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Gretchen Brown


Bond – A debt instrument issued by an entity, corporation, government or municipality to borrow money for a fixed amount of time and set interest rate

Capital gain – An increase in the price of a share of stock over and above what was initially paid for it.

Correlation – how two investments move in relation to one another

Expense ratio – the fee expressed as a percentage of assets that is charged to shareholders to cover the costs of running a mutual fund

Large cap – A company with a market capitalization value of more than $10 billion

Market capitalization – the market value of a company’s stock. It is calculated by multiplying the number of outstanding shares by the current market price.

Midcap – A company with a market capitalization of between $2 billion and $10 billion

REIT – Real estate investment trust. An investment in real estate that must pass 90 percent of its earnings to shareholders. REITs may invest in anything from shopping malls to timberland or mortgages.

S&P 500 – An index of made up of 500 large US company stocks.

Small Cap – A stock with a market capitalization of between $300 million and $2 billion

Standard Deviation – A measure of volatility of an investment that shows how much it differs from its average annual return or its expected return.

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