Mutual Funds Glossary

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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.