- Industry: Financial services
- Number of terms: 10107
- Number of blossaries: 0
- Company Profile:
An increase in the market value of money or property.
Industry:Financial services
Profit generated when a security is sold. Mutual funds buy and sell portfolio securities continuously, generating long- and short-term capital gains and losses. If a fund's capital gains are greater than its capital losses, it will have net capital gains, which are distributed to fund shareholders, creating taxable income for them when held in a regular account. Capital gains are generally taxed at a lower rate than "ordinary income," which includes interest payments and income received from wages.
Industry:Financial services
Payments of profits, or gains, realized on the sale of the fund's portfolio securities. These amounts are usually paid once a year to mutual fund shareholders.
Industry:Financial services
The degree of comfort of the fund's ability to minimize risk of principal.Recommendations include:
H - High degree of comfort.
M - Moderate degree of comfort.
L - Low degree of comfort.
Industry:Financial services
Objective is to maintain capital. Adjusted for inflation, investment returns may be very low or in some years, negative, in exchange for high liquidity and reduced risk of principal loss.
Industry:Financial services
The size of a company based on the market value of all outstanding securities. A company's stock market capitalization equals the market price of its common stock multiplied by the number of shares outstanding.
Industry:Financial services
Refers to the positive number resulting from the aggregation of each account's Cash, short positions and margin balance. Where multiple accounts are included in the analysis, both Cash and Net Debit Balance may be reflected.
Industry:Financial services
Trades entered in a cash account are on a non-credit basis. Funds are due promptly to satisfy purchase commitments in cash accounts.
Industry:Financial services
The cumulative dollar amount in the cash account or the cash portion of the margin account. It includes both settled and unsettled transactions.Cash balances are not necessarily available funds needed for check/Visa/ATM withdrawal. Please check "Available Funds" for cash available.
Industry:Financial services
These are instruments that may offer greater liquidity than other types of securities, in exchange for relatively small price fluctuations and tend to offer lower rates of return in exchange for greater stability. Examples include money market mutual funds, U.S. Treasury Bills, certificates of deposit, and commercial paper.
Industry:Financial services
