Investopedia / Michela Buttignol Net unrealized appreciation (NUA) is the difference in value between the average cost basis of shares of employer stock and the current market value of the shares.

A steady approach to higher yield. Our research team assigns Gold ratings to strategies that they have the most conviction will outperform a relevant index, or most peers, over a market cycle on a ...

On Sept. 24, 2024, subadvisor Wellington Management Company announced Gregg Thomas would step down as portfolio manager at Hartford Capital Appreciation effective Feb. 28, 2025. (Thomas will ...