Tag: funds

Fair Weather Fund definition explanation

What is Fair Weather Fund?
A type of mutual fund that has a tendency to perform well during a bull market. In other words, it is a mutual fund that generally outperforms the market when the market is doing well, and underperforms the market when the market is doing poorly. Read more for examples and further explanation including related video clips and also comments
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Conservative Growth definition explanation

What is Conservative Growth?
An investment strategy that aims to grow invested capital over the long term. This strategy focuses on minimizing risk by making long-term investments in companies that show consistent growth over time. Conservative growth portfolios feature low asset turnover, or a high percentage of fixed assets on their balance sheets, and should employ a buy-and-hold investment philosophy. Read more for examples and further explanation including related video clips and also comments
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Ultra ETF definition explanation

What is Ultra ETF?
A class of exchange-traded funds (ETF) that employs leverage in an effort to achieve double the return of a set benchmark. The first ultra ETFs were launched in 2006 and the class has grown to include different ETFs with underlying benchmarks ranging from broad market indexes, such as the S&P 500 and Russell 2000, to specific sectors, such as technology, healthcare and basic materials. Read more for examples and further explanation including related video clips and also comments
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Paid In Capital definition explanation

What is Paid In Capital?
The amount of capital “”paid in”” by investors during common or preferred stock issuances, including the par value of the shares themselves. Paid in capital represents the funds raised by the business from equity, and not from ongoing operations.

Paid in capital is a company balance sheet entry listed under stockholder’s equity, often shown alongside the balance sheet entry for additional paid-in capital. It may also be referred to as “”contributed capital””. Read more for examples and further explanation including related video clips and also comments
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Fund Category definition explanation

What is Fund Category?
A way of differentiating mutual funds according to their investment objectives and principal investment features. This categorization allows investors to spread their money around in a mix of funds with a variety of risk and return characteristics. Read more for examples and further explanation including related video clips and also comments
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Adjusted Funds From Operations – AFFO definition explanation

What is Adjusted Funds From Operations – AFFO?

A financial performance measure primarily used in the analysis of real-estate income trusts (REITs). The AFFO of a REIT, though subject to varying methods of computation, is generally equal to the trust’s funds from operations (FFO) with adjustments made for recurring capital expenditures used to maintain the quality of the REIT’s underlying assets. The calculation takes in the adjustment to GAAP straight-lining of rent, leasing costs and other material factors. Read more for examples and further explanation including related video clips and also comments
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Parallel Loan definition explanation

What is Parallel Loan?
A type of foreign exchange loan agreement that was a precursor to currency swaps. A parallel loan involves two parent companies taking loans from their respective national financial institutions and then lending the resulting funds to the other company’s subsidiary. Read more for examples and further explanation including related video clips and also comments
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