Unit 3: Investing - Key Topics and Vocabulary

Vocabulary flashcards directly covering the topics, categories, terms, and metrics from the Unit 3 Investing lecture notes.

Expense ratio

The percent fee ($\%$ fee) charged for a mutual fund.

IPO

Initial public offering.

52 Week Range

The year-long range ($52$-week range) for a stock.

Market Cap

Market capitalization.

NAV

Net asset value.

EPS

Earnings per share.

Forward (in trailing vs. forward)

A valuation approach where investors expect future earnings growth.

Different types of investing

Aggressive, moderate, and conservative.

Types of Bonds

Corporate bonds, municipal bonds, agency bonds, and US treasury bonds.

Market cap stock categories

Small-cap stocks, medium-cap stocks, and large-cap stocks.

Stock quote analysis metrics

Previous close price, $52$ week (year-long) range, P/E ratio, and beta.

Entities that issue bonds

Governments and companies.

Morning Star Ratings

A rating system evaluated under the topic of Mutual Funds.

Mutual Fund Worksheet

The reference worksheet designated to review types of mutual funds.

Key bond terms and components

Bond, issuer, investor, interest, principal, face value, coupon rate, and maturity date.

Company hierarchy terms

Company, parent company, subsidiary, and product.

Risk concepts

Risk, risk tolerance, and risk management.

Investment portfolio types

Financial portfolio, aggressive investment portfolio, and conservative investment portfolio.

Company ownership types

Public company and private company.

Market categorization levels

Sectors and industries.

Unit 3 quiz format

$20$ vocabulary matching questions, $12$ multiple choice questions, and stock quote analysis questions.