Funds

Funds

Industry: Financial services

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Funds

Average portfolio beta

Financial services; Funds

Beta coefficient is the market sensitivity of a stock. It measures the average response of the price to moves in the aggregate market over the past sixty months. N.A. - insufficient observations ...

Allocation

Financial services; Funds

The amount of shares designated for a particular account for which an irrevocable order to purchase can be made.

Dividend usage

Financial services; Funds

Shows whether an election has been made to receive any dividends and interest paid on securities held.

Average yield to call

Financial services; Funds

The average rate of return of the callable bonds in your portfolio, from the time of purchase to call date.

Apprec

Financial services; Funds

Change in market value of priced securities within a portfolio for a given period.

Blue-chip-stock

Financial services; Funds

The common stock of a well-known U.S. companies with track records of earnings growth, steady profits and regular dividend payments.

This designation is only recognised in a limited number of states and is only allowed for married couples. Upon the death of one of the spouses, the surviving spouse in entitled to the assets in the ...