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Financial Dictionary of Key Financial Terms and Vocabulary


12b-1 fee401(k) plan403(b) plan457 plan
account minimumamortizationannual reportappreciation
arbitrageautomatic reinvestment planback-end loadbalance sheet
basis pointbear marketbenchmark blue chip stocks
bond ratingbroker bull market capital appreciation fund
cash flowCDSCcertificate of depositclosed-end fund
closed-end investment companycommercial papercommissioncompounding
cost basiscouponcoupon ratecustodian
debenturedirect rolloverdiversificationdividends
dollar cost averagingDow Jones industrial averageexchange exchange privilege
expense ratiofamily of fundsFannie MaeFIFO
fiscal yearFreddie Macfront-end loadfund family
Ginnie Maeglobal fundgrowthgrowth recession
Hedge fundincome income stockincubation
index fundinterestinternational fundIPO
IRAissuerjunk bondlarge cap fund
layered feeslevel loadliquidity liquidity risk
load load fundsmanagement feematurity
mid-capmodel riskMorningstar risk ratingNASD
net asset per shareno load fundsopen-end fundoperating expenses
outperformpayable datepayroll deduction fundportfolio manager
prepayment risk prospectusQIBqualified retirement plan
rate of return redeem riskRussell 2000
S&P 500sales chargeshareholder ticker
trusteeunderperformunderwriterWilshire 5000