UK Mutual Funds Glossary

Check out comprehensive list of words used in mutual funds industry in United Kingdom UK.

• 12b-1 Fee
• Account minimum
• Administrative costs
• Average cost
• Back-end load
• Blended fund
• Bond index funds
• Market Fund
• Capital gains
• Disclosure of mutual fund after-tax returns
• Dividends and interest
• Dow Jones Industrial Average
• Expense ratio
• First-in, first-out (FIFO)
• Front-end load
• Fund assets
• Fund name
• Growth
• Index Fund
• Investment advisory fee or management fee
• Large-cap
• Level load
• Load funds
• Management fee
• Mid-cap
• Morningstar style box
• No-load funds
• Performance (year)
• Prospectus
• Redemption fee
• Russell 2000
• S&P 500
• Small-cap
• Specific identification
• Spiders
• Statement of Additional Information (SAI)
• Symbol
• Turnover
• Value
• Wilshire 5000

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