Abstract: Data visualization processes are provided for expressing diversification of an investment based on each underlying holding weight in the investment relative to each holding's market capitalization weight in the investment and each holding's market capitalization weight in the broad market or by its absolute holding percentage. Visualizations can be depicted in both 2-D and 3-D formats, with area fill, volume fill, color, and/or opacity depicting percentage of coverage. Visualization can show diversification down to the individual holding level and in aggregate levels, such as mega-cap, mid-cap and small-cap.

Abstract: Data visualization processes are provided for expressing diversification of an investment based on each underlying holding weight in the investment relative to each holding's market capitalization weight in the investment and each holding's market capitalization weight in the broad market or by its absolute holding percentage. Visualizations can be depicted in both 2-D and 3-D formats, with area fill, volume fill, color, and/or opacity depicting percentage of coverage. Visualization can show diversification down to the individual holding level and in aggregate levels, such as mega-cap, mid-cap and small-cap.

Abstract: An investment fund that offers shares to investors, which shares provide to their holders a predictable stream of payments over some period. Each payment in the stream of payments is scheduled to be made according to a targeted payment schedule that is established by the investment fund at the time of its creation. The investment fund receives purchase requests and funds from interested investors and invests the funds in securities that provide payments that are used to meet or approximate the targeted payment schedule. A preferred form of the investment fund invests the received funds in Treasuries whose interest or coupon payments and/or principal payments or maturities approximately map to the targeted payment schedule. Principal (or maturity) and interest (or coupon) payments made by the Treasuries are used to provide payments to the investors when such payments become due according to the targeted payment schedule.