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Account Type
* b3 ^9 e/ @% t: \8 wAccrued interest- g: V! X5 k; B: y# F0 J
Accumulation
% F' k- V% a: |) P1 `Accumulation plan
: F+ C( w1 D" r% E7 l" NActive management
% O( ^, k; `1 z. t6 r( ^, EAggressive growth fund
( K3 q. i0 S1 j# y KAlpha$ t; @7 v- r& K2 L
Amount recognized 5 u! z! P# O! \
Analyst
3 @, [" d/ \/ z3 J6 n, FAnnual effective yield
- r: I+ G9 z8 b9 fAnnual Maximum Payment Amount) j; o S. N9 F! J& D! Q( L' A
Annual Minimum Payment Amount
) y' R: W1 D$ B# N( ^Annual report
w/ u# T- h( T) k3 F1 zAnnual Return6 o" G) M* s( q% I9 |0 b
Annualize
H$ |" z% {! b' cAnnuitant ( ]) I$ H- \- V& z$ b+ r6 q) i
Annuity
; [" F1 G/ B6 W j+ }Appreciation
6 f* q9 t. \6 ?* P. U- PAssets 6 S" ?: Y) t* f7 N- S9 V
Asset Mix " |1 m& N$ r9 V# ^8 u R
Asset allocation
2 K( O# T7 M" b2 s0 eAsset allocation fund
. r0 T+ ?3 U2 N8 O, hAsset classes 8 C6 s' J& C* t0 P E& g& p4 O
Assisted Capital 7 D# M$ F- s6 [0 Y' h/ h
Automatic Conversion 3 F) p4 |( d# e3 N4 Y
Automatic reinvestment
! J C7 f+ Z# b: w. uAverage Annual Compound Rate of Return 4 A( B2 h) R, b, }$ c- n0 R& g
Average Cost per Unit/Share
$ v. O% ]9 ]5 v* l$ e( cAverage maturity
: C& A; P* a/ Q% a% V3 ^& L) k7 YBack-end load [" _, K1 G9 e
Balanced fund
& ^! A, o# ]0 r5 L$ e! hBalance sheet , k7 K2 ?6 F; [! Q
Bank rate
! L+ c3 x; K6 R5 pBasis Point
' H0 t2 n/ B+ J4 e8 CBear market
; W0 X2 M* k1 o% EBeneficiary
4 s; x+ M) j4 A/ F. x# D+ x/ GBeta
9 V. k& ^, `& L3 q% ~ |; y4 I$ r* `% WBlue Chip
. q! `4 u6 U/ e5 qBond ' b Y& P2 ~4 g! {* [% @
Bond fund # r2 G7 F% U' P& [
Book value
6 d' f1 p3 l3 m- @* }( a2 ABottom-up investing 9 c K2 E+ T& n/ e! B
Broker
o5 w- | B" c% BBull market, Q3 L: q7 M% G; T
Capital # Y3 m3 ~# X/ u0 |
Capital Gains% u" j) F. {8 A q! Y, G3 L: @, l7 m
Capital loss
1 m# S b$ K1 M. t6 E* V, S- cClosed-end fund 1 a+ F. b- n j- }' Z3 M
Compounding
- X& p3 q! m0 E. r# q% C+ ]+ _0 Z, r! lCurrency Risk
& W; [/ z) ~5 a: K0 ~Current yield
' N/ K7 W# S" x6 }4 x# `' lCustodian , W/ F4 X9 a( p; {' r- H
Debenture
+ r* I( L, ] j7 X: I9 b; gDebt
7 Z+ x J7 {, mDeferral& U' s3 N) W% e& d( p
Defined benefit pension plan
7 e" ?( B8 O1 b( }" sDefined contribution pension plan
/ s* s, y! H# lDiscount
9 X) a$ U! b( _( JDiscounted Pricing for Large Accounts9 @5 G/ ^ R& T0 r4 I" D
Distribution History" k5 c8 q% K% R! m9 T @
Distributions
- @9 K5 q0 ]: i; ODiversification! Q1 |* P! a p9 u6 K# k
Dividend* a8 Q( I/ m( n7 P% l
Dividend fund3 W& K6 L; E- E9 T4 d1 U. S* e
Dividend tax credit
. Z, v o9 c- b+ y7 i* bDollar-cost averaging- M- I6 d/ A) c$ ^+ T; H7 s" p
Dow Jones Industrial Average (DJIA)
: ^6 P7 y0 v# ? GDownside Volatility/ D* u1 U5 `) f; w% z* B! c' X
DPSP (Deferred Profit Sharing Plan)
; t6 `2 m7 I' y( W7 PEarnings estimates
r/ M6 Z9 W" N7 n+ |Earnings Per Share
- W8 a# P, f8 y- ~2 q/ K2 d1 XEarnings statement- M1 N" Z' m$ o8 w$ ?6 K$ v
Educational Assistance Payment (EAP)
1 l% e+ g& D/ X6 y2 q6 c6 p; l! t: @Education Savings Plan
% e2 M# H2 Z( NEmerging Markets
4 b+ Q; F5 x1 y' xEquities (Stocks) ) P8 K$ f- ?; f0 P( }* |+ f: Z
Equity fund3 s4 ]' @* f' P2 }) l
Fair market value
+ M) S& l7 v1 f! eFamily RESP- L# P* G4 x5 T9 l
Fixed-Income Securities9 ~2 W# W6 I( i- R" B5 W
Front-end load7 a! P8 d; y0 F& ^
Fundamental analysis* F' s! [3 I$ ]$ h
Fund Number5 g4 |+ a! r) H, u! X
Futures7 X1 q5 t [6 p9 x0 h
GARP8 x9 B! t6 k7 F0 P \" G: T; _
Grant Contribution Room
. t1 f8 Y8 g1 [, E! RGroup RESP4 t5 p9 h6 O8 u i6 S- [$ ^
Growth funds 2 p* b: k* |" f3 Q1 x& Y
Hedge2 t5 `$ N0 Y# g% e, \, b: X: ^1 [3 m
HRDC, d+ ]4 ^0 a/ g+ c0 a3 o
Hurdle Rate
, [( ~8 c( k: Y) h- t0 e6 j. r# ZIncome Distribution
( M+ i: G% t- bIncome funds 9 v, a# e" w5 g8 u# ~2 J
Index
/ M- |& T8 f3 `+ ]& f" nIndex fund
3 s& P# T ]1 A/ IInflation 1 M1 g5 P, o) Q ^' a/ w
Information Ratio
! d& E& I6 a, w% ~Interest - H" W$ X6 n* k) p- g
International fund
1 D" z9 L# Z$ [8 |Investment advisor* j. b# K' g6 C/ R, T" K- z3 c
Investment Funds Institute of Canada (IFIC)
) d1 ~0 V- P; w! m1 RLeveraging
4 D9 ?3 C4 C6 q+ t2 m$ ]2 rLiquid
+ p- t) o' ], j' |Load # x; ^2 y+ g( I4 S a0 i
Long Term Bond: L9 k: \' g8 F
Low Load (LL) sales option% a$ V: t1 H# \- ?+ A5 D
Management expense ratio- R. P7 [. B+ M0 A0 N
Management Fee
3 D0 O% X. r8 C( ~$ J) `5 j& FMarket Value of a Mutual Fund Y2 B& i/ Z4 \$ Y) R
Maturity
: N f' V& s6 v& i9 U. A7 SMid-cap
1 e2 j1 k8 |8 X2 z% s# pMoney market fund
3 a8 [: d: Z- A+ P# w' Y/ FMoney Market Instruments
4 I7 {+ @+ g, b7 q' @! f5 @) K' [Moving Averages, c6 Y' b5 `# A W# N' t
Mutual Fund
& u. m7 f* [+ dNASDAQ
7 y- P8 C+ P& o4 z0 ENAVPU( z, M/ L; }! \* v
Net Asset Value# \' w) }- d1 [7 `7 `
No Load( \0 N) @5 Y) l! M
Open-end fund
$ H( s4 O- J+ E: {Options
1 H' g) [- V: ?2 r! \8 hPension plan& K0 h) v0 H" h* N0 a- d/ d1 D
Pension adjustment
' K) z0 p# V+ b: f/ ]Portfolio
G0 m' n9 l, a4 JPortfolioPro$ j. D/ ]- O4 W1 p" `' p
Post Secondary Education Payment; i" r; E. ~" D2 ]% I
Promoter! L1 w, z3 c" V% C/ f" k$ ~
Premium
3 \' j/ @# u$ g1 r TPrice-Earnings Ratio: E4 I! Z, l# N+ j6 S
Principal
' c; ^. A( ^2 l5 hProspectus
. O% F" c* K+ j% R8 |6 UQuartile Ranking/ F) I: e/ O: ]5 m) b: k% K2 X
Registered Education Savings Plan (RESP)
# Y- w6 F+ y( H1 m/ ERRIF (Registered Retirement Income Fund) : \: X' l- R. |9 g8 \6 V1 _
RRSP (Registered Retirement Savings Plan)
5 K) n g+ F+ y9 ~! ~2 `3 SRecession
' C+ M( d6 p5 nRelative Volatility
+ E3 u+ [4 [: R5 g* _, HReturn9 z' o2 }% U; ]# |& X/ a5 f) R7 p
Risk
: [8 {& C) W A$ vRussell 2000 Index
! Z# o/ D; q/ }9 Z$ B& w$ j. aR-squared
7 Y- A+ u7 ]( q( ~: e: cSales charge
0 h: e6 u- G Z5 {/ e: i3 U0 N% F, GSector Fund ! y' [: ?$ u4 ]" X" a
Securities! J3 s! _+ _ t4 A
Securities Act# N+ D( i6 l7 ~- x% X9 r M$ d
Sharpe Ratio8 h8 J6 v9 y# l5 b" V/ o: @
Simplified prospectus, a& }* ~# d9 ?5 c0 R C
Sortino Ratio9 z2 Z9 k" I/ M" k1 g2 b* }( O
Specialty fund0 U" m2 H6 V) n$ r/ K o8 N: @0 ` D
Standard and Poors 500 (S&P 500)# Z' K2 b% F6 I: c/ |
Standard Deviation
3 ?2 D2 x7 {$ v8 e) I! |+ {' j6 F" aSubscriber% S. S% {' ^! x/ m- U( _; h
Tax credit5 X' v; ~ | n& d; U
Tax deduction+ b( l/ B- H8 K- n; N! [( z" ^
Top Holdings
$ U: t8 s) T# r) S4 y4 b, e* |4 sTop-down investing% Q' X; @$ `. y7 ?
Transfer Fee+ a; n6 J- ]# N: n0 M. j
Treasury bills (T-bills) & U) A2 Q# C7 m) C6 |, [
Trust
- q6 h* L1 R4 WTrustee
1 z) E- [8 v( E& \Turnover ratio
( Y0 m; n3 s0 P8 E/ L* \% jUnassisted Capital. n; P0 M; @) H% `- T& w! M
Underwriter
9 b8 t: i* Q! M4 }Unit trust
5 V- A( X: w1 a7 @1 oValue funds
2 k& n* Z: I5 Y) @Vesting
! _* Y: c4 G% X k% W$ ^; s, mVolatility# T0 v* F# h% g9 T$ y/ ?
Volume
" f2 ?; A% L/ yWarrant: m- N; h' p* {
Yield
. _$ a: T2 @+ M6 S/ ZYield curve
: X9 E, n% o# V3 k+ u0 l4 O: XYield to maturity |
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