4 Terms
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Funds
Industry: Financial services
Add a new termContributors in Funds
Funds
size & style (equities)
Financial services; Funds
A way to categorize securities based upon the size and style characteristics. The categories are Large Cap Growth, Large Cap Value, Small Cap Growth, and Small Cap Value. Size and Style are combined ...
size & style (fixed income)
Financial services; Funds
The fixed income securities in your portfolio are classified in two ways: length of maturity &151; short-, intermediate-, or long-term &151; and credit quality &151; high, medium, and low. A fixed ...
SMA change
Financial services; Funds
Changes to the Special Memorandum Account caused by trades. Market movement or deposit of cash or securities.
SSN/TIN
Financial services; Funds
The social security number or taxpayer identification number of the primary client on the account.
Standard & Poor's 500 Index (S&P 500)
Financial services; Funds
This index, also known by its options ticker symbol SPX, measures the overall change in the value of the 500 stocks of the largest firms in the U.S. (The breakdown between industrial, transportation, ...
U.S. Government Funds
Financial services; Funds
Fund invests at least 65% of its assets in U.S. government and agency issues.
