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Investing Terms Glossary

College Planning with Foresters Equity Services Is mutual fund terminology confusing to you? As an investor in today's complex world, you're bombarded by industry terminology everywhere you turn. In the FESCO Investing Terms Glossary we've defined many of these terms for you in an easy-to-understand manner.

Browse Terms Alphabetically

Jump to a letter:

A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | Y | Z



A
Account Executive Accumulation Plan Agency Bonds Aggressive Growth Portfolio	Aggressive Investment Policy Amex Annual Report Annuity	Ask Price Asset Auction Market Automatic Reinvestment	Automatic Withdrawal Average Basis
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B
Backdating Back-End Load Back Office Balanced Mutual Fund Banker's Acceptance	Basis Point Bear Market Bellwether Beneficiary Beta Coefficient	Bid Price Big Board Bills Blue Chips Blue Sky-Law	Bond Bond Rating Breakpoint Breakpoint Sale Bull Market
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C
Call Callable Capital Gain Capital Growth Capital Loss Capitalization	Cash Or Deferred Arrangement Cboe Certificate Of Deposit (CD) Churning Closed-End Fund or Investment Company Commercial Paper	Common Stock Community Property Conservative Growth Portfolio Consumer Price Index Convertible Coupon Bond	Coupon Rate Covered Option Current Yield Custodial Account Custodian
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D
Debenture Defined Benefit Plan Defined Contribution Plan Discount	Discount Broker Discount Rate Discretionary Account District Business Conduct Committee	Diversification Diversified Investment Company Dividend Dollar Cost Averaging	Dow Jones Average Dow Jones Industrial Average
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E
Education IRA EE Bonds	Erisa Estate Tax	Exchange Privilege Exclusion	Exclusion Allowance Expense Ratio
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F
Face Value Family of Funds Fannie Mae	Federal Deposit Insurance Corporation (FDIC) Federal Reserve Bank Fidelity Bond	Fiduciary Financial Representative Federal Savings and Loan Insurance Corporation (FSLIC) Forbes 500	Fortune 500 Forward Pricing Futures Contract
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G
General Obligation Bond	Gift Taxes	Growth Fund	Growth And Income Fund
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H
Hedge	Hedge Fund	Hh Bonds	High-Grade Bond
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I
Income Fund Income Portfolio Individual Retirement Account (IRA)	Inflation Inheritance Tax Inside Information	Investment Company Act of 1940 Investment Grade Insider	Investment Company IRA Rollover
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J
Joint Account Joint And Survivor	Joint Tenancy	Joint Tenancy with Rights of Survivorship	Junk Bond
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K
Keogh Plan	Key Employee	Know Your Customer
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L
Legal Age Letter Of Intent	Limited Partnership Liquidation	Load Fund Long Term	Lump-Sum Distribution
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M
Management Company Maturity Merger	Money Market Money Market Fund Money Purchase Plan	Moody's Municipal Bonds Mutual Fund	Mutual Fund Custodian
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N
Financial Industry Regulatory Authority (FINRA)	Negotiable Certificate of Deposit	Net Asset Value (NAV)	No-Load Fund
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O
Offering Price Open-End Investment Company Operations	Option Order-Ticket	Ordinary Income Over-The Counter (OTC) Market	Oversold Overvalued
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P
Par Value Passive Income Penny Stocks Pension Plan Point	Portfolio Portfolio Manager Preferred Stock Premature Distribution	Premium Price-Earnings Ratio Principal Private Placement	Profit-Sharing Plan Prospectus Public Offering Price Put
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Q
Qualified Plan
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R
Real Estate Investment Trust (REIT) Redemption Fee	Regulated Investment Company	Requlation Q Reinvestment Plan	Rollover Roth IRA
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S
"S" Corporation Salary Reduction Plan Sales Load Or Charge Securities and Exchange Commission (SEC) Securities Investors Protection Corporation (SIPC) Self-Directed Plan	Series Bonds Service Charge Settlement Date Signature Guarantee Simplified Employee Pension (SEP) Socially Conscious Fund	Socioeconomic Risk Special Situation Portfolio Specialist Specialized Fund Specialized Portfolio Speculative Portfolio Spousal IRA	Spread Standard & Poor's Index Stock Stock Dividend Stock Specialist Surrender Charge
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T
Tax-Advantaged Investment Tax Exempt Tax Reform Act Of 1986 (TRA '86) Tenants In Common	Total Return Trade Date Transfer Agent Treasury Bills	Treasury Bonds Treasury Notes Treasury Stock	Trust Trustee 12(BXI) Fee
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U
Underwriter	Uniform Gift to Minors Act (UGMA)
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V
Vesting	Voluntary Accumulation Plan	Voluntary Contributions
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W
Wash Sale	Withdrawal Plan
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Y
Yield	Yield To Maturity
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Z
Zero-Coupon Bond
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