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Exchange fund
An investment which enables individuals who have significant holdings in a Single stock to diversify without incurring Capital gains taxes, by letting them Exchange their stock for shares in a diversified Portfolio .
Related Terms: 13
Capital , Cap , Capital gains tax , Exchange , FICA , Heir , Inc. , Portfolio , RSI , Ring , Share , Single , Tax
Semi Related Terms: 507 CLICK HERE TO VIEW
10-K ,
1035 exchange ,
19c3 stock ,
Allowance for depreciation ,
After-tax basis ,
American Stock Exchange ,
All or any part ,
Accumulated earnings tax ,
Adjustable rate preferred stock ,
American Depositary Share ,
Action to quiet title ,
Assignment to creditors ,
Attorney in fact ,
A shares ,
Automatic investment plan ,
Average price per share ,
At the money ,
After-tax contributions ,
Across the board ,
Additional paid-in capital ,
Abusive tax shelter ,
After-tax ,
Alternative Minimum Tax ,
Against the box ,
At the bell ,
At the close ,
At the figure ,
At the full ,
At the market ,
At the opening order ,
Away from the market ,
Below the line ,
Book value per share ,
Bank holding company ,
Bid-to-cover ratio ,
Brought over the wall ,
Buy the book ,
Basic earnings per share ,
Breaking the syndicate ,
Bill of exchange ,
By the book ,
Bailing out ,
B shares ,
Bearer share ,
Bonus share ,
Borrowed stock ,
Balanced investment strategy ,
Back taxes ,
Before-tax income ,
Break-even tax rate ,
Beat the gun ,
Capital ,
Capital appreciation ,
Capital asset ,
Capital efficiency ,
Capital expenditure ,
Capital growth ,
Capital investment ,
Capital liability ,
Capital loss ,
Capital resource ,
Cap ,
Capital market ,
Capital structure ,
Common stock equivalent ,
Closed out ,
Chicago Mercantile Exchange ,
Cap rate ,
Capital account ,
Capital consumption allowance ,
Capital formation ,
Cyclical stock ,
Certificated stock ,
Chasing the market ,
Cheapest to deliver ,
Commodities Exchange Act ,
Commodities Exchange Center ,
Commodity Exchange ,
Callable stock ,
Capital budget ,
Capital gains distribution ,
Certificate of stock ,
Chicago Board Options Exchange ,
Consumer stock ,
Control stock ,
Contract for deed ,
Cash-out refinancing ,
Cost of debt capital ,
Crowding out ,
Capital appreciation fund ,
Closed-end investment company ,
Core holding ,
C shares ,
Close to the money ,
Cash or Deferred Arrangement ,
Capital Asset Pricing Model ,
Capital commitment ,
Class A Shares ,
Class B Shares ,
Contributed capital ,
Capital gains tax ,
Capital loss carryover ,
Consolidated tax return ,
Close a position ,
Close out ,
Cornering the market ,
Curbs in ,
Curbs out ,
Corporate venture capital ,
Deferred tax ,
Deposit in transit ,
Debt capital ,
Dual currency bond ,
Dual listing ,
Division of Investment Management ,
Dividend in arrears ,
Desk (the) ,
Dual life insurance ,
Deal stock ,
Defensive stock ,
Distribution stock ,
Donated stock ,
Directed share program ,
Debtor in possession ,
Debtor-in-possession financing ,
Dual-purpose fund ,
Deep in the money ,
Deep out of the money ,
Dirty stock ,
Defensive investment strategy ,
Dogs of the Dow ,
Escrowed to maturity ,
Exchange ,
Ex-legal ,
Either-or order ,
Exchange seat ,
Exchange rate ,
E-mini ,
Exchange against actuals ,
Exchange for futures ,
Exchange for physical ,
Exchange of spot ,
Exchange versus cash ,
Ex-pit transaction ,
Effective tax rate ,
Employee Stock Purchase Plan ,
Employee stock repurchase agreement ,
Ex-all ,
Exchange ratio ,
Exchange fund ,
Exchange privilege ,
Exchange-traded option ,
Ex-warrants ,
Estate tax ,
Equity capital ,
Ex-rights ,
Ex-rights date ,
Efficient portfolio ,
Earned income tax credit ,
Estimated tax ,
Excess profits tax ,
Excise tax ,
Exchange distribution ,
Financial capital ,
First In First Out ,
Flight to quality ,
Fill or kill ,
Front-ending an order ,
Floating exchange rate ,
Foreign exchange ,
Foreign exchange rate ,
Forward exchange rate ,
Fractional share ,
Forward P/E ,
Fully diluted earnings per share ,
Foreign direct investment ,
Fee-for-service ,
First preferred stock ,
Form 8-K ,
Form S-1 ,
Full stock ,
FICA ,
Fixed investment trust ,
Free right of exchange ,
Federal ID Number ,
Federal Tax Identification Number ,
Federal tax lien ,
Flat tax ,
Franchise tax ,
Guaranteed Investment Contract ,
Growth stock ,
G-7 ,
G-8 ,
Gather in the stops ,
Gift tax ,
Hit the bid ,
Hang Seng Index ,
High-tech stock ,
Holding company ,
Heir ,
Holder in due course ,
Hang out loan ,
Hidden tax ,
Holding period ,
Hammering the market ,
Held at the opening ,
Holding the market ,
Investment flows ,
In escrow ,
Invested capital ,
Investment bill ,
Investment-grade bond ,
Investment letter ,
Investment security ,
Investment value ,
In-house ,
Investment Advisor Act of 1940 ,
Investment bank ,
Investment banker ,
Investment Bankers Association ,
Investment banking ,
Investment banking group ,
Investment Company Act of 1940 ,
Income stock ,
In line ,
Investment multiplier ,
Individual policy pension trust ,
Identified shares ,
Inc. ,
In intestacy ,
Interest rate cap ,
In play ,
In-process research and development ,
Institutional shares ,
Investment company ,
Investment fund ,
Investment objective ,
Investment policy ,
Investment trust ,
I/O strip ,
Inheritance tax ,
Investment property ,
In-service withdrawal ,
Investment philosophy ,
Individual tax return ,
In and out ,
Individual investor ,
Inefficient portfolio ,
In sympathy ,
In the tank ,
Invisible venture capital ,
Jumping the gun ,
Joint Stock Company ,
Joint tax return ,
Knock-out option ,
Last In First Out ,
Lending at a rate ,
London International Financial Futures and Options Exchange ,
Loan stock ,
Lifetime cap ,
Loan-to-cost ,
Loan-to-value ,
Lock-in ,
Large cap ,
Leading the market ,
Like-kind exchange ,
Locked in ,
Long-term gain or loss ,
Luxury tax ,
Level I quotes ,
Municipal investment trust ,
Make a market ,
Market if touched order ,
Mark-to-market ,
Medium of exchange ,
Marginal propensity to consume ,
Marginable stock ,
Market cap ,
Medium-cap ,
Micro cap ,
Mid cap ,
Market portfolio ,
Market-share weighted index ,
Net investment ,
New York Stock Exchange ,
Net capital ratio ,
New York Futures Exchange ,
Nonvoting stock ,
Non-resident alien tax ,
Non-qualified stock option ,
Non-statutory stock option ,
National Association of Real Estate Investment Trusts ,
Non-investment property ,
Nasdaq Small Cap Market ,
No-load stock ,
Nominal capital ,
Net change ,
Off the books ,
Out-of-favor ,
Over-the-Counter ,
Or better ,
One-share one-vote rule ,
Optionable stock ,
Original issue stock ,
On-the-spot loan ,
Out of the money ,
Old age, survivors, and disability insurance ,
On the opening ,
Option exchange ,
Permanent capital ,
Pre-tax profit margin ,
Payment-in-kind security ,
Price Value of a Basis Point ,
Payment for order flow ,
Preference shares ,
Preferred shares ,
Preferred stock ,
Prior preferred stock ,
P&L ,
Primary earnings per share ,
Provision for income taxes ,
Portfolio manager ,
Portfolio ,
Property tax ,
Paid-in capital ,
Paid-in surplus ,
Percent held by institutions ,
Private Investment in Public Equity ,
Perfect capital market ,
Portfolio insurance ,
Portfolio theory ,
Preservation of capital ,
Progressive tax ,
Proportional tax ,
Painting the tape ,
Portfolio tracking ,
Priced out ,
Primary exchange ,
Qualifying share ,
Return of capital ,
Return on Capital ,
Return on Invested Capital ,
Real Estate Mortgage Investment Conduit ,
Reading the tape ,
Regulation D ,
Regulation G ,
Regulation T ,
Regulation U ,
Rate of exchange ,
Regulated investment company ,
Redeemable shares ,
Restricted stock ,
Regulation A ,
Right to Know ,
Regressive tax ,
Return on Capital Employed ,
RSI ,
Regional exchange ,
Ring ,
Risk capital ,
SG&A ,
Single-entry bookkeeping ,
S&L ,
Stock association ,
Securities and Exchange Commission ,
Stock buyback ,
Sell the book ,
Significant order ,
Stock loan ,
Second preferred stock ,
Stock dividend ,
Single stock futures ,
Second-to-die insurance ,
Single-premium life insurance ,
Stock life insurance company ,
Secondary stock ,
Share ,
Stock bonus plan ,
Stock certificate ,
Stock Clearing Corporation ,
Stock consolidation ,
Stock exchange ,
Stock index ,
Stock market ,
Stock option ,
Stock option plan ,
Stock power ,
Stock screening ,
Stock swap ,
Stock symbol ,
Stock ticker ,
Statutory investment ,
Share appreciation mortgage ,
Single-payment loan ,
Stock fund ,
Systematic investment plan ,
Selling the spread ,
Single option ,
Synthetic stock ,
Savings Incentive Match Plan for Employees ,
Single-employer plan ,
Single-life annuity ,
Single-Premium Deferred Annuity ,
Social Security Tax ,
Share price ,
Small cap ,
Stock list ,
Story stock ,
Selling short against the box ,
Shorting against the box ,
Structured portfolio strategy ,
Sales tax ,
S Corporation ,
Self-employment tax ,
Separate tax returns ,
Short-term gain or loss ,
Single ,
Sin tax ,
Subchapter M ,
Subchapter S Corporation ,
Schedule C ,
Securities Exchange Act of 1934 ,
Seek a market ,
S&P phenomenon ,
Stopped out ,
Seed capital ,
Tax anticipation note ,
Tax-exempt bond ,
Tax renevue anticipation note ,
T-Bill ,
Term to maturity ,
Take a position ,
Trailing P/E ,
Tax haven ,
Tax ,
Tax schedule ,
Treasury Stock ,
Tenancy by the entirety ,
Truth in Lending ,
Tax-free bond fund ,
Tax-managed fund ,
Tax lien ,
Tax roll ,
Transfer tax ,
Tax deferral ,
Tax-deferred ,
The Street ,
Timing the market ,
Tax-advantaged ,
Tax audit ,
Tax base ,
Tax basis ,
Tax bracket ,
Tax-deductible ,
Tax deduction ,
Tax-efficient ,
Tax evasion ,
Tax-exempt ,
Tax identification number ,
Tax loss carryback ,
Tax loss carryforward ,
Tax lot ,
Tax planning ,
Tax preference item ,
Tax Reform Act of 1986 ,
Tax Reform Act of 1993 ,
Tax return ,
Tax sale ,
Tax shelter ,
Tax shield ,
Tax swap ,
Tax tables ,
Top out ,
Take a bath ,
U.S. Government Agency Security ,
U.S. Savings Bond ,
U.S. Treasury ,
U.S. Treasury Bill ,
U.S. Treasury Bond ,
U.S. Treasury Note ,
U.S. Treasury Securities ,
Unlimited tax bond ,
Unit Investment Trust ,
Unified Tax Credit ,
Value stock ,
Vetoing stock ,
Voting stock ,
Value Added Tax ,
Venture capital ,
Venture capital limited partnership ,
Working capital ,
With interest ,
Working capital loan ,
Watered stock ,
Widow-and-orphan stock ,
W-2 Form ,
W formation ,
When, as, and if issued ,
X or XD ,
Year-To-Date ,
Yield to call ,
Yield to maturity ,
Yield to worst ,
Y shares ,
Z shares ,
Zero-beta portfolio ,
Zero-investment portfolio