A to Z glossary
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#0-9
10-K
10-Q
12b-1 fee
12 mo. EPS from continuing operations
12 mo. EPS from total operations
13-D
200-day moving average
30-year Treasury Bill
401(k)
403(b)
5% insider ownership (%)
50-day moving average
52-week high
52-week low
5-year earnings growth
5-year high
5-year low
8-K

A
Absolute Breadth Index
accept
account
account group
account position
account register
accounts payable
accounts receivable (individual)
accumulated depreciation and depletion
accumulation and distribution
acid-test ratio
actual earnings
adjusted balance
adjusted gross income
adjustment
ADR
advance/decline index
Advanced Account Register
Advanced Bills
Advanced Budget
Advanced Reports
Advisor FYI
advisory services
after hours
aggressive growth fund
all ordinaries
alpha
alternative minimum tax
American Depositary Receipt (ADR)
American Stock Exchange (Amex)
American-style option
Amex
Amex market value
amortization
amortized loan
Annual Percentage Rate (APR)
annualize
annual return
annuity
annuity, deferred
annuity, immediate
annuity, single life
annuity, split
Apay
Annual Percentage Rate (APR)
appreciation
arbitrage
Arms Index
archive
ask
ask size
asset
assets (corporate)
asset allocation
asset allocation fund
asset class
asset turnover
associated cash account
Atlanta Fed Index
at-the-market order
at-the-money option
auto and truck sales
autobalance
AutoComplete
average cost
average credit quality
average daily volume
average maturity (days)

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B
balance (of an account)
balance (to balance an account)
balanced fund
balance sheet
balloon payment
bank balance
bankruptcy
bar chart
base currency
basis point
bear
bearish spread
bear market
bear trap
Beige Book
beneficiary
best-fit index
beta
bid
bid size
bid tick
Big Board
bill payment provider
blue chip
Bollinger bands
bond
bond rating
book value
book value/share
breakout
brokerage account
brokerage availability
brokered CD
bucket shops
bull
bull/bear ratio
bullish spread
bull market
bull trap
buyers
buy on margin

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C

call
callable bond
called away
candlestick chart
capacity utilization
capital expenditure
capital gain
capital gains distribution
capital loss
capital spending
cash and equivalents
cash at beginning of period
cash flow (business)
cash flow review
cash transaction register
casualty
category
category average return
Certificate of Deposit (CD)
chain store sales
change
Chart of Accounts
Chicago Board Options Exchange (CBOE)
churning
class
Class B shares
class of options
cleared transaction
close
closed-end fund
closed to new investors
commission
commodity
Commodity Futures Trading Commission (CFTC)
common stock
common stock equity
company name
composition
concentration risk
conglomerate
consensus EPS trend
consensus estimate
consolidated balance sheet
constant ratio investing
construction spending
consumer confidence
Consumer Credit Report
consumer durables sector
consumer price index
consumer sentiment index
consumer staples sector
contingent deferred sales load
contract size of an equity option
contrarian
convertible security
cop/lease sector
corporate bonds
correction
correlation
cost basis
cost of sales
Council of Economic Advisors (CEA)
coverage ratio
covered call
CPI-Indexed Treasury Notes (TIPS)
credit rating
credit report
credit risk
credit spread
currency
currency hedging
currency risk
current assets
current dividend yield
current (last) price
current liabilities
current offer
current ratio
current yield
custodial account
cyclical stock

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D
daily volume (13-week average)
DAX
day's high
day's low
day trader
debenture
debit spread
debt
debt consolidation loan
debt/equity ratio
debt guidelines
debt ratio
Debt Reduction Planner
debt securities
decrease/increase in other current liabilities
decrease/increase in payables
deduction
deferred income taxes
deferred sales charge
delta
demand sector
depreciation and amortization
derivative instrument
difference in earnings
dilution
direct debit
direct deposit
direct financial services
direct purchase plan
direct statements
discretionary category
distribution
diversification
Diversified emerging markets
Diversified Pacific Asia
dividend
dividend coverage
dividend growth
dividends paid per share
dividend payout
dividend rate
Dividend Reinvestment Plan (DRIP)
dividend yield
dividend yield (5-year average)
dollar
dollar cost averaging
domestic hybrid
domestic stock fund
double bottom
double top
Dow industrials
Dow Jones Industrial Average
Dow Jones membership
Dow Jones Transportation Average
Dow Jones Utilities Average
Dow Jones Wilshire 5000 Composite Index
DRIP
durable goods order

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E
earnings
earnings date
earnings estimates
earnings growth
earnings multiple
earnings per share (EPS)
earnings surprise
EBIT
EBITDA
Edgar

Education sector
effective tax rate
effect of exchange rate changes
Elliott wave theory
emerging-markets bond
emerging markets fund
employees
employee stock option grant
employee stock purchase plan (ESPP)
employment report
encryption
Energy sector
entry level
Epay
EPS
EPS (latest 12 months)
EPS (1-year growth rate)
EPS (5-year growth rate)
EPS estimate
EPS growth next year
EPS growth quarter vs. quarter
EPS growth year vs. year
EPS growth YTD vs. YTD
EPS percent change
equity
equity securities
escudo
Essential Account Register
Essential Bills
Essential Budgets
Essential Reports
estate
estate planning
ETF
euro
European-style option
Europe stock fund
Eurotop 100
even lots
exchange
ex-dividend
exemption
exercise
exercise price
existing home sales
exit level
expectational analysis
expected risk/return
expense projections (3-, 5-, and 10-year)
expense ratio
expiration date
export
extraordinary (gains) losses
extraordinary income

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F
face value
factory orders
family name
family of funds
Fannie Mae
favorite accounts
Federal Open Market Committee (FOMC)
Federal Reserve System
Fibonacci studies
fiduciary
FIFO
file
financial adviser
financial planner
financials sector
financing activities
fiscal year (FY)
fixed asset
fixed cost
float (%)
foreclosure
foreign exchange rate
foreign exchange risk
foreign funds
foreign stock fund
Form 10-K
Form 10-Q
Form 13-D
Form 4
Form 8-K
forward P/E
franc
free cash flow
front load
FTSE 100
fully diluted earnings per share
fully diluted EPS from continuing operations
fully diluted EPS from discontinued operations
fully diluted EPS from total operations
fundamental analysis
fundamentals
fund inception date
fund manager
fund transfer
future occurrences
futures
futures options
FY

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G
gain/loss
gain/loss %
general obligation sector
giant cap
global funds
good-till-canceled order
goodwill
government income funds
grace period
gross domestic product (GDP)
gross margin
gross national product (GNP)
gross operating profit
gross pay
gross profit
gross sales
G-8 (group of eight)
growth and income funds
growth persistence
growth rate
growth stock
Guaranteed Investment Contract (GIC)

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H
Hang Seng
head and shoulders
health sector
hedge fund
hedging
high
high estimate
high-yield bond fund
Hong Kong Options Index
housing sector
housing starts and building permits

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I
import
incentive stock option (ISO)
inception date
income (1-year growth rate)
income (5-year growth)
income (last 12 months)
income from continuing operations
income from cumulative effect of accounting change
income from tax loss carryforward
income from total operations
income guidelines
income per employee
income statement
income stock
income tax
increase/decrease in inventories
increase/decrease in other current assets
increase/decrease in receivables
index
index fund
index option
Individual Retirement Arrangement (IRA)
industrial cyclicals sector
industrial development bond fund
industrial production
industrial sector
industry
industry full name
inflation risk
initial jobless claims
initial public offering (IPO)
insider trading
institutional fund
institutional investor
institutional ownership
intangibles
interest coverage
interest expense
interest rate risk
interest-sensitive stock
intermediate bond
intermediate-term bond fund
intermediate-term government fund
international bond fund
international funds
international hybrid
international trade report
in the money
intrinsic value
inventories
inventory turnover
investing activities
investment
investment account
investment category
investment limited partnership
IPO
IRA
ISP
issuance of capital stock
issuance of debt
itemized deductions

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J
Japan Index
Japan stock fund
joint return
junk bond

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K
Keogh plan
key support
krona
krone

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L
laddering
Large Blend
large cap
Large Growth
Large Value
last
last trade size
last updated
latest dividend rate
latest fiscal EPS
latest quote
Latin American stock fund
leading economic indicators
leverage
leveraged buyout (LBO)
leverage ratio
liability
lien
limited partnerships
limit order
linear regression channels
line charts
line of credit
liquidity
liquidity ratio
living will
load
load-adjusted return (1, 3, 5, 10 year)
load fund
loan
lock-limit
long bond
long-term bond fund
long-term debt
long-term government fund
lot
low
low estimate

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M
managed futures
manager tenure
margin account
marginal rate
margin call
marketability risk
market capitalization
market cap composition
market maker
market order
market timing
market value (current)
match (a transaction)
material participation
maturity
mean
mean recommendation
Media General Financial Statements
median market cap
medical sector
medium cap
merge (an account)
Mexico Index
micro cap
mid-cap
Mid-Cap Blend
Mid-Cap Growth
Mid-Cap Value
minimum initial purchase
minimum subsequent purchase
minority interest
miscellaneous revenue sector
Mitsubishi Index
modern portfolio theory
momentum
money flow (MF)
money market fund
money supply
Morningstar
Morningstar 3-, 5-, and 10-year rating
Morningstar 3-, 5-, and 10-year return rating
Morningstar 3-, 5-, and 10-year risk rating
Morningstar category

Morningstar also includes several other specialty domestic equity fund categories, such as Specialty Heath Care and Specialty Technology, as well as International Equity, Bond, Taxable Bond, and Municipal Bond categories. )
Morningstar rating
Morningstar return rating
Morningstar risk rating
mortgage-backed securities
most-active list
moving average
moving average convergence/divergence (MACD)
moving average envelope
Multisector Bond Fund
municipal bond
Municipal bond national, intermediate term fund
Municipal bond national, long term fund
Municipal bond, short term (single-state and national) fund
Municipal California intermediate fund
Municipal California long term fund
Municipal New York intermediate fund
Municipal New York long term fund
municipal revenue bond
Municipal single-state bond, intermediate-term fund
Municipal single-state bond, long-term fund
mutual fund

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N
naked calls
naked puts
Nasdaq
Nasdaq Composite Index
necessary category
Negative Volume Index (NVI)
net assets
Net Asset Value (NAV)
net cash from continuing operations
net cash from discontinued operations
net cash from financing activities
net cash from investing activities
net cash from operating activities
net change in cash and cash equivalents
net income or loss
net income from continuing operations
net income from discontinued operations
net income from total operations
net insider transactions
net investment income
net position change
net profit margin
net worth
new home sales
new listing
new positions
New York Stock Exchange
next upcoming occurrence
Nifty Fifty
Nikkei 225
no-load fund
nominal return
non-amortized loan
noncurrent assets
noncurrent liabilities
nonvoting stock
normalized income
number of analysts
number of employees
number of shares

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O
occasional expenses
odd lot
OFX
On Balance Volume (OBV)
Online Bill Payment
online quotes
online services
open
open-end fund
opening balance
open interest
open market operation
operating gains or losses
operating activities
operating income or loss
operating profit
operating ratio
option
other current assets
other current liabilities
other financing charges, net
other gains or losses
other income (net)
other investing changes (net)
other non-cash items
other taxes
out-of-the-money option
overall rank
overbought
overhead resistance
oversold
over-the-counter market (OTC)

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P
Pacific-Asia stock excluding Japan
Pacific Exchange (PCX)
par value
passive loss deductions
pay date
payee
payment of cash dividends
payout ratio
PEG ratio
penny stock
P/E ratio (1 month ago)
P/E ratio (1 year ago)
P/E ratio (5-year average)
P/E ratio (5-year high)
P/E ratio (5-year low)
P/E ratio (6 months ago)
P/E ratio
pension
percent bond
percent cash
percent change
percent gain
percent giant capitalization
percent institutional ownership
percent large capitalization
percent medium capitalization
percent micro capitalization
percent net assets
percent of portfolio
percent other
percent price change
percent price change 1 week
percent price change last 6 months
percent price change last month
percent price change last quarter
percent price change last year
percent price change year to date
percent small capitalization
percent stock
personal income report
Philadelphia Fed Index
PIN
pink sheets
point
portfolio
portfolio turnover
position tracking
pound
power of attorney
preferred dividends
preferred stock
preferred stock equity
pre-tax margin
previous close
price
price appreciation
price/asset ratio
price/book value
price/cash flow ratio
price channel
price earnings ratio (P/E)
price/earnings (portfolio)
price/sales ratio
primary EPS from continuing operations
primary EPS from discontinued operations
primary EPS from total operations
prime rate
principal
probate
Producer Price Index (PPI)
productivity
productivity report
profit and loss statement
profit margin
program trading
projected expenses for $1,000 purchase
property, plant, and equipment, gross
property, plant, and equipment, net
prospectus
proxy
PSE
PSR
public short ratio
purchase constraints
purchase of property, plant, equipment
purchase of short-term investments
put
put/call ratio

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Q
qualified fund
quantity
quick ratio

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R
rand
rating

random-walk theory
Real Estate Investment Trust (REIT)
realized gain or loss
real return
receivables
receivable turnover
recent quarter surprise percent
reconcile
reconciled transaction
record date
recurring transaction
Redbook survey
redemption fee
red herring
regional funds
registered representative
reinvestment
REIT
relative strength
Relative Strength Index (RSI)
repurchase of capital stock
research and development costs (R&D costs)
resistance level
Retail Sales Index
retail sector
retained earnings
retirement account
return
return of capital
return on assets (ROA)
return on capital
return on equity (ROE)
return on investment (return on invested capital)(ROI)
return on sales
revenue
revenue/employee
revenue growth
revenue growth quarter vs. quarter
revenue growth year vs. year
revenue growth YTD vs. YTD
revenue/share
risk
risk rank
risk tolerance
ROA
ROE
ROI
rollover
Roth IRA
r-squared
rule 12(b)1
rule of 72
rupee
Russell 2000 Stock Index

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S
sale of property, plant, equipment
sale of short-term investments
sales
sales growth (annual vs. one year ago)
sales (1-year growth rate)
sales (5-year growth)
sales (last 12 months)
sales/employee
sales growth (qtr. vs. 1 year ago)
sales/share
S&P
S&P 500
S&P 500 index membership
savings bonds
schedule
Schedule A
Schedule C
Schedule D
screen
SEC
sector
sector weightings
Securities and Exchange Commission (SEC)
security
sellers
selling, general and administrative expenses
selling short
Simplified Employee Pension (SEP or simple-IRA)
services sector
shareholder's equity
shares outstanding
Sharpe ratio
short
short covering
short interest ratio
short interest shares
short sale
Short-Term Bond fund
short-term debt
Short-Term Government fund
sinking fund
size of last sale
Small Blend
small cap
Small Growth
Small Value
socially responsible funds
soldout positions
special income/charges
Specialty-Financial
Specialty-Health
Specialty-Natural Resources
Specialty-Precious Metals
Specialty-Real Estate
Specialty-Technology
Specialty-Unaligned
Specialty-Utilities
spin-off
split
split transaction
spread trading
Standard & Poor's
S&P 500
standard deduction
standard deviation
statement
statement of cash flow
stochastic oscillator
stock
stockbroker
stock certificate
stock option
StockScouter fundamental grade
StockScouter ownership grade
StockScouter rating
StockScouter sector
Stockscouter size
StockScouter style
StockScouter technical grade
StockScouter valuation grade
stop loss order
stop order
straddle
Straits Times Industrials
strangle
street name
strike price
Student Loan Marketing Association (Sallie Mae)
subcategory
subclass
support level
symbol

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T
target price
tax bracket
tax-deferred
Tax Estimator
tax withholding
technical analysis
technical analyst
technical correction
technical indicator
technology sector
tender offer
ticker
time value
title insurance
today
top-10 holdings
total annualized return
total assets
total common shares outstanding
total current assets
total current liabilities
total equity
total liabilities
total liabilities and stock equity
total net income
total non-current assets
total non-current liabilities
total positions
total return
total shares outstanding
total stocks
transaction
transaction form
transfer
transportation sector
Treasury budget
Treasury shares
triple witching hour
trust
trust deed
TSE 300 Index
turnover ratio
type

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U
ultrashort bond fund
uncovered call
uncovered put
underlying investment
underwriter
unearned income
unit investment trust
UPC restricted
utilities bond
utilities sector

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V
value stock
variable ratio investing
VAT
vehicle sales
venture capital
vested value
volatility
volume

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W
W-2
W-4
warrant
watch account
water/waste sector
wholesale inventories
will
Wilshire 5000 Stock Index
Windows Live ID
working capital
World Equity Benchmark Shares (WEBS)
World Stock fund
wrap account
write-down

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X

Y
year-ago EPS
yen
yield
yield curve
yield to maturity
YTD

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Z
Zacks average brokerage recommendation (ABR)
Zacks consensus
Zacks industry
zero-coupon bond

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