Glossary

Home - Glossary

Glossary

All | # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
There are 2 names in this directory beginning with the letter #.
12b-1 Fee
12b-1 fee is an operational fee included in the fund’s expense ratio that mutual funds charge on their investment portfolio to cover charges of marketing, and distribution. It is calculated as a percentage of the fund’s net asset, and usually ranges between 0.25% to 0.75% of net assets.

 

401(k)
A 401(k) is a retirement savings and investing plan sponsored by an employer, on a tax deferred basis. Contributions are automatically withdrawn from paychecks and invested in funds of personal choosing (from available offerings). The investment earnings in a traditional 401(k) plan are not taxed until the employee withdraws that money, typically after retirement. Watch Video