investment strategy
The rules, behavior, procedures and approach in the selection of assets for an investment portfolio and the financial vehicles that suit the investor' [...]
management style
The manner and approach applied to the management of investment portfolios, either active or passive. [...]
class C
Referring to the class C shares of a mutual fund. [...]
class A
Referring to the class A shares of a mutual fund. [...]
family of funds
A group of mutual funds that are all marketed and administered under the same fund family or company name, including all the separate funds managed by [...]
debt
Any financial liability or obligation incurred through borrowing (e.g., loan) or issuing (e.g., bonds) or trading (e.g., accounts and notes payable). [...]
