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Account Type! K! B: I' R* `* }1 S
Accrued interest
6 X, ?+ c1 k4 M, s8 VAccumulation & w: H! l+ c+ }, c
Accumulation plan
; Y$ C# b3 e( {8 D) o! OActive management' q" N- g; \7 @
Aggressive growth fund
- f9 ^+ ~ g& W0 [( C% vAlpha* k9 A9 ?1 n4 x, j+ D
Amount recognized . }/ I }% q0 G4 P5 q0 C
Analyst " V. x% U. a A" T, C$ M+ H! g4 P) W
Annual effective yield
# x: G& [# r* [" XAnnual Maximum Payment Amount& @5 |5 u& A$ R! v
Annual Minimum Payment Amount 7 Y3 d, H+ O: B3 F% h6 u$ Y( w
Annual report @% l( t5 l8 |! L* Z+ K, o
Annual Return
$ `* G' G7 j9 h$ J& TAnnualize : d& i- _8 R% J
Annuitant
1 o# j0 K2 n4 N- ]& ]Annuity
: c& i& x; T' M! uAppreciation$ t6 R" i6 h7 L ?% t5 z
Assets 5 h' t' y/ V/ I2 F: X
Asset Mix
9 L) ^, E, _! uAsset allocation ; r! j3 Y3 m; c% C# x% \0 W
Asset allocation fund & i- Z* b0 r$ f2 {0 w# y$ _
Asset classes
* K1 N& U( g* R; I( u4 {5 k/ m* }Assisted Capital * z$ o8 w7 \: c9 v& h) S# i/ t8 r. Y9 q% [
Automatic Conversion , ?- i1 ~( ?# I. R
Automatic reinvestment
4 ?& O% g0 o) |Average Annual Compound Rate of Return . J D$ y/ I2 B) B2 U! G+ l
Average Cost per Unit/Share/ y1 w2 E% m7 h5 S$ M
Average maturity
3 d$ V: [4 Q: r* X' h- z( v7 aBack-end load
; M, I/ _: |4 B( GBalanced fund ( |) _$ f; s* J" w4 x# H8 t) {
Balance sheet
9 x0 z# ~0 f9 z3 qBank rate
) I+ a& N4 V ?) `Basis Point & s# {: _$ r! `9 Q* w! `$ D
Bear market$ \/ b) z9 C7 l- e n! L
Beneficiary 6 E( Y# w* P! Y& Y* M
Beta
9 O4 @% Q- k8 U4 u/ F( w8 ~- u6 A) [# SBlue Chip
: ]9 {$ K/ \ @, r4 _0 N( mBond + y3 O: E/ _( ]
Bond fund
- s" D, e2 Q7 HBook value
7 k+ C1 z8 q2 G# H7 \Bottom-up investing ! p' j7 J* I9 j! M3 C3 \
Broker
/ H- A' i, B/ n$ e! R9 ]Bull market
, Z0 @7 D& M3 nCapital
' W5 k. l4 n' \' J5 ECapital Gains
2 r' D9 c9 z* w' t, C# w0 ?Capital loss
+ b' L2 Z, B6 FClosed-end fund + h0 n! i; N1 K4 N1 c) ?
Compounding % x8 |8 F. r. h# G5 j8 }9 b5 j/ _
Currency Risk
( O9 L. K9 d" @% f9 zCurrent yield
3 f! O& X9 [- ]) ]0 |1 FCustodian
( b- g$ Y( e1 z; p& lDebenture# \6 N( V' m& d: m+ N7 e+ F
Debt! B+ J2 h4 F0 X' r! i0 V
Deferral
( t/ E' J( P2 sDefined benefit pension plan2 o% D6 y$ ?2 r3 d6 l
Defined contribution pension plan; x! @- t3 H' w2 v- m* B
Discount
. W6 D: B v/ e. v" a5 tDiscounted Pricing for Large Accounts2 ?2 Z/ I& W& q" e. J
Distribution History' l, t! r/ t% ]% W
Distributions' g j0 t. V3 \
Diversification: Z( y1 y+ \% {. X. V# D
Dividend
2 U6 Q I7 Z& T. z4 iDividend fund' Z* k( W; F- ^9 O9 A2 Y( ^7 Y8 T
Dividend tax credit
/ r! j- a5 k) gDollar-cost averaging
2 \6 M$ c7 b2 C ~Dow Jones Industrial Average (DJIA)
" ~% F* J8 @+ w' W! y1 S$ e; ?! sDownside Volatility
, j( u) j, V5 U, x+ A; l7 xDPSP (Deferred Profit Sharing Plan)
# N6 V) ?5 V) }7 m; Z; u! N# c5 JEarnings estimates1 s9 S' `* L5 @* p
Earnings Per Share, ]1 A: K; ~; e5 z" i5 O
Earnings statement# U& r p% D6 y
Educational Assistance Payment (EAP)* H0 Y; u. |* P. T$ V, s8 x7 {4 [
Education Savings Plan
* k6 ~0 U0 o! g6 {5 sEmerging Markets" c0 y6 A. w7 h/ K0 a5 ~
Equities (Stocks)
6 s' H) ]+ d) g9 z, K+ `Equity fund; y" r4 ] y* y, E
Fair market value& E0 h, b3 E3 L! w* n \/ H
Family RESP
) T* q# n0 \. ZFixed-Income Securities
- _. k2 |6 @8 q1 e! ^4 r: NFront-end load; a% p- a2 K& d" h2 e
Fundamental analysis
7 T4 o) f+ E9 ]* Q7 h+ f8 g& ^$ z. qFund Number
3 ~, Z3 z; ~/ d+ ^* H0 B2 gFutures( k5 @' { [, u5 s: q
GARP9 z5 B5 p; z: Q! T
Grant Contribution Room; T7 {- J T8 D/ r, j
Group RESP3 ^+ }" m4 C6 f2 k: g$ c, _
Growth funds * P: p" }$ q2 Y6 S5 s; `, J6 \
Hedge3 H& `. H( e& a
HRDC
+ V: v0 Z+ A" ~; IHurdle Rate. _$ ^/ o. s6 W9 [: o
Income Distribution1 R- w/ Z2 U# c9 P3 x t+ T% w" q2 F
Income funds $ _9 L* b: Z) S2 l0 g- e N% [
Index
- Z# u" s" I' i2 e4 ZIndex fund
" m) K1 A, s8 ~7 Y1 T/ n, PInflation ; q- }8 H" ?# v7 H9 z$ C
Information Ratio
! R$ [7 k/ S1 XInterest / ?4 g l) P8 S- t) o
International fund
' e7 Q( K- g8 S! f M! f0 }/ LInvestment advisor+ t% f7 s. d- M- x; B; `: } i' w
Investment Funds Institute of Canada (IFIC)
# s$ Q) Y3 {/ G# @Leveraging# r0 N1 [% I! T; M, v( ~" G+ q
Liquid + j: T) z) h, D$ ~
Load
j/ e& _% I/ a- b |+ x7 s5 a" aLong Term Bond$ G; f6 k- w. V* g
Low Load (LL) sales option2 i( B3 d( z: u! ?7 h; k" I
Management expense ratio( d0 k/ u8 V6 e) P3 ^
Management Fee1 e% b$ T2 @, ]4 r# L( n
Market Value of a Mutual Fund3 d& |) r6 r( R1 h1 z+ H
Maturity; \% k% L( A5 r% t$ w/ q L, O
Mid-cap0 V0 d" T1 U2 I7 z# f V
Money market fund
4 u, i# O. p7 u) G' X1 lMoney Market Instruments% p6 L! C: V" V% _# Q0 q
Moving Averages
/ ]: _2 [# z" y+ oMutual Fund
/ Z; J; q5 k/ g# R: uNASDAQ! _5 l/ Z; U7 {* C0 u
NAVPU) d; {6 N" w% Q% ^ @6 y! y
Net Asset Value& N- r: ^1 T" H% H5 D. E* f! z$ y: {0 M
No Load
/ q' C x8 c+ A' W, G; l8 HOpen-end fund
7 O8 d" |) X$ [/ W. G9 g$ k. \Options8 E+ e) q7 F$ ~: j* Y
Pension plan
, z5 Z: p4 n( _- C3 }! mPension adjustment
* l$ {- p' t1 sPortfolio
7 b/ I% E* `3 ^4 M! `PortfolioPro8 j5 L! t: V# b# @8 x
Post Secondary Education Payment$ O* `6 I8 x9 a7 V* q# }. c
Promoter
6 t! x$ d! w f9 u$ _Premium
: @5 L3 `9 a2 M1 T2 z2 a; zPrice-Earnings Ratio
2 O, p0 d) a0 F' t& p5 }3 pPrincipal7 w9 g( \( ~9 K L: W
Prospectus9 }; F2 k5 I5 S0 V# }& d
Quartile Ranking
4 R' v3 ]8 d, dRegistered Education Savings Plan (RESP)
2 r/ x# ^1 b% O: I- _0 g8 b- f5 X# ZRRIF (Registered Retirement Income Fund)
2 J4 {# o( @+ \9 g2 m3 dRRSP (Registered Retirement Savings Plan)
+ \, k: t& p/ l3 b/ u" LRecession$ n' J. q R% G$ {
Relative Volatility' f" a+ l4 f7 F/ d& _# k
Return, p6 m( R+ L9 e5 N( n
Risk - V) o% {) M. @4 j! G
Russell 2000 Index
6 u: m6 t; O6 g+ e9 y5 l9 RR-squared
0 c( R4 z. a& L+ i, j7 F, hSales charge! ]$ P% @( s# y6 r( _: o
Sector Fund
% I& H L ]/ NSecurities
& A/ z, s7 }8 C( E5 x* M3 r# ~Securities Act
' N* j6 [' ?3 V0 ^; Z% d3 R' cSharpe Ratio
1 g1 z! }6 k" Z2 J% p( X1 nSimplified prospectus, S* t2 q7 u: L3 b! a5 C
Sortino Ratio6 K ?) p( H- G' a* s% w+ `4 l$ \
Specialty fund
+ o2 q% L9 o* b' `* I ^6 WStandard and Poors 500 (S&P 500)1 W/ x* g# m. S
Standard Deviation ; d v& {4 e, S9 c
Subscriber
2 _( Z2 p/ x, i0 nTax credit3 R. P& e* U+ m! ?0 f, A4 o
Tax deduction& Y, C7 ?- _* g& Z: S/ k
Top Holdings
5 G' i6 z1 ^9 }! s. kTop-down investing' T) e3 V$ p- T0 J, P8 V
Transfer Fee0 v8 N* _$ _3 |; X& ^
Treasury bills (T-bills) , f5 n; Z/ @- V) t
Trust
" J( T0 ]7 ~& Q3 y3 y B( I9 oTrustee$ m6 i% ^# ^. C# H
Turnover ratio
3 q7 G$ t' n, eUnassisted Capital$ x+ s x; Z2 u( e; ^
Underwriter
6 Z X5 o8 W) S5 c$ G7 b! s; cUnit trust% g/ l: K% q1 w2 r! t
Value funds ( F( C2 {$ |3 ^/ \- A0 I4 x, Y
Vesting/ I% d: i+ l3 P4 n
Volatility
% H* {3 t- O: G& H0 t1 T. ^& O6 qVolume
: I3 d9 h+ g% } v$ HWarrant) f& v. T+ o0 j& `, v
Yield" Y" v. y) r8 [0 `& b( e
Yield curve
1 s2 F& \. u& [, g! d; g' m+ T: AYield 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
