Glossary

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Deep Value Style Investing (Mutual Advisers). This investment style seeks opportunities to 'unlock' shareholder value by identifying special situations such as distressed bonds at substantial discounts or takeovers and by accumulating majority positions and force restructuring through shareholder activism.

Deferred Sales Charge. A mutual fund purchase option that requires an investor to pay a commission if and when the investment is redeemed. The amount of the commission is typically reduced the longer the investment is held. For Templeton, Franklin, Bissett, and Mutual Series Funds, the commission declines to nil if the investment is held for more than 6 years.

Distribution (or Dividend). A payout to the unitholders (or shareholders) of the net income or realized capital gains earned by a mutual fund.

Diversification. An investment strategy that spreads investments across a variety of areas, which may include some or all of the following: securities, asset classes, geographic regions, and investment instruments. This strategy seeks to reduce risk in a investment, particularly during times of market volatility.

Dollar Cost Averaging. An investment strategy in which regular purchases are made with the goal to reduce the average cost per share by acquiring more shares when prices are lower and fewer shares when prices rise.

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