2023-12-27T23:27:32-08:00[America/Los_Angeles]
Fund income distribution terms
1. Dividend: The portion of a company's earnings that is distributed to shareholders as a return on their investment.
2. Interest: The payment made by a borrower to a lender for the use of borrowed money, typically expressed as a percentage of the principal amount.
3. Capital gains: The profits realized from the sale of an investment or asset, such as stocks, bonds, or real estate.
4. Royalties: Payments made to the owner of a copyright, patent, or natural resource for the use of their intellectual property or assets.
5. Rental income: The revenue generated from leasing out property or assets to tenants or lessees.
6. Annuity payments: Regular payments made to an annuitant, typically as a form of retirement income.
7. Partnership distributions: The profits distributed to partners in a business partnership, based on their ownership stake and participation in the company's operations.
8. Trust distributions: The income or assets distributed from a trust to its beneficiaries, as directed by the terms of the trust agreement.
9. Passive income: Earnings derived from investments, business activities, or rental property that require minimal active involvement from the recipient.
10. Residual income: The income generated from ongoing business activities or investments after all expenses and obligations have been paid.
Fund trading terms
1 . Mutual Fund : A professionally managed investment fund that pools money from many investors to purchase securities such as stocks , bonds , and other
Fund information disclosure terms
1 . Prospectus : A legal document that provides detailed information about a mutual fund , including its investment objectives , strategies , risks , fees
Fund fee terms
1 . Expense Ratio : This is the annual fee charged by a mutual fund or exchange-traded fund ( ETF ) to cover the fund 's operating expenses .