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Introduction to Library
Mutual Fund Investing Guide
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Fund Ratings
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Vanguard 401k
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Market Outlook
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Library & Tools
8.0 Investor Glossary
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Friday, December 13, 2013
10-Yr % Ann Return
By Editor @ 8:34 AM :: 2801 Views ::
8.0 Investor Glossary
The 10-Year annual rate of return that when compounded annually over 10 years generates the same 10-year return as actually occurred over the 10-year ...
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Friday, December 13, 2013
12-Mo % Return
By Editor @ 8:35 AM :: 2836 Views ::
8.0 Investor Glossary
The 12-Month change in the value of a portfolio over an evaluation period, including any distributions made from the portfolio during that period.
Friday, December 13, 2013
1-Day % Return
By Editor @ 8:35 AM :: 1451 Views ::
8.0 Investor Glossary
The 1-day change in the value of a portfolio over an evaluation period, including any distributions made from the portfolio during that period.
Friday, December 13, 2013
1-Mo % Return
By Editor @ 8:36 AM :: 2727 Views ::
8.0 Investor Glossary
The 1-Month change in the value of a portfolio over an evaluation period, including any distributions made from the portfolio during that period.
Friday, December 13, 2013
3-Mo % Return
By Editor @ 8:37 AM :: 1411 Views ::
8.0 Investor Glossary
The 3-Month change in the value of a portfolio over an evaluation period, including any distributions made from the portfolio during that period.
Friday, December 13, 2013
3-Year Beta
By Editor @ 8:38 AM :: 2807 Views ::
8.0 Investor Glossary
The measure of an asset's risk in relation to the market (for example, the S&P500) or to an alternative benchmark or factors. Roughly speaking, a ...
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Friday, December 13, 2013
3-Yr % Ann Ret
By Editor @ 8:37 AM :: 2680 Views ::
8.0 Investor Glossary
The 3-Year annual rate of return that when compounded annually over 3 years generates the same 3-year return as actually occurred over the 3-year peri...
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Friday, December 13, 2013
3-Yr Std Dev
By Editor @ 8:39 AM :: 2704 Views ::
8.0 Investor Glossary
The square root of the variance. A measure of dispersion of a set of data from its mean.
Friday, December 13, 2013
5-Yr % Ann Ret
By Editor @ 8:40 AM :: 2755 Views ::
8.0 Investor Glossary
The 5-Year annual rate of return that when compounded annually over 5 years generates the same 5-year return as actually occurred over the 5-year peri...
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Friday, December 13, 2013
Advanced Finance
By Editor @ 8:40 AM :: 1327 Views ::
8.0 Investor Glossary
The MutualFundAlliance.com has compiled a series of both original and sourced material that we feel is must-read material for investors on Advanced Fi...
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Friday, December 13, 2013
Alpha
By Editor @ 8:41 AM :: 2649 Views ::
8.0 Investor Glossary
Measure of risk-adjusted performance. An alpha is usually generated by regressing the security or mutual fund's excess return on the S&P 500 exces...
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Friday, December 13, 2013
Alpha Equation
By Editor @ 8:41 AM :: 1358 Views ::
8.0 Investor Glossary
Regression usually run over 36-60 months of data: Return-Treasury bill= alpha + beta (S&P 500 - Treasury bill) + error. The alpha is the intercept...
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Friday, December 13, 2013
Balanced Funds
By Editor @ 8:42 AM :: 1338 Views ::
8.0 Investor Glossary
Balanced funds typically have an objective of investing in a mixture of growth stocks, dividend paying stocks, and/or bonds. Balanced funds are also s...
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Friday, December 13, 2013
Beta Equation
By Editor @ 8:43 AM :: 1305 Views ::
8.0 Investor Glossary
The market beta of a security is determined as follows: Regress excess returns of stock y on excess returns of the market. The slope coefficient is be...
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Friday, December 13, 2013
Book Reviews
By Editor @ 8:43 AM :: 1324 Views ::
8.0 Investor Glossary
The MutualFundAlliance.com periodically reviews both new books and the classics on finance. These reviews are posted in the Investor library with link...
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Friday, December 13, 2013
Commentary
By Editor @ 8:44 AM :: 1333 Views ::
8.0 Investor Glossary
To give The MutualFundAlliance.com Members multiple sources of market outlook and commentary, we continuously monitor other sources of market commenta...
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Friday, December 13, 2013
Finance Basics
By Editor @ 8:44 AM :: 1377 Views ::
8.0 Investor Glossary
The MutualFundAlliance.com has compiled a series of both original and sourced material that we feel is must-read material for investors on Finance Bas...
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Friday, December 13, 2013
Front Load
By Editor @ 8:45 AM :: 901 Views ::
8.0 Investor Glossary
The fee applied to an investment at the time of initial purchase, e.g., on a mutual fund purchased from a broker or mutual fund company.
Friday, December 13, 2013
Growth Funds
By Editor @ 8:45 AM :: 926 Views ::
8.0 Investor Glossary
Growth Funds have an objective of capital appreciation. These funds can generally invest in large, mid, or small-cap growth stocks depending on its sp...
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Friday, December 13, 2013
Income Funds
By Editor @ 8:46 AM :: 909 Views ::
8.0 Investor Glossary
Income Funds are typically bond funds and are the most conservative classification of mutual funds.
Friday, December 13, 2013
International Funds
By Editor @ 8:46 AM :: 879 Views ::
8.0 Investor Glossary
International Funds invest in companies that have international presence.
Friday, December 13, 2013
Investor Library
By Editor @ 8:46 AM :: 1048 Views ::
8.0 Investor Glossary
The MutualFundAlliance.com has compiled a series of both original and sourced material that we feel is must-read material for investors. Topics includ...
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Friday, December 13, 2013
Mutual Fund
By Editor @ 8:47 AM :: 949 Views ::
8.0 Investor Glossary
Mutual funds are pools of money that are managed by an investment company. They offer investors a variety of goals, depending on the fund and its inve...
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Friday, December 13, 2013
NAV
By Editor @ 8:48 AM :: 906 Views ::
8.0 Investor Glossary
The value of a fund's investments. For a mutual fund, the net asset value per share usually represents the fund's market price, subject to a possible ...
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Friday, December 13, 2013
No-Load Funds
By Editor @ 8:48 AM :: 896 Views ::
8.0 Investor Glossary
No-Load Funds do not charge a Sales Load.
Friday, December 13, 2013
Personal Finance
By Editor @ 8:49 AM :: 895 Views ::
8.0 Investor Glossary
The MutualFundAlliance.com has compiled a series of both original and sourced material that we feel is must-read material for investors on Personal Fi...
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Friday, December 13, 2013
Portfolio Management
By Editor @ 8:49 AM :: 1039 Views ::
8.0 Investor Glossary
The MutualFundAlliance.com has compiled a series of both original and sourced material that we feel is must-read material for investors on Portfolio M...
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Friday, December 13, 2013
Portfolio Value
By Editor @ 8:49 AM :: 912 Views ::
8.0 Investor Glossary
The value of the Model Portfolios is tracked by the MutualFundAlliance.com Portfolio Mangers. The Portfolio Value is the NAV multiplied by the Number ...
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Friday, December 13, 2013
Risk Analysis
By Editor @ 8:50 AM :: 902 Views ::
8.0 Investor Glossary
The MutualFundAlliance.com has compiled a series of both original and sourced material that we feel is must-read material for investors on Risk Analys...
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Friday, December 13, 2013
Sector Funds
By Editor @ 8:50 AM :: 910 Views ::
8.0 Investor Glossary
Fidelity, Vanguard, Janus, and T Rowe Price all have sector funds, although the number of Fidelity Sector funds dwarfs that of the other fund families...
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Friday, December 13, 2013
Variance
By Editor @ 8:51 AM :: 895 Views ::
8.0 Investor Glossary
A measure of dispersion of a set of data points around their mean value. The mathematical expectation of the average squared deviations from the mean....
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Library Contents
1.0 Introduction (1)
2.0 Investment Basics (7)
3.0 Mutual Funds (7)
4.0 Mutual Fund Selection (5)
5.0 Creating an Investment Portfolio (4)
6.0 Buying Mutual Funds (6)
7.0 Monitoring Your Investment Portfolio (3)
8.0 Investor Glossary (31)
9.0 Additional Online Resources (0)