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Account Type+ f7 K8 y5 Y* L# `$ P# Z
Accrued interest
6 w* M' B# U& pAccumulation $ Q1 t. |, l' T/ E& i. z7 ?
Accumulation plan( N ]5 e* l7 R9 g+ b
Active management# v. W! V# ?4 ?8 t
Aggressive growth fund
! Y6 F |- H" O4 a: mAlpha) H4 d+ q* k' k3 ?, X8 |: Y# k
Amount recognized
6 ?5 _+ g+ K. X5 a2 S% r8 _: KAnalyst
8 B/ G$ @+ ^0 O! sAnnual effective yield
- Y' Q& z0 R/ o4 JAnnual Maximum Payment Amount: Q% C2 ?' j6 [, x- q5 G( h1 e& Y
Annual Minimum Payment Amount 8 F8 X( K( @9 d! }& V6 h
Annual report ( R8 c i& V" P
Annual Return
$ I' Q! y J+ y7 o3 R% sAnnualize
& q6 T5 C" S$ s( c+ |5 O' I) K! NAnnuitant
+ E Q! I: t* o# U! e; G5 k, NAnnuity
: [9 Q9 h! P' f8 J8 SAppreciation H5 ?' A/ Q: w$ S+ m( u6 C/ I' `
Assets
. H: k. d" s i! S. i v% ~Asset Mix
4 e: f$ H+ X7 F* oAsset allocation - ^7 C- B% i. ^& b: ?- G! A
Asset allocation fund
& h) j. M: {8 T) xAsset classes
% i+ n2 P3 x) i# r9 yAssisted Capital
/ I: g2 d: o/ B: E6 P" F: wAutomatic Conversion , I* I6 p0 i! F. I! a \5 g$ ?% _; N
Automatic reinvestment
! o4 i$ y8 |5 p8 SAverage Annual Compound Rate of Return 3 _1 f7 e! g* I8 v5 O. H
Average Cost per Unit/Share
& S' v8 t3 S# |. Y' f$ MAverage maturity
- A7 r% k+ L+ A& D" i: k2 ^Back-end load 6 }* k+ @4 g/ g7 Z$ t: E7 l
Balanced fund
3 P4 L ^. f# j2 O3 q; Z B' ?Balance sheet 8 [# e. d3 X; t! s. M: M2 u3 e0 ^
Bank rate
% p& B7 Z# b- y9 k" h- a* ]$ r9 CBasis Point
* O4 } s9 k: H/ F; `, A: @Bear market
6 }1 ~* w1 F% |: ?- J1 O8 F7 m% TBeneficiary ' f Q2 q: E7 R0 z
Beta
: c2 \( u* O& G9 {) \4 gBlue Chip U. N. R9 ^6 i$ p- T
Bond / F; C, a- `, Z2 |: K, d
Bond fund & y1 G' c& ]' B6 z" E
Book value 5 C* Q& G% U1 o) G* ~; |/ S( F W' R I& \
Bottom-up investing
8 V% }' w( O4 O9 L4 G/ ~. bBroker8 J0 ~, q, ^* ~- T: M6 U8 K' Y/ |
Bull market
4 i# P: a3 G- iCapital
* m& P- ~: D/ Z" `( H8 YCapital Gains! B: P! l: u/ l$ A
Capital loss . E3 ?: \& [6 H) s8 }
Closed-end fund
8 y8 c5 ?3 X) ~6 PCompounding 9 q7 V$ W% Q; I$ t2 `* [
Currency Risk / L9 i& } U" J4 b1 \. Y
Current yield
- ?) n9 g4 y- Q3 V/ Y6 d& CCustodian ( N7 ~' |, \8 @* E
Debenture
1 z e6 O/ w6 N2 \/ vDebt
: s& S) Y& Z4 K! ~$ D( F% e, ?Deferral9 Z- L/ k8 X$ U) t5 K& S4 m
Defined benefit pension plan- ^1 r7 a( W' u% o; ^& E' r. e) {
Defined contribution pension plan
e& n2 D7 y* s1 F. M% z/ o& aDiscount
. J& W: k4 Q8 H" G F7 {5 QDiscounted Pricing for Large Accounts4 ]7 @$ O6 M/ w; t) h# Z* F
Distribution History
) K: |3 Q. G* oDistributions- n* U# n) k2 e+ R: k0 k# t6 [! u9 a
Diversification3 b5 n' ?. H1 P/ X
Dividend# V$ d" J) A, B0 B/ k
Dividend fund
/ Q, D R: v. A$ D! y) [Dividend tax credit
( |/ M6 D6 | e" ]Dollar-cost averaging
8 p7 r$ g% o6 g gDow Jones Industrial Average (DJIA)" G6 a& T* m. g3 l7 [: F
Downside Volatility
3 c2 u8 {% h5 r) \' l5 F4 F. SDPSP (Deferred Profit Sharing Plan)( D: e5 x. m' |
Earnings estimates
' C0 U1 D' b! y5 Q, n S- KEarnings Per Share. u& L: z( ^; B! @: v" z q
Earnings statement9 j$ A( D, z( }: N4 F, t) f
Educational Assistance Payment (EAP)
] g: {" ]" o6 G* d- gEducation Savings Plan% j" n7 |; q" a! D) ~( y7 u
Emerging Markets
& z& Q% Z4 x) `: GEquities (Stocks)
) o% V Q* ^3 {3 y, M; K* ]Equity fund
! ^& b4 p7 c9 s: Q6 b: ?Fair market value( W0 k3 }# P( C0 E. E1 {/ }
Family RESP! V5 f8 T2 W v7 c: j. u- ]
Fixed-Income Securities4 X8 X& u( {# T4 y
Front-end load
( I9 `% q/ r) R* e$ UFundamental analysis
& |; w7 A+ U% G- N0 j' _Fund Number+ X: l }: l" |, |0 z
Futures2 E. q, ^: b G& g2 K( l& F
GARP1 ?# }) h( U0 z! l0 \3 M3 F. O( B9 g
Grant Contribution Room, n( Q3 Z' |% B. B
Group RESP. G! f6 D+ ^) g
Growth funds ; t9 i; p8 t, P# g e9 J
Hedge
3 \# ?, |9 n3 a- HHRDC
& }* [0 W; l+ R2 nHurdle Rate. Y: d" g9 N7 q% `% E4 C( S
Income Distribution: @- A/ j) G8 z- r) X
Income funds
/ i u& p5 ~; x/ ?$ B5 q# N7 ^$ E9 UIndex8 N/ P. y4 I7 F1 `. I
Index fund
/ d2 {. s; a% S. dInflation : Q- o: M" G- J3 B) r& a) t
Information Ratio
' r1 g! {; J( k+ JInterest 4 Y$ D. T) t% z6 W4 ~+ H, L
International fund" g$ o% m! K5 U% v' [
Investment advisor: z. B1 @$ y, G' G5 v$ r
Investment Funds Institute of Canada (IFIC) ( n" {4 m+ b9 o- Y9 ^
Leveraging3 S, }, ~) l X l5 y' e& a9 K
Liquid " G! [! v. P# h% `
Load
* b8 j, @; z$ f7 V( ?2 f' jLong Term Bond
- ]4 C4 d6 O$ Z, A8 W8 {Low Load (LL) sales option8 l; I* ?% U* x" W# c
Management expense ratio$ C: F( r% H B3 X5 n% [! t0 v
Management Fee
; L5 N# g7 h0 w @/ `5 @Market Value of a Mutual Fund
2 I/ M9 r% W `* eMaturity/ C) r9 Q) ~' I6 d: F
Mid-cap
. i# w! ~! J3 l3 I. Y) PMoney market fund {: k' v! s7 _& b; P$ ]3 O9 e
Money Market Instruments& a" Z; o' u, N9 X& `
Moving Averages
) P: @* \1 T( H4 Z* k# V; uMutual Fund
/ |% d, D, z$ N* O) O @. E, q! mNASDAQ
# Z8 K9 R. H: X7 @- y1 gNAVPU& k# c* x% @6 Y9 Y" Q
Net Asset Value
7 R7 C- p1 ?* e# V4 M/ J( p- b- `' tNo Load7 n" q' ~. _! @% {8 f1 O9 J1 \% u2 p
Open-end fund& g* q9 Z/ ?* [8 \- m) o
Options
- h% @4 K5 e% {, \& h' h% x0 }Pension plan7 W* |+ n; Z$ m
Pension adjustment
0 V) z" P' H1 f3 LPortfolio0 N4 C, g8 P2 W. [1 }7 O
PortfolioPro
5 u% e- L' y/ B- M; I! V. ~Post Secondary Education Payment
$ H+ e- j( M0 r% N) E/ ]+ }Promoter) B0 Z- l6 g8 Q3 R6 |
Premium2 p2 A4 w; q' W" L* V
Price-Earnings Ratio
" o# ?6 T2 ` c4 w! |4 ^Principal8 V0 H8 I1 A# o
Prospectus
1 s: L7 A) N+ E C( dQuartile Ranking
5 j5 |( b9 a1 N- g+ ~) hRegistered Education Savings Plan (RESP)
! [. B$ k8 a) d; l Q" ERRIF (Registered Retirement Income Fund)
* Y1 j: y* f$ k& V* {+ CRRSP (Registered Retirement Savings Plan) & {( R- Z) O; ?
Recession5 D: t2 e$ E3 s+ Y
Relative Volatility
: z, v2 p6 O$ ?Return
2 y0 D7 r+ @+ t( [Risk
! ?; v" f, K& v2 yRussell 2000 Index
: q) r5 p) B9 w9 _+ o( T. \& zR-squared8 T: B, `7 {& R8 w; C1 \# Z" J. L
Sales charge) N1 @0 v/ W1 z! ^* _3 B
Sector Fund
; l$ c$ ^7 z! u h$ nSecurities" H6 b$ Z2 Y3 H2 G
Securities Act
; a( U! s7 {4 ?: q# W# m7 ^Sharpe Ratio
7 |7 m' b* y& L, Y/ ~* xSimplified prospectus( ^1 Z# G% c3 J& G' I
Sortino Ratio
W# C5 A+ [7 }! _Specialty fund
) S+ s" E8 V6 ~( j, l# I1 a( UStandard and Poors 500 (S&P 500)
6 }7 g5 V4 I" k6 ]% F2 U6 u) X, QStandard Deviation 9 J; i! p, q& R: M6 ~- @
Subscriber: @0 g% {7 d& n$ q
Tax credit
$ N- W6 h9 ?4 B$ Y: ]1 kTax deduction
# i( e$ k3 b: b4 y1 z& N) ?+ M* b# Q' v6 VTop Holdings
; [; _" L8 q& c# Y8 NTop-down investing- O% Z& i. j% R* t* n! [
Transfer Fee; j! P9 ]+ h8 l4 K' L! {8 f
Treasury bills (T-bills) 5 I! u1 P# r; D4 X9 g, \2 Z" `
Trust
& N5 ?3 x5 R- H; y/ kTrustee
( \' `" e: L- {* y2 x& g; ]Turnover ratio
B" a$ h5 O3 Y* H; qUnassisted Capital
) L; n+ F2 \! \6 wUnderwriter
7 I1 F8 y& U7 @9 X% b; OUnit trust) y9 N+ R9 I2 q9 Z
Value funds & @' d5 H" h2 ?
Vesting: i9 e3 x3 t( {$ s
Volatility
, ~ y0 w6 p. \5 f( B# LVolume / b+ e- @. R! w) p' E
Warrant- T! w, K; l! j# p; t
Yield
$ j5 I: w% L$ v: q& T* D0 CYield curve
2 F4 V$ t* j. F1 ~Yield 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
