What is OEX?
The ticker symbol for the Standard & Poor’s 100 Index. Read more for examples and further explanation including related video clips and also comments
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Tag: stocks
Net Investment Income definition explanation
What is Net Investment Income?
Income received from investment assets (before taxes) such as bonds, stocks, mutual funds, loans and other investments (less related expenses). The individual tax rate on net investment income depends on whether it is interest income, dividend income or capital gains. Read more for examples and further explanation including related video clips and also comments
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Standard And Poor’s CNX Nifty definition explanation
What is Standard And Poor’s CNX Nifty?
A stock index endorsed by Standard & Poor’s and composed of 50 of the largest and most liquid stocks found on the National Stock Exchange (NSE) of India. It is commonly used to represent the market for benchmarking Indian investments. Similar to other major stock indexes like the S&P 500, companies must meet certain requirements in terms of market capitalization and liquidity before they can be considered for inclusion in the index.
Also known as “”Nifty 50″”. Read more for examples and further explanation including related video clips and also comments
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Legend definition explanation
What is Legend?
A notification placed on certain stock certificates describing the terms and conditions of sale and ownership. Read more for examples and further explanation including related video clips and also comments
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Dow Jones Wilshire Large-Cap Index definition explanation
What is Dow Jones Wilshire Large-Cap Index?
A market-capitalization weighted index maintained by Dow Jones Indexes that is the large-cap subset of the Dow Jones Wilshire 5000 Composite Index. The Dow Jones Wilshire Large-Cap Index contains the top 750 companies as measured by market capitalization. Read more for examples and further explanation including related video clips and also comments
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Block Order definition explanation
What is Block Order?
A signficant order placed for sale or purchase of a large number of securities. Block orders are often used by institutional investors.
Also known as a “”Block Trade””. Read more for examples and further explanation including related video clips and also comments
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Keogh Plan definition explanation
What is Keogh Plan?
A tax deferred pension plan available to self-employed individuals or unincorporated businesses for retirement purposes. A Keogh plan can be set up as either a defined-benefit or defined-contribution plan, although most plans are defined contribution. Contributions are generally tax deductible up to 25% of annual income with a limit of $47,000 (as of 2007). Keogh plan types include money-purchase plans (used by high-income earners), defined-benefit plans (which have high annual minimums) and profit-sharing plans (which offer annual flexibility based on profits).
Also known as an HR(10) plan, Keogh plans can invest in the same set of securities as 401(k)s and IRAs, including stocks, bonds, certificates of deposit and annuities. Read more for examples and further explanation including related video clips and also comments
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Stewardship Grade definition explanation
What is Stewardship Grade?
An evaluative data point in Morningstar’s fund and stock reports that assesses the quality of a company’s governance practices. Stewardship grades for both funds and stocks range from ‘A’ (excellent) to ‘F’ (very poor) based on criteria that measures the effectiveness of fund and corporate managers to consistently act with their shareholders’ best interests in mind. Read more for examples and further explanation including related video clips and also comments
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Country Fund definition explanation
What is Country Fund?
An international mutual fund with a portfolio that consists entirely of securities, generally stocks, of companies located exclusively in a given country. Read more for examples and further explanation including related video clips and also comments
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China Securities Regulatory Commission – CSRC definition explanation
What is China Securities Regulatory Commission – CSRC?
The main securities regulatory body in China, which was created in 1992 and governs over all securities exchanges and futures markets activity within the People’s Republic of China. Similar in its charge to the Securities and Exchange Commission (SEC), the CSRC is mandated to perform functions such as:
-Creating and reviewing securities legislation
-Regulating the trading, issuing, and settlement of stocks, fixed income securities, and securities funds
-Supervising the conduct of shareholders and securities brokers
-Overseeing the issuance of overseas company listings and offerings (such as H-Shares listed on the Hong Kong Exchange)
The CSRC includes more than 30 regulatory bureaus that cover different geographic regions of the country, and two supervisory bureaus at the nation’s two largest stock exchanges in Shanghai and Shenzhen. Read more for examples and further explanation including related video clips and also comments
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