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Estimated Annual Income (EAI)
Is an estimate of the interest and dividends expected to be earned on investments in the next 12 months and it is based on past interest and dividend payments made by the securities held in an account. It is also based on statements made by the issuers of those securities. The estimates project possible future interest and dividend payments based on the number of bonds or shares held in an account at the time the estimate is calculated. The EAI is only an estimate and cannot be guaranteed by Edward Jones or the issuers of the securities. Actual investment income may be higher or lower than the estimated amounts. Estimates for certain types of securities that have a return of principal or capital gain may be overstated.
Estimated Yield (EY)
Is an estimate that compares the anticipated earnings on investments in the coming year to the current price of the investments. It is based on past interest and dividend payments made by the securities held in an account. Changes in the price of a security over time or in the amount of the investment held in your account will cause the EY to vary. The EY is only an estimate and cannot be guaranteed by Edward Jones or the issuers of the securities. The actual yield may be higher or lower than the estimated amounts. Estimates for any securities that have a return of principal or capital gain may be overstated. Income cannot be estimated for any securities that do not have an annual payment amount or frequency available at the time of estimation. Yield to Maturity is typically reported for Zero Coupon Bonds as these securities do not have an annual payment.