- Industry: Financial services
- Number of terms: 10107
- Number of blossaries: 0
- Company Profile:
Fund that concentrates investments in equity securities whose primary trading markets or operations are concentrated in the European region or a single country within this region.
Industry:Financial services
Fund invests 65% of the portfolio in equity securities of companies engaged in providing financial services, including but not limited to banks, finance companies, insurance companies, and securities/brokerage firms.
Industry:Financial services
An indication of the company's leverage. Expressed as Long Term Debt to Capitalization (includes long term debt as well as equity) or Long Term Debt to Equity. A company with a high Long Term Debt to Capitalization or Equity is considered to be highly leveraged.
Industry:Financial services
Firm Maintenance Excess describes the amount by which the equity in your margin account exceeds the Maintenance Requirement.
Industry:Financial services
A firm that rates corporate bonds so investors can judge them as investment risks.
Industry:Financial services
Represents a loan from an investor to a corporation or government. The borrowers promise to repay the loan by a certain date and to pay a specified interest rate regularly to the investors until that date.
For Performance Asset Class Allocation %:
Specifies the total value of all Fixed Income securities, as a percentage of the selected portfolio
For Performance Asset Class ROR %:
Represents the monthly or yearly time weighted rate of return for Fixed Income Asset Class, for the selected portfolio. This rate is calculated using a modified Dietz formula.
Industry:Financial services
Related to Fixed Income: A bond in which the coupon is fixed to maturity.
Industry:Financial services
A loan that is due at the end of a fixed term (interest may be due periodically) and that has a fixed rate of interest established at the time of the loan. With respect to LMA loans, fixed rate term loans are generally available for terms of one month to five years.
Industry:Financial services
Fund emphasises income generation by investing at least 85% of assets in debt issues and preferred and convertible securities.
Industry:Financial services
Fund that allocates investments across various asset classes, including domestic common stocks, bonds, and money market instruments with a focus on total return.
Industry:Financial services
