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Funds
Industry: Financial services
Add a new termContributors in Funds
Funds
Financial institution
Financial services; Funds
For purposes of the New Issue Questionnaire, financial institution includes any bank, thrift institution, insurance company, investment advisory firm or other institutional type account.
Financial services funds
Financial services; Funds
Fund invests 65% of the portfolio in equity securities of companies engaged in providing financial services, including but not limited to banks, finance companies, insurance companies, and ...
Estimated market price used to model
Financial services; Funds
A hypothetical stock price used to model employee stock options/grants.
Estimated value
Financial services; Funds
The table below explains how the estimated values displayed on the Order Preview page, are calculated. '''Equities''' (
Financial advisor (FA)
Financial services; Funds
This is Merrill Lynch's title for employees registered as securities sales agents. It reflects their professionalism and the wide range of financial products and services and financial advice and ...
Gross proceeds
Financial services; Funds
The total amount of cash or stock generated through an employee stock option exercise before taxes, fees and option reimbursement costs are calculated.
Growth fund
Financial services; Funds
A fund that focuses on capital appreciation rather than income as its investment objective.