GlobalIN
Inflation
Inflation is a broad rise in the prices of goods and services over time.
Macroeconomics↗
Global directory
Financial encyclopedia
Public-source records and editorial profiles. Listing markets are not company domiciles; source excerpts are labelled.
Directory results
GlobalMO
Monetary policy
Monetary policy is the set of actions through which central banks influence monetary and financial conditions.
Central banking↗
GlobalGR
Gross domestic product
GDP measures the value of final goods and services produced within an economy over a period.
Macroeconomics↗
GlobalBO
Bonds
A bond is a debt security through which an issuer borrows from investors.
Fixed income↗
GlobalEX
Exchange-traded funds
An ETF pools investor money in a portfolio and has shares that trade on an exchange.
Investment funds↗
GlobalDI
Diversification
Diversification spreads investments across different exposures rather than concentrating them in one holding.
Portfolio concepts↗
US regulatory context12
12b-1 Fees
So-called “12b-1 fees” are fees paid out of fund assets to cover the costs of distribution and sometimes shareholder services. Typically, 12b-1 fees apply to mutual funds but not…
Investor.gov glossary↗
US regulatory context40
401(k) Plan
An employer-sponsored retirement savings plan that gives employees a choice of investment options, typically mutual funds. Employees who participate in a traditional 401(k) plan have a portion of…
Investor.gov glossary↗
US regulatory context40
403(B) Plan
A type of tax-deferred retirement savings program available to employees of public schools, certain non-profits, and some members of the clergy.
Investor.gov glossary↗
US regulatory context52
529 Account Beneficiary
A current or future student for whom the 529 account is established.
Investor.gov glossary↗
US regulatory context52
529 Account Owner
A person who establishes an account for a student to save money for qualified higher education expenses or tuition for elementary or secondary public, private, or religious schools; also called…
Investor.gov glossary↗
US regulatory context52
529 Education Savings Plan
A type of 529 plan that lets an account owner open an investment account to save for the account beneficiary’s …
Investor.gov glossary↗
US regulatory context52
529 Plan Offering Circular
529 plan document that has detailed information about the 529 plan; often called a disclosure statement, disclosure document, program description, or offering document.
Investor.gov glossary↗
US regulatory context52
529 Plan or Program Manager
A financial services firm — a mutual fund company, a brokerage firm, an investment adviser, or an insurance company — that handles all of the transactions and investments within the plan.
Investor.gov glossary↗
US regulatory context52
529 Plan Sponsor
A state, a state agency or educational institution that chooses a plan manager and determines the rules and limits for its plan.
Investor.gov glossary↗
US regulatory context52
529 Plans
A 529 plan is a tax-advantaged savings plan designed to encourage saving for certain educational costs. 529 plans, legally known as “qualified tuition plans,” are sponsored by states, state agencies,…
Investor.gov glossary↗
US regulatory context8-
8-K
Public companies file Form 8-K, known as the "current report," to the SEC to announce major events that shareholders should know about, including bankruptcy proceedings, a change in corporate…
Investor.gov glossary↗
US regulatory contextAC
Account Fee
A fee that some mutual funds impose on investors for account maintenance. For example, some mutual funds charge this fee on accounts valued at less than a specified dollar amount.…
Investor.gov glossary↗
US regulatory contextAC
Accounts – Opening A Brokerage Account
For information on what to expect when opening a brokerage account, including what information you will need to provide, what decisions you will be asked to make, and what questions you should ask…
Investor.gov glossary↗
US regulatory contextAC
Accredited Investors
Under the federal securities laws, a company that offers or sells its securities must register the securities with the SEC or find an exemption from the registration requirements. The federal…
Investor.gov glossary↗
US regulatory contextAC
Accrued Interest
Interest earned on a security but not yet paid to the investor.
Investor.gov glossary↗
US regulatory contextAC
Acquired Fund Fees and Expenses (AFFE)
If a fund invests in the shares of another fund, it must pay the fees and expenses of the underlying fund like any other investor. If your fund invests in the shares of another fund, these underlying…
Investor.gov glossary↗
US regulatory contextAC
Active Fund or Actively Managed Fund
An active, or actively managed, mutual fund or …
Investor.gov glossary↗
US regulatory contextAD
Advance Fee Fraud
Advance fee frauds ask investors to pay a fee up front – in advance of receiving any proceeds, money, stock, or warrants – in order for the deal to go through. The advance payment may be…
Investor.gov glossary↗
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