finance.idaho.gov

Website:https://www.finance.idaho.gov/
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Definitions (111)

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accrued interest


The estimated amount of interest that would be received upon a sale. In most cases, it is calculated from the date of the last coupon payment up through the closing date of the account statement.
Source: finance.idaho.gov

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annual and semi-annual reports


Also known as financial statements. These are the reports a mutual fund company sends to its unit holders which describe the fund’s performance over the past year or six-month period and that identifi [..]
Source: finance.idaho.gov

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assets


What a firm or individual owns.
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asset allocation


An investment strategy that divides assets among major asset categories such as stocks, bonds, or cash, usually balancing risk and creating diversification.
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back-end load


A sales charge levied when mutual fund units are redeemed.
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balanced funds


A mutual fund that holds a mix of securities – usually money market, bonds and equities. The relative balance of these securities can be changed to take advantage of phases in the economic cycle.
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balance sheet


A financial statement showing the nature and amount of a company's assets, liabilities and shareholders' equity.
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bear market


A market in which prices are generally falling.
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bid and ask


The bid price is the highest price anyone is willing to pay to buy a stock; while the ask is the lowest anyone will accept to sell a stock. Together, the bid and ask prices are referred to as a " [..]
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bond


A long-term debt instrument with the promise to pay a specified amount of interest and to return the principal amount on a specified maturity date.
Source: finance.idaho.gov


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