Be sure to read the prospectus carefully before deciding whether to invest.A method of calculating income tax that disallows certain deductions, credits, and exclusions.
Each REIT should consult its own tax advisor regarding the proper tax characterization and reporting of the REIT’s distributions.
A mutual fund whose primary investment objective is substantial capital gains.
Any guarantees are contingent on the claims-paying ability of the issuing company.
The process of repositioning assets in a portfolio to maximize potential return for a particular level of risk.
This process is usually done using the historical performance of the asset classes within sophisticated mathematical models.