Funds

Funds

Contributors in Funds

Funds

Seeks both long-term (LT) capital appreciation and preservation, current income and LT growth of income, investing in dividend-paying stocks and interest-bearing securities. Capital shares incur no ...

Allocation models

Financial services; Funds

The following are seven asset allocation models for long-term investment planning. These models generally coincide with the way most individual investors characterise their objectives. *Capital ...

Dividend yield

Financial services; Funds

The annual percentage of return paid on each share of each class of stock as a percentage of the market price of those shares.

Baby bond

Financial services; Funds

A bond with a face value that is less than $1000.

Allotment

Financial services; Funds

Related to IPOs: The amount of securities assigned to each of the participants in an investment banking syndicate formed to underwrite and distribute a new issue, called subscribers. The financial ...

Dividends

Financial services; Funds

Current- Indicated Dividends per share, annualized, for current year. Indicated dividend/yield per share based on current rate (calculated on a daily basis). Estimated- Indicated Dividends per share ...

Balanced funds

Financial services; Funds

Funds whose primary objective is to conserve principal by maintaining at all times a balanced portfolio of both stocks and bonds. Typically, the stock/bond ratio ranges around 60%/40%.