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Mutual Fund Glossary


 

V
 
 
VALUE INVESTING
The investment style of attempting to buy underpriced stocks that have the potential to perform well and increase in price.

VARIABLE ANNUITY
A type of insurance contract that guarantees future payments to the holder, or annuitant. Capital accumulates tax-free, often through investment in a mutual fund, and is converted to an income stream at a future date (usually retirement). All monies held in the annuity accumulate on a tax-deferred basis.

VOLATILITY
The amount by which the price of a security fluctuates as market conditions change.

VOLUNTARY ACCUMULATION PLAN
A plan to acquire additional shares in a mutual fund on a more or less regular basis, at the discretion of the shareholder.
 
 

 
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Securities and investment products are Not FDIC Insured, May Lose Value, and are Not Bank Guaranteed.


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