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Small-Cap Fund

A mutual fund that mainly invests in companies whose market capitalization is considered to be small by the industry standards....

Sector Fund

A mutual fund in which the portfolio holdings are limited to securities belonging to a specific sector within an industry....

Mutual Fund Prospectus

For a mutual fund, a prospectus is a document that provides information about the fund's investment objectives and policies, risks,...

SAI

It stands for statement of additional information; an addendum to a prospectus of a mutual fund that furnishes prospective investors...

Statement of Additional Information

An addendum to a prospectus of a mutual fund that furnishes prospective investors with useful information (disclosures) about the fund's...

Halloween Indicator

A stock investment indicator that is based on a historical observation or pattern that securities perform better between the Halloween...

Halloween Effect

The effect that is derived from a historical observation or pattern entailing that securities perform better between the Halloween (October...

Halloween Strategy

A stock investment strategy that is premised on a historical observation or pattern that securities perform better between the Halloween...

Pooled Funds

The combination of funds from different sources to finance a common objective/ project. For example, a hedge fund usually commingles...

Passive Investor

An investor who takes a passive role in the management of the company in which he has a large stake...