Phone Exchange

This indicates that investors can move money between different funds within the same fund family over the phone.


The percentage of the fund's assets invested in preferred stocks (see Preferred Stock).

See Asset Allocation.


A formal legal document that is required by and filed with the Securities and Exchange Commission that provides details about an investment offering for sale to the public.

Prospectus Objective

Gives a general idea of a fund’s overall investment approach and goals.


The legal company that issues the fund.

Weiss Ratings