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MER

It stands for management expense ratio; a distinct set of investment costs (mutual fund expenses) that an investor is expected...

Trailer Fee

A commission that a mutual fund pays to an investment advisor for recommending the fund to potential investors. The commission...

Systematic Investment Plan

An investment plan that involves investing a fixed amount of money in a given fund at regular intervals. Systematic investment...

SIP

In connection with a mutual fund that, it stands for systematic investment plan; it involves investing a fixed amount of...

Small-Cap Fund

A mutual fund that mainly invests in companies whose market capitalization is considered to be small by the industry standards....

Sector Fund

A mutual fund in which the portfolio holdings are limited to securities belonging to a specific sector within an industry....

Mutual Fund Prospectus

For a mutual fund, a prospectus is a document that provides information about the fund's investment objectives and policies, risks,...

SAI

It stands for statement of additional information; an addendum to a prospectus of a mutual fund that furnishes prospective investors...

Statement of Additional Information

An addendum to a prospectus of a mutual fund that furnishes prospective investors with useful information (disclosures) about the fund's...

Spread Load Contractual Plan

An alternative method of collecting the sales fees or loads (typically, annual) for a mutual fund in a series of...