Finance and investing terminology · MLC-0118

Finance and investing terms: T (14)

• Target Date FundA diversified fund, often a mutual fund or exchange-traded fund (ETF), that automatically shifts towards a...
• Tax QuestionsInvestors sometimes contact the SEC asking about the tax consequences when they sell securities. In...
• Tender OfferA tender offer is typically an active and widespread solicitation by a company or third party (often called...
• Threshold SecuritiesThreshold securities are equity securities that have an aggregate fail to deliver position for:
• TickerEach publicly traded common stock in the U.S. receives a short abbreviation that identifies it, known as its...
• Time HorizonYour time horizon is the number of months, years, or decades you need to invest to achieve your financial...
• Total Annual Fund Operating ExpensesAll of a fund's annual operating expenses combined, which can include management fees, distribution and/or...
• Trading Halts and DelaysThere are two types of trading halts and delays -- regulatory and non-regulatory. The most common regulatory...
• Transfer AgentsTransfer agents work for the security issuer to record changes of ownership, maintain the issuer's security...
• Transferring AssetsThere are at least two ways to transfer assets from one person to another, including Transfer on Death (TOD)...
• Transferring Your Brokerage AccountAll brokerage account transfers start and end with your new firm. Customers initiate the transfer process by...
• Treasury SecuritiesTreasury securities - including Treasury bills, notes, and bonds - are debt obligations issued by the U.S...
• Trusted ContactA trusted contact is a person that you authorize your brokerage firm to contact in limited circumstances...
• TrusteeAn institution, usually a bank, designated by the issuer as the custodian of funds and official...

14 of 398 terms in Finance and investing terminology (MLC-0118). Request the full dataset.