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A 9-box grid used to illustrate how the investments of a bond fund are distributed by credit quality and average maturity or how the holdings of a sto [...]
A 9-box grid used to illustrate how the investments of a bond fund are distributed by credit quality and average maturity or how the holdings of a sto [...]
Notice from the SEC to move forward on a new initiative, applying only to the situation for which it is granted, such as an interval fund receiving ex [...]
A class share of a closed-end fund that meets certain conditions and has received exemptive relief from the SEC in order to offer multiple share class [...]
An ETF that issues multiple classes of share, each distinct share class representing a pro-rata interest in an existing mutual fund. [...]
The financial ratio calculated dividing either the company's market capitalization by the total book value from its balance sheet or the company's cur [...]
The selection and management of a portfolio of financial assets in accordance with an investment strategy, which requires development of fund objectiv [...]
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