Tag: mutual

What is Final Prospectus?
1. The final version of a prospectus for a public offering of securities. This document is complete in all details concerning the offering and is referred to as a “”statutory prospectus”” or “”offering circular.””

2. Because open-end mutual funds are continuously offering shares to the public, a fund prospectus is usually updated annually and made available to the public. Mutual fund prospectuses are all of the “”final”” variety. Read more for examples and further explanation including related video clips and also comments
Continue reading “Final Prospectus definition explanation”

What is Cumulative Discount Privilege?
A way that an investor in a mutual fund can qualify for lowered fees by totaling transactions in several funds from the same fund family to obtain a reduced fee. Generally, fees for investing in a mutual fund decrease as the amount that a person invests increases; therefore, if there is a required minimum investment that allows an investor to receive the fee discount, the investor can receive the discount without having to invest all of that minimum in the same fund. Investors can also qualify for lower fees by committing to make several investments in a fund over a defined period. Read more for examples and further explanation including related video clips and also comments
Continue reading “Cumulative Discount Privilege definition explanation”

What is John Bogle?
The founder of The Vanguard Group, and a major figure in the index investing community. John Bogle was the first person to offer an index fund to retail customers. Bogle’s flagship Vanguard 500 Fund became the world’s largest mutual fund by assets in 2002.

Bogle is an author which has long been a proponent of passive investing over active management, and for low fees and no sales charges. Read more for examples and further explanation including related video clips and also comments
Continue reading “John Bogle definition explanation”

What is Green Investing?
Investment activities that focus on companies or projects that are committed to the conservation of natural resources, the production and discovery of alternative energy sources, the implementation of clean air and water projects, and/or other environmentally conscious business practices.

Pure play green investments are those that derive all or most of their revenues and profits from green activities. Green investments can also be made in companies that have other lines of business but are focusing on green-based initiatives or product lines. Read more for examples and further explanation including related video clips and also comments
Continue reading “Green Investing definition explanation”