Tax-managed fund
A mutual Fund which is designed specifically to minimize Tax consequences for ITS investors.
Semi Related Terms: 316 CLICK HERE TO VIEW
10-Q,
Allowance for depreciation,
After-tax basis,
All or any part,
At call,
Accumulated earnings tax,
All-risks coverage,
Add-on service,
Action to quiet title,
As is,
Assignment to creditors,
Attorney in fact,
Aggressive growth fund,
A shares,
Asset allocation fund,
After-tax contributions,
Additional paid-in capital,
Abusive tax shelter,
After-tax,
Alternative Minimum Tax,
Accredited investor,
Angel investor,
Balanced fund,
Bid-to-cover ratio,
Blend fund,
Bond fund,
Buying on margin,
Buy on close,
Buy on opening,
B shares,
Before-tax income,
Break-even tax rate,
Call,
Call date,
Call price,
Call protection,
Call risk,
Committee on Uniform Securities Identification Procedures,
Call money rate,
Cheapest to deliver,
Contract for deed,
Capital appreciation fund,
Clone fund,
Closed-end fund,
Closed fund,
Crossover fund,
C shares,
Call option,
Call ratio backspread,
Call swaption,
Close to the money,
Covered call,
Cloud on title,
Cash or Deferred Arrangement,
Class A Shares,
Class B Shares,
Capital gains tax,
Consolidated tax return,
Close a position,
Curbs in,
Deferred tax,
Deposit in transit,
Dividend in arrears,
De-escalation clause,
De facto,
Debtor in possession,
Debtor-in-possession financing,
Due-on-sale clause,
Dual-purpose fund,
Deep in the money,
Escrowed to maturity,
Either-or order,
ECI,
E-mini,
Exchange for futures,
Exchange for physical,
Effective tax rate,
Ex-all,
Enhanced index fund,
Environmental fund,
Equity fund,
Exchange fund,
Estate tax,
Earned income tax credit,
Estimated tax,
Excess profits tax,
Excise tax,
First In First Out,
Form 10-Q,
First call date,
Flight to quality,
Federal Call,
Fill or kill,
Fund supermarket,
Forward P/E,
Fee-for-service,
Form S-1,
Fund,
Focused fund,
Fund family,
Fund manager,
Fund of funds,
FICA,
Federal Tax Identification Number,
Federal tax lien,
Flat tax,
Franchise tax,
G-7,
General Agreement on Tariffs and Trade,
G-8,
Global fund,
Growth and income fund,
Growth fund,
Gather in the stops,
Gift tax,
House call,
Holder in due course,
Hedge fund,
Hidden tax,
In escrow,
In-house,
In line,
International Monetary Fund,
Investor relations,
In intestacy,
In play,
In-process research and development,
Income fund,
Index fund,
Institutional fund,
International fund,
Investment fund,
I/O strip,
Inheritance tax,
In-service withdrawal,
Individual tax return,
In and out,
Individual investor,
Institutional investor,
In sympathy,
In the tank,
ITS,
Joint tax return,
Last In First Out,
Lending at a rate,
Limit-on-close order,
Loan-to-cost,
Loan-to-value,
Lock-in,
Lifecycle fund,
Load fund,
Locked in,
Long-term gain or loss,
Luxury tax,
Level I quotes,
Mutual association,
Mutual company,
Mutual Savings Bank,
Municipal bond fund,
Muni fund,
Maintenance call,
Make a market,
Margin call,
Market if touched order,
Market on close order,
Mark-to-market,
Marginal propensity to consume,
Money at call,
Mutual fund,
Mutual fund custodian,
Mutual fund symbol,
Mutual exclusion doctrine,
Mutual improvement certificate,
Non-resident alien tax,
Naked call,
Nonaccredited investor,
On-floor order,
On margin,
Or better,
On account,
On-the-spot loan,
Open-end fund,
Option income fund,
On-balance volume,
On close,
On open,
On the opening,
Pre-tax profit margin,
Payment-in-kind security,
Price Value of a Basis Point,
Provisional call feature,
Payment for order flow,
P&L,
Provision for income taxes,
Pooled fund,
Prime rate fund,
Publicly-traded fund,
Pure index fund,
Property tax,
Pension fund,
Paid-in capital,
Paid-in surplus,
Passive investor,
Private Investment in Public Equity,
Progressive tax,
Proportional tax,
Put/call ratio,
Qualified institutional investor,
Return on Capital,
Return on Invested Capital,
Return on Total Assets,
Regulation Q,
Regulation D,
Regulation G,
Regulation T,
Regulation U,
Regional fund,
Regulation A,
Right to Know,
Regulation Z,
Regressive tax,
Return on Capital Employed,
Retail investor,
SG&A,
Savings Association Insurance Fund,
S&L,
Sinking fund,
Securities Investor Protection Corporation,
Second-to-die insurance,
Sector fund,
Series fund,
Socially responsible fund,
Specialized fund,
Specialty fund,
Stock fund,
Savings Incentive Match Plan for Employees,
Social Security Tax,
Sales tax,
S Corporation,
Self-employment tax,
Separate tax returns,
Short-term gain or loss,
Sin tax,
Subchapter M,
Subchapter S Corporation,
Schedule C,
Seek a market,
Small investor,
Sophisticated investor,
S&P phenomenon,
Tax anticipation note,
Tax-exempt bond,
Tax renevue anticipation note,
T-Bill,
Term to maturity,
Take a position,
Trailing P/E,
Tax haven,
Tax,
Tax schedule,
Trust fund,
Truth in Lending,
Tax-free bond fund,
Tax-managed fund,
Tax lien,
Tax roll,
Transfer tax,
Tax deferral,
Tax-deferred,
Tax-advantaged,
Tax audit,
Tax base,
Tax basis,
Tax bracket,
Tax-deductible,
Tax deduction,
Tax-efficient,
Tax evasion,
Tax-exempt,
Tax identification number,
Tax loss carryback,
Tax loss carryforward,
Tax lot,
Tax planning,
Tax preference item,
Tax Reform Act of 1986,
Tax Reform Act of 1993,
Tax return,
Tax sale,
Tax shelter,
Tax shield,
Tax swap,
Tax tables,
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,
Unlimited tax bond,
Uncovered call,
Unified Tax Credit,
Value Added Tax,
World fund,
W-2 Form,
W formation,
When, as, and if issued,
X or XD,
Year-To-Date,
Yield to call,
Yield to maturity,
Yield to worst,
Y shares,
Z shares