Glossary Of Investment Terms
Sales charge – An amount charged for the sale of some account shares, those sold by brokers or other sales specialists usually. By regulation, a mutual fund sales charge may not exceed 8.5 percent of the investment purchase. The charge might vary with respect to the amount invested and the fund chosen. A sales fill or charge is shown in the asked or offering price. Sector – A combined group of similar securities, such as equities in a specific industry. Sector breakdown – Break down of securities in a collection by industry categories.
Securities – Another name for investments such as stocks and shares or bonds. The name ‘securities’ comes from the documents that certify an investor’s possession of particular stocks or bonds. Securities and Exchange Commission (SEC) – The federal government company created by the Securities and Exchange Act of 1934 that administers the laws and regulations regulating the securities industry, including the distribution and registration of shared fund shares. Share – A unit of ownership in an investment, like a share of a stock or a mutual fund.
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Share class net assets (day) – Fund assets contained in a specific talk about class. Share classes – Classes stand for ownership in the same finance but charge different fees. This can allow shareholders to choose the type of fee framework that best suits their unique needs. Sharpe Ratio – A risk-adjusted measure that measures reward per unit of risk. The bigger the sharpe percentage, the better. The numerator is the difference between the Fund’s annualized come back and the annualized return of the risk-free instrument (T-Bills). Short-term investment – Asset purchased with an investment life of significantly less than a calendar year.
Standard Deviation – A statistical measure of the amount to which a person value in a possibility distribution tends to change from the mean of the distribution. Statement of additional information (SAI) – The supplementary document to a prospectus that contains more detailed information about a mutual fund; also called ‘Part B’ of the prospectus.
Stockholder – The owner of common or preferred stock of the corporation. Systematic investment plan – A service option that allows investors to buy mutual finance shares on a regular schedule, usually through bank-account deductions. Tax-exempt income – Tax-exempt income is income that is exempt from taxes. A customer of condition municipal bonds is exempt from federal taxation on the income earned from the bonds.
Time horizon – The amount of time that you expect to stay committed to a secured asset or security. Top 10 10 holdings – Ten largest holdings in a collection based on asset value. Top 10 10 long and brief positions – The top 10 holdings ranked by market value in each position category (long and short).
A long position is one where an investor buys stocks of stock and as an collateral holder will profit if the price of the stock increases. With a brief position an trader will sell stocks of stock that they don’t own but have lent. The investor in a short position will profit if the price of the stock falls.
Top five contributors – Five property in a stock portfolio that produced largest negative returns (loss). Top five detractors – Top five sectors in a portfolio predicated on amount of invested property. Top five holdings – Top five securities in a portfolio predicated on amount of invested resources. Top five sectors – Top five sectors in a collection based on amount of invested resources.
Tracking Error – The active risk of the stock portfolio. It decides the annualized standard deviation of the surplus returns between the collection and the benchmark. Transfer agent – An agent, a commercial bank usually, appointed to monitor records of stocks, shareholders and bonds. Treasury bill – Negotiable short-term (one year or less) debt burden issued by the U.S.