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Glossary

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NASDAQ
The first electronic stock market listing over 5000 companies. The Nasdaq stock market comprises two separate markets, namely the Nasdaq National Market, which trades large, active securities and the Nasdaq Smallcap Market that trades emerging growth companies.

NASDAQ 100 Index
The Nasdaq-100 Index includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market based on market capitalization. The Index reflects companies across major industry groups including computer hardware and software, telecommunications, retail/wholesale trade and biotechnology. It does not contain securities of financial companies including investment companies.

NASDAQ Composite Index
The NASDAQ Composite Index measures all NASDAQ domestic and international based common type stocks listed on The Nasdaq Stock Market.

NAV Distribution Rate
The ratio of the most recent distribution declared by the fund divided by the fund’s NAV price as of the date of the calculation, multiplied by the number of distribution payments made in a year.

Negative Convexity
A characteristic of callable or pre-payable securities that causes investors to have their principal returned sooner than expected in a declining interest rate environment or later than expected in a rising interest rate environment. In the former scenario, investors may have to reinvest their funds at lower rates ("call risk"); in the latter, they may miss an opportunity to earn higher rates ("extension risk"). The word "convexity" refers to the convex shape of the curve that portrays the security's price as a function of different yields.

Negative Skew
Negative Skew (also known as left-skewed) distribution is a type of distribution in which more values are concentrated on the right side (tail) of the distribution graph while the left tail of the distribution graph is longer.

Net Asset Value (NAV)
A fund’s Net Assets is equal to its total assets (securities, cash and accrued earnings) less its total liabilities.

Net Asset Value (NAV) Per Share
A fund’s Net Assets is equal to its total assets (securities, cash and accrued earnings) less its total liabilities. For funds with multiple classes, Net Assets are determined separately for each share class. NAV per share is equal to the fund’s (or share class’) Net Assets divided by its number of shares outstanding.

Net Assets
The net market value of all securities held in a portfolio and other assets, less liabilities.

Net Exposure
Net exposure provides an indication of the portfolio's directional exposure to the market at period end and reflects the value of the portfolio’s long positions minus the short positions across asset class investment categories. This is an indication of the portfolio’s sensitivity to market movements.

New York Stock Exchange (NYSE)
One of the oldest and largest stock exchanges in the U.S. operated by a board of directors, responsible for listing securities, setting policies and supervising the stock exchange and its member activities. The NYSE also oversees the transfer of members' seats on the Exchange, judging whether a potential applicant is qualified to be a specialist.

Nikkei 225
Nikkei 225 is also known as the Nikkei Stock Average and is comprised of 225 stocks selected from domestic common stocks in the 1st section of the Tokyo Stock Exchange.

Nominal Interest Rate
The interest rate unadjusted for inflation. Not taking into account inflation gives a less meaningful and realistic number.

Non-Agency RMBS
Non-agency RMBS do not have U.S. government agency guarantees. Non-agency RMBS may have credit enhancement built into the structure to help shield investors from borrower delinquencies. The spectrum of non-agency residential mortgage loans includes traditional jumbo loans (prime), alternative-A loans (Alt-A), and home equity loans.

Non-Deliverable Forward (NDF)
An outright forward or futures contract in which counterparties settle the difference between the contracted NDF price or rate and the prevailing spot price or rate on an agreed notional amount. It is used in various markets such as foreign exchange and commodities.

Non-Investment Grade
Also called “below investment grade”. Securities that are considered vulnerable to nonpayment to a small or large extent, and depend upon favorable business, financial, and/or economic conditions for the issuer to be able to meet its financial commitment. Long-term non-investment grade ratings range from BB (S&P, Fitch) or Ba1 (Moody’s), which are considered the least speculative or vulnerable, to C or Ca, which are considered the most speculative and vulnerable to default. For more information, see Moody’s, S&P, or Fitch definitions and discussion.

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