Index and Mutual Fund Vocabulary

pool of underline securities managed within a particular investment objective

• Stock Market

• Portfolio

• Bond

• Mutual Funds

ownership of a company which enacts rights and responsibilities

• Bond

• Stock

• Hedge Fund

• Mutual Fund

A fund that pools the money of several investors to buy a large variety of securities that meet the stated investment goals of the fund.

• savings bond

• estate

• seurities

• mutual fund

Tags

CCSS.L.11-12.4C

CCSS.L.6.4C

CCSS.L.7.4C

CCSS.L.8.4C

CCSS.L.9-10.4C

The ability to buy or sell an investment quickly without substantially reducing its value.

• personal financial planning

• investment liquidity

• savings bond

• dividends

The process of spreading your assets among several different types of investments to reduce risk.

• trust

• diversification

• estate planning

• investment liquidity

A distribution of money, stock, or other property that a corporation pays to stockholders.

• investment

• dividends

• savings

• bonds

Tags

CCSS.L.3.4D

CCSS.L.6.4C

CCSS.L.7.4C

CCSS.L.8.4C

CCSS.L.9-10.4C

A share of a company held by an individual or group.

• dividends

• bonds

• stock

• savings

A larger segment of the economy made up of companies producing goods and services that share a similar business type. Ex: the transportation _____ is made up of the automobile industry, railroad industry, airplane industry, etc.

• Industry

• Sector

• Portfolio

• Diversification

Tags

CCSS.RI.5.10

CCSS.RI.6.4

CCSS.RI.7.4

CCSS.RI.8.4

CCSS.RI.9-10.4

The percentage increase or decrease in value for one share since the beginning of the current calendar year.

• NAV (Net Asset Value)

• YTD (Year-to-Date) Return

• Expense Ratio

• P/E Ratio

Tags

CCSS.6.RP.A.3C

How much it costs to maintain the mutual fund in proportion to the value of the mutual fund.

• Mutual Fund

• Earnings per Share

• Expense Ratio

• P/E Ratio

Tags

CCSS.7.RP.A.3