Investor Definitions

FAIR DISCLOSURE, REGULATION FD

Regulation FD addresses the selective disclosure of information by publicly traded companies and other issuers. Regulation FD provides that when an…

5 years ago

EXPENSE RATIO

The fund's total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average…

5 years ago

EXCHANGE-TRADED FUND (ETF)

Exchange-traded funds (ETFs) are SEC-registered investment companies that offer investors a way to pool their money in a fund that…

5 years ago

EXCHANGE FEE

A fee that some funds impose on shareholders if they exchange (transfer) to another fund within the same fund group.

5 years ago

EX-DIVIDEND DATES: WHEN ARE YOU ENTITLED TO STOCK AND CASH DIVIDENDS

To determine whether you should get a dividend, you need to look at two important dates. They are the "record…

5 years ago

EX-DIVIDEND DATES

To determine whether you should get a dividend, you need to look at two important dates. They are the "record…

5 years ago

ENROLLMENT FEE

Fees that direct-sold college savings plans may charge to join in the program

5 years ago

EMPLOYEE RETIREMENT INCOME SECURITY ACT (ERISA)

The Employee Retirement Income Security Act of 1974, which is administered by the U.S. Department of Labor. ERISA does not…

5 years ago

EDUCATION SAVINGS PLAN

A type of 529 plan that lets an account owner open an investment account to save for the account beneficiary’s…

5 years ago

EDGAR

EDGAR The SEC’s EDGAR database provides free public access to corporate information, allowing you to quickly research a company’s financial information and…

5 years ago