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Breakpoint
The level of dollar investment in a mutual Fund at which an investor becomes eligible for a discounted Sales fee. This level may be achieved through a single Purchase or a Series of smaller purchases.
Semi Related Terms: 493 CLICK HERE TO VIEW
Allowance for depreciation ,
ACH ,
Accrual of discount ,
Accrued market discount ,
Amortization of premium ,
At par ,
All or any part ,
At best ,
At call ,
All-risks coverage ,
At risk ,
Abstract of title ,
Action to quiet title ,
As is ,
Assignment to creditors ,
Attorney in fact ,
Assignment of mortgage ,
Aggressive growth fund ,
A shares ,
Asset allocation fund ,
Automatic investment plan ,
At the money ,
Across the board ,
Additional paid-in capital ,
Against the box ,
At the bell ,
At the close ,
At the figure ,
At the full ,
At the market ,
At the opening order ,
Away from the market ,
Accredited investor ,
Angel investor ,
Below the line ,
Books of final entry ,
Books of original entry ,
Banking Act of 1933 ,
Balanced fund ,
Bank-eligible issues ,
Bid-to-cover ratio ,
Blend fund ,
Bond fund ,
Bureau of Public Debt ,
Brought over the wall ,
Buy the book ,
Balance of payments ,
Board of Governors ,
Breaking the syndicate ,
Bill of exchange ,
Bill of sale ,
Breach of trust ,
By the book ,
Bulk sales escrow ,
B shares ,
Balanced investment strategy ,
Breadth-of-market theory ,
Beat the gun ,
Capital investment ,
Cost Of Goods Sold ,
Cost of sales ,
Certificate of Participation ,
Code of procedure ,
Capitalization of income ,
Constant dollar GDP ,
Cost of Living Adjustment ,
Cost-of-living index ,
Council of Economic Advisers ,
Chasing the market ,
Cheapest to deliver ,
Chicago Board of Trade ,
Cost-of-living rider ,
Certificate of stock ,
Cost of carry ,
Certificate of title ,
Contract for deed ,
Contract sale ,
Cancellation of debt ,
Certificate of Claim ,
Commitment fee ,
Cost of debt capital ,
Cost of funds ,
Capital appreciation fund ,
Clone fund ,
Closed-end fund ,
Closed-end investment company ,
Closed fund ,
Contingent deferred sales charge ,
Crossover fund ,
C shares ,
Class of options ,
Close to the money ,
Certificate of Occupancy ,
Cash or Deferred Arrangement ,
Cash sale ,
Class A Shares ,
Class B Shares ,
Crash of 1929 ,
Crash of 1987 ,
Constant dollar plan ,
Coefficient of determination ,
Certificate of delivery ,
Close a position ,
Closing purchase ,
Cornering the market ,
Curbs in ,
Days Sales Outstanding ,
Deposit in transit ,
Date of issue ,
Date of payment ,
Deep-discount bond ,
Discount bond ,
Discounted bond ,
Dollar bond ,
Dollar price ,
Deep discount broker ,
Discount broker ,
Division of Enforcement ,
Division of Investment Management ,
Division of Market Regulation ,
Do Not Reduce ,
Dollar terms ,
Date of record ,
Dividend discount model ,
Dividend in arrears ,
Desk (the) ,
Discount rate ,
Division of labor ,
Dollar shortage ,
Discounted Cash Flow Analysis ,
Doing business as ,
Durable Power of Attorney ,
Date of maturity ,
Debtor in possession ,
Debtor-in-possession financing ,
Deed of Release ,
Deed of Trust ,
Discharge of bankruptcy ,
Discharge of lien ,
Discount loan ,
Due-on-sale clause ,
Dollar cost averaging ,
Dual-purpose fund ,
Deep in the money ,
Deep out of the money ,
Deed of Surrender ,
Department of Housing and Urban Development ,
Defensive investment strategy ,
Dogs of the Dow ,
Depth of market ,
Discount yield ,
Dollar volume ,
Eurodollar certificate of deposit ,
Escrowed to maturity ,
Either-or order ,
Eligible list ,
E-mini ,
Exchange for futures ,
Exchange for physical ,
Exchange of spot ,
Employee Stock Purchase Plan ,
Ex-all ,
Enhanced index fund ,
Environmental fund ,
Equity fund ,
Exchange fund ,
Exit fee ,
Employee Retirement Income Security Act of 1974 ,
First In First Out ,
Flight to quality ,
Flow of funds ,
Fill or kill ,
Front-ending an order ,
Fund supermarket ,
Forward P/E ,
Factors of production ,
Favorable balance of trade ,
Federal Reserve Discount Rate ,
Foreign direct investment ,
Fee-for-service ,
Form S-1 ,
Fund ,
Forward sale ,
Family of funds ,
Focused fund ,
Fund family ,
Fund manager ,
Fund of funds ,
Fixed investment trust ,
Free right of exchange ,
Gross sales ,
Ginnie Mae pass-through ,
Guaranteed Investment Contract ,
G-7 ,
G-8 ,
Global fund ,
Group sale ,
Growth and income fund ,
Growth fund ,
Gather in the stops ,
Hart-Scott-Rodino Act of 1976 ,
Hit the bid ,
House of issue ,
Holder in due course ,
Home equity line of credit ,
Hedge fund ,
Hammering the market ,
Held at the opening ,
Holding the market ,
Investment flows ,
In escrow ,
Investment bill ,
Investment-grade bond ,
Investment letter ,
Investment security ,
Investment value ,
In-house ,
Investment Advisor Act of 1940 ,
Investment bank ,
Investment banker ,
Investment Bankers Association ,
Investment banking ,
Investment banking group ,
Investment Company Act of 1940 ,
In line ,
International Monetary Fund ,
Investment multiplier ,
Insider Trading sanctions Act of 1984 ,
Internal Rate of Return ,
Investor relations ,
Indication of interest ,
In intestacy ,
In play ,
In-process research and development ,
Income fund ,
Index fund ,
Institutional fund ,
International fund ,
Investment company ,
Investment fund ,
Investment objective ,
Investment policy ,
Investment trust ,
I/O strip ,
Installment sales contract ,
Investment property ,
In-service withdrawal ,
Investment philosophy ,
Imbalance of orders ,
In and out ,
Individual investor ,
Institutional investor ,
In sympathy ,
In the tank ,
Jumping the gun ,
Last In First Out ,
Lender of last resort ,
Law of one price ,
Lending at a rate ,
Look-through earnings ,
Law of demand ,
Law of supply ,
Level premium insurance ,
Level term insurance ,
Letter of comment ,
Line of credit ,
Loan-to-cost ,
Loan-to-value ,
Lock-in ,
Level load ,
Lifecycle fund ,
Load fund ,
Lease-purchase agreement ,
Leading the market ,
Locked in ,
Long-term gain or loss ,
Last sale ,
Level I quotes ,
Level II quotes ,
Level III quotes ,
Mutual association ,
Mutual company ,
Mutual Savings Bank ,
Mortgage pass-through security ,
Municipal bond fund ,
Municipal investment trust ,
Muni fund ,
Maintenance fee ,
Make a market ,
Mark-to-market ,
May Day ,
Medium of exchange ,
Marginal propensity to consume ,
Mezzanine level ,
Modified pass-through ,
Money at call ,
Mutual fund ,
Mutual fund custodian ,
Mutual fund symbol ,
Mutual exclusion doctrine ,
Mutual improvement certificate ,
Net investment ,
Net sales ,
Negotiable certificate of deposit ,
Negotiable Order of Withdrawal ,
Notice of Sale ,
National Association of Securities Dealers ,
National Association of Securities Dealers Automated Quotations system ,
Notice of Default ,
National Association of Real Estate Investment Trusts ,
Non-investment property ,
Nasdaq Small Cap Market ,
Nonaccredited investor ,
Off the books ,
Office of Thrift Supervision ,
Original Issue Discount ,
Out-of-favor ,
Over-the-Counter ,
Or better ,
Opinion of title ,
On-the-spot loan ,
Origination fee ,
Open-end fund ,
Option income fund ,
Option series ,
Out of the money ,
On the opening ,
Pooling of interests ,
Pass-through ,
Pass-through coupon rate ,
Payment-in-kind security ,
Price Value of a Basis Point ,
Private sector pass-through ,
Purchase ,
Payment for order flow ,
P&L ,
Provision for income taxes ,
Power of Attorney ,
Preforeclosure sale ,
Prioritization of debt ,
Purchase-money mortgage ,
Pooled fund ,
Prime rate fund ,
Publicly-traded fund ,
Pure index fund ,
Purchase agreement ,
Pension fund ,
Paid-in capital ,
Paid-in surplus ,
Passive investor ,
Private Investment in Public Equity ,
Preservation of capital ,
Painting the tape ,
Qualified institutional investor ,
Return of capital ,
Real Estate Mortgage Investment Conduit ,
Reading the tape ,
Regulation D ,
Regulation G ,
Regulation T ,
Regulation U ,
Round of funding ,
Rules of Fair Practice ,
Rate of exchange ,
Reciprocal of European terms ,
Regulated investment company ,
Retail sales index ,
Regional fund ,
Regulation A ,
Right of first refusal ,
Right of rescission ,
Right to Know ,
Revolving line of credit ,
Right of recourse ,
Rule of 78 ,
Redemption fee ,
Right of redemption ,
Retirement Equity Act of 1984 ,
Rate of return ,
Real rate of return ,
Retail investor ,
Sales ,
Sales ledger ,
SG&A ,
Single-entry bookkeeping ,
Sales charge ,
Sales fee ,
Savings Association Insurance Fund ,
Sight letter of credit ,
S&L ,
Series bond ,
Series EE bond ,
Series HH bond ,
Sinking fund ,
SEC fee ,
Securities Investor Protection Corporation ,
Segregation of securities ,
Sell the book ,
Series 6 ,
Series 63 ,
Series 7 ,
Small Order Execution System ,
Strong dollar ,
Same-store sales ,
Standard of living ,
Series 3 ,
Single stock futures ,
Second-to-die insurance ,
Single-premium life insurance ,
Small corporate offering registration ,
Statute of Limitations ,
Statutory investment ,
Sale and leaseback ,
Satisfaction of debt ,
Single-payment loan ,
Staggered board of directors ,
Sector fund ,
Series fund ,
Socially responsible fund ,
Specialized fund ,
Specialty fund ,
Stock fund ,
Systematic investment plan ,
Selling the spread ,
Series ,
Single option ,
Savings Incentive Match Plan for Employees ,
Single-employer plan ,
Single-life annuity ,
Single-Premium Deferred Annuity ,
Small cap ,
Selling short against the box ,
Shorting against the box ,
Short purchase ,
Short sale rule ,
Sales tax ,
S Corporation ,
Short-term gain or loss ,
Single ,
Sin tax ,
Subchapter M ,
Subchapter S Corporation ,
Schedule C ,
Securities Act of 1933 ,
Securities Acts Amendments of 1975 ,
Securities Exchange Act of 1934 ,
Seek a market ,
Small investor ,
Sophisticated investor ,
S&P phenomenon ,
T-Bill ,
Term to maturity ,
Take a position ,
Trailing P/E ,
Tenancy by the entirety ,
Trust fund ,
TED spread ,
Truth in Lending ,
Tax-free bond fund ,
Tax-managed fund ,
Tenancy at will ,
The Street ,
Timing the market ,
Taxpayer Relief Act of 1997 ,
Tax Reform Act of 1986 ,
Tax Reform Act of 1993 ,
Tax sale ,
Take a bath ,
U.S. Government Agency Security ,
U.S. Savings Bond ,
U.S. Treasury ,
U.S. Treasury Bill ,
U.S. Treasury Bond ,
U.S. Treasury Note ,
U.S. Treasury Securities ,
Unit Investment Trust ,
Unit of trade ,
Unit of trading ,
Wrap fee ,
Weak dollar ,
World fund ,
Waiver of premium ,
W-2 Form ,
Wash sale rule ,
W formation ,
When, as, and if issued ,
X or XD ,
Year-To-Date ,
Yield to call ,
Yield to maturity ,
Yield to worst ,
Y shares ,
Zero-investment portfolio