Annuity
What Is an Annuity? An annuity is a contract with an insurance company that guarantees current or future payments in ...
Fixed Income Investment
What are Fixed Income Investments? A fixed income investment is a fund or portfolio in which bonds are primarily purchased ...
Share Classes
What are Share Classes? Share classes represent ownership in the same fund that charge different fees. This can enable shareholders ...
Capital Gains
What are Capital Gains? Capital gains are the difference between a security’s purchase price and its selling price, when the ...
Money Market Fund
What is a Money Market Fund? A money market fund is a mutual fund with investments in high-yield money market ...
Small Cap
What is a Small Cap Stock? Small cap refers to the market capitalization of stocks of companies with market values ...
Mid-Cap
What is a Mid-Cap Stock? Mid-cap refers to the market capitalization of stocks of companies with market values between $2 ...
Asset Class
Asset Class Definition Asset classes are securities with similar features and financial structure. These securities are also held to the ...
Exchange Traded Funds (ETFs)
What Is an ETF? Exchange-traded funds are very similar to mutual funds, except that they trade throughout the day on ...
Blue Chip
Blue Chip Meaning A blue chip is a high-quality, relatively low-risk investment; it usually refers to stocks of large, well-established ...
Large Cap
Large Cap Definition Large cap refers to companies with market capitalization of the stocks with market values greater than $10 ...
Market Capitalization
What Is Market Cap? Market capitalization (Market Cap) refers to the value of all outstanding shares of a company’s stock ...
