Glossary of Terms

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12B-1 fees
401(k) Plan
Accrued Interest
Active Return
Alpha
Amortization
Annuity
Asset Allocation
Asset/Liability Management
Average Credit Quality
Balanced Fund
Barbell
BarCap Aggregate Bond Index
Basis Point
Batting average
Bellwether
Bellwether Issue
Benchmark
Beneficiary
Beta
Bonds
Callable Bond
Capital Appreciation
Capital Gains
Cash Balance Pension Plan
Closed-end fund
Collective Investment Trust (CIT)
Compounding
Correlation
CPI
Credit Default Swap
Credit Quality
CRSP indices
Current Yield
Cyclical Stock
Deferred Load
Defined Benefit Plan
Defined Contribution Plan
Deterministic Models
Developed Markets
Discount Rate
Dividends
Dollar Cost Average
Dow Jones Composite
Downside Capture
Duration
Earnings Momentum
Earnings Per Share (EPS)
Effective Duration
Efficient Frontier
Emerging Markets
Employee Retirement Income Security Act (ERISA)
Employee Stock Ownership Plan (ESOP)
Endowment
Enhanced-Index Fund
Excess Return
Expense Ratio
Federal Funds Rate
Fiduciary
Foreign Exchange
Front-end Load
Frontier Markets
Fund of Funds
Geometric Mean Return
Glidepath
Gross Domestic Product (GDP)
Growth Stocks
Guaranteed Investment Contract (GIC)
Hedging
High-Yield Bond
Immunization
Index
Inflation
Information Ratio
Investment Objective
Junk Bond
Leading Economic Indicators
Lehman Brothers Aggregate Bond Index
Leverage
Liability
Liability Funding Strategies
Lifecycle Fund
Lifestyle Fund
Liquidity
Market Capitalization
Market Value
Money Purchase Plan
MSCI Indices
Mutual fund
NASD - National Association of Securities Dealers
NAV - Net asset value
Net Assets
No-load mutual fund
Nonqualified plan
Offshore fund
Open-end fund
OTC (over the counter)
Passive Management
Pension Benefit Guaranty Corporation (PBGC)
Present Value
Price/Book Ratio
Price/Cashflow Ratio
Price/Earnings Ratio
Profit Sharing Plan
Prospectus
Proxy
Qualified Retirement Plan
R-squared
REIT (Real Estate Investment Trust)
Risk
Russell Indices
Securities & Exchange Commission (SEC)
Semi - Standard Deviation
Sharpe Ratio
Stable Value
Standard & Poor's Indices
Standard Deviation
Sub-Prime
T-Statistic
Tactical Asset Allocation
Target Date Fund
TIPS (Treasury Inflation Protected Security):
Total Return
Tracking error
Treynor Ratio
Turnover Ratio
Unsystematic Risk
Upside Capture
Value Added
Value Stocks
Variable annuities
Volatility
Welfare Benefit Plan
Yield
Yield Curve
Zero Coupon Bond

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