Manager/Tenure (Years)

The name of the manager and the number of years spent managing the fund.

Minimum Initial Investment

The smallest investment amount a fund will accept to establish a new account. This amount could be $0 or any other number set by the fund.

Minimum Subsequent Investment

The smallest additional investment amount a fund will accept in an existing account.

Money Market Fund

Mutual fund that invests primarily in low-risk, short-term investments such as treasury bills, government securities, certificates of deposit and other highly liquid, safe securities.

Mutual Fund

An investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. Mutual funds are operated by money managers, who invest the fund's capital and attempt to produce capital gains and income for the fund's investors. A fund may be actively managed, where the managers buy and sell specific stocks at their election, or passively managed where the trading is pre-determined as they follow an index. (Also see Exchange Traded Fund or ETF).

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Weiss Ratings