Dataset · MLC-0118 · [FULL TEXT]

Finance and investing terminology

Name: Finance and investing terminology
Creator: MLchart
License: https://mlchart.com/terms/

1Description

Finance and investing terminology. 398 terms with definitions, abbreviations, synonyms and references. Every term is published as its own page, A to Z.

2Schema

Table 1. Fields
Field	Type	Description	Example
id	string	Stable MLchart term identifier	MLC-T-FIN-000373
term	string	Headword as published	Target Date Fund
field	string	Field of the dataset	Finance and investing
definition	string	Definition text; several definitions are numbered	A diversified fund, often a mutual fund or exchange-traded fund...
abbreviation	string	Abbreviation or acronym	TDF
synonyms	array	Equivalent terms	target date retirement fund
see_also	array	Related terms in the same field	Principal
references	array	Publications cited for the definition	SEC Investor.gov Glossary
url	string	Canonical page of the term	https://mlchart.com/terminology/finance/target-date-fund/

3Sample records

Sample record

{
  "id": "MLC-T-FIN-000373",
  "term": "Target Date Fund",
  "field": "Finance and investing",
  "definition": "A diversified fund, often a mutual fund or exchange-traded fund (ETF), that automatically shifts towards a more conservative mix of investments as it approaches a particular year in the future, known as its \"target date.\" A target date fund investor picks a fund with the right target date based on his or her particular investment goal. The managers of the fund then make all decisions about asset allocation, diversification, and rebalancing. Target date funds also are known as lifecycle funds.",
  "abbreviation": "TDF",
  "synonyms": [
    "target date retirement fund"
  ],
  "references": [
    "SEC Investor.gov Glossary"
  ],
  "url": "https://mlchart.com/terminology/finance/target-date-fund/"
}

4Browse

Table 2. Terms by initial
Initial	Terms	From	To
A	24	Account Fee	Authorized Participants
B	31	Back-end Sales Load	Buying Long
C	39	Callable Bonds (or Redeemable Bonds)	CUSIP Number
D	22	Data Tagging	DTC Chills and Freezes
E	19	Early Withdrawal	Expense Reimbursement
F	36	Fair Disclosure, Regulation FD	Futures Market
G	5	General Obligation Bond	Greenwashing
H	6	Hedge Funds	Householding Rules
I	25	Immediate Annuity	Issuer
L	14	Large Cap, Mid Cap, Small Cap	Lump Sum Payment
M	26	Maintenance Fee	Mutual Funds, Past Performance
N	7	National Securities Exchange	No-Load Mutual Fund
O	8	Offering Document (or Official Statement or Prospectus)	Over-The-Counter (OTC) Securities
P	30	Passive Fund or Passively Managed Fund	Pyramid Schemes
Q	4	Qualified Higher Education Expenses	Quiet Period
R	25	Real Estate Investment Trust (REIT)	Rulemaking
S	40	Sales Charge or Sales Load	Surrender Charge
T	14	Target Date Fund	Trustee
U	2	Ultra-Short Bond Funds	Unit Investment Trusts (UITs)
V	5	Variable Annuities	Viatical Settlements
W	2	Wash Sales	Wrap Account
Y	2	Yield	Yield Curve
Z	1	Zero Coupon Bond	Zero Coupon Bond
0-9	11	12b-1 Fees	8-K

Acronyms and abbreviations: 1 entries with expansions.

All terms

5Uses

Domain adaptation and fine-tuning of language models
Term extraction, entity recognition and entity linking
Glossary, thesaurus and ontology construction
Search query expansion and synonym mapping
Evaluation sets for definition and question answering tasks

6Citation

@misc{mlchart_terminology_finance_2026,
  title     = {Finance and investing terminology},
  author    = {MLchart},
  publisher = {MLchart},
  year      = {2026},
  version   = {2026.10},
  url       = {https://mlchart.com/terminology/finance/}
}

MLchart. (2026). Finance and investing terminology (Version 2026.10) [Data set]. https://mlchart.com/terminology/finance/

7Access

The full Finance and investing terminology dataset (MLC-0118), 398 records. Delivered as JSONL, CSV or Parquet under a commercial licence.

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