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estimated long term return

An estimate that is based on Securities and Exchange Commission (SEC) formulas of the return of a particular investment vehicle throughout the life of that portfolio.

Related information about estimated long term return:
  1. Estimated Long-Term Return Definition | Investopedia
    A unit investment trust's estimated return over the life of the portfolio, calculated according to formulas proposed by the Securities and Exchange Commission ...
     
  2. Estimated Current Return Definition | Investopedia
    This measure is less exact than the estimated long-term return and is more susceptible to interest rate risk during the life of the portfolio. Investopedia Says ...
     
  3. What is estimated long term return? definition and meaning
    Definition of estimated long term return: An estimate that is based on Securities and Exchange Commission (SEC) formulas of the return of a particular ...
     
  4. 33-7242 - Securities and Exchange Commission
    ... mislead prospective investors, the UIT industry developed a formula, the estimated long-term return ("ELTR") formula,-[10]- as a solution to ECR's limitations.
     
  5. CRF's rate of return was -.92 percent in first quarter
    Aug 17, 2012 ... Rates of return go up and down in the short-term compared to the estimated long- term return. It would only be news if they didn't. Shouldn't his ...
     
  6. California Investors' Quality Tax-Exempt Trust, Series 48 ... - Invesco
    Nov 15, 2012 ... estimated long term return accounts for maturities, discounts and premiums of the bonds. These estimates show a comparison rather than a ...
     
  7. Fact Sheet - First Trust
    Aug 23, 2012 ... Estimated Long-Term Return:*. 3.23%. *Estimated current return is calculated by dividing estimated net annual interest income per unit by the ...
     
  8. Fact Sheet - First Trust
    Sep 18, 2012 ... Estimated Long-Term Return:*. 4.19%. *Estimated current return is calculated by dividing estimated net annual interest income per unit by the ...