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Target Date Fund

A diversified mutual fund that automatically shifts towards a more conservative mix of investments as it approaches a particular year in the future, known as its "target date." A target date fund…

Tender Offer

A tender offer is typically an active and widespread solicitation by a company or third party (often called the “bidder” or “offeror”) to purchase a substantial percentage of the company’s securities…

Ticker

Each publicly traded common stock in the U.S. receives a short abbreviation that identifies it, known as its stock symbol or stock ticker symbol. Some stocks have single-letter ticker symbols while…

Time Horizon

Your time horizon is the number of months, years, or decades you need to invest to achieve your financial goal.

Total Annual Fund Operating Expense

The total of a fund's annual fund operating expenses, expressed as a percentage of the fund's average net assets. You'll find the total in the fund's fee table in the prospectus.

Transferring Your Brokerage Account

All brokerage account transfers start and end with your new firm.  Customers initiate the transfer process by completing a Transfer Instruction Form (TIF) and sending it to the new firm.  Most…

Treasury Securities

Treasury securities—including Treasury bills, notes, and bonds—are debt obligations issued by the U.S. Department of the Treasury. Treasury securities are considered one of the safest investments…

Trustee

An institution, usually a bank, designated by the issuer as the custodian of funds and official representative of bondholders.