Terms

Financial instruments whose performance is derived, at least in part, from the performance of an underlying asset, security or index. […]

Information about a company’s financial condition and business that it makes public. Investors can use this information to make informed

Fees paid out of fund assets to cover marketing and selling fund shares. These fees may cover advertising costs, compensating

Diversification is a strategy that can be neatly summed up as “Don’t put all your eggs in one basket.” The

Distribution of earnings paid out to shareholders. With mutual funds and ETFs, dividends can be a result of capital gains,

The distribution rate of a fund calculated by dividing the amount of the dividends per share by the per share

The DJIA is a widely followed index that is used as a barometer of stock market performance. This stock index

If a CD is redeemed before it matures, you may have to pay a penalty or forgo a portion of

A public company’s net profit divided by the number of its common shares.

Funds may be electronically transferred between accounts of buyers, sellers, and other individuals. This service allows for direct deposits or