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U

5 terms

Ultra-Short Bond Fund
A fixed-income fund investing in very short-maturity bonds (under one year), offering higher yields than money market funds with slightly more price volatility.
Underlying Asset
The financial asset upon which a derivative's price is based — such as a stock for options or a currency for forex — that the derivative references.
Unit Investment Trust (UIT)
An SEC-registered investment company that buys a fixed portfolio of securities and holds them until termination, offering predictable income with no active management.
Unrealized Gain/Loss
The paper profit or loss on an investment still held, reflecting the difference between current market value and purchase price but not yet taxable.
Upside/Downside Ratio
A technical indicator comparing the number of advancing to declining stocks, measuring market breadth and investor sentiment.