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Glossary

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Value Base Investing
Value Base Investing is an investment approach that aligns with investor values. This term is often used interchangeably with ESG and SRI.

Value Investing
A strategy for equity investing that emphasizes stocks with below-average price-to-book or price-to-earnings ratios, and sometimes above-average dividend yields.

Value Stocks
Stocks that sell at relatively low prices in relation to their earnings or book value.

Variable Rate Demand Preferred in Special Rate Mode (SR-VRDP)
Preferred shares issued by a closed-end fund designated in a special rate period featuring floating rate dividends based on a predetermined formula or spread to an index rate, with a fixed term and mandatory redemption. Issued via private placement.

Variable Rate Demand Preferred (VRDP)
Preferred shares issued by a closed-end fund featuring floating rate dividends set via weekly remarketing, with a fixed term, mandatory redemption, and an unconditional put option. Issued via private placement.

Variable Rate MuniFund Term Preferred (VMTP)
Preferred shares issued by a closed-end fund featuring floating rate dividends based on a predetermined formula or spread to an index rate, with a fixed term with mandatory redemption. Issued via private placement.

Variable Rate Preferred
Preferred shares issued by a closed-end fund featuring floating rate dividends based on a predetermined formula or spread to an index rate, with a fixed term and mandatory redemption. “Variable Rate Preferred” includes the following securities: Variable Rate MuniFund Term Preferred (VMTP); MuniFund Preferred Shares in Variable Rate Mode (VRM-MFP); Variable Rate Demand Preferred in Special Rate Mode (SR-VRDP); Institutional MuniFund Term Preferred (iMTP)

Variable Rate Remarketed Preferred
Preferred shares issued by a closed-end fund featuring floating rate dividends set by a remarketing agent via a regular remarketing, with a fixed term and mandatory redemption. “Variable Rate Remarketed Preferred” includes the following securities: Variable Rate Demand Preferred (VRDP); MuniFund Preferred Shares in Variable Rate Remarketed Mode (VRRM-MFP); MuniFund Preferred Shares in Variable Rate Demand Mode (VRDM-MFP)

Variable Rate Term Preferred (VRTP)
Taxable preferred shares issued by a closed-end fund featuring floating rate dividends that represent a fixed spread to a variable rate index, with a fixed term and mandatory redemption. Issued via private placement

Volatility
The fluctuations in market value of a portfolio or other security. The greater a portfolio's volatility, the wider the fluctuations between its high and low prices.
 

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