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Glite Dictionary
💼 Controls funds 📈 Investor
fundholder

fundholder

5.6
A person or organization that owns shares in an investment fund such as a mutual fund
  • noun
  • /ˈfʌndˌhoʊldər/
translation icon : tenedor de fondos
  • The fundholder received a dividend payment last week.

Examples

  • After analyzing the data, the advisor reassured the fundholders that their investments remained stable.

  • Each fundholder received an annual statement showing the performance of their investment last year.

  • The rights of a fundholder are protected by strict financial regulations.

  • As a fundholder, she regularly reviews the fund's reports to track her returns.

  • Many fundholders attended the annual meeting.

  • Every fundholder received their annual report detailing the performance of their investments.

  • The fundholder was pleased to see an increase in the value of their mutual fund shares over the past year.

Synonyms

investor
vsfundholder
715 3.1

A person or company who gives money to a business to try to make money

owns units in pooled funds specifically rather than general investing activity
shareholder
vsfundholder
210 3.4

A person or group that owns shares in a company

owns units in pooled funds rather than direct corporate equity ownership
stockholder
vsfundholder
  • US
54 3.7

A person who owns shares in a company

owns units in investment pools instead of direct corporate ownership
shareowner
vsfundholder
1 4.3

A person who owns part of a company

owns units in pooled funds rather than direct corporate share ownership

How Much

major player
29 3.8
investor
715 3.1
fundholder
5.6
smallholder
  • UK
1 5.8

Surface Forms

fundholder singular
fundholders plural

Morphology

fundholder = fund + holder (transparent) = fund + holder

The sense 'owner of units in a fund' is a direct instantiation of the compound 'fund' + 'holder' and is easily inferred from the parts.

Etymology

Fundholder comes from the parts fund ('a sum of money') and holder ('one who holds'). So a fundholder can also mean someone who owns shares or units in an investment fund, because they 'hold' part of the fund and have rights and statements about that investment.