Investor Glossary-universe of securitiesInvestor Glossary-universe of securitiesInvestor Glossary-universe of securitiesInvestor Glossary-universe of securitiesInsightful stock market charts - Click here
investor
Categories    # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Universe Of Securities

WordPress
The HTML to link to this page
 

Universe of securities refers to a group of stocks that all exhibit a common characteristic or group of characteristics. A universe of securities can represent stocks of a particular market capitalization, industry, or sector. Another criterion that can be used to define a universe of securities is a similar line of products. A portfolio manager may consider a particular universe of securities as their investment mandate. For example, a portfolio manager of a US large cap fund would only consider a universe of securities that included domestic firms that meet the minimum capitalization requirements of what the fund deems to be a large cap. Many mutual funds limit themselves to a particular universe of securities and are often named after that universe of securities. The term style drift refers to an investment manager that has strayed from their mandated universe of securities. Often, when a technical analyst is backtesting a strategy they will limit the test to a specific universe of securities.



Rate this Universe of Securities definition...

Learn about investing with the Investor Glossary Term of the Day


Click here for insightful stock market charts. Where is the market headed? The answer may surprise you. Find out
with the exclusive & Barron's recommended charts of Chart of the Day.


Popular Terms: required rate of return, ex-dividend, Zero Cost Collar, debt service coverage, quality assurance, class C shares, LIBOR, command economy, stock market close, per diem, VIX, reverse mortgage, 401a, current ratio, implied volatility, labor relations, stock split, deferred tax, APR, cancelled check, 1035 exchange, phantom income, deferred revenue, liquidity ratio, minority interest, in escrow, real GDP, irrevocable trust, average price per share, covered put, inflation, open position, 1031 exchange, Key Rate Duration, margin rate, EBITDA, risk management, retained earnings, 144a, wholly-owned subsidiary, FTSE, dividends payable, limit order, ex-dividend date, balance sheet, FICO score, annual return, option premium, diluted share


Accounting | Banking | Bonds | Brokers | Economy | Futures | Mutual Funds | Options | Real Estate | Retirement | Stocks | Taxes | Technical Analysis
Investor Glossary | Term of the Day | Suggest a Term | Chart of the Day | Dogs of the Dow
©2004-2015 Investor Glossary - All rights reserved - Terms of Use