Investor Definitions

TENDER OFFER

A tender offer is typically an active and widespread solicitation by a company or third party (often called the “bidder”…

5 years ago

TARGET DATE FUND

A diversified mutual fund that automatically shifts towards a more conservative mix of investments as it approaches a particular year…

5 years ago

SURRENDER CHARGE

A type of sales charge that applies if you withdraw money from a variable annuity within a certain period of…

5 years ago

STOP ORDER

A stop order is an order to buy or sell a stock once the price of the stock reaches a…

5 years ago

STOCK SPLIT

An increase in the number of shares of a corporation's stock without a change in the shareholders' equity. Companies often…

5 years ago

STOCK QUOTES

Listings of prices to buy and sell a specific stock. During trading, quotes show bids, the prices buyers are willing…

5 years ago

STOCK MARKET

A general term for the organized trading of stocks through exchanges, over-the-counter, and computerized trading venues.

5 years ago

STOCK FUND

"Stock fund" and "equity fund" describe a type of investment company (mutual fund, exchange-traded fund, closed-end fund, unit investment trust (UIT)) that invests primarily in stocks…

5 years ago

STOCK

An instrument that signifies an ownership position (called equity) in a corporation, and a claim on its proportional share in…

5 years ago

STATEMENT OF ADDITIONAL INFORMATION (SAI)

Conveys information about an open or closed-end fund that some investors find useful. Funds are not required to provide investors…

5 years ago