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Account Type. `2 P N; A0 j7 ^; e0 R+ [, X$ g& {
Accrued interest0 o# P* A. N$ h
Accumulation 5 ?3 P$ }, H' W, J' g1 o, H* ~
Accumulation plan6 w- a M/ ~6 c9 J1 T& q# ]" P
Active management" w) R7 i$ F9 F1 w3 C* L7 E8 _
Aggressive growth fund
8 @! a2 e8 F m) u4 f) s* G7 F" cAlpha
* m _% L. n6 X! m% A, BAmount recognized
0 m' O+ Y, x* JAnalyst 4 s, W% b: {. |& S
Annual effective yield
+ d: O$ g- n( m3 O' zAnnual Maximum Payment Amount4 i0 E- M" J, Q8 H1 `. Q
Annual Minimum Payment Amount
7 O+ Q$ p6 Q, ^4 d( b3 ~8 VAnnual report
4 O5 e9 |0 a+ g3 J( z% WAnnual Return+ p l' ~. X" E+ o/ A9 X
Annualize
% ]# J1 }( a2 V/ r; ^9 ~* AAnnuitant
+ ?) E* x" M& D0 c" yAnnuity ) K; E7 R* k; o3 {# G% n
Appreciation3 O, c" _& s8 H, y% ]
Assets
! H& e" f- I4 y* GAsset Mix : ]6 a D- c- C2 U( l. j) @
Asset allocation 8 y- ]" J1 X+ h- n# w; d1 @
Asset allocation fund
+ {' q k3 @3 X( HAsset classes
# p" b8 U6 y( e; v- G AAssisted Capital C: u* p$ W) l/ q2 ]
Automatic Conversion $ P% z3 u; ?! T0 a
Automatic reinvestment9 {1 \$ T) K8 B3 Z8 ]& T
Average Annual Compound Rate of Return % q6 F3 I! C' |6 R+ ~3 d
Average Cost per Unit/Share
3 q7 e% ?5 f9 x, YAverage maturity
& B) }4 \9 {+ D" WBack-end load
. m5 r& ?4 p' }! J \' a; K3 _Balanced fund
4 C' F7 S4 n' G% i8 I" CBalance sheet 0 z; E& `. o/ l V
Bank rate
# c1 M9 P, }# c iBasis Point
: Y$ c% r5 b) ]9 z/ RBear market" `& \/ M, d% [% G- {3 Y) _4 i8 @
Beneficiary ) O& p9 v% V1 ]0 g
Beta; _, l$ v& O( r1 K1 l
Blue Chip
6 P$ y/ N) W4 P! k1 c- OBond . K) u% l# _" k% \& X
Bond fund ) k a% k$ F& z0 g
Book value
U, r. G& c: I; p6 JBottom-up investing
" k, H0 E* n* ]+ v3 T) q- L/ rBroker
1 Z+ ^( E# K" nBull market
; Z }+ g8 ]- `- MCapital $ z( k+ W: B2 b: X$ x, S6 p
Capital Gains
3 C1 y9 c* f3 |) {. x6 ~Capital loss
" }; w3 `4 _5 p: gClosed-end fund
, w: G' z o* n% S& d" jCompounding }) ?) ~: k6 M, I* M* @
Currency Risk 8 T( X! t* m" z- L: z+ d6 s
Current yield
% Z; {5 E1 k9 j/ }Custodian / W2 R' t' l# k. q [
Debenture6 c6 K. r3 ~. n5 ]$ t+ e- C
Debt4 L* W( f0 Z" _; ^2 T, L; a1 ]
Deferral4 A7 O; J$ X" }8 T4 @* I
Defined benefit pension plan
5 F# M. s# [. Y: T" o$ N8 Y: S* jDefined contribution pension plan2 i+ w6 X3 ?; a0 c9 E
Discount
6 j# L; o9 r" g2 s$ B' qDiscounted Pricing for Large Accounts6 K( o i# E3 \
Distribution History, p: f) a0 O, E! n4 K
Distributions
2 y% ]4 A, H8 P( EDiversification
& ^/ w( S( R- e2 HDividend
1 G; r9 v: e" t% n F4 |. wDividend fund
1 h% z* A! R4 X* _" p4 QDividend tax credit4 _5 U2 _+ s- P7 K
Dollar-cost averaging
- N3 [6 u+ v5 `3 K. [# iDow Jones Industrial Average (DJIA)
- ?! p! F3 C( l: ADownside Volatility
7 J* y' K6 g) f; Z% I( ?) b1 ^DPSP (Deferred Profit Sharing Plan)
; ^3 b+ O/ m& o( JEarnings estimates
- d/ T8 {- L0 T, J/ [7 Q8 f& sEarnings Per Share
& W* \$ P( D3 i& z# ]Earnings statement
6 R$ M) g5 P' ^6 u/ e. gEducational Assistance Payment (EAP)
O( V9 R5 w6 q9 W7 _ PEducation Savings Plan5 ?! ?: L+ G* x5 C7 u$ H* @
Emerging Markets
5 T( T) I z, f% L L5 T0 wEquities (Stocks)
C$ l0 O- _! c6 I7 H: Y2 H* o$ yEquity fund! |" x9 s$ O9 Q4 [: ~8 U
Fair market value
) f) F- \# @/ H- I) HFamily RESP
7 n# \" ^' i' | HFixed-Income Securities
: ?8 t4 A& E7 J6 L3 f! M/ F8 t8 |Front-end load2 j7 E2 F8 R4 J' M0 Z. O7 @' E& e* s
Fundamental analysis: f2 j" k! U0 a3 V
Fund Number
" _0 K3 k2 s1 y/ {Futures' E* G/ X7 y ]4 T
GARP: B" R5 e( c+ \# P c
Grant Contribution Room$ a, c, s+ Q: c! c- B. H9 o$ e
Group RESP- ], ~; k* E* u( I/ Q+ T/ b
Growth funds
$ B3 X. L' \" V1 AHedge+ p# u1 \& S$ @1 H
HRDC
$ X k1 T( ~/ KHurdle Rate- B+ ]* v" ]% c8 S5 x7 ]6 X
Income Distribution
5 x* I5 T6 M; F+ ^Income funds
" F1 G9 o! Z2 e$ y- F& \ OIndex! ]% F6 q4 X% E" A, B5 ]
Index fund- P( x D i$ y/ I! [
Inflation " b1 X( m1 h. h9 I+ z+ [% {$ y8 U
Information Ratio
: E* J W8 ?9 K. g, s% bInterest
8 P$ U6 |& ~! H' i% W2 YInternational fund6 ~5 L1 S* {7 I$ U2 A r6 ~
Investment advisor) m: z g; l! w& @# j- s# y
Investment Funds Institute of Canada (IFIC)
! N- z! n+ C4 \- RLeveraging, O; b* t) O' M& }) K; w
Liquid 6 `$ b! M6 X1 Z/ _, B, u
Load / r$ v3 p: w+ Q, s0 J
Long Term Bond& ^4 S/ l; ^3 q# _/ s
Low Load (LL) sales option* [& L; y6 `% L# O' r! S
Management expense ratio
4 j. n8 K6 F8 ~8 MManagement Fee8 y8 B' y4 z( w9 y
Market Value of a Mutual Fund
5 t7 i. r( i* \* h9 iMaturity/ [% M2 t& |9 H+ q- B* B
Mid-cap
% {, Q1 d e) Q6 L# V# \Money market fund/ p/ ~* c! N0 K8 N9 C
Money Market Instruments1 o8 K0 e- V5 s+ ~ {; t
Moving Averages( W& Z& j5 e+ v5 k! E% h* O9 w
Mutual Fund
, a: o& @0 Z; L7 e$ bNASDAQ4 O; a$ d+ c$ }5 {9 y# D
NAVPU
M3 x2 V! C$ }2 j: P4 |0 w O6 W5 `Net Asset Value1 K$ N$ {3 X0 Z, b# R. R
No Load% y- z8 V; ^2 B; h
Open-end fund* Z5 f- q- T0 O
Options8 E$ u& a& Q9 a1 b& s0 Q) N
Pension plan
6 m! c9 m6 u' GPension adjustment7 j2 `- W9 R( G7 u* [" c9 I
Portfolio# q3 }! }7 E/ V4 b9 G
PortfolioPro; R* H' [. W. q& h, B
Post Secondary Education Payment6 D' o+ X' d# R$ X* }4 S5 P/ P
Promoter! F: j4 h6 ~% T# E. j1 B
Premium/ i( [! N( i- C! Y% o
Price-Earnings Ratio1 S+ _5 C' F. w* ?
Principal2 a- A6 n# t: e( O
Prospectus# R" O3 b' B$ z a2 T
Quartile Ranking2 I" [ D R; U4 t) Z2 K8 e
Registered Education Savings Plan (RESP)
( |4 E: N$ P6 J, p9 b! MRRIF (Registered Retirement Income Fund)
3 T/ C, K% X# R9 sRRSP (Registered Retirement Savings Plan) $ a6 y1 }) X, A
Recession
- J* K5 e+ X* |1 |' x) x5 nRelative Volatility
9 W6 C3 Q5 R, s' u. T+ R( bReturn
4 {) [) T3 h& K& z' H1 h/ h& o9 HRisk
. c2 V0 Z" Q z5 ~Russell 2000 Index ) _( c. q, d* T! c9 l
R-squared! a$ A* J3 r. {2 f# o* O
Sales charge
, k" O. D& ?3 |$ s+ k2 s, r4 }Sector Fund $ Q0 ~3 _! r) x/ { ~8 [; h U3 ]
Securities
/ H! K) q. w& b& e: }( k* L+ rSecurities Act5 y5 F7 A) D. B
Sharpe Ratio/ v( j4 {, }1 `( B! O
Simplified prospectus# d: `9 h$ z; z v+ o
Sortino Ratio, r( A3 [" R* f y1 m; n% O
Specialty fund
% w* l: W' r$ MStandard and Poors 500 (S&P 500)# x5 ^, g/ J b
Standard Deviation ; t; J0 K& i0 y5 F3 M
Subscriber* ^3 c+ N% f, R1 ^& R+ P6 \
Tax credit0 n( N$ m3 F3 J+ q$ f2 i2 B% ` h
Tax deduction
6 @% c0 E6 j, O5 _7 |Top Holdings
9 s0 d- O' G% V' a3 aTop-down investing+ `, O8 Y1 x# R$ e
Transfer Fee' j/ |: J" `+ Q, W" {
Treasury bills (T-bills)
* _1 U" @# L; WTrust
- B0 A4 [( D( ?9 m+ VTrustee
0 u1 x e; m, R2 y6 yTurnover ratio
5 Y- I0 P6 `& Z# OUnassisted Capital
# P" _7 s! Z4 G# yUnderwriter
4 U: H$ k- t8 P9 Y; u2 ?; ]0 NUnit trust- H [! d; Y+ D0 E
Value funds $ ~7 N8 ~6 O' w
Vesting
8 `3 p7 y5 r' y0 R3 {7 @' M5 v: GVolatility
, ^& ~7 `1 T9 L+ {$ J z3 z, YVolume 1 Q, Y4 p$ U/ t# K' S
Warrant
& t3 H4 R/ A) B9 \Yield
. U1 Z$ u5 c+ t/ r+ gYield curve
8 l3 ^; s) F7 z& @4 C0 oYield to maturity |
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