mutual fund

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  • noun

Synonyms for mutual fund

the pooled money that is invested in assets

a regulated investment company with a pool of assets that regularly sells and redeems its shares

References in periodicals archive ?
obligations that accrued through regulated investment companies from their taxable income, but only if the regulated investment company (or, as is usually the case, a designated fund of the company) meets the 50% U.
351-1(c)(1), a transfer of property after June 30, 1967, was considered to be a transfer to an investment company if W the transfer results, directly or indirectly, in diversification of the transferors' interests, and (ii) the transferee is (a) a regulated investment company (RIC), (b) a real estate investment trust (REIT), or (c) a corporation more than 80 percent of the value of whose assets (excluding cash and non-convertible debt obligations from consideration) are held for investment and are readily marketable stocks or securities, or interests in RICs or REITs.
Securities Risk, Failure to Quality as a Regulated Investment Company Risk, Tax Law Change Risk, Deferred Tax Risk, Delay in Investing the Proceeds Risk, Equity Securities Risk, Canadian Income Equities Risk, Leverage Risk, Derivatives Risk, Portfolio Turnover Risk, Competition Risk, Restricted Securities Risk, Liquidity Risk, Valuation Risk, Interest Rate Risk, Non-Diversification Risk, Anti-Takeover Provisions, Inflation Risk, Certain Affiliations and Secondary Market for the Fund's Common Shares.
Under the Regulated Investment Company Modernization Act of 2010, this tax effect attributable to the Fund's capital loss carryovers (the conversion of nontaxable returns of capital into distributions taxable as ordinary income) will no longer apply to net capital losses of the Fund arising in Fund tax years beginning after Nov.
As a regulated investment company CSWC has the option to retain capital gain proceeds, pay the related taxes and pass along a tax credit to its shareholders or distribute all or part of the capital gain proceeds to its shareholders, who will then pay the related taxes on the distribution.
A regulated investment company (RIC) generally does not pay Federal income tax at the entity level.
The Internal Revenue Code requires a regulated investment company to distribute substantially all of its net investment income and net realized capital gains to shareholders of record on or before December 31 in order to avoid the imposition of a federal excise tax.
The index caps its exposure to any single bond issuer, including a government, at 20% to meet regulated investment company tax diversification requirements.
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