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Rebalancing a Mutual Fund

Rebalancing a mutual fund is the process of bringing the fund's asset allocation back to its originally set proportions. This...

Passive Management

An investing method that aims to maximize returns by the least number of buy and sell transactions (orders)- i.e., minimal...

Passive Investing

An investing method that aims to maximize returns by the least number of buy and sell transactions (orders)- i.e., minimal...

Incorporation by Reference

A type of incorporation that takes place when disclosure in a certain filed document is deemed to be included in...

Third Party Tender Offer

A tender offer in which a third party seeks to acquire another company’s securities. The third party makes a solicitation...

Self-Tender

A type of tender offer that represents an active act of solicitation that is made by a company (as a...

Issuer Tender Offer

A type of tender offer that represents an active act of solicitation that is made by a company (as a...

Tender Offer

An active act of solicitation that is made by a market player (an entity from the same sector or a...

USBF

It stands for ultra-short bond fund; a category of mutual funds that generally invest in fixed income securities, particularly bonds,...

Ultra-Short Bond Funds

A category of mutual funds that generally invest in fixed income securities, particularly bonds, with very short maturities (one year...