Terms

The process of apportioning investments among various asset classes, such as stocks, bonds, commodities, real estate, collectibles and cash equivalents. […]

Investments that have similar characteristics. The three main asset classes are stocks, bonds, and cash.

This term refers to large financial institutions, such as specialist firms and market makers, which are involved in the creation

This prearranged investment plan automatically deposits mutual fund dividends or capital gains back into the fund to purchase additional shares,

The original cost and any additional outlays represent the cost basis in equity investments or property. The Internal Revenue Service

Measurement used to quote bonds. One basis point is equal to 0.01%, or one one-hundredth of one percent. 100 basis

A unit or group of securities. The grouping of securities within an ETF is sometimes referred to as a basket.

A time when stock prices are declining and market sentiment is pessimistic. Generally, a bear market occurs when a broad

This person or entity named in a will, life insurance policy, a qualified retirement plan, or an annuity is eligible,

A benchmark is a yardstick or standard for measuring the performance of an investment. For example, the Barclays Capital U.S.