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Glossary of Financial Terms

A-E | F-J | K-O | P-T | U-Z

The stocks, bonds and other assets owned by a mutual fund or other investor.

A combination of securities.

Portfolio manager
Handles the assets of a securities portfolio of a mutual fund, an individual, or an institutional investor. Usually, this individual is responsible for deciding which securities to buy, hold, or sell.

Price-to-Earnings (P/E) ratio
The amount investors pay for a stock in relation to the company's earnings per share of outstanding stock.

Principal value
Represents an investment's original invested amount.

Describes its history, the background of its managers, its objectives, its financial statement, its eligible investments, its charges, and other essential facts an investor would need to make an informed decision concerning the fund's prospects.

The process of converting shares into cash, or selling shares. Any open-end mutual fund must redeem shares at the current price from a registered shareholder upon his or her request. Also referred to as a liquidation.

Regional Bond
Regional Bond Fund seeks current income. Generally invest in corporate and/or governments debt securities focusing on a single region, but not limited to one country.

Using dividend or capital gain payments to purchase more shares instead of taking payments in cash.

Shares and debt obligations of every kind, including options, warrants, and rights to acquire shares and debt obligations.

An investment interest that can be bought and sold. Examples include stocks, bonds, and money market obligations.

Securities and Exchange Commission (SEC)
The federal agency responsible for regulating securities markets and mutual funds as well as protecting investors.

A unit of ownership in a fund or a stock.

Owns shares of a mutual fund or a stock.

The Securities Investor Protection Corporation. Provides up to USD500,000 insurance protection for your U.S. stock brokerage account.

Small-cap (capitalization) stocks
Issues with outstanding shares valued at USD2 billion or less.

Specialized Fund
Specialized Equity Funds invest in securities of a specific industry or economic sector. Sectors include technology, real estate, gold, precious metals utilities, etc. The fund could be limited to one or more regions and/or countries.

Standard & Poor's 500 Composite Index (S&P 500)
A popular, unmanaged index of common stock total return performance. It is not possible to invest directly in an index.

Stock fund
Generally seek to produce an increase in the value of their shares. Their objectives can range from moderate growth and moderate current income to long-term growth with income incidental.

Stock and bond fund
Invest in a mix of bonds, preferred stocks, and common stocks and seek to conserve principal, pay current income, and seek long-term growth of both principal and income.

Total Return
The rate of return on an investment, including all dividends and interest, plus or minus any change in the value of the asset. Also, an investment strategy that seeks a combination of growth and income.

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