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| When measuring performance, the actual rate of return of an investment or a pool of investmentsover a given evaluation period. Total return includes interest, capital gains, dividends and distributions realized over a given period of time |
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| having reached the limit of its time; due |
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| what you earn, expressed as a percentage of what you invested |
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| yield based on the current (market) price of the bond |
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| person who evaluates fund holdings, assess the financial markets, and identify companies that may be appropriate additions to the fund portfolio |
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| a measure of volatility, or the extent to which the fund's return varies above and below its average return |
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