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Account Type8 W. {8 i) ]( V
Accrued interest
9 f, L* V7 b" A: c1 HAccumulation 1 l+ x+ ]- E" n% G V
Accumulation plan
[: Q- {! H1 n) _2 ^* |Active management
# x' \. G9 V# q% Q9 H/ L& FAggressive growth fund 0 @: _4 q; | J0 p( K
Alpha
`% z" e4 Q0 JAmount recognized
' `- h' i; W" k/ I2 [+ QAnalyst / C! g( p& F/ u( k( b
Annual effective yield
. q0 p! \% H8 a4 ]: L7 kAnnual Maximum Payment Amount
/ N; I4 g# \' Q, ~9 L6 L+ cAnnual Minimum Payment Amount : `* u& `8 p7 J1 m* _* ^0 R
Annual report
9 e c% j" P9 L4 J; tAnnual Return' Y4 s& J4 z6 [
Annualize ; q1 n8 E2 O# J* v9 f% o% V- F) H
Annuitant : u& Y+ X$ A% i; p! g3 s1 V
Annuity
$ y3 [* I% Y' K4 {/ a) MAppreciation
2 X% T1 W8 q# D' o" D6 Q0 IAssets M& ?) a) w8 c! d
Asset Mix
s L( x4 x5 M& L( HAsset allocation ! j5 }. D |4 T* m
Asset allocation fund " m ~2 ]8 N7 U6 F5 j3 g! R* t
Asset classes , G* z4 B" [1 J, `
Assisted Capital 1 o7 f$ o! n6 ]) T2 \( G
Automatic Conversion 5 H, j. S8 h9 o! a' w0 e
Automatic reinvestment9 x+ N0 i6 a, Z# O( O1 m
Average Annual Compound Rate of Return 4 U, X8 u1 y8 f% O
Average Cost per Unit/Share
; `" g5 b* d: R: }) _ IAverage maturity
- E0 k% j/ \* U% {! HBack-end load % z! j. ? _% l- z2 w( ^, z
Balanced fund
0 H# c2 {6 A3 ~5 c- U r. [- u! zBalance sheet 1 E" p/ C ?- n
Bank rate
/ t- w7 Z# T' `$ {+ i5 L! e) J+ cBasis Point
! S" D2 Y* e2 [- wBear market
: {- L9 O' V* E+ R; L& w3 jBeneficiary
0 r! X5 s/ y( e# ZBeta
! T8 {# |5 `# F/ }7 {4 @Blue Chip ) q2 |. L# u. {* r! R% Z$ _. {
Bond 4 T5 `5 p: a* e# N$ S% ]5 F, [
Bond fund # P) n3 s& v! U E% ^. b7 d6 p' f1 Y
Book value
' b/ }7 }6 U$ ~$ b$ [$ m4 E+ TBottom-up investing
; Y6 I, i: f$ f9 H% }1 r9 nBroker
, r% U! M* n8 h; j2 `2 P8 vBull market i* ], z/ x, f. ~; |
Capital
# b7 c# g. j8 e/ \9 f: wCapital Gains4 v* a$ b/ H4 {- }9 m/ u( @6 w
Capital loss ! p6 l" L) o. M$ s& }4 I
Closed-end fund `( H% \3 |; p$ z w
Compounding , E' R; l' Y, M8 N6 V
Currency Risk
" ?4 x, h! r2 m. o' Q% y ECurrent yield
. R0 I1 S L" F* T5 {& E; {Custodian 6 @- r" W( T* R x6 h1 f ^
Debenture6 d3 i% F( x$ H% k4 ~# u, Z
Debt6 C, d: L7 }: T) c
Deferral. B5 ^: A. F; _7 e R
Defined benefit pension plan W* G8 Q# L1 C
Defined contribution pension plan
7 m( R4 P d* M! gDiscount
( @+ s' A) t, ^0 E- q- o' X6 CDiscounted Pricing for Large Accounts5 j/ |( S: o$ o4 ?9 G! X
Distribution History. n( L9 x1 E, p$ H, ?0 u
Distributions% l' w: @- U3 [3 X, [ G, O% }
Diversification
/ ~. F$ a* a+ A5 l2 vDividend
4 j6 Y e5 }7 C! u. z8 N3 ~% o! [Dividend fund
) S* `% W0 I) t2 ~( K/ mDividend tax credit3 X( a" }9 F! \$ t
Dollar-cost averaging$ I7 A. _& x6 ~3 D& y
Dow Jones Industrial Average (DJIA)
7 r4 \+ d, B. @1 W+ `Downside Volatility
& `& L F0 t+ `DPSP (Deferred Profit Sharing Plan)
+ T) P9 ~( {: z. L7 R3 hEarnings estimates
# a; h" N$ H% i; h( ~Earnings Per Share7 [) j7 m- o8 j& |4 ~
Earnings statement
" }4 `, T& X- y- Q, Q. u6 TEducational Assistance Payment (EAP)
; T# Y9 d i+ B# b" T" f8 iEducation Savings Plan) ^4 H# S) R" ~. C# d& M% \* ~) h
Emerging Markets
! ]3 H' ^9 r1 |* u9 ~( U: U+ HEquities (Stocks)
; V) w. O9 \. @. N6 @+ `Equity fund/ R1 e! j0 y* y' A1 e! a/ \6 \
Fair market value/ ? K$ h) u+ ^/ V! }8 b
Family RESP
2 ^9 a( b8 W) V y5 wFixed-Income Securities
( i5 {5 `& f: J3 u* m% i. v ^. mFront-end load* c5 [3 X# `4 ~ N0 u4 B; @9 e
Fundamental analysis4 v o' i6 v2 m8 n* N7 l- M
Fund Number
* s) e; L9 D, d) v' t* \4 ?7 TFutures
2 |3 ?; z8 s0 F M* ]GARP
7 t+ \$ L* W0 m. v( CGrant Contribution Room
8 J* D. n, ?+ _& O! CGroup RESP, y: j1 `4 [( L) G% l) n0 w1 U
Growth funds 2 R/ T* k( z/ C3 N1 m% n# i! Q
Hedge* R- `$ E. a6 ~( ~% B1 f& u
HRDC
7 n- b2 U/ U# j: |% THurdle Rate0 Z( l* d( \$ h3 I8 F- z
Income Distribution% [5 T' i; B. {) t8 Z
Income funds # R' c6 O' P e1 t" g0 z
Index% i# E$ f! U, Y0 k q
Index fund
* c# Z4 b; q' D4 g) |8 m3 XInflation 5 I- M) N2 y1 e! v C% B4 t
Information Ratio
5 @& R2 t. o. g( u6 T; TInterest " T1 H/ ~* u/ t$ T6 c2 d
International fund8 b3 H4 e5 S1 Y5 Y% i4 C
Investment advisor0 ?1 U* F/ Q' _7 Z5 C1 b: G
Investment Funds Institute of Canada (IFIC) " _. W" K& S! x- b9 X* f1 X& H
Leveraging
7 e1 v* b j7 Y, v' R7 FLiquid . L8 v. A. R+ }
Load
! N6 r- w' g" G' E% RLong Term Bond1 o1 d; o6 ^ _7 ?/ C) R6 E
Low Load (LL) sales option- s, ` ^- {" m8 [8 r
Management expense ratio7 K6 d& d* c6 P& T6 c
Management Fee* J9 K, m g: z: e4 T1 y/ k7 C# [
Market Value of a Mutual Fund) A. Z8 N' H) {: x1 n2 X1 I
Maturity2 n) o) l) `! N" O5 ~% [# D9 t5 X
Mid-cap' y3 a! B7 n3 X5 j, O. U5 m- s
Money market fund. {, d9 h. A" q1 o; y7 h" [. \
Money Market Instruments
3 `, g5 G! E: E# Z* I6 bMoving Averages
( G6 o0 a6 w+ o& s8 hMutual Fund% k' M9 L c0 s* K% B: }% S
NASDAQ& f. i) w7 X5 h! v
NAVPU" L/ g: R; G" q* s$ ]* E, a$ {
Net Asset Value
4 |& a) x7 y. n& e8 \! lNo Load, \6 Q1 e l! |) F0 u; k8 g
Open-end fund8 X, q2 u. |# i
Options/ S4 J, f* y) E( a2 R5 F
Pension plan7 x2 t4 @" D. @5 E
Pension adjustment
9 C h4 K: v6 x Y' e/ }1 g& WPortfolio
" j% ^# j' W9 Y; Q; l7 ]PortfolioPro7 V+ B: o& u( T9 T2 q+ F: B
Post Secondary Education Payment
4 J/ L) M% F/ W; o* ^Promoter3 t k1 Z0 A0 B! M. n& c; h% n
Premium3 D. B; f* B" v# P- n! n; m
Price-Earnings Ratio. Y& f: V1 a+ ]' f4 } l4 l
Principal
: k6 H) a5 A' s$ Q( A lProspectus7 o& I' E7 s8 S5 X& ~5 }) `* `
Quartile Ranking" o/ C% S: @( B2 R. ~
Registered Education Savings Plan (RESP)
: W6 B9 H: ? E+ o7 S! X- S; ERRIF (Registered Retirement Income Fund)
% S i' b$ @- M# n6 y. ^! ?RRSP (Registered Retirement Savings Plan) 9 x$ Q) R$ ]; J3 }0 T
Recession
/ l" ^& g' B( W$ E; @' b3 o4 n2 w. F% ~Relative Volatility
B) C1 o7 J0 J+ YReturn
" P, L& m; v# URisk
- [: P$ A' b1 ?: k4 {, m, [( U bRussell 2000 Index
$ k+ D5 a( v6 Z# h& Z% s9 V" aR-squared
( [. v6 h9 M) ` j7 u: U1 iSales charge
" h ^6 a' Q) l8 W1 |Sector Fund
" a$ s5 Q" b8 h2 T, z' |Securities7 @* k5 c: y# K* V
Securities Act6 f( {3 U3 N& N0 h# c
Sharpe Ratio: j+ E1 W7 K, v0 ^/ ?, S
Simplified prospectus
0 U! |0 w- _/ ~6 r% v# {2 D! bSortino Ratio
5 H: D9 _) E6 `, USpecialty fund
& O( l3 Y$ m7 e* [Standard and Poors 500 (S&P 500)
9 |" K2 D. e( @9 e2 A; lStandard Deviation
4 y/ `" v3 N1 `/ {Subscriber
2 ~6 H+ I3 L2 vTax credit
5 f3 w% U/ m4 zTax deduction# `2 q: J$ V% y; C
Top Holdings
! h9 ?5 _# h# `: W; yTop-down investing/ n' t( R& A% t
Transfer Fee
; i. k4 p. @+ W7 k, L8 `& nTreasury bills (T-bills)
( V$ ~9 F% k. m( S4 d' K D+ a) ATrust
8 C+ x7 Z$ s2 X% o4 tTrustee6 I: |9 D- B0 b: `
Turnover ratio
# f9 P* |9 v" C% Q2 TUnassisted Capital
& d/ }/ N# ~5 |( ]Underwriter
2 Z$ z( T" l- _! QUnit trust! c* ?3 i# v$ s* d6 _* K( A
Value funds + i5 M. F, ?9 ^; g" P: E8 }/ z. l& g
Vesting
1 {/ j4 u; m" i) t F) p+ VVolatility0 I o/ L0 V7 X" n1 L
Volume
' v/ E+ i5 a( ^8 Q9 PWarrant
. J# a. B: Q' U) ]0 S9 r, M8 _Yield1 ~1 K3 I0 c: p
Yield curve
/ F6 n9 B: M& u. o& ]: x! XYield 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
