A tool that investors and traders can use to filter ETFs based on user-defined metrics. ETF screeners are offered on many websites and trading platforms, and they allow users to select trading instruments that fit a certain profile set of criteria.

Loaded Mutual Fund

A load mutual fund comes with a sales charge or commission.

No-Load Mutual Fund

A no-load mutual fund in which shares are sold without a commission or sales fee. The notion for this is that the shares are allocated directly by the investment company, rather than going through a alternate party.

Mutual Funds

Mutual Funds

A mutual fund is a form of professionally executed investment tool that merges money from numerous investors to buy securities.

Leveraged ETFs

An exchange-traded fund (ETF) that uses financial derivatives and debt to amplify the returns of an underlying index. Leveraged ETFs are available for most indexes, such as the Nasdaq-100 and the Dow Jones Industrial Average.

Spider ETF

A Spider ETF is a summary of Standard & Poor’s depositary receipt, an exchange-traded fund (ETF) administered by State Street Global Advisors.

Most Popular ETFs

Most Popular ETFs by Volume Symbol Name Avg Volume Total Assets SPY SPDR S&P 500 122,437,320 $120,699.8 M XLF Financial Select Sector SPDR 49,102,004 $8,232.3 M EEM MSCI Emerging Markets Index Fund 42,278,938 $37,379.9 M IWM Russell 2000 Index Fund 40,192,414 $17,667.3 M QQQ QQQ 34,720,602 $34,638.4 M VWO Emerging Markets ETF 19,842,342 $57,872.7 M Read More…

Commodity ETF

Exchange-traded funds that invest in physical commodities such as natural resources, agricultural goods as well as precious metals.

Country ETFs

A group of risks combined with investing in a foreign country.

Indexed ETFs

A type of mutual fund with a portfolio constructed to match or track the components of a market index, such as the Standard & Poor’s 500 Index (S&P 500). An index mutual fund is said to provide broad market exposure, low operating expenses and low portfolio turnover.

ETFs vs Stocks

What are the differences between investing in Exchange Traded Funds verses stocks? This article will discuss the pros and cons …

Your goal should be to build and manage a diversified portfolio of stocks and bonds with the lowest possible fees and the greatest possible tax efficiency. ETFs offer seven advantages over index mutual funds: lower cost, greater tax efficiency, better tax management, easier asset allocation, easier portfolio rebalancing, no fraud and you can short ETFs.

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Exchange Traded Fund (ETF)

A stock like security that follows an index, a commodity or a basket of assets like an indexed mutual fund. Securities like ETFs trades like a stock. ETFs prices change throughout the day, like a stock, as they are bought and sold.

Option Spreads

Option Spreads are a kind of option that will get its value from the difference between the prices of two or more assets.

Why Use Options

A benefit of options is the fact that you will not be limited to making a profit only when the market goes up.

Covered Calls

An options strategy by which an investor retains a long position in an asset and writes or sells a call options on an identical in an effort to produce an increased income from the asset.

Creating a Stock Portfolio

This planning center has the information and advice you need to confidently place your first buy order.

Common Investment Mistakes

There are many investment errors that are easy to avoid. This list of Common Investment Mistakes will help the beginner save money.

Cash Flow Statement

A revenue or expense stream that changes a cash account over a given period. Cash inflows usually arise from one of three activities – financing, operations or investing – although this also occurs as a result of donations or gifts in the case of personal finance. Cash outflows result from expenses or investments. This holds true for both business and personal finance.

Dollar Cost Averaging

Dollar Cost Averaging is the method of purchasing a fixed dollar amount of one particular investment at regular period of times, regardless of the share price.