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Account Type/ s. o: W3 o1 n7 [# D- E+ P H1 k
Accrued interest0 a1 `0 R. n9 S2 |5 C" b2 V
Accumulation . p }( R J! U% {& D
Accumulation plan
0 R5 o E. p. J5 g6 OActive management$ \6 R5 x2 p/ d7 b
Aggressive growth fund
* H, } @/ u; B M6 R+ FAlpha4 [- `8 A- j- E) [
Amount recognized - ^( s& N+ i. p6 z" N
Analyst
D: E6 V' s) \# SAnnual effective yield - R2 B- Z1 t" D8 r+ w E
Annual Maximum Payment Amount
# _" l8 @. t. G3 DAnnual Minimum Payment Amount ) J" ^6 l, ~* A/ G8 N
Annual report ! s7 R; C# D8 q( F0 w
Annual Return1 d- A, ]0 x L k
Annualize
5 _/ u# z9 I0 {* S/ PAnnuitant , z5 G+ i6 D. {9 Z5 y- B
Annuity # V) `& d: F& d1 K
Appreciation4 x, Q7 p5 U6 O1 m
Assets ' L& C& F& T0 B
Asset Mix
" T. o! R6 S5 L# r% qAsset allocation
9 l& Q3 j0 g: _: {% `/ j/ F3 b0 T) dAsset allocation fund 8 n8 D" V6 Z% L \. b+ P( Y) h
Asset classes
: h8 _; a/ k4 a5 W. Y5 u1 wAssisted Capital
\* V9 ]$ Q5 e6 a: _$ |* O( [/ B3 sAutomatic Conversion
; {, S# s8 [; J( vAutomatic reinvestment
+ D% F3 K0 _( g; k7 v) |) lAverage Annual Compound Rate of Return 8 G7 ]7 A, }/ I, T P+ w
Average Cost per Unit/Share
$ y6 J# C$ y7 {1 S2 y, yAverage maturity
# l6 i. w- b( l" n7 h0 s# oBack-end load + R, E9 z0 a' c0 A( u! i8 m% P
Balanced fund
6 ^: s* v ]7 q) S9 K7 ZBalance sheet - r2 T4 a* Z& z* f5 ^/ x
Bank rate; ?# l5 F: ~* B {5 l( P
Basis Point . z$ j8 C4 H# A( S& z
Bear market
% S9 l# O' Q/ V6 N; E" _. NBeneficiary ' w) V. ~0 L B/ d0 Y# {$ N$ b0 M
Beta
5 Y* g7 X& ?: Z2 dBlue Chip $ r# @: |6 f9 |' ?) @, w
Bond 4 z: X" `' S# B& X9 S
Bond fund 9 A3 K- f9 V# s, E' ?
Book value
: ~* r9 Q, \8 P8 E; TBottom-up investing
: f; R/ j' \- L* iBroker
2 r4 w1 c5 h: Z! y" c/ Y9 Q8 {Bull market7 k2 |* d' S: v; d! Q
Capital
. d3 r* k* I/ X: l8 I+ u+ DCapital Gains8 J8 A# q$ D+ o/ ^. z. F! R
Capital loss * Q4 n' z1 H2 r9 i
Closed-end fund
N7 V3 z( K: B3 XCompounding ; F0 C M) H' _ O6 l& v% Q3 F
Currency Risk : g% ~1 d9 h' X# \
Current yield " @4 R; Q+ N3 ?2 A5 @8 `% b; w6 g, F
Custodian . }+ O, o9 A y6 d7 l( B. z; C
Debenture% X7 j! K; y7 |1 X
Debt. m) {+ E1 F' D3 c
Deferral5 \' N9 Y6 b k1 J
Defined benefit pension plan
2 p! @! W8 r4 }5 j+ ADefined contribution pension plan, o f; p( S: j0 D$ Z: z* p) }* B
Discount8 u; A- @1 c9 C1 f
Discounted Pricing for Large Accounts# Q# J: R0 `8 Y! q! ^, D: x; Y
Distribution History
1 ?9 H' J! J9 |( R3 L& C5 hDistributions
8 S" g1 z9 q4 ?4 {% v4 BDiversification- k# a [: |4 L8 B+ `
Dividend
/ Q( t3 \, b2 YDividend fund
2 D) b" w5 Q0 m* I8 j1 O& IDividend tax credit% e( L! h* {: p
Dollar-cost averaging% L4 [) G7 S o) X) f; F y
Dow Jones Industrial Average (DJIA)
# ?$ y. }) p: L0 j9 U. O1 Y' mDownside Volatility
0 e) z( ?; c% G2 z, X$ d* JDPSP (Deferred Profit Sharing Plan)
7 b7 M8 p# y* O! x$ W. P( yEarnings estimates
# S6 S' t \, G* e3 Q6 `! |( CEarnings Per Share N5 E% q8 X: o8 J
Earnings statement8 E. ~1 Y* B( m# |; U; [. Q
Educational Assistance Payment (EAP)
/ h7 R F" n/ [" h' ZEducation Savings Plan* ~3 E/ g8 v) X6 s
Emerging Markets9 ` |" a* _! R8 ^) A# k
Equities (Stocks)
c% I% o' i- R7 K0 r; Y5 Q- _Equity fund0 H: U! u: Z+ m5 d L
Fair market value. F$ k4 t+ w5 w/ P9 ~7 \
Family RESP2 N5 h( r) I8 u$ g6 X
Fixed-Income Securities- y0 Y" \% C2 q9 @+ i; D
Front-end load
2 n7 X8 N* d5 r; S+ m0 iFundamental analysis) S) A$ X9 H$ r, G5 w6 u( A8 A* V
Fund Number A" f3 V8 r% p) c8 i3 ?/ s' Z5 Y4 Y
Futures
: A% z. Q& @' o, c+ m0 n9 W$ rGARP% P8 @# C+ a z
Grant Contribution Room) P4 A1 Z# {- n9 d
Group RESP! Y/ W- F& D. O3 C; m j$ L8 E7 ?7 S
Growth funds 1 J( p- Z- ~) t# y
Hedge
2 [! t3 }5 R4 `, Q" R, K& I. s( WHRDC4 B' p1 j+ ^; p. l. D8 y
Hurdle Rate) {7 |8 A8 Q- L5 B& k5 `
Income Distribution2 n3 E, k2 s* @7 C: v- p3 f
Income funds
% A9 ]5 S2 ?6 i, p8 fIndex
. j3 H0 |2 `$ t( i0 X/ ]Index fund
# [7 d: A+ Y) H w' EInflation
4 x" |# v4 [1 KInformation Ratio
' N5 @; S" v) S& z5 F% vInterest
- z( q7 u3 z G, L8 N3 `& cInternational fund5 z8 d, C8 h: g* l
Investment advisor* ^. x. _, @: X
Investment Funds Institute of Canada (IFIC) # q+ p4 L+ @. a* K8 p% s& g7 P& U
Leveraging7 ?, D j& X m2 o! ^9 D! i2 X% c) U
Liquid 9 o$ U) l3 |. w; Z# f1 ~" v( l% y
Load
! z3 L. \! `4 E, p, S. N; t; c! kLong Term Bond
* b8 p: n; K. C; L( Y" V! YLow Load (LL) sales option
- y4 n* f9 S# H# Z; }, M4 e+ cManagement expense ratio3 H" \$ R1 V0 K
Management Fee
$ z" M) B5 \% g \# l$ S& h% NMarket Value of a Mutual Fund
7 d& x! b, j3 ~6 K8 S. f* tMaturity$ T5 ^4 W5 G; C5 ~
Mid-cap7 ?; `* V# h6 e7 v0 r1 |
Money market fund& h# Y/ z7 p& e+ l% U
Money Market Instruments
* w# [6 ]* k* [ @- R" T* ~8 wMoving Averages
8 u: d9 m/ u V. d# @4 q pMutual Fund
& P% T5 {# i4 j9 U; R; M9 c! XNASDAQ0 v4 L. ?' h% p4 P d: e' G$ w
NAVPU
- }4 a% F) R2 A" v, B4 GNet Asset Value: Z5 S, m* B4 |. e1 ]
No Load
1 k1 {$ o3 a- O# l: `+ JOpen-end fund
9 g% ]' j7 \0 L A% yOptions( A d' { j/ y+ z. |' v
Pension plan
' p; @* I5 Y* u2 {7 [Pension adjustment
$ e J' R T0 RPortfolio4 |+ t- d' c4 z! x
PortfolioPro- S0 K/ V5 ]" X% K, o {
Post Secondary Education Payment
+ Z o/ n* A. O( a- u! ?Promoter
& i) A* b* k: J- ^* WPremium
) M+ W3 w/ J, t1 ^: NPrice-Earnings Ratio
( X: u, |% n4 sPrincipal
7 k5 m" O: w- O6 }Prospectus
]& {4 [. \- t; d+ ~% [. h/ j5 [; ^' xQuartile Ranking8 n' ~4 D# s) ?' t3 u2 V8 N
Registered Education Savings Plan (RESP)9 N8 Q( M) y5 B7 p- v" E+ s6 J9 s
RRIF (Registered Retirement Income Fund) 3 t Y( z6 i. w; ]
RRSP (Registered Retirement Savings Plan)
$ D. m# `# |7 N+ \Recession
: O; A' X3 b8 ?% M! g1 tRelative Volatility% k4 Z- W x% B7 o# s( o. P% n; A" M
Return
" y' }# M% ~8 B: [7 M4 bRisk
$ g3 ~1 b2 N3 \. r; l) {- QRussell 2000 Index
- q6 f1 N: u7 e/ mR-squared
; B* ]" F. O& t( L( S" K3 p6 m+ xSales charge, s, d: c9 b' E5 ]! f' u+ w$ G1 \
Sector Fund
, F) U# @% d( \, b% ~Securities% F Q- f" ]8 N' Z# T
Securities Act# a, }2 G( U/ C& z- ?8 k
Sharpe Ratio
7 `2 T$ M# P& P" w+ {" j9 bSimplified prospectus
5 j6 f! o* Z; n4 L: }6 kSortino Ratio7 c4 a3 f3 ~$ A" w1 K( M9 s x
Specialty fund
2 ~+ C: N: D+ {6 KStandard and Poors 500 (S&P 500)
; S4 L) r; Y( }* ]3 J6 jStandard Deviation 9 P, }% W! `* m9 x* b; r1 z
Subscriber
7 e) [5 a+ b* X- {- oTax credit6 W1 @0 S* Z/ y7 `5 X. n1 I
Tax deduction
1 q, H# G n* bTop Holdings
& H& ?+ A( K8 q* c5 kTop-down investing) ^' f2 z1 _. ~ D4 k; n _
Transfer Fee
, k9 t/ T% Z, a- }Treasury bills (T-bills) 7 _# }! O3 H% Q+ m
Trust # O2 ^+ Q3 |$ ?4 i" w
Trustee+ q& }' O$ y; Y
Turnover ratio " }- k& ~8 @! q; p6 T
Unassisted Capital+ o1 S. e% x9 [- ?, W! X [% c
Underwriter1 c# _2 |" z* e' \8 N" i
Unit trust6 }: n9 n9 X% }+ b
Value funds
4 H* B0 Q, O! C+ z7 ^Vesting
% e: X4 n* B6 r. nVolatility
1 i: j5 ^+ S7 B2 R8 qVolume 2 M" T1 f! X% Z; x& u( D+ S# i4 Q
Warrant% u6 A8 P+ X7 F
Yield
2 I1 [, u6 X6 |% pYield curve
% D7 R2 n6 \$ i# g1 IYield 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
