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My Series 6


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 Tax-Free or Municipal Equivalent Yield Corporate Rate x (100%-Tax Bracket)
To calculate Taxable Corporate Equivalent Yield Municipal Rate /(100%-tax-Bracket)
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
Created by: coderman