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Account Type
) I( b/ i! T+ N, h5 D: YAccrued interest
8 r, J# e, j$ A3 t( KAccumulation
6 {3 H! f0 v5 ~5 f: T% _Accumulation plan
; x( h& \& W$ C& zActive management+ N% Y" e/ V' q+ D0 c
Aggressive growth fund
, g# H8 w8 I% |# A5 C- d+ x7 HAlpha5 s5 t: l: h# Z
Amount recognized
Q( \ f( Z. y/ g0 s: u; \Analyst * w+ r% ]: C( H. G
Annual effective yield 5 @2 g9 O2 _; |1 X! |1 {) e
Annual Maximum Payment Amount( `4 T! v+ T! F) _
Annual Minimum Payment Amount . V- ]2 Q% W8 ^2 K' m
Annual report 5 e% Y# ]- f6 H- G
Annual Return
* H- t+ B# ~: t3 U yAnnualize
9 B. P; i/ ]1 YAnnuitant ; R6 J4 d3 j( `- A* t
Annuity
7 {+ ^' B& l) S6 H. O$ p5 i" UAppreciation- ^6 c3 K. F6 W
Assets ) ~9 v/ ]! a, a ]' E0 F
Asset Mix o0 w9 U" q1 b; l" \# ]+ x# u3 b
Asset allocation ; {! W' ?/ i* O" a* C; z% X, W
Asset allocation fund
) q1 B& l3 t: m3 W) D! u# M- h1 bAsset classes . o+ h4 L1 g( j6 K' l! b5 ]- q
Assisted Capital 4 I7 Z/ w% A; `. T4 ^9 K
Automatic Conversion
% S( {* S- G6 ]# R! P2 v w8 rAutomatic reinvestment
+ k" X# q0 c F& I" d" B7 F0 h: @Average Annual Compound Rate of Return 7 w& E. d q# s% h& ~
Average Cost per Unit/Share: p- W! ?. R; J6 g+ h3 n+ b: ^
Average maturity( N( L0 z( R9 i# @
Back-end load ; a. g1 E" ]2 A
Balanced fund " T# e8 B( r0 |2 M% _* h3 H
Balance sheet
+ g1 Q3 `& x) |6 H2 o, X& F% U( JBank rate8 x- O9 ^9 L6 V4 m7 P
Basis Point # P. [# [4 K# }0 I1 u; X
Bear market
! @- c m9 j# B$ }Beneficiary ) }; D @, ^: G, k e* u/ I
Beta
, }+ _! \3 N, O1 U; E" W: e. m2 LBlue Chip
8 T; E# \6 s0 Q1 s8 |Bond
/ u k: p8 x( _* C' M9 Z) kBond fund . h `1 c. A0 }, _& f
Book value
" H5 ?% ^% Y" o! E2 K! q; T2 u9 [Bottom-up investing
# H9 |/ z% |7 S( WBroker* j! f0 T2 X. Z
Bull market% Z5 x }2 m5 W) Y' X
Capital
' ?1 n, S- m) XCapital Gains/ I- v/ i- q5 c" O' \
Capital loss 0 w$ ?, }$ z4 s& y
Closed-end fund " b' W& {" w8 `: a6 K) @
Compounding # y' R' p! {+ l# K- v, z
Currency Risk
( G5 I# J% G6 m( {( f3 hCurrent yield
# e* Q# P) \) H/ T9 xCustodian 6 s7 ^, G- [9 y
Debenture
0 u8 L0 m9 C6 q: m5 wDebt
/ h% T3 m" A" O+ f& X9 vDeferral
, D; x" q+ M$ t( |. l t: CDefined benefit pension plan8 @& x G* l( v" I0 R
Defined contribution pension plan2 q+ }! _3 H5 A7 c: q- L
Discount
+ k4 K4 G& Z# y" FDiscounted Pricing for Large Accounts* q# [7 s, Q; A% Z, s P
Distribution History% L; Y( o/ E5 g- {$ ]! O
Distributions* x8 Q k1 }: n+ A; R7 O" w O" [- @
Diversification
) X$ e, |: l$ J: g& v! q0 [Dividend4 v) H0 Y C2 j, h7 |+ ~
Dividend fund
( k/ K# t, I+ @$ ODividend tax credit
0 G6 [3 B+ }4 m% V% D' gDollar-cost averaging
: b9 \( Y; [2 n. G! P/ CDow Jones Industrial Average (DJIA)
5 I& f) [4 _! |- k4 j) wDownside Volatility6 K* x+ N5 X; o6 O/ n
DPSP (Deferred Profit Sharing Plan)
3 _" d/ s5 U! ]3 qEarnings estimates8 {6 |4 H; ?4 m/ v( n9 N
Earnings Per Share
9 t4 |/ J4 _' W- t p+ yEarnings statement" \7 W; N7 X5 O4 Y# h
Educational Assistance Payment (EAP)7 f" K/ A. s% G) p
Education Savings Plan. e5 U8 G2 Q2 J' T) W8 |2 \& C( D
Emerging Markets
0 e$ N: `9 ]( hEquities (Stocks) 5 `+ F% x9 X G, V
Equity fund
' c; a* [- _% i9 _Fair market value
" G& g; \; H1 O4 M" G6 J* g r2 JFamily RESP
. N, ?3 ^/ y( C$ y2 J& PFixed-Income Securities! m6 b R8 J3 f$ K
Front-end load
' i2 y- J6 [0 ^ _* {+ z8 D+ G2 cFundamental analysis# w0 ?) q1 C' ]& H* b5 V
Fund Number3 u9 m( e& w* H( W1 k2 {" O
Futures4 U. W$ d1 l# [) E) K
GARP# G$ _- X4 y: y; [/ J- W$ ~
Grant Contribution Room
; T, V2 y1 b {; o6 n1 _Group RESP
. Y5 X( W6 w# z2 D) q% J1 xGrowth funds
; ^5 @; \- t0 L+ B5 M1 O$ W7 d" OHedge
; |8 D* \" F2 N! J! a2 r% ZHRDC) }$ V) k5 x- X3 _: Y
Hurdle Rate
* G3 Z3 J8 |& F) G2 f* GIncome Distribution; T/ K' O8 _1 H* b: ]! _& |0 W
Income funds
" K* j- {. Z T/ F5 QIndex
% m+ z# X' x$ ?/ [! r( I% ?Index fund
. I7 z/ W1 K. S* ~! a8 ~: d7 t: ]Inflation 4 I1 I) B9 T! f- s: K& R
Information Ratio * [ O8 L. A* {% s; E9 O3 G( W
Interest |1 M0 V& ]; ^$ K1 z$ x I5 [
International fund
% n; H: T. e8 U3 ~1 e5 RInvestment advisor
- L0 u* o7 G2 m/ l- m% x- Z& @. VInvestment Funds Institute of Canada (IFIC)
+ _' t+ l* U0 F( K; y, t8 `Leveraging
/ [( y1 Q3 Z4 d8 j( p- ULiquid
o& G- U h; [9 A8 E- ^7 c: QLoad ! v+ n) w6 M+ K% t4 O; f) z
Long Term Bond
+ g8 F! n; w" x( lLow Load (LL) sales option3 Q! E6 A" _1 {) m7 ^+ R+ B4 t
Management expense ratio
3 S* C$ Q D! OManagement Fee! y& U# ]: |9 _& s# k
Market Value of a Mutual Fund
/ t7 b4 V; _ X, D8 fMaturity4 W! F2 s" _- P, Z
Mid-cap/ c( C0 s0 e+ D6 N
Money market fund, ]% f/ F2 ]5 i8 j2 L. K
Money Market Instruments" u2 m3 w5 O' D2 O
Moving Averages9 M v" ~! d9 W, v
Mutual Fund
" f7 b; C$ R1 a, n" F: W' E! ZNASDAQ
$ y& e8 B% V% L k; MNAVPU
; h3 x9 r- m p+ p( ~Net Asset Value
' q! @8 f1 E1 D( z6 ^" r# B/ `+ wNo Load2 H2 K8 M2 _! x- N5 V
Open-end fund
/ A: s* N/ t; ~% J- ~4 y* }Options, s, R6 |& A# }; _, I1 k
Pension plan- F- Y: n, Y" z- @2 a
Pension adjustment
1 X. ^- }$ ]4 N/ GPortfolio
4 M/ G1 A- I' ^1 ]4 ePortfolioPro
1 W2 M P4 @7 \. e8 ?Post Secondary Education Payment4 Z! \6 O7 x; ^) \7 o1 L6 ]2 O
Promoter
" [9 ^% ?- }3 C$ LPremium
5 {' _1 B! n) K% h3 H v8 WPrice-Earnings Ratio( a$ \) r2 \1 c$ A* c5 a1 y
Principal
: M: U4 P+ \) p/ @, y, G: ~5 |Prospectus
2 {4 E5 Z, `/ u% ]2 UQuartile Ranking! u5 F0 w: p P! E" C
Registered Education Savings Plan (RESP)4 r; Q3 L+ v7 M/ Q* [8 g3 Q
RRIF (Registered Retirement Income Fund)
& r( c. G' k% a. c P5 O. w$ J8 [RRSP (Registered Retirement Savings Plan)
" `9 w2 \/ ~( U3 H. @+ o# iRecession
! c- h/ S" X) c6 |) g* g; {! nRelative Volatility
6 C `+ v2 O0 u/ d( P6 u- tReturn% T& l4 a1 Q8 J& b% t
Risk
3 F* `$ I1 ~7 }2 \Russell 2000 Index 2 a; c- a; J2 I8 A6 k1 Y
R-squared
& _% W6 I4 Q0 i3 rSales charge5 n& w4 r/ H* X
Sector Fund
7 ~, m+ q; s6 S& T0 WSecurities& [3 M7 x6 g4 h8 ^
Securities Act
) c2 S% i) C' s4 g9 s9 MSharpe Ratio
6 }2 V6 ~8 T2 M) X* D6 `Simplified prospectus, ?6 J6 g7 B' Y1 L3 E0 j
Sortino Ratio
8 w+ D0 b4 y, e3 n) J! [+ m9 eSpecialty fund
0 }( Z+ M- j6 \- [Standard and Poors 500 (S&P 500)
1 |( s! ?/ ]: w" f6 H6 K1 WStandard Deviation
. `$ C2 r4 ]' j! jSubscriber8 K6 f; O! L& F" F
Tax credit
, }( V1 j% ^6 O) X) yTax deduction& N2 J1 p6 F" F% D5 Q
Top Holdings
# @/ z2 G1 I3 S7 Z5 ~Top-down investing
% B/ Y/ w. R0 j2 uTransfer Fee
. w9 j9 G( g; Z( h3 ]9 S( YTreasury bills (T-bills)
9 D% T9 b0 [- O' bTrust
$ g; [" u( J. T4 ~5 y1 rTrustee& N* A) N( d1 G f% V
Turnover ratio - R1 p& {/ Y# h: ~ D5 { m
Unassisted Capital
& h, s: G* K" o# MUnderwriter
1 g2 X2 b6 D- Y9 E6 ?Unit trust6 V) G: @: C B: \% D8 O6 s; p$ O1 T
Value funds
/ k4 `% u/ T1 m; ~2 H# Y! p3 pVesting: P& \! u. Y8 S. U; K4 g7 G8 v0 ^. M
Volatility2 w- n, L7 E8 K! c2 h: ~4 R% y
Volume * D: P- N- C" H: K* V S
Warrant
; H8 N" h" L! w* }Yield# p" J% c( V" V& \! H! j
Yield curve1 z! R A1 G9 v1 J4 W# v
Yield to maturity |
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