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Glossary

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12b-1 Fee
A method of charging service- or distribution-related expenses directly against fund assets. "12b-1" refers to the 1980 U.S. Securities & Exchange Commission rule that permits the use of these plans. A fund is required to include any 12b-1 fees in its stated expense ratio.

3-Year Discount Margin
The 3-Year Discount Margin is the yield-to-refunding of a loan facility less the current 3-month LIBOR rate, assuming a 3-year average life for the loan.

40 Act
The Investment Company Act of 1940 was established by Congress to set standards for regulating investment companies, which includes mutual funds, closed-end funds, and unit investment trusts.

401(k) Plan
A type of defined contribution plan (defined by section 401(k) of the Internal Revenue Code) that allows an employee to elect to defer income by making pre- or post-tax contributions to an investment plan. Contributions may be matched at some level by employers. Contributions and earnings grow tax deferred until withdrawn.

403(b) Plan
A retirement plan for employees of nonprofit organizations such as universities, churches, or public schools. The employee can contribute a portion of their salary to the plan each year, and the contributions and earnings grow tax-deferred until withdrawn.

 

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