Funds

Funds

Industry: Financial services

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Funds

Short U.S. treasury funds

Financial services; Funds

Fund invests at least 65% of fund assets in U.S. Treasury bills, notes, and bonds with dollar-weighted average maturities of less than three years.

A way to categorise securities based upon the size and style characteristics. The categories are Large Cap Growth, Large Cap Value, Small Cap Growth, and Small Cap Value. Size and Style are combined ...

Size & style (fixed income)

Financial services; Funds

The fixed income securities in your portfolio are classified in two ways: length of maturity &151; short-, intermediate-, or long-term &151; and credit quality &151; high, medium, and low. A fixed ...

SMA change

Financial services; Funds

Changes to the Special Memorandum Account caused by trades. Market movement or deposit of cash or securities.

SSN/TIN

Financial services; Funds

The social security number or taxpayer identification number of the primary client on the account.

Standard & Poor's 500 Index (S&P 500)

Financial services; Funds

This index, also known by its options ticker symbol SPX, measures the overall change in the value of the 500 stocks of the largest firms in the U.S. (The breakdown between industrial, transportation, ...