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Account Type
- U. P) S% _% IAccrued interest
# Y5 G) j$ r8 j* s9 y: gAccumulation 1 L% o! u; A4 [2 l8 K6 S9 Z
Accumulation plan
1 C# L0 K" i5 EActive management6 W; U- P' T1 v* c7 ^
Aggressive growth fund
9 J' c# M6 T* Y; {' W- S& ]Alpha
" L4 T: K- n Q n( [% v" gAmount recognized 0 C- C9 x- I* l$ h4 n8 M
Analyst . a% b2 O O+ P8 l
Annual effective yield
: i5 j5 N5 p* x& ^6 A- sAnnual Maximum Payment Amount; B5 {5 D* E. c: B* o
Annual Minimum Payment Amount
3 M1 x# [4 r1 Y# Q9 D& O4 _Annual report
8 ]' r$ M) A# Y$ v. y5 xAnnual Return) g/ W& }) q1 \3 K5 D
Annualize
% s6 c" I" A( S% q* ~9 F0 `: VAnnuitant ; `% S. W D. ?3 j, U1 N
Annuity
/ G2 S/ ` \4 A3 MAppreciation
9 G% V: _7 H( A) L/ R4 UAssets 2 V: d/ i3 i$ Y: J
Asset Mix
6 w$ [" t+ ?3 R! N: @ M- AAsset allocation
6 |, Z" I: o! m& Q% `' P% E# G5 EAsset allocation fund
" Z; M1 Y. T+ Z9 p# |. ]$ J6 pAsset classes + U# ^. A9 v. O5 {
Assisted Capital
0 p$ {: h7 S4 X; a8 `Automatic Conversion
8 y$ `+ F2 K) d1 B' ?: CAutomatic reinvestment
4 k7 e: ]3 F. SAverage Annual Compound Rate of Return
, ~# g# `+ G9 z9 J, R! G; e5 Y1 X3 [+ qAverage Cost per Unit/Share8 g! `/ s' y. U, P# \6 j! A) [
Average maturity
9 I f' O/ s/ nBack-end load
& a; f* p+ r" }& n3 rBalanced fund
; X! V4 n* ]) V) T- u) eBalance sheet - t ?* i3 x: C# I# ]% B/ Y
Bank rate8 b/ V- x. e/ ^# @2 x$ r
Basis Point / O v$ x; k7 c; T
Bear market
$ @) B- V. i) ~1 T" f2 Q/ L3 KBeneficiary
# _, k# z2 |2 J7 sBeta
$ x# u% i0 d, s' ABlue Chip
, y6 f6 A0 ]$ O0 {Bond
+ w7 o( y& M& s- u( e: x8 gBond fund
X4 L! O: G0 x. fBook value
3 q5 n( M b4 N6 J9 p. QBottom-up investing 0 r. d" | p. ] g0 K
Broker
/ `% O$ q' |9 e) _. z) kBull market
6 l; _& J- D" T. h" c) KCapital / k3 Q7 S" L- r7 G9 c
Capital Gains
% N/ D1 {0 s4 f0 \: c- bCapital loss
, s5 s: H1 [7 E. lClosed-end fund
' o1 @$ F$ e2 @; u& CCompounding
; R2 w+ Q6 a8 [' R4 Z/ oCurrency Risk
2 j5 K6 b" B& x" H$ y4 `Current yield
3 C" a+ F% s! q: y' TCustodian
, H3 |% y7 k2 h* F8 SDebenture5 {( U: l0 R! s& w) s
Debt7 ?& |# ^; c, c% n( F3 o1 A8 e
Deferral! N1 M/ j6 [& d' I; X# K9 L3 ]
Defined benefit pension plan; J& X( G( D! D7 n8 O" l
Defined contribution pension plan
2 k2 l" V& W- T8 QDiscount
" e# l+ ]4 V5 ?4 [4 hDiscounted Pricing for Large Accounts, V( d( b% w+ c2 B1 j
Distribution History
& `0 i `7 v+ aDistributions
|2 B F2 z$ D5 f. `Diversification, ~, }, n- u& r0 x( n5 j
Dividend9 X3 s7 @ D; t y ?- x
Dividend fund
* q/ z. H8 m% t6 C# ?2 TDividend tax credit
8 E' k ?5 i& C7 ]2 O: GDollar-cost averaging
# M5 c0 V5 p1 y' a% C* @Dow Jones Industrial Average (DJIA)
+ e0 d- u; c/ }! YDownside Volatility
* U, e3 l P: a2 Y" `% ]0 gDPSP (Deferred Profit Sharing Plan)1 Q- p$ f& Y4 n* u! f
Earnings estimates E2 J3 Q6 g% B9 x8 E! |8 x8 m
Earnings Per Share
/ M* j: h# ^% u- p0 CEarnings statement
3 k+ [$ ]" {- b. j4 PEducational Assistance Payment (EAP)
; W; y6 ]9 Q+ xEducation Savings Plan
# m& X3 d0 P3 q/ x( e7 |Emerging Markets* M8 K3 j& m& A! A( M- _6 Z6 l0 N
Equities (Stocks) 1 y9 d! S) ^2 t+ Y! }9 |3 ^" e( u6 ?
Equity fund
- w5 x8 C2 d8 j b$ {8 oFair market value
! N/ V0 y! l' g/ nFamily RESP+ o" M3 \0 |2 B# F R- ]/ P$ b
Fixed-Income Securities0 v1 ?2 v- A) @6 V1 B
Front-end load
- P2 F, \. ~9 LFundamental analysis
; ]" x3 Y% _3 w5 bFund Number
( ]5 O( v2 O% O- w: ^5 s) YFutures) f Y% _! O0 H1 j
GARP
& \5 f7 V7 I7 ?/ P$ z& oGrant Contribution Room5 i7 F7 b: G' @: q$ w2 A
Group RESP% l$ g/ L4 [/ |7 K/ S, I( a
Growth funds
: }' C2 K3 E( U( PHedge3 j- O, v" N( X. Y
HRDC
: n7 r% c* y/ W+ NHurdle Rate
, @7 b) M/ i; V0 E% r3 P, c' sIncome Distribution
4 t; o$ \* y9 s+ JIncome funds
4 k. f9 _' J1 V rIndex
# K2 o" G: E( [Index fund* ^* q k% d9 J% U6 b) g
Inflation
& m6 b0 t( _- x. g @6 B/ g ^Information Ratio
4 j, I" Y" v7 j8 t, VInterest - m' H3 n3 p( n' l& b- \* `' w- ^. [
International fund
( I) ? s; f& }+ vInvestment advisor8 v- _3 y) z1 F3 W$ {) g: K$ _
Investment Funds Institute of Canada (IFIC)
7 t+ x+ _# v5 i: a$ KLeveraging" y# Q4 p4 ` y6 E' c
Liquid ) X- a+ p( a& k) ?
Load , F+ w G1 r: D* @& C
Long Term Bond3 q- s. ?7 f8 r0 ?- }% @# A
Low Load (LL) sales option
2 P, R+ B* x& vManagement expense ratio
8 u" s+ M/ c$ @' NManagement Fee
& l* g( N$ d% Y/ ^* O% wMarket Value of a Mutual Fund, f+ o% S# H+ f/ `/ X
Maturity
: r; B3 A) _$ b2 U* E1 [* qMid-cap% k2 [0 ^$ }2 G
Money market fund" J4 t( E3 w/ o8 G8 Y) K0 B
Money Market Instruments# x! e x/ a) P! Z+ F
Moving Averages
% `5 t3 i8 N- d: g( ~( bMutual Fund
& i/ b9 r$ l: A' ]5 I& y2 HNASDAQ. u, j, T% e# |8 e: B7 i6 D' V
NAVPU2 P" e& f4 X% h+ M; m3 U9 G
Net Asset Value
) E( |& M+ S% }5 ~No Load; |9 F# [. J6 V$ K: b6 `, a
Open-end fund
& @! i( T& l' WOptions
0 Q, @; N4 l% z0 N2 }Pension plan, o3 ]4 A! @6 n" @5 J6 I" d2 V
Pension adjustment
; O$ B5 d1 s( APortfolio& L+ ^9 ]0 {' F. Q2 L; G3 B
PortfolioPro
! S& o4 M9 Q5 ^4 Z& w- N; F WPost Secondary Education Payment* P1 \5 D4 `5 l( F& ^5 G4 \
Promoter
7 v5 L, i3 v4 M$ w& XPremium
) U/ Z% q% s& U& B, f* f4 Y) yPrice-Earnings Ratio
& k3 u" \' }8 P" _ kPrincipal$ ?+ F. J- K6 j+ f- G" t. l
Prospectus
& N R; D3 H0 ^% o* d6 V. D" BQuartile Ranking
g# L9 f8 ]/ ^6 W2 iRegistered Education Savings Plan (RESP)& r' A* H6 b( g$ w# J; i2 s' ^
RRIF (Registered Retirement Income Fund) 7 `) m$ @5 D% g" f( K7 P j/ o) _
RRSP (Registered Retirement Savings Plan) 4 E6 V* @' c# m% p/ q e
Recession8 I; D. p) O# J1 M
Relative Volatility
4 C0 n2 ]3 Z# O4 I2 d$ l! C" H7 t3 MReturn) E1 x# n3 g" q" T6 i. p
Risk
) ^( {. M( d6 I! b* kRussell 2000 Index # [, s' ^# E/ X* C5 `# ?# t
R-squared
0 f1 [. _! ?* g$ M* DSales charge
: X- n* ^5 a) V: y, f' w" O0 q/ zSector Fund
5 W+ T4 N+ k$ r( i% Z, m2 `Securities
8 K9 [$ ^- v5 U" v9 Q3 X4 M, YSecurities Act
2 L7 p" E. |9 h; m7 E! E5 N; bSharpe Ratio+ E8 D+ p6 M+ [5 g' s! B
Simplified prospectus
4 Z0 G9 @0 C& \! _3 l4 u$ WSortino Ratio4 w j5 S5 H0 w" L7 _2 @1 A- L0 K
Specialty fund
/ g9 w9 t# z" f- p: ZStandard and Poors 500 (S&P 500)8 p! a, {5 L& T0 H" ?
Standard Deviation
. B* j5 X& J. |# mSubscriber
9 r4 y ?2 A. ~8 [& [% dTax credit# Z. p: E' E E+ y/ L1 I
Tax deduction* \8 |: G; m/ Z1 ~
Top Holdings) Q6 L, A2 M- l- P' |
Top-down investing
8 z" U, n0 D) ]& O1 B. R# e' f" mTransfer Fee* H5 g$ g, \& S4 _7 w+ Q; K
Treasury bills (T-bills) ! ^7 D+ X6 m9 t( ^8 g+ G
Trust
8 t9 _2 a' U) H4 ~5 i3 BTrustee- w+ t5 W8 j! N* c2 I4 k7 Y
Turnover ratio
0 A, h% B2 x2 u4 U7 LUnassisted Capital
* F/ ~' D8 R1 nUnderwriter
+ o0 b$ f7 x, L: A( mUnit trust& ^* V8 Q* z# a+ M; E( U. H2 o8 v
Value funds
/ A$ u9 s, u, N+ z+ T/ K7 T, XVesting. H \- B4 }& r, o, k) x
Volatility
# j5 Q+ o3 X' m' A! G. Z' IVolume , N/ r" s( M- @/ q: d" u9 W
Warrant1 e6 b& H' Z( H( C4 C& S$ S
Yield
" T3 i" e$ K. X/ J9 C! Z NYield curve
4 l* z0 I X% m) |, |& G& Q% L0 LYield to maturity |
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