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Glossary

Word of the Day

Prospectus

A document that describes the mutual fund to prospective investors. Every mutual fund provides a prospectus with information about the mutual fund's investment objectives, risks, past performance, and expenses. You can get a prospectus from the mutual fund company's website or by mail. A broker or other financial professional also can provide you with a copy.

Vocabulary Quiz

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Red Flags

Understanding these terms may help you steer clear of investment scams.

Ponzi scheme, pyramid scheme, pump and dump

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Common Acronyms

Recognize these common investment-related acronyms.

10Q, CUSIP number, ETFs, ERISA, IPO, LIBOR, SPDR Trust, UIT

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What makes up my investment mix?

Explore key concepts related to asset allocation.

Asset classes, lifecycle funds, diversification, risk tolerance

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What does it mean to be a shareholder?

If you own stocks, these terms apply to you.

Shareholder, dividend, merger, stock split, public company

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