stock fund
Shares investment pool
A stock fund is an investment fund that pools money from multiple investors to buy shares in companies.
The term covers mutual funds, exchange-traded funds, and similar vehicles focused on equities rather than bonds or other assets.
Stock funds vary by strategy—some track broad market indexes, others target specific sectors or company sizes: She put her retirement savings in a low-cost stock fund.
Tradable pooled investment vehicle
- sharesUnits of company ownership
- dividendCorporate profit share
- NAVPer-share fund worth
- prospectusFormal investment disclosure document
yield · securities · load · no-load · REIT · 401(k) · IRA · Vanguard
Units of company ownership
- ownershipLegal right of possession
- stakeSharpened post or share
- shareholderEquity owner in corporation
- voting rightsEntitlement to elect officials
equity stake · book value · capitalization · blue chip · small-cap · domestic · international · emerging markets
Profits from investments
- appreciationRecognition of worth
- capital gainsProfit from asset sales
- growthIncrease in size
- yieldProduce or relinquish
total return · annualized · compound · outperform · underperform · alpha · beta · volatility
Distributing investments strategically
- diversificationExpanding into varied areas
- holdingsProperty one owns
- rebalancingRestoring proper proportions
- risk managementIdentifying and minimizing threats
benchmarking · capital preservation · income generation · tax efficiency · fiduciary · financial planning · investment strategy · concentration
Mutual giving and receiving
- tradingExchanging for value
- NYSELargest equities market
- NASDAQElectronic securities exchange
- bull marketPeriod of rising prices
bear market · volatility · liquidity · index · ticker · S&P 500 · Dow Jones · Nikkei
ETF
Tradable pooled investment vehicle
prospectus · yield · securities · load · no-load · REIT · 401(k) · IRA · Vanguard · Fidelity
shares
Units of company ownership
- ownershipLegal right of possession
- stakeSharpened post or share
- shareholderEquity owner in corporation
voting rights · equity stake · book value · capitalization · blue chip · small-cap · domestic · international · emerging markets
returns
Profits from investments
- appreciationRecognition of worth
- capital gainsProfit from asset sales
- growthIncrease in size
yield · total return · annualized · compound · outperform · underperform · alpha · beta · volatility · historical performance
asset allocation
Distributing investments strategically
- diversificationExpanding into varied areas
- holdingsProperty one owns
- rebalancingRestoring proper proportions
risk management · benchmarking · capital preservation · income generation · tax efficiency · fiduciary · financial planning · investment strategy · concentration · spread
exchange
Mutual giving and receiving
bull market · bear market · volatility · liquidity · index · ticker · S&P 500 · Dow Jones · Nikkei · FTSE
- savingssavings account, piggy bank, online savings, savings bonds, savings plan
- pensionspension, pension plan, pension benefits, pension plans, pension income
- retirement plans401k, IRA, Roth IRA, 403b, defined benefit
- retirement savingsretirement savings, 403b, retirement account, retirement accounts, 401(k)
stock fundmoney market fund
Low-risk pooled investment
savings account · certificate of deposit · government securities · cash reserves · liquid assets
stock, fund, stocks, stocked, stocking, stocky, stockpile, stockyard, livestock