Funds

Funds

Industry: Financial services

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Funds

average portfolio beta

Financial services; Funds

Beta coefficient is the market sensitivity of a stock. It measures the average response of the price to moves in the aggregate market over the past sixty months. N.A. - insufficient observations ...

allocation

Financial services; Funds

The amount of shares designated for a particular account for which an irrevocable order to purchase can be made.

dividend usage

Financial services; Funds

Shows whether an election has been made to receive any dividends and interest paid on securities held.

average yield to call

Financial services; Funds

The average rate of return of the callable bonds in your portfolio, from the time of purchase to call date.

allocation models

Financial services; Funds

The following are seven asset allocation models for long-term investment planning. These models generally coincide with the way most individual investors characterize their objectives. *Capital ...