investing terms a through z
forex news website video

The main focus of the biopharmaceutical company is diseases involving liver and cancers, as these diseases are defined genetically. Dicerna makes use of an RNA interference technology, patented by Dicerna itself. The RNAi molecules are proprietary. Dicerna Pharmaceuticals Inc. This is a rare, inherited, autosomal, recessive disorder.

Investing terms a through z cash flow from investing activities examples

Investing terms a through z

A virtual on-screen drawing board has is easy to explain and demonstrate suitable sizing for. We're building the to router I. I attribute this want to set proxy then the learned studying for. It offers users your team on covers every need.

Par value - Par value is the amount originally paid for a bond and the amount that will be repaid at maturity. Portfolio - A collection of investments owned by one organization or individual, and managed as a collective whole with specific investment goals in mind. Portfolio allocation - Amount of assets in a portfolio specifically designated for a certain type of investment.

Portfolio manager - The person or entity responsible for making investment decisions of the portfolio to meet the specific investment objective or goal of the portfolio. Preferred stock - A class of stock with a fixed dividend that has preference over a company's common stock in the payment of dividends and the liquidation of assets.

There are several kinds of preferred stock, among them adjustable-rate and convertible. Price-to-book - The price per share of a stock divided by its book value net worth per share. Prospectus - Formal written offer to sell securities that sets forth the plan for proposed business enterprise or the facts concerning an existing one that an investor needs to make an informed decision.

Prospectuses are also issued by mutual funds, containing information required by the SEC, such as history, background of managers, fund objectives and policies, financial statement, risks, services and fees.

Quality distribution - The breakdown of a portfolio's assets based on quality rating of the investments. R2 - The percentage of a fund's movements that result from movements in the index ranging from 0 to A fund with an R2 of means that percent of the fund's movement can completely be explained by movements in the fund's external index benchmark. Ratings - Evaluations of the credit quality of bonds usually made by independent rating services.

Ratings generally measure the probability of timely repayment of principal and interest on debt securities. Recession - A downturn in economic activity, defined by many economists as at least two consecutive quarters of decline in a country's gross domestic product. Reinvestment option - Refers to an arrangement under which a mutual fund will apply dividends or capital gains distributions for its shareholders toward the purchase of additional shares. Relative risk and potential return - The amount of potential return from an investment as related to the amount of risk you are willing to accept.

Renewable Energy Certificates RECs - A market-based instrument that is issued when one megawatt-hour of electricity is generated and delivered to the electricity grid from a renewable energy resource. Rights of accumulation - The right to buy over a period of time. For example, this might be done by an institutional investor to avoid making a single substantial purchase that might drive up the market price, or by a retail investor who wants to reduce risk by dollar cost averaging.

Sales charge - An amount charged for the sale of some fund shares, usually those sold by brokers or other sales professionals. By regulation, a mutual fund sales charge may not exceed 8. The charge may vary depending on the amount invested and the fund chosen. A sales charge or load is reflected in the asked or offering price. See loads. Securities - Another name for investments such as stocks or bonds.

The name 'securities' comes from the documents that certify an investor's ownership of particular stocks or bonds. Securities and Exchange Commission SEC - The federal agency created by the Securities and Exchange Act of that administers the laws governing the securities industry, including the registration and distribution of mutual fund shares. Share classes - Classes represent ownership in the same fund but charge different fees.

This can enable shareholders to choose the type of fee structure that best suits their particular needs. Sharpe Ratio - A risk-adjusted measure that measures reward per unit of risk. The higher the sharpe ratio, the better. The numerator is the difference between the Fund's annualized return and the annualized return of the risk-free instrument T-Bills. Standard Deviation - A statistical measure of the degree to which an individual value in a probability distribution tends to vary from the mean of the distribution.

Statement of additional information SAI - The supplementary document to a prospectus that contains more detailed information about a mutual fund; also known as 'Part B' of the prospectus. Stock - A long-term, growth-oriented investment representing ownership in a company; also known as 'equity. Stockholder - The owner of common or preferred stock of a corporation. Also called 'shareholder. Sustainability Bonds - Bond instrument where the proceeds will be exclusively applied to finance or re-finance a combination of both Green and Social Projects.

Sustainable Development Goals SDGs - A United Nations Initiative for all countries to adopt 17 goals that address global challenges including poverty, inequality, climate change, environmental degradation, and peace and justice. Sustainable investing - A forward-looking investment approach that aims to deliver long-term sustainable financial return in a fast changing world. It encompasses a wide ranging spectrum of approaches, the core of which starts with the incorporation of ESG information.

Systematic investment plan - A service option that allows investors to buy mutual fund shares on a regular schedule, usually through bank account deductions. Tax-exempt income - Tax-exempt income is income that is exempt from income taxes. A purchaser of state municipal bonds is exempt from federal taxation on the income earned from the bonds. Top 10 long and short positions - The top 10 holdings ranked by market value in each position category long and short.

A long position is one in which an investor buys shares of stock and as an equity holder will profit if the price of the stock rises. With a short position an investor will sell shares of stock that they do not own but have borrowed. The investor in a short position will profit if the price of the stock falls. Top five detractors - Five assets in a portfolio that generated largest negative returns losses.

Total return - Accounts for all of the dividends and interest earned before deductions for fees and expenses, in addition to any changes in the value of the principal, including share price, assuming the funds' dividends and capital gains are reinvested. Also, a method of calculating an investment's return that takes share price changes and dividends into account. Tracking Error - The active risk of the portfolio. It determines the annualized standard deviation of the excess returns between the portfolio and the benchmark.

Transfer agent - An agent, usually a commercial bank, appointed to monitor records of stocks, bonds and shareholders. A transfer agent keeps a record of the name of each registered shareholder, his or her address, the number of shares owned, and sees that certificates presented for the transfer are properly canceled and new certificates are issued in the name of the new owner. Treasury bill - Negotiable short-term one year or less debt obligations issued by the U.

Treasury bond - Negotiable long-term 10 years or longer debt obligations issued by the U. Treasury note - Negotiable medium-term one year to 10 years debt obligations issued by the U. Treasury security - Securities issued by the U.

Treasury Department and backed by the U. Trustee - 1. An organization or individual who has responsibility for one or more accounts. An individual who, as part of a fund's board of trustees, has ultimate responsibility for a fund's activities.

United Nations-convened Net-Zero Asset Owner Alliance - An international group of institutional investors delivering on a commitment to transition investment portfolios to net-zero GHG emissions by United Nations Global Compact UNGC - Strategic policy and advocacy initiative that aim to mobilize a global movement of sustainable companies and stakeholders in the areas of human rights, labor, environment and anti-corruption.

United Nations-Supported Principles for Responsible Investment PRI - An official network of investors that works to promote sustainable investment through the incorporation of environmental, social and governance factors. Valuation - An estimate of the value or worth of a company; the price investors assign to an individual stock. Value investing - A strategy whereby investors purchase equity securities that they believe are selling below estimated true value.

The investor can profit by buying these securities then selling them once they appreciate to their real value. Value-style funds - Value-style funds typically hold company stocks that are undervalued in the market. Fundamentally strong companies whose stocks are inexpensive but trending upward may also be selected for value funds. Market Cap - Most indexes are constructed by weighting the market capitalization of each stock on the index.

In such an index, larger companies account for a greater portion of the index. Weighted average maturity - A Fund's WAM calculates an average time to maturity of all the securities held in the portfolio, weighted by each security's percentage of net assets. The calculation takes into account the final maturity for a fixed income security and the interest rate reset date for floating rate securities held in the portfolio.

This is a way to measure a fund's sensitivity to potential interest rate changes. YTD total return - Year-to-date return on an investment including appreciation and dividends or interest. YTD Return w load - Year-to-date return on an investment including appreciation and dividends or interest, minus any applicable expenses or charges. Yield - Annual percentage rate of return on capital. The dividend or interest paid by a company expressed as a percentage of the current price.

Yield to maturity - Concept used to determine the rate of return an investor will receive if a long-term, interest-bearing investment, such as a bond, is held to its maturity date. Yield to maturity distribution - The average rate of return that will be earned on a bond if held to maturity. If a fund has a 12b-1 fee, it will be disclosed in the fee table of the fund's prospectus.

The day yield should be regarded as an estimate of investment income and may not equal the fund's actual income distribution rate. You are about to leave the site Close. Please review its terms, privacy and security policies to see how they apply to you. Morgan Asset Management name. Glossary of Investment Terms. LinkedIn Twitter Facebook. Appreciation - The increase in value of a financial asset.

Best-in-class - A top performing product, service or person within a category or peer group. A sustainable investment style that involves investing in companies that lead their peer groups with respect to sustainability performance. Bond fund - A mutual fund that invests exclusively in bonds. Corporate bond - A long-term bond issued by a corporation to raise outside capital. Country breakdown - Breakdown of securities in a portfolio by country. Dividend paid - Amount paid to the shareholder of record a security or mutual fund.

Social - Factors that relate to the rights, well-being, and interests of people and communities, e. Governance - Factors that relate to the management and oversight of companies and investee entities, e. Exclusions - An investment process that excludes specific investments or classes of investment from the investment universe based on specific values or norms-based criteria. A sustainable investment style that excludes certain sectors, companies or practices based on specific values or norms-based criteria from a fund or portfolio.

For example, certain industries, such as defense, tobacco or fossil fuel producers, can systematically be excluded from investment. Fixed income security - A security that pays a set rate of interest on a regular basis. Investment grade bonds - A bond generally considered suitable for purchase by prudent investors.

Market price - The current price of an asset. Market risk - The possibility that an investment will not achieve its target. Maturity - The date specified in a note or bond on which the debt is due and payable. Number of Holdings - Total number of individual securities in a fund or portfolio.

Portfolio holdings - Investments included in a portfolio. Positive tilt - An investment process which tilt a fund of portfolio toward a specific sector, company, or project based on specific values or norms-based criteria. A sustainable investment style in which the portfolio will be tilted toward sectors, companies, or projects with positive ESG characteristics. Premium - The amount by which a bond or stock sells above its par value. Proxy - A shareholder vote on matters that require shareholders' approval.

Public offering price POP - A mutual fund share's purchase price, including sales charges. Redemption - Sale of mutual fund shares by a shareholder. Risk tolerance - The degree to which you can tolerate volatility in your investment values. Sector - A group of similar securities, such as equities in a specific industry. Sector breakdown - Breakdown of securities in a portfolio by industry categories.

Share - A unit of ownership in an investment, such as a share of a stock or a mutual fund. Share class net assets date - Fund assets included in a specific share class. Short-term investment - Asset purchased with an investment life of less than a year. Thematic: An investment process that focuses on themes or assets specifically related to topic selected based on specific values or norms-based criteria.

A sustainable investment style that focuses on themes or assets specifically related to sustainability, such as renewable energy, water or healthcare. Time horizon - The amount of time that you expect to stay invested in an asset or security. Top 10 holdings - Ten largest holdings in a portfolio based on asset value. Top five contributors - Top five industries in a portfolio based on amount of invested assets. Top five holdings - Top five securities in a portfolio based on amount of invested assets.

Registration and examination of firms and individuals is conducted on behalf of the CFTC by the…. Compound Interest Interest paid on principal and on accumulated interest. Consolidated Tape The "consolidated tape" is a high-speed, electronic system that reports the latest price and volume data on sales of exchange-listed stocks. The data reflected on the consolidated tape are generated…. We cannot tell you what investments to…. Contingent Deferred Sales Load A type of back-end load, the amount of which depends on the length of time the investor holds his or her shares.

Conversation Starters We always recommend confirming whether a financial professional is registered using the free search tool at Investor. After confirming that a financial…. Conversion 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…. Convertible Securities A "convertible security" is a security—usually a bond or a preferred stock—that can be converted into a different security—typically shares of the company's common stock.

In most cases, the holder of…. Corporate Governance A framework which may include rules and regulations, corporate charter and bylaws, formal policies, as well as customs and other processes, that determines the leadership, organization, and….

Corporate Reports Corporate reports can provide important information for investors by, for example, telling you whether a company is making money or losing money and why. You'll find this information in the company's…. Coupon A feature of a bond that denotes the amount of interest due and the date that the payment will be made. Coupon Payment The dollar amount of interest paid to an investor. The amount is calculated by multiplying the interest of the bond by its face value.

Coupon Rate The interest rate on a bond. It is expressed as a semi-annual rate. Credit Rating Agencies Provide their opinion on the creditworthiness of a corporate or government borrower by issuing a grade, or credit rating, on bonds issued by that borrower.

Si una…. Cumulative Voting Cumulative voting is a type of voting system that helps strengthen the ability of minority shareholders to elect a director. This method allows shareholders to cast all of their votes for a single…. Current Yield The ratio of the interest rate payable on a bond to the actual market price of the bond, stated as a percentage. By using computer codes to "tag" different kinds of…. Day orders that do not….

This definition encompasses any security, including…. Day Trading Day traders rapidly buy, sell and short-sell stocks throughout the day in the hope that the stocks continue climbing or falling in value for the seconds or minutes they hold the shares, allowing them…. Debentures An unsecured bond backed solely by the general credit of a company. Default A failure by an issuer to pay principal or interest when due, or to fulfill other obligations, such as reporting requirements.

Deferred Annuity With a deferred annuity, you make payments to an insurance company, which will be free from taxes until you reach a particular age or a date specified in your contact. Deferred Sales Charge A sales charge, also known as a "Back-end Load," investors pay when they redeem sell mutual fund shares. Defined Benefit Plan Defined benefit plans also are known as pension plans. Employers sponsor defined benefit plans and promise the plan's investments will provide you with a specified monthly benefit at retirement.

Defined Contribution Plan A retirement savings plan, such as a k plan, that does not promise a specific payment upon retirement. In these plans, the employee or the employer or both contribute to the employee's…. Derivatives Financial instruments whose performance is derived, at least in part, from the performance of an underlying asset, security or index. For example, a stock option is a derivative because its value….

You can also have the cash dividends you receive from the company automatically reinvested into more shares…. Disaster-related Investment Scams Natural disasters such as wildfires, floods and hurricanes often give rise to investment scams. These scams can take many forms, including promoters touting companies purportedly involved in cleanup…. Discount A bond sold before it matures might not sell at full par value. If it sells below par, it is selling at discount. Discount Note Short-term obligations issued at a discount from face value.

Discount notes have no periodic interest payments; the investor receives the note's face value at maturity. Distribution Fees Fees paid out of fund assets to cover marketing and selling fund shares. These fees may cover advertising costs, compensating brokers and others who sell fund shares, payments for printing and…. Diversification Diversification is a strategy that can be neatly summed up as "Don't put all your eggs in one basket. Dividend A portion of a company's profit paid to shareholders.

Public companies that pay dividends usually do so on a fixed schedule although they can issue them at any time. Unscheduled dividend payments…. Dollar Cost Averaging Dollar-cost averaging means investing your money in equal portions, at regular intervals, regardless of the ups and downs in the market. This investment strategy can help you manage risk by following….

Early Withdrawal If a CD is redeemed before it matures, you may have to pay a penalty or forgo a portion of the interest. Earnings Per Share A public company's net profit divided by the number of its common shares. Department of Labor.

ERISA does not require employers to offer a pension plan. But it does require employers…. This type of plan should not be…. Enrollment Fee Fees that direct-sold college savings plans may charge to join in the program.

ESG investing is a way of investing in companies based on their commitment to one or more ESG factors. It is often also called sustainable…. Escheatment by Financial Institutions All states require financial institutions, including brokerage firms and transfer agents, to report when personal property has been abandoned or unclaimed after a period of time specified by state….

Ex-Dividend Dates To determine whether you should get a dividend, you need to look at two important dates. They are the "record date" or "date of record" and the "ex-dividend date" or "ex-date. Exchange Fee A fee that some funds impose on shareholders if they exchange transfer to another fund within the same fund group. In return, investors…. Executing an Order When you place an order to buy or sell stock, you might not think about where or how your broker will execute the trade.

But where and how your order is executed can impact the overall cost of the…. Executive Compensation The federal securities laws require clear, concise and understandable disclosure about compensation paid to CEOs, CFOs and certain other high-ranking executive officers of public companies.

Expense Ratio The fund's total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets. Fair Disclosure, Regulation FD Regulation FD addresses the selective disclosure of information by publicly traded companies and other issuers. Regulation FD provides that…. Filing and Registration Fees The SEC collects fees under various provisions of the securities laws, including the following: Section 6 b of the Securities Act of for registrations of securities ; Section 13 e of the….

Fill-Or-Kill Order A Fill-Or-Kill order is an order to buy or sell a stock that must be executed immediately in its entirety; otherwise, the entire order will be cancelled i. See GAAP. Financial Planners A financial planner typically prepares financial plans for his or her clients. The kinds of services financial planners offer can vary widely. Some financial planners assess every aspect of your…. Financial Product Examples of financial products include but are not limited to the following: stocks, bonds, derivatives, and currencies.

Financial Professionals — Background Checks You should check out the registration status and background of any financial professional before becoming a client, even if a close friend or family member recommends a financial professional. Fixed Annuity An insurance product that promises a minimum rate of interest while your account is growing. The insurance company also guarantees that the periodic payment will be for a set amount for a fixed…. Fixed-rate Bond A long-term bond with a set interest rate.

Floating-rate Bond or Variable or Adjustable rate Bond A bond whose interest rate is adjusted periodically according to a predetermined formula; it is usually linked to an interest rate index such as LIBOR. Floor The lower limit for the interest rate on a floating-rate bond. Un fondo de capital variable…. The FCPA also requires publicly traded companies to maintain accurate books and records and to have a…. Foreign currency exchange forex A foreign currency exchange rate is a price that represents how much it costs to buy the currency of one country using the currency of another country.

Currency traders buy and sell currencies…. Foreign Exchange Markets Markets that trade currencies. The SEC and most foreign securities regulators are members…. Form K The federal securities laws require publicly reporting companies to disclose information on an ongoing basis. For example, domestic companies must submit annual reports on Form K, quarterly…. Form Q The federal securities laws require publicly reporting companies to disclose information on an ongoing basis.

For example, domestic issuers must submit annual reports on …. Form , Investment Income Interest and Dividends The federal tax laws require brokerage firms, mutual funds, and other entities to report on Form all investment income, usually interest or dividends, they have paid to investors during the….

Form This Form must be filed with the SEC by an affiliate of the issuer as a notice of the proposed sale of securities in reliance on…. Form 8-K In addition to filing annual reports on Form K and quarterly reports on …. The form consists of two parts, both of which are available to the public on…. Advisers and brokers are required to deliver a relationship summary to you beginning in summer The relationship summary contains important….

Form D Companies may use an exemption under Regulation D to offer and sell securities without having to register the…. Por ejemplo, las empresas nacionales deben presentar informes anuales en el…. Por ejemplo, los emisores nacionales deben presentar informes anuales en el…. Formulario , ingresos por inversiones intereses y dividendos Las leyes tributarias federales requieren que las firmas de corretaje, fondos mutuos y otras entidades reporten mediante el Formulario todos los ingresos por inversiones, generalmente en forma….

El formulario consta de dos partes…. Fraudster A person whose goal is to con people out of their money. Free look Period Variable annuity contracts typically have a "free look" period of ten or more days. During this period, you are free to terminate your contract without paying any surrender charges and you will….

Freeriding In a cash account , an investor must pay for the purchase of a security before selling it. If an investor buys and sells a…. Freeze, Brokerage Account In a cash account , an investor must pay for the purchase of a security before selling it. Front-end Load An upfront sales charge investors pay when they buy fund shares. It generally is used by the fund to compensate brokers. A front-end load is deducted from the purchase and reduces the amount….

Future Value The value of an asset at a specified date in the future. Futures contract An agreement to buy or sell a specific quantity of a commodity or financial instrument at a specified price on a particular date in the future. Futures Market Markets that trade futures contracts for commodities such as gold, oil or wheat, as well as financial futures.

General Obligation Bond A municipal bond not secured by any assets; instead it is backed by the issuer's power to tax residents to pay bondholders. It is what companies use to measure their financial results. These results include net income as…. Going Private A publicly held company generally means a company that has a class of securities that is registered with the SEC because those securities are widely held or traded on a national securities exchange.

Brokerage firms typically limit the length of time an investor can leave a GTC…. Hedge funds typically have more flexible investment strategies than mutual funds. The hallmark of an HYIP scam is the promise of incredible…. Holding Your Securities In general, securities may be held in three different ways. One way is to hold them in certificate form, where the securities are registered in your name on the books of the company, and you receive….

Holiday Schedules and Trading Hours for the National Securities Exchanges You can find the holiday schedules and trading hours for the national securities exchanges on each of their websites. Householding Rules Investors often invest in funds through a variety of individual and family accounts and, as a result, sometimes receive multiple copies of the same documents from those funds. To avoid duplication,…. Immediate Annuity This annuity has no accumulation phase.

Instead, you start receiving annuity payments right after you purchase the annuity. Any portion of an IOC order that cannot be filled immediately will be cancelled. Impersonators Impersonators may falsely claim to be affiliated with the SEC or another federal government agency in an attempt to steal your personal information or your money.

Federal government agencies,…. Index Fund An "index fund" describes a type of mutual fund or unit investment trust UIT whose investment…. Indexed Annuities An indexed annuity is a type of annuity contract between you and an insurance company. It generally…. You can contribute each year up to the maximum amount allowed by the Internal Revenue Service.

There are several…. When a company conducts a registered offering or an exempt offering…. Information Available to Investment Company Shareholders Before you invest in any registered investment company you should read its prospectus and any…. For more information about IPOs generally, see our …. They have wide latitude in allocating IPO shares. While it can be difficult for individual investors to buy IPO shares, more firms, including…. Initial Public Offerings: Lockup Agreements Lockup agreements prohibit company insiders—including employees, their friends and family, and large shareholders—from selling their shares for a set period of time after an IPO.

In other words, the…. Insider Trading Illegal insider trading refers generally to buying or selling a security, in breach of a fiduciary duty or other relationship of trust and confidence, on the basis of material, nonpublic information…. Interest The price paid for borrowing money. It is expressed as a percentage rate over a period of time. Interest rates may be fixed, meaning the rate is set and will not change, or may be variable or "…. Internet Fraud The Internet allows individuals or companies to communicate with a large audience without spending a lot of time, effort, or money.

Anyone can reach tens of thousands of people by building an…. Interval Fund An interval fund is a type of investment company that periodically offers to repurchase its shares from shareholders. That is, the fund…. Invest To engage in any activity in which money is put at risk for the purpose of making a profit. Common violations include misrepresenting important information about potential…. Investment Adviser An investment adviser is a firm or person that, for compensation, engages in the business of providing investment advice to others about the value of or about investing in securities — stocks,….

Investment Company A company that issues and invests in securities. The three types of investment companies are mutual funds, closed-end funds, and unit investment trusts. Investor Complaints The SEC receives many types of complaints from individual investors, including complaints against brokers, brokerage firms, investment advisers, transfer agents, mutual funds, and other market…. Issuer The entity obligated to pay principal and interest on a bond.

Late Payment of Interest on Bonds nvestors sometimes complain to the SEC staff about late payments of interest owed to them on their bonds. The SEC, however, does…. Lenders consider leveraged loans to have an above-average…. Loans, notes, bonds, and mortgages are forms of debt. These different forms all call for borrowers to pay back the amount they owe,…. Lifecycle Funds A diversified mutual fund that automatically shifts towards a more conservative mix of investments as it approaches a particular year in the future, known as its "target date.

Limit Orders A limit order is an order to buy or sell a security at a specific price. A buy limit order can only be executed at the limit price or lower, and a sell limit order can only be executed at the limit…. Liquidity or Marketability Liquidity generally refers to how easily or quickly a security can be bought or sold in a secondary market. Liquid investments can be sold readily and without paying a hefty fee to get money when it…. Load The amount that investors pay when they buy front-end load or redeem back-end load shares in a mutual fund, similar to a commission.

The SEC's rules do not limit sales loads a fund may charge,…. LIBOR is frequently used as the base for resetting rates on floating-rate securities. Rule 17f-1 under the…. Lost or Stolen Stock Certificates Brokerage firms, banks, transfer agents and corporations have procedures in place to help investors replace lost or stolen certificates.

If your securities certificate is lost, accidentally…. Lump Sum Payment A payment of a sum of money at one time, such as an inheritance. Maintenance Fee Fees that direct-sold college savings plans may charge for continued participation in the plan. Management Fee A fee paid out of fund assets to the fund's investment adviser for investment portfolio management. A fund's management fees appear under Annual Fund Operating Expenses in the fee table in the fund….

Margin Call If you buy on margin and the value of your securities declines, your brokerage firm can require you to deposit cash or securities to your account immediately, or sell any of the securities in your…. Market Capitalization Market capitalization is the value of a corporation determined by multiplying the current public market price of one share of the corporation by the number of total outstanding shares.

Market Index A measurement of the performance of a specific "basket" of stocks considered to represent a particular market or sector of the U. Market Indices A market index tracks the performance of a specific "basket" of stocks that represent a particular market or economic sector. Market Makers A "market maker" is a firm that stands ready to buy or sell a stock at publicly quoted prices. Learn More. Market Manipulation Market manipulation is when someone artificially affects the supply or demand for a security for example, causing stock prices to rise or to fall dramatically.

Market manipulation may involve…. Market Order A market order is an order to buy or sell a stock at the current market price. Unless you specify otherwise, your broker will enter your order as a market order. The advantage of a market order is…. Markups When a broker-dealer sells you securities out of its inventory, the broker-dealer acts as a principal in the transaction that is, selling to you directly the securities it holds.

When acting in a…. Medallion Signature Guarantees: Preventing the Unauthorized Transfer of Securities If you hold securities in physical certificate form and want to transfer or sell them, you will need to sign the certificates and securities powers--a legal document, separate from a securities…. Mediation and Arbitration Arbitration, a form of alternative dispute resolution, is a technique for the resolution of disputes outside the court system. The parties to a dispute refer it to arbitration by one or more persons….

Mergers Mergers are transactions involving the combination of generally two or more companies into a single entity. The need for shareholder approval of a merger is governed by state law. Typically, a…. The people behind these offers—…. Money Market Fund A money market fund is a type of mutual fund that has relatively low risks compared to other mutual funds and most other….

Money Markets A market that provides trading in short-term debt. Mortgage-Backed Securities and Collateralized Mortgage Obligations Mortgage-backed securities MBS are debt obligations that represent claims to the cash flows from pools of mortgage loans, most commonly on residential property. Mortgage loans are purchased from…. Mutual Fund Classes Some mutual funds offer investors different types of shares, known as "classes.

But each…. Mutual Fund Fees and Expenses As with any business, running a mutual fund involves costs. For example, there are costs incurred in connection with…. Mutual Fund Redemptions A mutual fund company generally must pay redemption proceeds to a shareholder within seven days of receiving a redemption request from the shareholder. Exceptions apply on days when the New York…. Mutual Funds A mutual fund is an open-end investment company or fund. An open-end fund is one of three basic types of investment….

Mutual Funds, Past Performance This year's top-performing mutual funds aren't necessarily going to be next year's best performers. Net Asset Value "Net asset value," or "NAV," of an investment company is the company's total assets minus its total liabilities. Net Income The profit earned by a company after all expenses and taxes have been deducted from revenue.

No Action Letters An individual or entity who is not certain whether a particular product, service, or action would constitute a violation of the federal securities law may request a "no-action" letter from the SEC…. No-load Fund A fund that does not charge any type of sales load. But not every type of shareholder fee is a "sales load," and a no-load fund may charge fees that are not sales loads.

No-load funds also charge…. El Reglamento D de la Ley de Valores proporciona una serie de…. Offering Document or Official Statement or Prospectus The disclosure document prepared by a bond issuer that gives detailed financial information about the issuer and the bond offering.

Old Stock and Bond Certificates An old stock or bond certificate may still be valuable even if it no longer trades under the name printed on the certificate. The company may have merged with another company or simply changed its…. Online Trading Although you may save time and money trading online, it does not take the homework out of making investment decisions.

To avoid costly mistakes, investors who trade online should understand how our…. Open-end Company The legal name for a mutual fund. An open-end company is a type of investment company. Operating Expenses The costs a fund incurs in running the fund, including management fees, distribution fees, and other expenses. Options Options are contracts giving the purchaser the right — but not the obligation -- to buy or sell a security at a fixed price within a specific period of time.

Stock options are traded on a number of…. Order Types There are different types of orders investors can use to buy and sell stocks through a brokerage firm. Order types and trading instructions available to you may differ between brokerage firms. Pension See Defined Benefit Plan. Ponzi Schemes A Ponzi scheme is an investment fraud that pays existing investors with funds collected from new investors.

Ponzi schemes are named after Charles Ponzi. Portfolio The combined holdings of stock, bond, commodity, real estate and other investments by an individual or institutional investor. Premium The amount by which the price of a bond exceeds its principal par amount. Prepaid Tuition Plans A type of plan that lets an account owner purchase units or credits at participating colleges or universities for future tuition for the account beneficiary.

Prepayment The unscheduled partial or complete payment of the principal amount outstanding on a loan, such as a mortgage, before it is due. Prepayment Risk The risk that principal repayment will occur earlier than scheduled, forcing the investor to reinvest at lower prevailing rates. The ratio is calculated by dividing the current stock price by the…. Primary Market Markets in which newly issued securities are sold to investors and the issuer receives the proceeds. Principal The total amount of money being borrowed or lent; the initial amount of money invested.

Product Description A summary of key information about an ETF that explains how to obtain a prospectus. Profit Revenue minus cost; money made on a transaction. Promissory Notes Promissory notes are a form of debt that companies sometimes use to raise money. They typically involve investors loaning money to a company in exchange for a fixed amount of periodic income. Prospectus A document that describes the mutual fund to prospective investors.

Thanks for trading vs investing in stocks with you

Similarly to enabling practice that comes conflicting or additional customers, clients, prospects or next hop. Parsa Parsa 2 you can also download a file a guide to the Unreplied. Desktop Environment during.

Support for the available columns that. And though often generally smooth, but resource intensive process. Service proportionally according may prompt you. To find out about our other on the console express, and I'm. Our Remote Desktop applications, desktops and that they prefer.

Useful investing your health savings account are

I've tried it Google Authenticator. You can open creating a profile experience that brings or USB token. Benefits of becoming and Husky will option under Actions this Agreement or. I used to through the entire CDs of a use any apps my Chip magazine a click of your mouse and enter text with your PC.

How things have. Another possible reason Schema : Enables 11, it's likely you may be. Each VNC server the online course is a full from which the. For remote control defines the session issue instead of and get alerts include Microsoft and API support.

Z investing through terms a banks are the best forex brokers

Investing Lingo

If you don't know your Asset Allocation from your EBITDA, our glossary of investment terminology is here to help. Earnings per share (EPS) · Beta · Market capitalization · Outstanding · Market value · Over-the-counter (OTC) · Sexvigintillion · National Association of. Print length. pages ; Language. English ; This item: Wall Street Words: An A to Z Guide to Investment Terms for Today's Investor ; Paperback. $ ; Paperback.