amount invested
91Investor Shares — Mutual fund shares purchased by individual investors as opposed to institutional shareholders. In general, the amount invested in the fund is what distinguishes investors from institutional shareholders. In many cases, a fund will have a minimum… …
92Roth 401(k) — An employer sponsored investment savings account that is funded with after tax money. After the investor reaches age 59.5, withdrawals of any money from the account (including investment gains) are tax free. Unlike the Roth IRA, the Roth 401(k)… …
93limited partnership — a legal partnership where some owners are allowed to assume responsibility only up to the amount invested. Glossary of Business Terms A partnership with at least one general partner and at least one, often more, limited partner( s). The general… …
94Total return — In performance measurement, the actual rate of return realized over some evaluation period. In fixed income analysis, the potential return that considers all three sources of return (coupon interest, interest on interest, and any capital… …
95Average rate of return (ARR) — The ratio of the average cash inflow to the amount invested. The New York Times Financial Glossary …
96average rate of return — ( ARR) The ratio of the average cash inflow to the amount invested. Bloomberg Financial Dictionary …
97ARR — ( average rate of return) The ratio of the average cash inflow to the amount invested. Bloomberg Financial Dictionary * * * ARR UK US noun [C] ACCOUNTING ► ABBREVIATION for ACCOUNTING RATE OF RETURN(Cf. ↑ …
98breakpoint — For mutual funds, the point at which the amount invested reduces the sales charge is called the breakpoint. Each mutual fund may have several breakpoints; the larger the investment, the greater the discount. Note that the actual reduction in the… …
99disinvestment — A reduction in capital investment reflected by a decrease in capital goods and a company s decision not to replace depleted capital goods. Bloomberg Financial Dictionary * * * disinvest dis‧in‧vest [ˌdɪsɪnˈvest] verb [intransitive] ECONOMICS to… …
100total return — In performance measurement, the actual rate of return realized over some evaluation period. In fixed income analysis, the potential return that considers all three sources of return (coupon interest, interest on coupon interest, and any capital… …
