- Industry: Financial services
- Number of terms: 10107
- Number of blossaries: 0
- Company Profile:
Journal entries of funds to an existing account at Merrill Lynch. Examples include fund transfers between accounts, bulk transfers and retirement plan distributions from a client's retirement account to their CMA account.
Industry:Financial services
Fund that concentrates investments in equity securities of Japanese companies.
Industry:Financial services
A joint account ownership type between a wife and husband only used in the state of Wisconsin. When one of the spouses dies the assets do not automatically pass to the surviving spouse.
Industry:Financial services
A type of IRA that lets you save up to $500 a year per child and withdraw it tax-free to pay for qualified higher-education expenses.
Industry:Financial services
The percentage change in value from the original purchase position. Gain (G) represents an increase, Loss (L) represents a decrease.
Industry:Financial services
The percentage difference between current holdings and selected allocation model.
Industry:Financial services
Fund invests at least 65% of fund assets in U.S. government and agency issues.
Industry:Financial services
