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Account Type/ K3 p ?6 L9 ~% p; k
Accrued interest
$ X0 Y. w1 u# ]# x" |4 KAccumulation
* r0 I* L( U) j: hAccumulation plan
% [1 S0 Y! T9 ^. n& H$ {Active management
4 W; Q. Y0 i/ _, a+ A" oAggressive growth fund 3 s, K( l7 b/ C1 z y
Alpha
, [! x. ^# n7 VAmount recognized , r) f; V6 ^0 _: c5 z V/ L5 {9 X
Analyst & B) H$ Q7 V! \( b
Annual effective yield / V% o" w* _* { O q' l$ v6 m
Annual Maximum Payment Amount' i% X, Z. R4 O7 j
Annual Minimum Payment Amount
0 E- m; }! Y M" @$ ~! t1 i6 cAnnual report 8 O$ H4 ~0 H, H$ v
Annual Return
7 k h4 Q- J7 G- F) j( z9 `5 q; nAnnualize
/ T9 v9 x; U' A% T4 sAnnuitant 3 M# Y! `2 Z# C2 [, }4 l7 r$ Z' m
Annuity
5 G4 z5 H' u$ A P3 _Appreciation% w8 r2 p" w" \: w$ U3 p
Assets ) |. H: l8 E4 \2 x: X$ B a1 d
Asset Mix
8 n# z+ X; `% {% LAsset allocation % U/ z' M0 L/ }- P- d- T! e
Asset allocation fund 0 Y# X1 L" \2 |3 k3 i1 L
Asset classes
2 {+ [" F- T' a; ZAssisted Capital
2 z0 t, @+ L ]7 _ j9 RAutomatic Conversion ; r+ t& U% j- u8 }
Automatic reinvestment1 W6 `1 I% J: ~2 G+ w* w
Average Annual Compound Rate of Return
4 p: y+ F3 t/ {' e1 m& LAverage Cost per Unit/Share
9 {. \$ n8 j8 j' p( DAverage maturity; z7 d5 `) b: w5 a# |1 e4 f0 |
Back-end load
8 `+ I6 e! l! C. H% TBalanced fund
) O6 e& q B2 {* L; EBalance sheet
1 Z. X: k7 F. p5 EBank rate9 n* u& s8 D2 r4 i" m% R; I
Basis Point 1 O& {& E/ a$ d8 E! T i$ H
Bear market
9 I: k$ L( H! `% V$ q( o1 A. wBeneficiary : a4 x, s5 \. O
Beta P! {$ X% f; X6 d6 D) h
Blue Chip
/ ]) _' k1 E& |0 `. Q# C$ ~8 yBond 7 ^8 o) e4 H1 `
Bond fund
; n9 K) m+ @' U7 m1 vBook value
+ q0 c, x( h6 Z' }Bottom-up investing + \" K3 V/ d% q& t: @
Broker8 \- O, ?/ _" p: D# E Q* S0 _) z! V
Bull market
7 G" r* u" l' u1 ~2 eCapital . I5 O" G: V% ]& P/ H
Capital Gains, J( T$ c% E. U/ l4 {
Capital loss
+ Z ]3 X, i. d; `Closed-end fund
, _1 w" Q+ { N+ h0 e' e+ jCompounding ! ] O, j8 C9 [; j; Y
Currency Risk 2 R9 k3 q, l- H2 A5 P* Z
Current yield
1 h6 v& b( c/ v: `* PCustodian
* B' c" l- f% M& ]( ]# m7 N& dDebenture
# G! [9 {) u/ k$ w4 ]2 GDebt
a- n/ i, S2 A- pDeferral
0 f+ F' u0 l- Q$ @1 i, V* HDefined benefit pension plan
- a- ^ \ T S+ ]Defined contribution pension plan6 J0 P/ c* f6 s3 o
Discount
Q, {. \7 `$ W# f/ l6 eDiscounted Pricing for Large Accounts
( E! v* z/ k7 l# dDistribution History0 x* w* m `7 }; B8 @% e$ M
Distributions
$ o+ P% x8 z% ^6 \6 iDiversification
3 G! ^6 P$ Y( e( N! f6 _, r% FDividend
, }$ d D5 ]' m; o p2 {' xDividend fund
l" E- T5 t; Q! V1 uDividend tax credit
9 q# y& C3 Y2 A$ p/ sDollar-cost averaging- Z! u. P$ L3 V6 I: s7 |' a. ~8 |
Dow Jones Industrial Average (DJIA)
! V4 F" \# F, E* _8 v( f4 g" LDownside Volatility
& u o! P8 A0 R$ L/ U4 X! H- ]DPSP (Deferred Profit Sharing Plan)5 R- b( J4 R G, L
Earnings estimates
$ h6 k% R$ `. R7 r3 r1 ^Earnings Per Share8 W, Q6 x. ~% ]
Earnings statement
$ y: E! L# Y/ ^: ^ B7 [- iEducational Assistance Payment (EAP)
; g, O) p3 C' Y1 u5 TEducation Savings Plan4 f8 s2 P2 Q& p$ E4 L
Emerging Markets
4 N4 M! m1 x, b4 Y$ Q r" j6 kEquities (Stocks) ; D; b6 |, o3 k6 U! h* K! d
Equity fund3 b, i3 N- P/ U% f& Z* R& [. j6 {
Fair market value
9 @% u9 c- g2 j5 @3 IFamily RESP& z" b! f( M4 _6 ]. X$ U% c( V: x
Fixed-Income Securities
8 u7 L, v/ a6 u% VFront-end load
9 y- }" L, { u4 eFundamental analysis+ y) Y# f7 k9 N, V! L9 M& b6 ^$ M
Fund Number/ s1 ^/ ^ s+ C5 D5 K! I3 y
Futures
1 y0 U( l5 h) ~GARP7 b4 u' R0 J, W6 ^5 {, J% }9 F: M
Grant Contribution Room
/ ^/ _& C9 D& _8 B# e. a$ nGroup RESP
; C, s L/ B0 s* l8 [4 {" b. y+ YGrowth funds
. B& E4 F- C: O( J# o5 o( F+ W* a2 qHedge/ l, q: A5 t2 ]! W$ v* H* l) K
HRDC
" Z, L1 I* [, V% W" hHurdle Rate5 ]7 \: p# }/ w3 R, [$ [6 y, l
Income Distribution7 a+ F/ Z* k! s, H! f
Income funds
/ ^- b9 L) L/ I$ ]) xIndex }) ~9 h- Q) _( Z+ F
Index fund$ `- S: W, d/ o* W; F3 ~" Q
Inflation
1 Y) c0 _- a, S( B; JInformation Ratio
2 p* T0 X" _: \# UInterest ' ?( H3 z' G% v& h
International fund
5 c9 n% Y0 t2 K5 T4 C4 ?6 [Investment advisor# W# s: V% h4 ]1 d6 B
Investment Funds Institute of Canada (IFIC)
' F# F. f8 {# B4 m: M8 U tLeveraging
* ^' L; M1 @& g" o* Q9 \7 |7 RLiquid
+ a& I: `& A6 J0 L: P3 F9 `( p; XLoad
- j! H0 m3 e# K0 D S2 n; m# Q" qLong Term Bond' }1 @9 F. K9 W: |0 ?4 B9 p* P
Low Load (LL) sales option
6 G4 \9 x, p7 P: Y. x0 z' \( JManagement expense ratio! o% b* ^5 B1 p: _: l# O
Management Fee
* x+ U, |* X& L. jMarket Value of a Mutual Fund
+ v: p) L. n7 w0 z6 O }; [" d h6 yMaturity
* c0 v1 @+ a9 V% m7 n7 h: RMid-cap' r$ p5 W+ I9 u( M" L3 i0 f
Money market fund
( x2 a7 c. b! w" J' SMoney Market Instruments; p' D. Z( T9 l+ {* N
Moving Averages& m9 D% w2 y9 Q( n
Mutual Fund
% C; C( I% Y5 p" s# K) v& yNASDAQ
: J, o; x- }9 g% ANAVPU
5 Q0 c$ [% I7 H9 CNet Asset Value
( |/ u1 C+ Q C1 M: x- r+ XNo Load
, q' d3 v7 f! b3 tOpen-end fund; `+ X3 H1 f* ^
Options5 c k; K1 x- n# G4 U/ \: q
Pension plan
6 U) f# U. L2 q& iPension adjustment
' i0 l2 {8 ^/ D1 W2 NPortfolio- o8 |' c. x- ~1 n
PortfolioPro; H) R% j3 [* {' F
Post Secondary Education Payment1 L8 q) P0 |9 e* V! [& }$ C
Promoter) ~! p# [9 Y" ?
Premium
5 M5 ^* m$ s7 Y: l( [Price-Earnings Ratio; t' |3 W5 M& p- N( p/ v
Principal
% P# G s" g/ `$ vProspectus
" ?* }4 U1 N" b( HQuartile Ranking
* K0 \" p6 n3 N% @+ vRegistered Education Savings Plan (RESP)
. \: Q- Y+ N+ w$ D* b) q, mRRIF (Registered Retirement Income Fund)
9 }, C! ]( x$ PRRSP (Registered Retirement Savings Plan)
0 ?% P7 j2 W6 o- m- qRecession
D7 U2 U# z; iRelative Volatility k, R( c" v h: F
Return
' m; u5 |, T- [/ F. i2 BRisk
/ j1 c6 k( N$ E9 q! qRussell 2000 Index 4 p! B" ~2 Z+ a/ t6 Q2 I$ I/ h
R-squared
5 @- i, p% x* U( q* e. v* r; Y2 ]) ^Sales charge: y' V5 _% O+ J" J
Sector Fund 9 v8 g9 {& v* Z1 V5 `% d, t
Securities
: P; k+ y% ^4 A) M: C0 L! V7 NSecurities Act7 W2 ~7 Q% H) w% O! Q/ I w
Sharpe Ratio
3 C' u" ^# {# v, c( z9 S" ~7 `Simplified prospectus% }- a3 \6 f: }) j
Sortino Ratio K0 h. d9 W8 [1 ]. J5 ?8 K; _5 {8 a
Specialty fund
B0 R: n- T& P, nStandard and Poors 500 (S&P 500)" R9 _. o7 L) y1 f* V ]& C
Standard Deviation - Z5 Y4 t0 L. U! {2 b
Subscriber; h* n" L) ?: \9 k' k
Tax credit
! W' p% E5 p& l$ i9 }- J' ITax deduction
! ^" g; B2 @ A! L- DTop Holdings9 H" K4 m6 m' @. a: B' t
Top-down investing
4 S. G! ~* k+ z( f% Z( JTransfer Fee1 G6 c& m6 F1 F2 P
Treasury bills (T-bills)
+ G% \) f6 n, k( Q8 V+ mTrust . `+ l% y) }2 }3 N0 m _% i
Trustee
# r( d S4 i7 B L0 N; }5 jTurnover ratio & E$ j/ K: n/ b/ O5 W" \: V3 M' F
Unassisted Capital
+ V' B g$ v% O+ N7 e. @7 aUnderwriter
# }4 L& g1 E- G1 i2 KUnit trust
: J3 x! T8 ~, b5 G' aValue funds
6 ?& B4 s2 ^1 o, _1 a: BVesting( ]: b$ x& Z( k
Volatility" B$ v5 ?% {7 w+ f9 K9 ?
Volume
0 o) d4 y- a k& u4 G: h* s, eWarrant/ Y2 R3 x T0 _" t! g6 R; F }) v
Yield8 J3 M" ~" k6 _* u
Yield curve! j7 f7 T, p& p N y u
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
