Funds

Funds

Contributors in Funds

Funds

Refers to the negative number resulting from the aggregation of each account's Cash, short positions and margin balance. Where multiple accounts are included in the analysis, both Cash and Net Debit ...

Investment objective

Financial services; Funds

One or more goals -- such as long-term capital growth, current income, growth and income, etc. -- that an investor or a mutual fund pursues. Each fund's objective is stated in its prospectus.

Investment ratings

Financial services; Funds

Investment ratings reflect the analyst’s assessment of a stock’s absolute total return potential and attractiveness for investment relative to other stocks within its Coverage Cluster (defined ...

Irredeemable bond

Financial services; Funds

Bond without a call feature or a redemption privilege.

Return on capital

Financial services; Funds

A measure of how effectively a company's management is using the capital at its disposal. Return on capital for an individual company is calculated by dividing net income for the most recent fiscal ...

Manager tenure

Financial services; Funds

The length of time the fund manager has been making investment decisions regarding the fund.

Management

Financial services; Funds

Indicates whether the account is managed within the ML Consults service, MFA service, Personal Investment Advisor Service, ML Investment Manager/Private Investor Service, or if it is Client Directed.