- Industry: Financial services
- Number of terms: 10107
- Number of blossaries: 0
- Company Profile:
The broad credit designation given bonds which have high probability of being paid and minor speculative features. Moody's- BAA3 or higher; S&P- BBB- or higher.
Industry:Financial services
Shows either the investment company name/phone number that is providing portfolio management services for the account or the investment model name that is being followed by an account.
Industry:Financial services
One or more goals -- such as long-term capital growth, current income, growth and income, etc. -- that an investor or a mutual fund pursues. Each fund's objective is stated in its prospectus.
Industry:Financial services
Investment ratings reflect the analyst’s assessment of a stock’s absolute total return potential and attractiveness for investment relative to other stocks within its Coverage Cluster (defined below). There are three investment ratings:
1 – '''Buy''' (stocks are expected to have a total return of at least 10% and are the most attractive stocks in a Coverage Cluster),
2 – '''Neutral''' (stocks are expected to remain flat or increase in value and are less attractive than Buy rated stocks), and
3 – '''Underperform''' (stocks are the least attractive stocks in a Coverage Cluster).
Analysts assign investment ratings considering, among other things, the 0 to 12 month total return expectation for a stock. The current price objective for a stock should be referenced to better understand the total return expectation at any given time. The price objective reflects the analyst’s view of the potential price appreciation (depreciation).
Industry:Financial services
Bond without a call feature or a redemption privilege.
Industry:Financial services
The date that policy documents are printed and the policy is issued in the system. The incontestability and suicide provisions run from this date.
Industry:Financial services
For an IRA this is the amount of funds contributed for the prior year.
Industry:Financial services
The net price change from the previous day's Net Asset Value.
Industry:Financial services
Describes the annualised return of the Option if the Market Price of the Underlying Equity does not change. The annualised return will not be available for Option Contracts that expire in 60 days or less. For covered calls, the return is defined by:(Premium - if positive, (Market Price - Strike Price))/Market Price.) For written puts, the return is defined by:(Premium - if positive, (Strike Price - Market Price))/Market Price.) The annualised return is determined by multiplying the return by 12 and dividing it by the number months left to maturity (rounded up).
Industry:Financial services
Indicates whether the account is managed within the ML Consults service, MFA service, Personal Investment Advisor Service, ML Investment Manager/Private Investor Service, or if it is Client Directed.
Industry:Financial services
