However, the mean absolute deviation is 0, so X would remain 20. Once X's are computed for all securities, they are ranked and assigned a percentile rating. The final Wiesenberger rating is thus a measure of performance over market cycles with a penalty for inconsistency. The act of selling a specified dollar value or number of shares of a security on a one-time, systematic or variable basis. Generally, a recommended allocation is suggested and the investor has the option to have his account automatically rebalanced to meet this recommendation on a periodic basis.
Investors can also have their investment needs re-evaluated regularly or as needed.
So instead of paying an upfront load or sales commission, they pay a fixed rate fee every year. Initial investment amounts are usually higher than those imposed by Mutual funds. The sum of a security's return for a 12 month time period corresponding to calendar years. Back to the Fund Glossary Index Wiesenberger is a registered trademark used herein under license.