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Glossary

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There are 6 names in this directory beginning with the letter E.
Efficient Frontier
The Efficient Frontier is set investment portfolios that offer the highest expected return given a defined level of risk, according to the modern portfolio theory. It is an optimal portfolio set because, given a specific risk, it will provide the highest return of all the portfolios on a risk-return spectrum. Watch Video

 

Emerging Market
An emerging market is defined as a nation whose economy has some characteristics of a developed nation but does not fully identify as a developed nation right now.
Some characteristics of emerging markets are nations with low to middle per capita income that is progressively improving, nations that are moving to open market system with developing economic reform programs, nations with increasing domestic and foreign investments, and nations with economies that are not fully stable thereby carrying risks for investments. Watch Video

 

Equity Funds
Equity Funds, also known as stock funds are mutual funds that invest primarily in stocks. They are categorized based on several factors such as market capitalization, management strategy, investment style based on their stock holdings, industry sector focus, and broad market, international, or regional exposure.

 

ETF
An ETF is an investment vehicle that pool together securities into a single-vehicle that tracks specific indexes to which it benchmarks its performance. Through their underlying securities, ETF investors can gain passive exposure to diverse asset classes and investment strategies. Watch Video

 

Expense Ratio
The expense ratio is an annual fee that is expressed as a percentage of assets deducted for fund expenses. It is typically charged by ETFs, mutual funds, and other types of funds to their shareholders. Watch Video

 

Expense Ratio Fee
The expense ratio is the annual fee that expresses the percentage of assets deducted each fiscal year for fund expenses. It is charged by ETFs, mutual funds, and other types of funds to their shareholders. Watch Video