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Account Type2 p1 B2 C1 K# v' z% Q6 E6 l( O- ^
Accrued interest& x6 g3 |+ X* Q; v' p
Accumulation
" T; b% A! Y0 r$ w9 g" O& h+ ^ |Accumulation plan
* U' D" |$ p' E: c" X% w) n( rActive management
; M8 U8 g4 w4 `' W! c8 A) J5 W! UAggressive growth fund
" T% }% T+ l* u( ?: R$ qAlpha8 @* t. R# Y2 N
Amount recognized ) o! P* H) w5 ?9 F: Z: q% Q
Analyst 8 X" O; D/ A( c3 g @$ h& C
Annual effective yield
+ ~( B" c9 z1 B! k$ }. ~Annual Maximum Payment Amount3 ?! p5 F4 F o# ~
Annual Minimum Payment Amount
x- m# c3 F, u4 oAnnual report / y1 k# C s/ ~' A, @
Annual Return; b$ G, q2 K* N( i
Annualize
; }% f$ I2 i+ hAnnuitant
, k) }; h& ^& p3 N2 b* K1 t6 ZAnnuity
4 N. J6 d- y" S, Y# S. t/ yAppreciation8 D9 @$ Q9 L0 r6 \9 c
Assets
! s4 e6 p- c: O7 o. V3 q9 l# jAsset Mix 5 d0 x* A7 `) d5 i
Asset allocation
8 `" V x7 A X; BAsset allocation fund
6 W, d) \& h( ~. K1 A8 o7 PAsset classes : o* g, z6 t# G' I% A( ?
Assisted Capital
3 `. u W' S0 H, V( s7 u& NAutomatic Conversion ! N" {4 y2 X3 O: o6 P" w$ l* _
Automatic reinvestment9 V: Q; i- a4 e0 D, B
Average Annual Compound Rate of Return
4 N; j- O7 r1 l$ \5 vAverage Cost per Unit/Share+ l. A' ?3 {1 B! h: p
Average maturity
k( Y$ G* w+ k4 mBack-end load
+ L5 K' L: H q7 D' dBalanced fund 7 F& M7 E4 o8 P0 F* r* z( H8 v
Balance sheet
- D% n' S" R0 S' EBank rate
% S9 `$ B/ \3 OBasis Point ; _ B$ _- O7 I. U
Bear market! L6 u5 U: H& E# a2 C- N6 m. V4 p! L
Beneficiary 9 S, ^. q& I" e7 z' ^
Beta
# H& b1 D5 o+ m# H- e; n+ rBlue Chip
' ]- p0 [, Z7 t7 G- EBond / B3 A& n" G9 `+ z( k' R
Bond fund 2 ^8 h! \/ z _) C, m0 V+ ~) V4 V
Book value / R, G# k2 X) X$ @# y, k
Bottom-up investing
$ g- ~' m" V: u, a0 ZBroker
# s3 c3 a* f4 M8 E' _Bull market
+ i, j1 e5 E2 q: F8 TCapital 4 s+ E# l0 [, R8 k; N# j, {' Q
Capital Gains
5 O* f: Q6 S1 f$ _! ]: V9 eCapital loss
) C! q9 t7 a. `Closed-end fund
) Z4 q. p, w5 Y8 f" F/ F' zCompounding
4 t+ }3 \* l9 f/ QCurrency Risk
6 H& b3 g% X$ n2 ^& M. JCurrent yield
$ I. \% o( [1 ?- F QCustodian # d* P! a! P, ]8 Z
Debenture9 }- L# M( R" Q0 o6 T
Debt4 ~/ d0 G- M# G
Deferral
/ S! t7 U ~3 H" e7 LDefined benefit pension plan2 f0 g9 y/ i' Q) d _+ E- L
Defined contribution pension plan
% Y' m, O3 f9 L+ t" ~# fDiscount
/ M4 Y$ X" I2 {9 j* R' ?Discounted Pricing for Large Accounts5 o o8 f4 A7 K: {6 d, u
Distribution History
K5 k( K* s: N! BDistributions/ p5 ~& m( M0 N6 ~+ O2 y) N; x# T. I
Diversification
' c! A6 f5 N+ @0 `% n B: DDividend
0 t$ R0 q0 @+ l ~5 t; V5 O: }Dividend fund; l6 G8 B8 A9 m
Dividend tax credit
4 v- `- C9 f6 _' g/ EDollar-cost averaging
9 d! h# H4 g7 y4 E F* e1 VDow Jones Industrial Average (DJIA)
2 [# g5 v* M6 F5 M# K2 W0 x& BDownside Volatility/ {8 _, }/ u- G7 V# j
DPSP (Deferred Profit Sharing Plan)- V- F" I X- o: a
Earnings estimates, |* N& p8 U% q4 A5 m
Earnings Per Share+ j9 I3 v3 P. u- Y( t
Earnings statement
9 @- O4 t0 |. K" J4 [' M, ZEducational Assistance Payment (EAP)1 }5 E" y, X% H1 y: |
Education Savings Plan2 Q3 p: s6 j: {8 v8 {" [
Emerging Markets- R4 N3 E* s8 K: u) w
Equities (Stocks) : u' I7 Q, m' G v D" I% C7 b% \
Equity fund
2 R: x: T. F& i+ WFair market value# C4 v6 W" I1 X+ h8 P- y3 Q2 l3 [
Family RESP: r" ?! _$ K* l
Fixed-Income Securities" k0 I" r6 `' a7 Z* N
Front-end load
( k9 Q- u1 Y# L/ t! C- i7 XFundamental analysis
' o6 o. K }, f7 `Fund Number) n, F$ G4 O+ Z5 E8 U5 y
Futures+ s4 u$ l3 D2 h2 R5 c: {9 h8 m# Z
GARP
1 a- v0 R; K& p% t2 bGrant Contribution Room) q- B1 _8 h- f# [9 C) x( j
Group RESP
+ V# n/ e! x* @& d% \% N8 \2 }) Z# |Growth funds % ~/ w* a; ?' l. E9 x$ j" }& R
Hedge9 j4 N3 Z9 I8 b4 l5 n) m( k: W
HRDC, w3 ]3 q! r4 Q7 F5 t r3 ]
Hurdle Rate7 t, f5 ?! a* m3 c, j U' n& V% \) P
Income Distribution. E9 K+ M* L8 W* V
Income funds
6 ~" Q! d7 W( k- F% cIndex" j8 [7 G; |% t1 ]% N+ ~
Index fund4 r$ E3 c0 R1 m I/ ?4 w9 {; S* n2 h
Inflation # A& u* ]" w$ N9 z/ e6 j
Information Ratio - W$ c: J6 S3 v: G5 \
Interest ! C5 W: n* u5 z) ?. z* f( ^
International fund
( F- w- v" `% H- l0 J8 V" x) tInvestment advisor% f/ p7 ^/ x2 M; Q T+ e
Investment Funds Institute of Canada (IFIC) 5 H( J7 F, {' t2 A4 e- ^
Leveraging
4 k2 t3 e7 U% }0 x2 s( NLiquid
7 |& n5 B/ H6 M9 LLoad ' a( e5 u: r. e
Long Term Bond
C% B9 ~1 T+ u1 tLow Load (LL) sales option, y. \4 q8 b" X- B
Management expense ratio) Z7 W& ?% @$ H, C
Management Fee! G6 [ N) z" O+ i
Market Value of a Mutual Fund
8 D% Y% g- V1 H8 S. S6 x; QMaturity
( C6 l- x% x. [7 a( `Mid-cap. {+ ]! F5 L- N* L8 ?( a3 C; E
Money market fund% G* ]7 h. `6 n" N F4 U7 K" T
Money Market Instruments
8 L- f7 U7 T* c) v J# W; GMoving Averages- [* Q3 R* j9 C
Mutual Fund7 T. O/ Z6 u0 b# f
NASDAQ
" P2 e: f& F# [2 u nNAVPU; L& ?. N+ O8 o' j- a
Net Asset Value/ j* o2 ]+ H8 I7 r* k w
No Load
( l) A/ Y- \4 E& `# YOpen-end fund( l# ]6 z$ i3 }, M1 ^4 h# |1 D' H
Options
( w7 s8 {2 x* _. H! [* OPension plan* G5 Q$ X/ B$ J% V1 [9 o8 V
Pension adjustment' U* Z0 e. R) G, w, ?
Portfolio
! ?' f+ T3 s" hPortfolioPro
3 s9 ]# F. i$ b: {; i$ `Post Secondary Education Payment
2 y8 Z, b* `: Z7 C9 kPromoter, h4 u) q% x3 W: Y$ d$ S
Premium
1 k! O. H8 J4 I f) @9 d4 sPrice-Earnings Ratio) `; i- q( g w# A1 O8 r
Principal
% w2 e! r: U5 Q" f$ A+ RProspectus
7 G9 ?; ~( e) i) t( eQuartile Ranking+ L6 Y2 X1 f ]; U4 g
Registered Education Savings Plan (RESP)
3 E4 _0 ^- P$ z$ |# bRRIF (Registered Retirement Income Fund) 1 r4 Q' P; b7 p! K, X* d! i; r0 M( F
RRSP (Registered Retirement Savings Plan) " D1 ]1 ~( {5 z4 D
Recession
) m8 w K9 _2 }! t* E+ @. f& u& ^Relative Volatility
! {" ~7 g& @. f, `! i( B* B2 z9 ]Return1 Q, }6 U) x5 b2 D# H6 @+ ?
Risk
& w. z7 Q1 u7 X8 I- F! Y' gRussell 2000 Index
4 ?; }6 Q: {+ ]! ^R-squared
6 L# Q1 x2 B( f! G H9 _9 ]% hSales charge
5 \2 [7 I% z: S. |0 l% c$ XSector Fund ) l9 L5 k7 ?# A) y& r
Securities/ V/ R+ e' U2 V
Securities Act
- m) O. f3 H+ gSharpe Ratio* ]3 `! Q% R" B6 E, }& O
Simplified prospectus
# P# a$ I' y. s5 h. {% hSortino Ratio
0 c; S \$ H3 V" j6 KSpecialty fund& l/ V3 m5 @! F0 ]% S/ F/ }
Standard and Poors 500 (S&P 500)
& G. e- g& V& Y- R# \, V7 \, [5 z0 ZStandard Deviation
' T$ D$ z8 X! T% Y0 ]Subscriber8 X7 b }; X+ i1 d. u7 |+ K
Tax credit0 L/ n$ ~; G! h& F* J
Tax deduction
0 V1 @* y8 Z4 XTop Holdings6 V, ^" X. b+ R+ Q) a- N2 S
Top-down investing) n" N" G$ Y) X
Transfer Fee" m% l9 j: P$ h) ~! I
Treasury bills (T-bills)
" t, ?1 @" Z$ y! XTrust 1 W# N- f+ G: {( a- h( D6 N
Trustee
9 m9 a$ S# } U$ dTurnover ratio 6 |( V) H. e" t) `/ w
Unassisted Capital
/ u! n" L L$ U4 C$ rUnderwriter
6 I1 t3 _( A& K% KUnit trust
7 _1 L% ?5 x7 [. w0 e8 wValue funds - h1 e" E4 E: J2 B* x. \; J
Vesting
- H6 w# `; S+ C( @Volatility7 w4 n- h2 d# E+ n% h* Q
Volume
9 l" F( R% u/ RWarrant
; Y9 Z. @; D" x$ yYield# l' U v1 J# j, T) ~1 B7 `: P
Yield curve' M0 T- j3 c3 m$ |9 Q7 N
Yield to maturity |
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