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Loading Charges

A sales fee/ commission that is charged at the time of purchase for specific classes of mutual fund  shares (class...

Load

A sales fee/ commission that is charged at the time of purchase for specific classes of mutual fund  shares (class...

Reciprocal Holdings

Mutual stockholdings that are meant to foil any takeover bids by a third party. In other words, it is a...

Clientele Effect

The influence that an investor (or a group of investors) exercises as to the process of selection of specific securities....

Virgin Shell Company

A company that is in the development state. In its business plan, the company’s aim is to merge with some...

Bond Laddering

A portfolio strategy that involves constructing a portfolio of individual bonds (or broadly similar types of fixed-income securities/ products such...

Virgin Shell Corporation

A company that is in the development state. In its business plan, the company’s aim is to merge with some...

Laddered Bond Portfolio

A portfolio that is constructed by purchasing a series of fixed-income securities (e.g., bonds) with "laddered" (i.e., far to further...

Virgin Shell

A company that is in the development state. In its business plan, the company’s aim is to merge with some...

Laddered Fixed-Income Portfolio

A portfolio that is constructed by purchasing a series of fixed-income securities (e.g., bonds) with "laddered" (i.e., far to further...