Closed-End Fund07.08.08

Fee paid in return to the trading of shares to a broker based on the number of shares or on a percentage value of the trade.

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Capital Appreciation05.21.08

Increase in the principal amount invested by a investor in various financial instruments like stocks and mutual funds.

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Balanced Fund05.01.08

This is a mutual fund where bonds and stocks are held in proportion meeting a certain criteria to obtain income in short term and long term from the principal.

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Asset Allocation Fund04.27.08

A portfolio of diverse bonds, shares and cash in a mutual fund.

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