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 
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Created by:
coderman
on 20110613