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Home Dictionary T Total Return Index The Total Return Index calculates an index value based on capital gains plus cash payments such as dividends and interest. The total return index, unlike the price index, better reflects the actual profit that an investor who owns the components of the index could receive. The total return is generally higher than the nominal return, which takes into account only the rise in prices of assets held. Many popular indices calculate total returns, such as the S&P, which makes up the S&P 500 Composite Return Index (SPTR). Baltic Dry Index
September 25, 2022 The Baltic Dry Index (BDI) is an index of average prices paid for the transport of dry bulk materials on more than 20 routes. Index
September 25, 2022 The index measures the price behavior of a basket of securities using a standardized metric and methodology. Index Fund
September 25, 2022 An index fund is a portfolio of stocks or bonds designed to mimic the composition and performance of a financial market index. Index Investing
September 25, 2022 Investing in indices is a passive investment strategy that seeks to replicate the performance of a benchmark index. Market Basket
September 25, 2022 A market basket is a selected set of goods and services that tracks the performance of a specific market or segment. NYSE Composite Index
September 25, 2022 The NYSE Composite Index is a tracked index that reflects the performance of all stocks listed on the New York Stock Exchange. Passive Investing
September 25, 2022 Passive investing broadly refers to a buy-and-hold portfolio strategy for long-term investment horizons with minimal market trading. Profitability Index (PI)
September 25, 2022 The Profitability Index (PI) is a measure of the attractiveness of a project or investment. Russell 1000 Index
September 25, 2022 The Russell 1000 Index represents the top 1000 US companies by market capitalization. Russell 3000 Index
September 25, 2022 The Russell 3000 Index is a stock index weighted by market capitalization. Value Line Composite Index
September 25, 2022 The Value Line Composite Index includes approximately 1,700 stocks from major North American market indices. Wilshire 5000 Total Market Index (TMWX)
September 25, 2022 The FT Wilshire 5000 Index (FTW5000) aims to capture 100% of the US investment market. 3(c)(7) Exemption
September 25, 2022 Exception 3(c)(7) pertains to a section of the Investment Company Act of the 1940s allowing qualifying private funds to be exempt from certain SEC rules. 3C1
September 25, 2022 3C1 refers to the part of the Investment Company Act of 1940 that exempts certain private equity firms from regulation.
– A firm to be defined as an investment company must comply with certain regulatory and reporting requirements set by the SEC. Activist Investor
September 25, 2022 Activist investors buy minority stakes in public companies to change the way they are run. Attribution Analysis
September 25, 2022 Attribution analysis is an evaluation tool used to explain and analyze the performance of a portfolio (or portfolio manager), especially when compared to a certain benchmark. Bond Fund
September 25, 2022 A bond fund invests primarily in a portfolio of fixed income securities. Dow Jones CDX
September 25, 2022 The Credit Default Swap Index (CDX) is a benchmark index that tracks a basket of single issuer credit default swaps in the US and emerging markets. Emerging Markets Bond Index (EMBI)
September 25, 2022 The Emerging Market Bond Index (EMBI) tracks the performance of emerging market bonds and was first published by investment bank JP Morgan. Fund Flow
September 25, 2022 Cash flows are a reflection of the cash flows in and out of financial assets. Fund Manager
September 25, 2022 The fund manager is responsible for implementing the fund’s investment strategy and managing its trading activities. Fund of Funds (FOF)
September 25, 2022 A fund of funds (FOF) is a pooled fund that invests in other funds. Global Macro
September 25, 2022 The global macro strategy bases its assets on the economics and policies of various countries or their macroeconomic principles. Gross Exposure
September 25, 2022 Total risk measures the overall risk of an investment fund in the financial markets, including long and short positions and leverage. Growth Fund
September 25, 2022 A growth fund is a mutual fund or exchange-traded fund (ETF) that includes companies that aim to grow revenue or earnings faster than competitors in the industry or the market as a whole.