Early Withdrawal
If a CD is redeemed before it matures, you may have to pay a penalty or forgo a portion of the interest.
Earnings Per Share
A public company's net profit divided by the number of its common shares.
EDGAR
The SEC’s EDGAR database provides free public access to corporate information, allowing you to quickly research…
Education Savings Plan
A type of 529 plan that lets an account owner open an investment account to save for the account beneficiary’s qualified higher education expenses or tuition for elementary or secondary public,…
El Valor Neto de Bienes
El “valor neto de bienes” (net asset value o NAV por su sigla en inglés) de una compañía…
Employee Retirement Income Security Act (ERISA)
The Employee Retirement Income Security Act of 1974, which is administered by the U.S. Department of Labor. ERISA does not require employers to offer a pension plan. But it does require employers…
Employee Stock Option Plans
An employee stock ownership plan (ESOP) is a retirement plan in which an employer contributes its stock to the plan for the benefit of the company’s employees. This type of plan should not be…
Employee Stock Ownership Plans ESOPs
An employee stock ownership plan (ESOP) is a retirement plan in which an employer contributes its stock to the plan for the benefit of the company’s employees. This type of plan should not be…
Enrollment Fee
Fees that direct-sold college savings plans may charge to join in the program.
Environmental, Social and Governance (ESG) Investing
“ESG” stands for environmental, social, and governance. ESG investing is a way of investing in companies based on their commitment to one or more ESG factors. It is often also called sustainable…
Escheatment by Financial Institutions
All states have established unclaimed property programs to safeguard funds that have been abandoned or left unclaimed for a specified period of time, usually around five years, which require…
Ex-Dividend Dates: When Are You Entitled to Stock and Cash Dividends
To determine whether you should get a dividend, you need to look at two important dates. They are the "record date" or "date of record" and the "ex-dividend date" or "ex-date."
When a company…
Exchange Fee
A fee that some funds impose on shareholders if they exchange (transfer) to another fund within the same fund group.
Exchange-Traded Fund (ETF)
Exchange-traded funds (ETFs) are SEC-registered investment companies that offer investors a way to pool their money in a fund that invests in stocks, bonds, or other assets. In return, investors…
Executing an Order
When you place an order to buy or sell stock, you might not think about where or how your broker will execute the trade. But where and how your order is executed can impact the overall cost of…
Executive Compensation
The federal securities laws require clear, concise and understandable disclosure about compensation paid to CEOs, CFOs and certain other high-ranking executive officers of public companies. Several…
Expense Ratio
The fund's total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.