MLchartDataset catalogue

Conversion

Term · Finance and investing · MLC-T-FIN-000093

A feature some funds offer that allows investors to automatically switch from one fund class to another, typically one with lower annual expenses, after a set period of time. The fund's prospectus or profile will state whether the fund has a conversion feature.

Table 1. Record
IdentifierMLC-T-FIN-000093
FieldFinance and investing
ReferencesSEC Investor.gov Glossary
Record as JSON 
{
  "id": "MLC-T-FIN-000093",
  "term": "Conversion",
  "field": "Finance and investing",
  "definition": "A feature some funds offer that allows investors to automatically switch from one fund class to another, typically one with lower annual expenses, after a set period of time. The fund's prospectus or profile will state whether the fund has a conversion feature.",
  "references": [
    "SEC Investor.gov Glossary"
  ],
  "url": "https://mlchart.com/terminology/finance/conversion/"
}

Record 93 of 398 in Finance and investing terminology (MLC-0118). Request the full dataset.