Funds

Funds

Industry: Financial services

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Funds

current annual distribution

Financial services; Funds

Most recent cumulative annual distribution from dividend income, capital gains and/or return of capital.

Dow Jones Industrial Average (DJIA)

Financial services; Funds

Price-weighted average of 30 actively traded blue chip U.S. stocks.

Dow points

Financial services; Funds

The change that the DJIA would experience if it were to change at the same percentage this index changed.

income & growth (investor profile)

Objective is to strike a balance between bonds for current income and stocks for growth. Despite the relatively balanced nature of the portfolio, an investor using this profile should be willing to ...

American Depository Receipts (ADRs)

Financial services; Funds

American Depository Receipts (ADRs) are receipts held by an U.S. bank that represent stock in a foreign firm. ADRs trade in U.S. dollars, making it simpler for U.S. investors to invest in overseas ...

American style option

Financial services; Funds

An option contract that may be exercised at any time between the date of purchase and the expiration date. Most exchange-traded options are American-style.

AMUL/GA

Financial services; Funds

A custodial arrangement under Georgia law where a custodian manages assets for the benefit of a minor. AMUL/GA was replaced by UTMA in Georgia in 1990. All new transfers must be UTMA. AMUL/GA may ...