Formulas
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To Calculate Dividend Yield (Current Yield for Stocks) 
Annual Dividend / Current Market Price 

To calculate Current Yield (Bonds) 
Annual Interest / Current Market Price 

To calculate Number of Shares Received Upon Conversion 
Par Value / Conversion Price 

To calculate Parity 
Bond Market Value / Number of Shares on Conversion 

To calculate TaxFree or Municipal Equivalent Yield 
Corporate Rate x (100%Tax Bracket) 

To calculate Taxable Corporate Equivalent Yield 
Municipal Rate /(100%taxBracket) 

To calculate NAV per share of a Mutual Fund 
Fund Net Assets / Number of Shares Outstanding 

To calculate Sales Charger Percentage 
POP  NAV/POP 

To calculate Public Offering Price (POP) 
NAV per share /(100%Sales Charge Percentage) 

To calculate Public Offering Price (POP) 
NAV + Sales Charge 

To calculate Average Market Price per Share 
Total of Share Prices / Number of Investments 

To calculate Dollar Cost Average per Share 
Total Dollars Invested / Number of Shares Purchased 

To calculate Number of Outstandig Shares 
Issued Shares  Treasury Shares 

To calculate Shareholder's Equity 
Assets  Liabilities 

To calculate Capital Gain or Loss 
Sales Proceeds  Cost Basis 
