
Temporary Life Annuity
Third Party Administrator (TPA)
Ticker (Stock Symbol)
Total Annual Fund Operating Expense
Transfer Fee
Trust Platform
Value (Income)
Value Funds
Variable Annuity
Windfall Elimination Provision (WEP)
Withdrawal Charge
World Funds
Wrap Fee
