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Glossary

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Balanced Fund
A fund that seeks to provide both current income and long-term growth of principal by investing in a combination of stocks, bonds, and other securities.

Barclay BTOP50 Index
The BTOP50 Index seeks to replicate the overall composition of the managed futures industry with regard to trading style and overall market exposure. The BTOP50 employs a top-down approach in selecting its constituents. The largest investable trading advisor programs, as measured by assets under management, are selected for inclusion in the BTOP50. In each calendar year the selected trading advisors represent, in aggregate, no less than 50% of the investable assets of the Barclay CTA Universe. 

Basis Point
One one-hundredth of one percentage point, or 0.01%. For example, 25 basis points equals 0.25%.

Bear Market
A prolonged period of declining market prices, typically defined as a decline of 20% or more from the market high.

Benchmark
A standard, often an unmanaged index, used for comparative purposes in assessing an investment's performance.

Beneficiary
A recipient of proceeds from a qualified retirement plan, from a will or trust, or from an insurance policy upon the death of the registered owner.

Bequest
Property left to an heir under the terms of a will.

Beta
Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole.

Bid Price
The price that a dealer or other prospective buyer is prepared to pay for securities or other assets.

Bloomberg Barclays 1-10 Year Municipal Bond Index
An unmanaged index composed of investment-grade municipal bonds with maturity dates of more than one year and less than 10 years.

Bloomberg Barclays 1-15 Year Blend Municipal Bond Index
An unmanaged index comprised of fixed-rate, investment-grade tax-exempt bonds with remaining maturities between 1 and 17 years.

Bloomberg Barclays 1-3 Year Government/Credit Bond Index
An unmanaged index that includes all medium and larger issues of U.S. government, investment grade corporate, and investment-grade international dollar-denominated bonds that have maturities of between 1 and 3 years and are publicly issued.

Bloomberg Barclays 3-Year Municipal Bond Index
An unmanaged index comprised of fixed-rate, investment-grade tax-exempt bonds with remaining maturities between two and four years. The index returns assume reinvestment of dividends but do not reflect any applicable sales charges. You cannot invest directly in an index.

Bloomberg Barclays 7-Year Municipal Bond Index
An unmanaged index composed of a broad range of investment-grade municipal bonds with maturity dates of approximately seven years. Index returns assume reinvestment of distributions, but do not reflect any applicable sales charges or management fees. It is not possible to invest directly in an index.

Bloomberg Barclays Aggregate-Eligible Build America Bond Index
An unleveraged index that comprises all direct pay Build America Bonds that are SEC-regulated, taxable, dollar-denominated and have at least one year to final maturity, at least $250 million par amount outstanding, and are determined to be investment grade by Bloomberg Barclays.

Bloomberg Barclays Credit/Mortgage Index
A market-weighted blend of the Bloomberg Barclays U.S. Credit Index and the Bloomberg Barclays MBS Index. The Bloomberg Barclays U.S. Credit Index includes both corporate and non-corporate sectors. The corporate sectors are industrial, utility, and finance, which include both U.S. and non-U.S. corporations. The non-corporate sectors are sovereign, supranational, foreign agency, and foreign local government. The Bloomberg Barclays Mortgage-backed Securities (MBS) Index is a market value-weighted index which covers the mortgage-backed securities component of the Bloomberg Barclays U.S. Aggregate Bond Index. The index is composed of agency mortgage-backed pass-through securities of the Government National Mortgage Association (Ginnie Mae), the Federal National Mortgage Association (Fannie Mae), and the Federal Home Loan Mortgage Corporation (Freddie Mac) with a minimum $150 million par amount outstanding and a weighted-average maturity of at least 1 year.

Bloomberg Barclays Emerging Markets USD Aggregate Index
The Bloomberg Barclays Emerging Markets USD Aggregate Index is a flagship hard currency Emerging Markets debt benchmark that includes fixed and floating-rate U.S. dollar-denominated debt issued from sovereign, quasi-sovereign, and corporate EM issuers.

Bloomberg Barclays Global Aggregate Index
The Bloomberg Barclays Global Aggregate Index is a flagship measure of global investment grade debt from twenty-four local currency markets. This multi-currency benchmark includes treasury, government-related, corporate and securitized fixed-rate bonds from both developed and emerging markets issuers.

Bloomberg Barclays High Yield 2% Issuer Capped Index
The Bloomberg Barclays Corporate High Yield 2% Issuer Capped Index measures the USD-denominated, high-yield, fixed-rate corporate bond market and limits each issuer to 2% of the index.

Bloomberg Barclays High Yield Municipal Index
The Bloomberg Barclays High Yield Municipal Bond Index is an unmanaged index consisting of noninvestment-grade, unrated or below Ba1 bonds.

Bloomberg Barclays Intermediate Government Bond Index
An unmanaged index that includes all publicly issued, U.S. Treasury securities that have a remaining maturity of greater than or equal to 1 year and less than 10 years, are rated investment grade, and have $250 million or more of outstanding face value.

Bloomberg Barclays Intermediate Government/Credit Bond Index
An unmanaged index that measures the performance of U.S. dollar denominated U.S. Treasuries, government-rated and investment grade U.S. corporate fixed-rate, non-convertible securities having $250 million or more of outstanding face value and a remaining maturity of greater than or equal to 1 year and less than 10 years.

Bloomberg Barclays Municipal Bond Index
The Bloomberg Barclays Municipal Index covers the USD denominated long-term tax-exempt bond market. The index has four main sectors: state and local general obligation bonds, revenue bonds, insured bonds, and prerefunded bonds.

Bloomberg Barclays Municipal Intermediate Index
The Bloomberg Barclays Municipal Intermediate Index is a subset of the Bloomberg Barclays Capital Municipal Bond Index including maturities of five to ten years.

Bloomberg Barclays Municipal Short Index
The Bloomberg Barclays Municipal Short Index is a subset of the Bloomberg Barclays Capital Municipal Bond Index that measures the performance of investment-grade issues with maturities of one to five years.

Bloomberg Barclays Tier 1 Capital Securities Index
An unmanaged index that includes securities that can generally be viewed as hybrid fixed-income securities that either receive regulatory capital treatment or a degree of “equity credit” from a rating agency.

Bloomberg Barclays U.S. Aggregate Bond Index
The Bloomberg Barclays U.S. Aggregate Bond Index is a broad-based flagship benchmark that measures the investment grade, U.S. dollar-denominated, fixed-rate taxable bond market. The index includes Treasuries, government-related and corporate securities, MBS (agency fixed-rate and hybrid ARM pass-throughs), ABS and CMBS (agency and nonagency)

Bloomberg Barclays U.S. CMBS Investment Grade Index
The Bloomberg Barclays U.S. CMBS Investment Grade Index measures the market of U.S. Agency and U.S. Non-agency conduit and fusion CMBS deals with a minimum current deal size of $300m. The index is dividend into two subcomponents: the U.S. Aggregate-eligible component, which contains bonds that are ERISA eligible under the underwriter's exemption, and the non-U.S. Aggregate-eligible component, which consists of bonds that are not ERISA eligible.

Bloomberg Barclays U.S. Corporate Bond Index
The Bloomberg Barclays US Corporate Bond Index measures the investment grade, fixed-rate, taxable corporate bond market. It includes USD denominated securities publicly issued by US and non-US industrial, utility and financial issuers.

Bloomberg Barclays U.S. Corporate High Yield Index
The Bloomberg Barclays U.S. Corporate High Yield Bond Index measures the USD-denominated, high-yield, fixed-rate corporate bond market.

Bloomberg Barclays U.S. Corporate Investment Grade Index
The Bloomberg Barclays U.S. Corporate Investment Grade Index is a broad based benchmark that measures the investment grade, fixed-rate, taxable, corporate bond market.

Bloomberg Barclays U.S. Credit - Financial Institutions Index
Bloomberg Barclays U.S. Credit - Financial Institutions Index tracks the financial institutions component of the Bloomberg Barclays U.S. Credit Index. The Bloomberg Barclays U.S. Credit Index includes both corporate and non-corporate sectors. The corporate sectors are industrial, utility, and finance, which include both U.S. and non-U.S. corporations. The non-corporate sectors are sovereign, supranational, foreign agency, and foreign local government.

Bloomberg Barclays U.S. Government/Credit Bond Index
The Bloomberg Barclays U.S. Government/Credit Bond Index is a broad-based benchmark that measures the non-securitized component of the U.S. Aggregate Index. It includes investment grade, U.S. dollar-denominated, fixed-rate Treasuries, government-related and corporate securities.

Bloomberg Barclays U.S. Government/Credit 1-3 Year Index
The Bloomberg Barclays U.S. Government/Credit 1-3 Year Index is an unmanaged index considered representative of performance of short-term U.S. corporate bonds and U.S. government bonds with maturities from one to three years.

Bloomberg Barclays U.S. Intermediate Corporate Bond Index
Bloomberg Barclays U.S. Intermediate Corporate Bond Index is a broad based benchmark that measures the investment grade, fixed-rate, taxable corporate bond market. It includes USD-denominated securities publicly issued by U.S. and non-U.S. industrial, utility and financial issuers that have between 1 and up to, but not including, 10 years to maturity.​

Bloomberg Barclays U.S. Intermediate Government/Credit Bond Index
The Bloomberg Barclays U.S. Intermediate Government/Credit Bond Index measures the non-securitized component of the U.S. Aggregate Index with maturities of 1 to 9.999 years.

Bloomberg Barclays U.S. Long Corporate Index
The Bloomberg Barclays U.S. Long Corporate Bond Index measures the investment grade, fixed-rate, taxable corporate bond market with maturities of 10+ years.

Bloomberg Barclays U.S. Mortgage Backed Securities Index
The Bloomberg Barclays U.S. Mortgage Backed Securities (MBS) Index tracks agency mortgage backed pass-through securities.

Bloomberg Barclays U.S. TIPS Index
An unmanaged index that includes all publicly issued, U.S. Treasury inflation-protected securities that have at least one year remaining to maturity, are rated investment grade, and have $250 million or more of outstanding face value.

Bloomberg Barclays U.S. Treasury Bellwethers 10 Yr. Index
The Bloomberg Barclays U.S. Treasury Bellwethers 10 Yr. Index is an unmanaged index representing the on-the-run (most recently auctioned) U.S. Treasury bond with 10 years’ maturity.

Bloomberg Barclays U.S. Treasury Bellwethers 2 Yr. Index
The Bloomberg Barclays U.S. Treasury Bellwethers 2 Yr. Index is an unmanaged index representing the on-the-run (most recently auctioned) U.S. Treasury bond with 2 years’ maturity.

Bloomberg Barclays U.S. Treasury Bellwethers 3 Mo. Index
The Bloomberg Barclays U.S. Treasury Bellwethers 3 Month Index is an unmanaged index representing the on-the-run (most recently auctioned) U.S. Treasury bill with 3 months’ maturity.

Bloomberg Barclays U.S. Treasury Bellwethers 30 Yr. Index
The Bloomberg Barclays U.S. Treasury Bellwethers 30 Yr. Index is an unmanaged index representing the on-the-run (most recently auctioned) U.S. Treasury bond with 30 years’ maturity.

Bloomberg Barclays U.S. Treasury Index
The Bloomberg Barclays U.S. Treasury Index measures U.S. dollar-denominated, fixed-rate, nominal debt issues by the U.S. Treasury.

Bloomberg Barclays US Treasury Inflation-Linked Bond Index
The Bloomberg Barclays US Treasury Inflation-Linked Bond Index (Series-L) measures the performance of the US Treasury Inflation Protected Securities (TIPS) market. Federal Reserve holdings of US TIPS are not index eligible and are excluded from the face amount outstanding of each bond in the index.

Bloomberg Commodity Index (BCOM)
The Bloomberg Commodity Index (BCOM) is a broadly diversified commodity price index that tracks prices of futures contracts on physical commodities in the commodity markets.

Blue-Sky Laws
State regulations designed to protect investors against securities fraud by requiring sellers of new issues to register their offerings and provide financial details.

Bond
A type of IOU issued by corporations, governments, or government agencies. The issuer typically makes regular interest payments on the bond and promises to pay back, or redeem, the face value of the bond at a specified point in the future, called the maturity date. Bonds may be issued for terms of up to 30 years or more.

Bond Fund
A closed-end fund or open-end mutual fund that invests in bonds. Taxable bond funds typically invest in corporate bonds and/or U.S. government debt. Some focus on domestic bonds, others invest in international debt, including bonds from emerging markets. Other bond funds invest in municipal bonds; their interest is usually free from federal income tax and may be free from state and local taxes as well.

Bond Insurance
Insurance as to timely payment of interest and principal of a bond issue.

Book Value
The net worth of a business based on accounting values. Calculated by subtracting all liabilities, including debt and preferred stocks from total assets, and dividing by the number of shares of common stock outstanding.

Bottom-up Approach
An investment strategy that emphasizes evaluating individual companies' businesses before considering broad economic trends.

Broker/Dealer
A financial firm registered with the Securities & Exchange Commission that trades investment securities such as stocks, bonds, ETFs, and closed-end funds to the public.

Bull Market
A prolonged period of strongly rising security prices.

Business Cycle
The regular ebb and flow of economic conditions over time, characterized by fluctuating employment levels, industrial productivity, and interest rates.

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