18 Terms
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Funds
Industry: Financial services
Add a new termContributors in Funds
Funds
Unvested (quantity)
Financial services; Funds
For participants in employee stock option plans: The number of options/grants that are not available for exercise under the terms of your company's plan and any agreements between you and your ...
Unvested stock options
Financial services; Funds
For participants in employee stock option plans: Options that are not yet available for you to exercise under the terms of your company's plan and any agreements between you and your company.
Day range
Financial services; Funds
A trading range showing the lowest and highest price a security has traded at during the current trading session. When the market is closed, this number indicates the range for the whole of the most ...
Asset class
Financial services; Funds
Refers to types of investments, such as equities, international equities, fixed income, cash, hard assets (such as precious metals), and other
Account summary
Financial services; Funds
A feature that provides a view of Priced Investments, Total Portfolio Value, Cash and Money Account Balances, Investor CreditLineSM (if applicable), and Purchasing Power.
Asset classification chart
Financial services; Funds
A bar chart that provides a graphical representation of the assets you hold in your account. The chart shows the apportionment among eleven asset categories.
