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Account Type# u4 P# ^, V8 j9 s! A
Accrued interest
* w( \! p) b9 r8 ?7 KAccumulation ! m' y# f7 c) o) |/ `/ ]; k
Accumulation plan
. x/ O8 z! v) M& FActive management. y: I5 R! F2 M3 e( a5 P( C
Aggressive growth fund
- d- `( k, x0 Y9 \3 h1 DAlpha0 w/ J7 i ?. r& n/ O y: M
Amount recognized 5 A) B- T/ h, f- w7 V( v
Analyst 9 O' \7 J. f' F; p
Annual effective yield 4 B4 R( M0 P1 V
Annual Maximum Payment Amount
4 e" s3 y& z; g. z; @Annual Minimum Payment Amount ' q3 X7 ^& g% Q7 h! x( j. R
Annual report
( u U! X- n# z' W9 oAnnual Return
t7 C" x; a) j% \8 |; H. e' BAnnualize # P7 _! g! o) |8 A2 _3 X
Annuitant 1 {( V# f! @2 @/ h+ u: u" E" g
Annuity
- ^1 l' Q) U) o7 hAppreciation
" o( k! H9 t% V o3 ] Z& I zAssets
" j1 h( q5 m0 k8 IAsset Mix 9 ]5 V) f: a6 u, V1 X
Asset allocation : X* {+ D# Z) w/ W+ X
Asset allocation fund 8 h' i' D- A8 N" _' B" K* ]4 |
Asset classes 5 e- e. o& p3 E+ I$ I/ q$ }, ]
Assisted Capital + r# R/ [) I7 M* s3 D6 ~, k5 `
Automatic Conversion
" [& z2 T, M; l/ K2 c& TAutomatic reinvestment
, v( n J! I0 j" N+ @/ hAverage Annual Compound Rate of Return
4 f! g( Z, b( ]" `1 M$ `Average Cost per Unit/Share6 A9 ]( ?6 L/ d* O4 S
Average maturity
' i9 D' k$ Q7 QBack-end load
. j: t. W: S9 ^' ~. Q' wBalanced fund
: n' J% h* K1 \Balance sheet
3 x! Y: O7 W9 I; j' h5 i7 LBank rate% b- R) j7 U% E5 x# p
Basis Point
* Z" n' Z3 {- m( i+ `, D x1 ] v3 _Bear market1 c! w3 z3 a4 s- X
Beneficiary
3 B/ U5 t3 Q: n9 HBeta( O/ Z5 m5 o$ S8 T8 X* o4 W
Blue Chip % \: n' b& e7 m5 {
Bond
+ b, z4 K( } o' S6 ?Bond fund " k1 u0 J* E( J1 Q. K1 O
Book value 4 j1 T' k% d9 y, G `
Bottom-up investing 1 U; W& w% v. X3 H
Broker; f y6 H2 o6 {; u
Bull market
# P& L1 c1 n) T( V+ ^! F9 I8 OCapital
+ Y" z& Z; |- }0 m! CCapital Gains1 |( c# H0 |1 ^0 L
Capital loss
% N. G* G; }) f2 l5 o ]/ p& GClosed-end fund
4 x, M I K1 g; V9 q |Compounding # j. l$ p7 a3 `* n' @7 \# Q* }% l7 T
Currency Risk
1 M' F. a- V' ^+ [0 O" [6 tCurrent yield
- f7 E8 t* y; s) n! d1 T8 c' fCustodian % A f0 C' y. Q% Y; X
Debenture
; [( x5 n" |% S5 |Debt, Y0 ` k! }3 j9 ?* X2 M
Deferral
3 U1 ]% u7 C( _1 I, h3 g6 ]4 W4 qDefined benefit pension plan& ?) f( Q9 a# E0 K" @3 h
Defined contribution pension plan
1 d+ p1 j8 r9 e2 `: H8 i3 @Discount
$ e" y3 c L5 b; U8 x( }Discounted Pricing for Large Accounts7 ?" f4 }$ l3 G: O5 t0 P
Distribution History/ r* ~( A) A/ c) j" P
Distributions4 g A- q f# B. v" S- ^
Diversification, i8 h) A7 u/ f1 B
Dividend* J# T& y. d0 t
Dividend fund
8 B' T8 b- \3 n) l, r* ~Dividend tax credit6 ~5 B( X4 V5 b4 V% r( D+ s0 ~
Dollar-cost averaging" L- f9 Y" I, K1 H0 ?; E3 @/ ]
Dow Jones Industrial Average (DJIA)9 j5 F; o8 u. o
Downside Volatility; j1 X+ S' N$ Q# V; c' X. H
DPSP (Deferred Profit Sharing Plan)
# C' R f" y0 L' U6 jEarnings estimates9 s6 q _2 b# q, d5 p* S
Earnings Per Share8 ]- O( }$ o2 F; Y: W
Earnings statement
; y% P/ C5 d$ {& H- y+ fEducational Assistance Payment (EAP), @) U, }# ~& O
Education Savings Plan. y) o/ `1 ]' j4 ?) M
Emerging Markets
5 ^: N) n& B' ~+ u& A5 s$ A% uEquities (Stocks)
$ s! f; g+ {2 o( T6 CEquity fund
8 Q6 a, t: v% `. x( j) x6 IFair market value/ i2 ]& W, [0 @% x
Family RESP, s2 }" g; l. ]4 F4 t: O
Fixed-Income Securities9 a* ]- q8 \8 k W) K$ z
Front-end load
/ s3 d; B! L: R- F# g/ qFundamental analysis
5 Q* G: M( \ p5 r% B, iFund Number
5 p, D5 y0 Z/ L3 D3 dFutures. P* n$ C3 ~; n2 \
GARP
8 m/ N9 M0 j$ N' ?2 fGrant Contribution Room3 C! D; M! M, E0 }4 K: W
Group RESP, y0 J9 A% W! |$ B* Q% P$ \* [- W
Growth funds K; m% T" u- d5 |
Hedge
0 W. T" u) f8 ^$ C: d- t, AHRDC
% ^. k9 p- ?- Z+ ^Hurdle Rate
0 u9 H; l2 e- }! e: @) j. vIncome Distribution/ d3 v# X; B, D2 V( c, S+ }' Z
Income funds p9 T* q- W6 _4 E" j1 S0 d$ ^
Index ]' Q9 [+ H( n1 @9 C2 E
Index fund4 i* V |$ _1 j" m1 [: ^3 i* O4 \5 y
Inflation 1 q5 [- e# h+ J/ I
Information Ratio
4 S" R8 p9 _& }. E) g1 HInterest
& U% b; Z8 {" t# ?3 \International fund
7 L8 i+ d# e& j/ @; R3 O6 ?4 R+ d& ^: zInvestment advisor
1 M7 a+ E# ^" WInvestment Funds Institute of Canada (IFIC)
) Z& j% z+ g/ ]& J0 w6 v8 }Leveraging
9 N, O+ a0 u: t( [Liquid
; H7 G6 z/ B. r" k8 h. ^" V2 V( rLoad
9 _2 ?( M8 ?3 J8 gLong Term Bond
3 W( u$ n2 e" ~& p) ]Low Load (LL) sales option P" E$ L4 f3 }, y. [) L9 m
Management expense ratio
1 Y0 g3 V& o4 Y2 O0 LManagement Fee6 Z' J/ D* Z$ B! i4 l3 z- [9 v2 \
Market Value of a Mutual Fund8 c/ `: G( K- J4 V+ H) x
Maturity
' i2 e0 }' ?4 J& zMid-cap
0 e' e! H8 z7 b: k6 j1 [* FMoney market fund2 q$ N3 S7 Y1 z7 q0 p; |$ A
Money Market Instruments
3 ]! m1 o% [1 r6 J3 `# ^. KMoving Averages
9 Y5 s' U3 }6 r" D/ h8 T- i1 XMutual Fund
; [" y7 R: m. e6 X6 L8 _NASDAQ: U# x1 Y: |9 g
NAVPU* ~( t1 A' D1 q7 P
Net Asset Value
3 ]0 z; p1 F' N5 L; U" hNo Load L8 N9 G5 A" V- y2 y5 L1 R
Open-end fund
! y' }3 N# f5 rOptions' i# L2 \7 f. A5 h
Pension plan
# {" O" k3 ^7 |7 \+ O1 ZPension adjustment
; w; d r. L6 ?1 q8 {! pPortfolio0 R, y4 B/ f% d9 w4 D s
PortfolioPro
( u; @# v. m$ qPost Secondary Education Payment* Y: Y, b) e& l6 u! u
Promoter
" L6 p/ [) [# I4 YPremium
N$ T) k6 p6 |0 X& m% x2 xPrice-Earnings Ratio. @( N" ~! `. V/ n+ o
Principal' |4 R5 Z( D0 x8 e7 @7 h3 R
Prospectus& j6 e% A4 u$ _/ X- ?
Quartile Ranking
2 R; N' x) }, H- v4 KRegistered Education Savings Plan (RESP)
. R& r5 x+ }! @* ^+ n+ HRRIF (Registered Retirement Income Fund) # X: u8 x6 Z$ c1 S" w
RRSP (Registered Retirement Savings Plan) # X. f4 q3 G- m0 `& c, A
Recession
/ R- {' f$ ^" x+ bRelative Volatility
) E: y% ]! Q" F0 I& c' C9 Z" OReturn. r M4 T1 u- @
Risk
0 m# } \& j* \. M7 ]. ARussell 2000 Index ( R7 }! Y# w) P+ u2 y4 e
R-squared
6 `: f) v' B, g, DSales charge, `4 L5 A, I+ c$ f+ F
Sector Fund / N* u2 }' M5 N( A$ z$ n
Securities" [7 }% G( F$ ^2 D! f8 w
Securities Act
# E# C7 j8 d3 {/ ~, S* N0 z pSharpe Ratio; }1 y1 ?7 f6 o
Simplified prospectus
& J- c3 _$ |' ^3 U; l' ]+ QSortino Ratio
+ `* @* o0 _+ |Specialty fund p) |; R8 o) k8 F. v& \; L/ Z3 H
Standard and Poors 500 (S&P 500)
# G: I6 h/ u6 U2 Z; r* \Standard Deviation
b- z- g, }& p" b0 S( USubscriber" _" Z" u \. q6 d2 L# R
Tax credit# s8 U& @( L0 l9 G! z# k
Tax deduction: m$ r: a4 V2 {( w4 V6 ]3 Y
Top Holdings/ p3 n/ ?3 b/ K6 U4 l5 o
Top-down investing& a9 v9 z* C0 h% g$ \
Transfer Fee
" q, x7 d* I* X; lTreasury bills (T-bills)
( r/ T* r+ X# D+ {Trust + d6 V' p8 b% e, p5 n
Trustee8 d, L: A/ N/ y0 b5 Q8 H: V
Turnover ratio
7 O/ A3 {" X1 m+ _) x* `7 Z+ f* sUnassisted Capital
5 o! L i4 z& M ?Underwriter
; [) V1 B: @ ]5 l7 Y5 m2 X0 J. ~Unit trust
. Y4 ~. U0 Y, Z5 Z ?- V2 QValue funds v, U' }9 h& u' [9 Z j- O0 I j3 Q
Vesting
0 j; _/ v2 E3 B% c; V# z1 m/ aVolatility
) Z, \5 g V& |/ KVolume
4 R" j' m/ ~ S" @0 NWarrant
& V# a* U3 Q0 e: m; k1 P2 bYield4 C. U2 a" Z; h$ P/ T
Yield curve
1 j0 r6 u7 W6 y2 s' o$ K1 d5 pYield 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
