Burden is the selling fee paid by mutual fund investors to brokers or agents who sell the fund to them.
Initial loads occur at the time of purchase and may result in lower net cost ratios.
Internal loads occur when investors sell their holdings in funds, but these burden amounts can eventually decrease to zero after 10 years or more.
No-load funds are an increasingly popular option that does not require sales from both sides and is usually sold directly by the fund company or one of their partners.
A floating rate fund is a fund that invests in financial instruments with variable or floating interest rates. A floating rate fund invests in bonds and debt instruments, the interest payments on which fluctuate depending on the level of the base interest rate.
Go-go fund - a mutual fund with an investment strategy focused on growth stocks and other high-risk securities.
These funds were at their peak in the 1960s, attracting investors with the promise of unusually high market returns.
A Growth and Income Fund is a mutual fund or ETF strategy that seeks to generate a total return for investors, including capital gains and current income.
Lifecycle funds are asset allocation funds in which the share of each asset class automatically adjusts to reduce risk as the desired retirement date approaches.
Market neutral refers to a type of investment strategy used by investment managers who seek to profit from both rising and falling prices in financial markets.
Market timing is the act of moving investment money into or out of the financial market - or switching funds between asset classes - based on predictive methods.