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Account Type; P5 Q1 N; N3 R: w5 k4 t
Accrued interest; H! a' o7 U) |3 ?7 X# L
Accumulation ) K& I& ^3 ~( r9 s* q- m" B
Accumulation plan
. V# _7 `7 {9 w) A X/ }Active management7 i8 y( Q6 W1 t2 v6 o
Aggressive growth fund
& u/ `: y7 a$ i! X; V& x% wAlpha
# x- z& W6 N7 _+ pAmount recognized
& Z) e9 c( O9 ]+ l9 J9 D7 p1 EAnalyst ' x+ d. X2 t" D4 v
Annual effective yield
# w6 [5 _. z: K3 G) WAnnual Maximum Payment Amount
, Q6 g7 S/ a/ _" E. C/ rAnnual Minimum Payment Amount
, |1 ?. T$ ~. E0 P% Q1 _Annual report ) \2 o! F5 Z. v0 \
Annual Return
0 G) V" h7 x4 z+ o; S: SAnnualize : E. z; T* n! b3 W: X' h+ c
Annuitant
4 C7 Z8 ~ j4 [2 [8 B& p: g; Z5 j# vAnnuity ( [3 u: H+ I' v/ x7 L
Appreciation3 w J, q0 N& X) I+ r3 b5 H
Assets
- l' K: Z# q' V2 C pAsset Mix ; @7 }, c7 t* |. h8 a3 O
Asset allocation
, Z$ |" D) D( B, VAsset allocation fund
5 x* }% w1 I' I4 t, @% z! TAsset classes
! m) }+ Q8 h, \3 R8 u, k3 U+ FAssisted Capital
" x* \; P8 Y* t% `. u3 m- AAutomatic Conversion : {9 M* ~$ n6 I. S; B. m8 z" w
Automatic reinvestment
# N4 ?- p6 r: J+ A9 YAverage Annual Compound Rate of Return / v8 N/ _- b4 J( v
Average Cost per Unit/Share8 f _8 n) O' E- }) b
Average maturity
5 C/ K( u2 S9 `Back-end load ' V( y( `$ v3 } ^. T' f
Balanced fund * M' s u; O4 _. z! z8 Y
Balance sheet * @2 o) D( x* A
Bank rate
. K- K0 [+ ]+ l, k" MBasis Point
5 q3 D, v) B7 k& y2 @ y; n3 b) SBear market
% p, J! T6 t9 M" ~+ v! aBeneficiary
1 ~' n$ s7 o4 I- ^! v' F3 SBeta
/ z6 e7 a% }: N5 d9 n& OBlue Chip
1 N) F- q: B: M5 K; aBond
; P) |# f5 M5 ZBond fund % I1 ^% @ F( }/ R0 H! s# h
Book value
- N! _! Y1 b# U: S) d. GBottom-up investing 7 ]4 i( Z& [6 ^ l& O* v
Broker
) Y9 ?0 ?( h3 I" ]Bull market
/ }3 w9 J* A! A7 ?8 WCapital ! S, f- L+ O6 q) q+ n
Capital Gains% }- y& X; o1 ?- i" S* \
Capital loss
: S& E/ S4 F" m" S8 pClosed-end fund 9 q% S: T6 j7 a" c0 f
Compounding 2 X& ?) ]8 {8 H+ x* {" v
Currency Risk . q+ {" \# J) G7 z" @
Current yield
1 ]: r9 w4 c8 d4 {Custodian
8 s) u+ w, \, S) S( MDebenture
! ?$ J& w) |: a4 y% n! y' CDebt
9 ^0 n( I/ }- l& @Deferral# Z. \! B# V( ~" V: u0 Y: S% g
Defined benefit pension plan3 S3 C0 F! u' X- {
Defined contribution pension plan- T9 y( G2 A5 q( P( @
Discount
" ^; B, u9 C% O4 j/ nDiscounted Pricing for Large Accounts
3 h% K0 r$ n5 t3 | ^2 x6 nDistribution History
( W$ v8 b: g6 l. L. |) U9 f1 XDistributions
- P4 R9 d& \; vDiversification/ b, b# ]& s: ^9 ? {0 r
Dividend0 b/ q' s! T1 Z5 A+ C8 Q' Y
Dividend fund
" [( F- T3 P5 I, O% \4 fDividend tax credit- q; D: W& r0 _
Dollar-cost averaging0 c7 B3 a d; {7 F1 e* l
Dow Jones Industrial Average (DJIA)3 D- c. O) D% [$ n2 v7 [1 K
Downside Volatility
* ~3 P( P u. g. |4 }DPSP (Deferred Profit Sharing Plan)) p# C& ?" O" m/ M
Earnings estimates' s( k& J8 q1 ~3 l1 P- l
Earnings Per Share5 z% P, n4 D$ J) e+ I1 B3 Q
Earnings statement
+ L* D$ ^+ ? o: w( pEducational Assistance Payment (EAP)6 O0 G6 \5 D7 r! k, s" |2 b. w, g
Education Savings Plan% n0 x- z* d/ u$ m
Emerging Markets
/ x8 w& z3 s( N# m! z: c* h; R: OEquities (Stocks) 5 I9 \- \3 ~- @- ]; x ?- Q) y
Equity fund
) G$ Y* b ~ D/ JFair market value
W$ N+ K" g/ k: c cFamily RESP% K! L4 z4 i ]4 E m7 Z& W
Fixed-Income Securities
- Q* x# J0 x/ J- DFront-end load( u. v H" `/ P% P
Fundamental analysis
: ?2 D, ?4 L3 b G7 L, I% eFund Number: a) @5 f3 R# V! S8 D( Q! o
Futures& `6 i$ w6 B7 Q
GARP
* b' G* B5 Z* \( @9 `% pGrant Contribution Room
( g, |8 T2 b. j* h( H# IGroup RESP2 p C' V% p4 J& y7 J
Growth funds
0 B; l; U" H3 S1 HHedge
) s. Q3 \" h3 {% f/ t$ LHRDC
) A; P5 ]: K/ }: {1 Y& q2 s AHurdle Rate
8 q- ]+ j8 c; Z& m* l# Z; qIncome Distribution
. E3 x1 P" S( V+ a: a! v$ wIncome funds
9 }% x' q( w4 U \Index
9 p! o5 V+ ~9 ~7 B, UIndex fund3 T) S9 R9 ~) \" z
Inflation
6 g3 U# [4 A# o, ]0 T B& e8 sInformation Ratio & m) b: l. Y1 q, y0 w
Interest 9 a! w+ e, T; S1 R8 F. X& l; t {8 U
International fund+ M( j# W2 X t& A; J
Investment advisor
- N+ O R u( ~ @+ Q9 pInvestment Funds Institute of Canada (IFIC) ]/ s% O9 `0 g- l
Leveraging- P ]8 g! E6 u' B9 y9 i* A7 X2 e
Liquid 0 _1 f6 [7 R5 E O. F6 A1 _2 t
Load 3 H* p9 G3 ~, V* I
Long Term Bond0 T7 t w2 M- @& w4 c
Low Load (LL) sales option" ?/ X4 U: Y4 G. w7 K% J# a, s0 m
Management expense ratio
, }0 E$ ]+ H; m# c. ~Management Fee- n( u6 Q( u4 h9 S' q( c
Market Value of a Mutual Fund' j4 s6 ?* B, w- n0 O
Maturity1 w& V9 g) _7 V! L1 C! S( U. j j
Mid-cap
$ v! z" e9 Z: C$ ^2 R+ ]Money market fund) l; W n/ i: C; d2 z$ |" J
Money Market Instruments
5 i$ y; p d, X8 t+ mMoving Averages5 w) }' c3 g+ ]5 z# @# ?
Mutual Fund* \/ n& K( t Z$ h3 t% c: X
NASDAQ0 x3 O& @7 \0 s" j2 H6 ^! x
NAVPU
7 U: \1 [' H& m; l4 ]* QNet Asset Value
' Y3 C0 V4 I$ N( C1 m, oNo Load
0 D2 j1 i" q" a: q1 j# R |& }0 t0 {Open-end fund, k; w4 t! t3 R
Options/ W' G% A$ q R4 T
Pension plan
/ b% Z$ f" R! UPension adjustment
4 z& V; k; a$ Z% D- i' y w1 cPortfolio9 K' b" |2 g2 `: H3 m' F( f
PortfolioPro. k' ~2 h, h3 r, ]
Post Secondary Education Payment4 g! P3 k' s* D3 ]* H) ?' c$ n
Promoter6 u* P/ N7 Y$ A- I) W% Q
Premium) Z5 p+ h6 M& J- K
Price-Earnings Ratio
3 W, f% F! H$ N. x: K3 vPrincipal4 ~, x# J# @, s4 _3 B" W
Prospectus% H- `) X& v, F9 Z# r v3 d
Quartile Ranking# ^( _! B( v1 Z
Registered Education Savings Plan (RESP)
; a- M) i4 s" ^' o7 RRRIF (Registered Retirement Income Fund)
- Y3 Z$ ]2 H* p% WRRSP (Registered Retirement Savings Plan) & A3 N% A* s- W% ~" S6 F$ p
Recession- C3 ?) R- a. S: {* s" `4 B
Relative Volatility8 ~: `$ S" e$ {1 b' I s
Return
! `2 Z2 \' p. h+ N' O- {9 c0 tRisk
9 {& F/ b: X9 z% `Russell 2000 Index
, t; @' L, ~" ^: {$ gR-squared1 v' l5 j% Q# p2 H
Sales charge
4 D/ }* A! E; m' m+ d3 gSector Fund
' Z) ^6 s1 ~4 B9 \Securities1 W% }) b( ]% W. N' X
Securities Act% Y1 e2 k2 k! `5 P. D: n
Sharpe Ratio
( O2 t2 s" V7 _" G: i- CSimplified prospectus
/ G2 x/ b- A$ R/ Q- }& H D# Y6 mSortino Ratio
7 R# r: ]7 Z$ pSpecialty fund
6 G5 ?) W/ Q# e3 v: sStandard and Poors 500 (S&P 500)
( \. T: s, |7 l& i6 Y; zStandard Deviation 7 v/ d) ?$ ^; m1 s, A! P( R
Subscriber
4 v4 H* I' q# YTax credit
; A- Q$ T: z6 C8 X4 h; eTax deduction+ o6 s: c( U3 _! [
Top Holdings
& i' c1 o: i0 h* I7 H7 M0 ~Top-down investing
" b4 m% D/ G6 t7 L6 H( QTransfer Fee
! j7 W4 f0 R1 {Treasury bills (T-bills)
1 |% E% E' ?. ^( CTrust $ j- O: @5 [: B. L# H1 l
Trustee
?+ ] z- X8 Z: a" F% i: lTurnover ratio
+ {: _/ c) t1 Y! z0 d' DUnassisted Capital. c5 q; Q* k; g& A/ A6 h
Underwriter
2 Z: j0 q4 z5 |4 ?Unit trust
% N' O8 \& v: ?6 jValue funds 7 _. {: O' I. w3 F( f% Y
Vesting
& A! ^5 m. |8 Y+ v& k6 |& s, ?7 NVolatility' l. J2 t& S" w9 I+ I; a
Volume : A z* i9 e# r# `/ A4 B9 f q
Warrant# t0 w' B, }$ l) |
Yield
3 _, t. v/ N; ZYield curve+ v, T3 s3 p% u0 P4 F
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
