A mutual fund that is well diversified among two asset classes or more, particularly debt and equity instruments/ investments (e.g.,...
A volume discount to the front-end sales load charged to investors who purchase mutual fund shares (often class A shares...
The cumulative amount (pre-determined levesl of investment) that an investor has in a mutual fund, and which qualifies him for...
An individual or company that enjoys the benefits of owning a mutual fund's share even though title is not registered...