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Account Type- a2 S8 m! V" W+ F2 c2 u
Accrued interest
& x& `. [9 o5 }/ X9 `7 TAccumulation
/ T2 r' B5 u4 ZAccumulation plan
$ ^0 p4 G+ L+ ^/ D! }5 C' OActive management
, @# z \2 [# e4 ZAggressive growth fund
; i4 a2 j! [9 TAlpha# u( z7 H. V! k3 e! `9 _
Amount recognized ; j+ q* R" v+ `0 g0 s
Analyst 4 `: V e$ ?9 \ G2 S
Annual effective yield ) y6 Y# X/ B) @! }$ J% f: g
Annual Maximum Payment Amount7 F. @6 A S* I# r: s9 C4 {
Annual Minimum Payment Amount
& V. X! z- s7 h5 }" \8 g( v+ |# XAnnual report
) ], T3 t; o0 s6 nAnnual Return5 G2 ^! }3 s ]/ w( S. B) @* K1 G
Annualize
9 x$ Y: }6 h' \8 IAnnuitant
( }8 w! a% C. |. q6 @& G# cAnnuity
( j5 g4 |3 p; J; cAppreciation
5 Q9 l$ J# `" q! M# v; R8 b5 f' zAssets
2 X, U) F+ n. v# L( JAsset Mix
4 p/ {3 g4 k3 p% dAsset allocation 3 S) R8 l* ?7 G# N$ c' Y$ o
Asset allocation fund
+ N, b) H r! S" S$ }% {Asset classes
. x+ U0 P$ j3 i3 p$ K, IAssisted Capital
' ^5 f K, R' v5 @Automatic Conversion
) e! R" E' b' ~: ~+ n2 DAutomatic reinvestment
# L9 i: u2 _. o; kAverage Annual Compound Rate of Return / W6 Q- l u" s; j) e/ ~) W
Average Cost per Unit/Share9 O& Y) \; _4 f8 R) Z1 z
Average maturity
9 O5 n* a: K, t! j t# f2 wBack-end load 9 `. } d, E/ i# s$ T
Balanced fund
5 V' J; v8 r4 j1 O: XBalance sheet
' t( v" O; P" c# H @( JBank rate
2 B, [' o: j8 m, {, r% h/ i5 Y: gBasis Point f1 ]7 ]! S7 w
Bear market! g) _/ L) Z* |$ y
Beneficiary
7 R1 _, y3 {, @# H) TBeta
. Y* J2 H0 b- S( I# SBlue Chip
5 C# f; u. N# Z" nBond 0 k2 r! }7 h& X; h t
Bond fund ( ^% Q( O; b6 D& I2 ?" c
Book value
9 c8 A1 T4 U! b6 Q! O) D$ a4 rBottom-up investing + _2 _# e6 n; j
Broker9 c% L- b$ C: ?9 L6 r. ]
Bull market
) c( n4 [; H2 O* b' HCapital 2 t( U, K9 t6 x2 P
Capital Gains
& [/ q& \& O3 b& E* v: f; n& PCapital loss 8 A: V) e/ ?' \9 L
Closed-end fund 5 [% h+ ^( J' m! s7 a
Compounding , r% R. i" Y6 ]& v+ m$ O. e
Currency Risk
$ B7 Q4 X& H) M& X. J; B2 YCurrent yield
& ]. d2 e# j( s/ MCustodian 6 l5 t* v1 q: G& F' p2 ~
Debenture. r' b$ } b0 B
Debt( T& [5 k5 J$ D: r d" K- z
Deferral
0 `! t+ S% k3 \Defined benefit pension plan) [) I) U6 R1 m1 e7 ^+ C8 [$ v
Defined contribution pension plan
- K, I( D- O6 ^Discount
2 E$ v5 N2 N8 c4 N- [ ^Discounted Pricing for Large Accounts9 j/ j" C# O1 i, d; s
Distribution History2 U5 ~' W; p& S- n, o
Distributions" \, i4 i9 Z3 p2 R9 `! n1 p
Diversification
7 t# d$ W- ^4 [: z- t) G. bDividend
/ `2 l" T9 r2 H7 e" F4 p+ a$ BDividend fund0 t& a( \3 x! a9 i/ d. o
Dividend tax credit
6 ? H s# u& ]5 |# U' i" oDollar-cost averaging
) w8 U d. I! o V" PDow Jones Industrial Average (DJIA)0 F; T [5 ?# e7 i3 h' H4 Y( I! N
Downside Volatility
; d) j! e; \( [/ u4 ZDPSP (Deferred Profit Sharing Plan)
6 N4 v3 }1 P1 d* ^ q) EEarnings estimates4 M$ ]) @- T. F3 E6 B7 z
Earnings Per Share* {1 v& P$ U9 F7 {* V( T
Earnings statement# X/ u) O) A. c. a% S
Educational Assistance Payment (EAP)- a: x7 j& y0 B) j W
Education Savings Plan+ P6 ~9 z% g3 p3 ^
Emerging Markets& s* G& W+ M# Q/ b4 ^
Equities (Stocks) I9 |, F0 L ^. t3 t- |* \
Equity fund( a+ r( t, o- p6 z: h
Fair market value
' a3 L8 l0 B: f: `" uFamily RESP0 M; r* j. V4 a: _2 q5 t$ Q/ \
Fixed-Income Securities8 y8 d: ?3 V0 Y+ s1 L# p4 Q
Front-end load! k2 g: P3 J( }4 C3 B; L9 B1 D
Fundamental analysis" C& {/ @$ P2 m$ w5 q
Fund Number
! q; V- N5 q3 p& e" I% \$ DFutures
, b5 |& W* Q% kGARP% f& f' E3 V& T1 O
Grant Contribution Room9 v% q( O4 e% [) |/ h
Group RESP: Z+ N: j+ j" P/ x7 q- s
Growth funds * ]4 t$ ]& N/ c9 _
Hedge
, Z4 H y$ e1 Z% {% m% H" dHRDC: m+ |' G; f. n+ R) s0 B
Hurdle Rate; W- }3 z2 F/ k0 y
Income Distribution# V- U1 U% R* ?$ u
Income funds - S. B M1 x, A4 Y
Index0 U( z1 G: u2 ~! L3 ~) K4 X7 t
Index fund
, D. \$ A, W. C1 DInflation
+ G; i5 U8 h7 [" C1 j' o# q9 ]Information Ratio , u9 _- u8 w' i( P# T- k( s7 e
Interest
1 \: F0 |5 n6 _9 k$ yInternational fund
$ e- d( [. N+ @/ a: RInvestment advisor
' K$ I: S& j/ `0 ?7 KInvestment Funds Institute of Canada (IFIC) & W5 O2 \- B# e7 e
Leveraging
* f* M! d2 n. }+ ?/ U: E* w+ zLiquid
% B G7 H2 p* o: E% f: ]; LLoad ; X3 [2 z# |2 w# z3 V _& G, Y
Long Term Bond6 t5 |" P6 g E0 C8 d
Low Load (LL) sales option
# H: K8 x" B% n2 n! gManagement expense ratio
o- X# \( U4 J! r7 }" ~Management Fee- e- g6 C3 u; M
Market Value of a Mutual Fund; @0 i2 R2 q2 ~2 d' o" M
Maturity
: s, m# a. z7 U6 h0 _1 KMid-cap
* n% o/ R4 e4 P: Z7 u, z) wMoney market fund; I) }5 L* t7 v6 \
Money Market Instruments; j1 [- |0 @1 l% g/ m
Moving Averages
6 i) t3 [$ C6 s* r* L+ JMutual Fund x j$ w8 p, c0 [' o
NASDAQ
2 w* |) a+ p0 x0 iNAVPU0 h+ `3 r) d) M6 r6 a
Net Asset Value7 `) o: s2 { G: L* r
No Load
/ n) L1 T2 z+ ~, }3 E- N% N: oOpen-end fund8 }" A1 T, O& [! |
Options
, S4 }! p$ N; i& MPension plan4 z/ _8 q$ a3 i" f9 l: ?, _; O
Pension adjustment; x, q4 w5 @' g/ d
Portfolio
: B6 K$ H; E) xPortfolioPro
- b+ V" e& s0 M$ X# @Post Secondary Education Payment
( F4 [$ d5 j$ e! N4 a2 @4 GPromoter n3 o3 w* {4 ?, i8 ^
Premium% l" b' A! H7 B) }0 [5 Z
Price-Earnings Ratio3 K/ E; z# w. @ f9 h
Principal
/ y/ n4 k" W8 Z% u2 u6 z9 @$ Y' BProspectus1 f" X; n1 d5 K. l4 s8 U5 L0 o8 v
Quartile Ranking
5 J1 e h5 Q4 E: w2 W, y& b8 z6 cRegistered Education Savings Plan (RESP)6 @. l/ d \ s- R, w
RRIF (Registered Retirement Income Fund) ( g4 m. |# V2 ~4 ~6 ?6 F5 @9 n$ {$ v3 P
RRSP (Registered Retirement Savings Plan)
$ q6 Z. g1 @3 J0 ~8 Q# V% E5 PRecession
" X% W% A0 S# `9 P D4 s' o/ tRelative Volatility
' O! D6 m+ i& j L$ _7 ZReturn
* p0 k( ~& E% H3 `: jRisk
" h; L" r4 M; [/ rRussell 2000 Index
: X$ N o' N. o3 `- |R-squared
z* K& K* f) d. MSales charge! |9 [( [) z7 O
Sector Fund
2 z7 Z! h* @* G- ?0 wSecurities, g: o3 P2 U) ~6 s
Securities Act
, s6 R9 r9 Z. R! V! HSharpe Ratio
d! ]. k2 q$ } z1 N. a1 WSimplified prospectus. w" a- x. p) X$ f D( g$ s
Sortino Ratio
2 H# b) a' j7 q: w) N+ YSpecialty fund
8 f, b& c5 K% z& Q) fStandard and Poors 500 (S&P 500)
$ j$ @3 l, x' \+ c+ `- L$ ]Standard Deviation
. V3 z: r. H$ k. I1 N6 PSubscriber
& l5 J) ~3 L# L3 B$ {Tax credit
$ F+ t9 E" N; \6 L% f2 V+ ETax deduction, A7 o; t6 n& F
Top Holdings! g0 x6 B( _; n2 ^/ S, H7 r3 o
Top-down investing
3 P: T5 ^6 y8 }0 ^" r) ^( zTransfer Fee
- Z3 u: h3 { K2 ?/ i2 xTreasury bills (T-bills)
1 m$ s) b: Z7 ^# N% h4 ]Trust
; i& R% o: u+ }; gTrustee' }- x) f0 g$ q) z ~1 `& [. [
Turnover ratio
b2 B b `) \( GUnassisted Capital( i2 S4 R+ k ^
Underwriter
! d, \/ w @6 n2 I8 JUnit trust4 D6 L2 n) J0 k5 q
Value funds
^9 L* t+ Z+ S- g1 L$ `! \- OVesting
6 Q0 U# m3 i- m ^) B$ ~Volatility- u* ^6 R4 O. v9 h; k& l' s E
Volume
9 o- C( A2 @" v) Y6 S' YWarrant7 K# Z1 y, Q9 S+ m1 X
Yield
7 V( l) X' J. lYield curve
9 K4 g* b! u a0 w4 ?- \6 MYield to maturity |
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发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
