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Account Type
4 a$ P' f8 i8 _. tAccrued interest/ }$ n- u# o, |' ]
Accumulation
( A! g1 {" M/ G; \, e3 v+ HAccumulation plan$ x" I5 `8 J& V: |' T
Active management
/ W0 _7 @% E5 u+ J2 b$ y8 yAggressive growth fund
" E0 {1 n; f: [ ~Alpha+ q8 m+ c j5 K1 Q, u _. `/ W
Amount recognized * E; M# ]8 x e& f% x: {
Analyst * ], G; c+ \& V
Annual effective yield 5 c2 \$ m0 Y4 t7 E8 r+ E+ V
Annual Maximum Payment Amount
7 M4 s$ ?* s2 Q& L" yAnnual Minimum Payment Amount & a1 ]* N4 L. Q$ C$ Z4 Y) l
Annual report
$ |1 N: l; R- \2 pAnnual Return
2 |* F, b: R$ r0 P! JAnnualize 4 v0 \7 n- w. a: k
Annuitant $ s E, r. p8 G
Annuity # x- J$ Q+ X' |1 { J# f- `
Appreciation3 R( g# K; Q# U# u0 D! S7 W$ u4 V
Assets
0 X; b$ z7 r y5 g. nAsset Mix
' A( u8 P" y( I( q: e! w5 mAsset allocation
c5 @: w) u4 J* rAsset allocation fund
6 ^0 O4 R; Z# M) ~& F3 ^" PAsset classes
& T! p$ l' o3 W( ], @Assisted Capital
. R( l# }8 P% v1 J9 G7 c% zAutomatic Conversion
, n2 ]$ y* W5 ~Automatic reinvestment& F9 f: L3 D: O* n. \
Average Annual Compound Rate of Return
. S6 Z5 _- I* f8 W, UAverage Cost per Unit/Share4 s9 Z6 Z4 W8 ^9 C! i' o
Average maturity
6 Q& h1 I; B+ a$ Q/ hBack-end load
4 W* n! g& [; \# f# QBalanced fund
) U, U3 C% M$ K5 G% `9 w3 [) XBalance sheet
4 Z7 w' I& h1 xBank rate
8 t& y! @$ P7 ?% W6 Q8 ]0 }Basis Point
2 L1 G* B3 p# j8 `% j9 YBear market9 \' y9 b" [- J6 I5 \8 f, K+ I1 B
Beneficiary ; B8 _5 E7 r1 |) [ Y
Beta
8 [' b8 P4 q: h" P! T+ w, }" t. V/ aBlue Chip
: k/ r7 b6 B; W# P8 M cBond I: O6 v6 h1 Q, `5 f3 J
Bond fund
$ B7 O7 `$ O$ C7 d4 P _7 BBook value 8 Z0 {7 R8 W: O6 ^* g
Bottom-up investing % U7 H; A+ f1 C! p4 u" l
Broker7 z. r" e6 f( g0 r, v& t
Bull market1 [$ M" n! a, \3 e9 W
Capital 4 b8 K, m4 ~# B" @, e/ R
Capital Gains9 `3 S* `: C j, c4 P
Capital loss
& h' S$ D! ?3 r; @3 w( I/ rClosed-end fund
. X/ y5 n5 s5 s9 D/ ]& mCompounding
0 s% s' b2 d0 x, }: pCurrency Risk . L+ @; V4 C% ^5 x, N/ f
Current yield
: b( h8 q/ F; ~2 _1 R uCustodian
8 ]' I- H) N# Y" y7 [Debenture& y: a( k" ?' a7 K U
Debt
# a$ m1 F* ~/ q- bDeferral# h6 j/ f- e! r, i
Defined benefit pension plan" S% i% E& d2 h2 m( t# E. i( t. S
Defined contribution pension plan
+ v' k8 A6 V' Q( i& i& s+ {Discount
- ]$ \: g' e% UDiscounted Pricing for Large Accounts5 \- v) H; z4 n9 q& q
Distribution History
+ b! R3 s! z2 ?8 FDistributions
' n1 O% S" m1 u) ~' W$ [ b& ?Diversification' F2 U, o3 P, a9 x: P6 L
Dividend
* G/ W7 L: D2 RDividend fund6 N( C9 S; e/ ~: k& }
Dividend tax credit
; a1 l& J# R7 h2 ^* t1 oDollar-cost averaging' N- F: F2 M: y5 N9 }' ~
Dow Jones Industrial Average (DJIA)
, K! N4 N/ j( @6 hDownside Volatility4 U3 ^9 X% ?) _; {" U2 i$ R; L
DPSP (Deferred Profit Sharing Plan)
( R* g2 j# H! M) ]0 r/ Y, XEarnings estimates
9 u, \. b' u, _/ g4 D9 uEarnings Per Share
s+ j% B6 \$ c3 d6 HEarnings statement
1 U: s5 B$ X7 Y) B0 y; |Educational Assistance Payment (EAP)
# D: ~4 V8 L, M) {, ?. tEducation Savings Plan
" ^+ t2 I" [4 Q* G5 c- y8 J2 OEmerging Markets
+ u( U: Q) y' t2 R- V9 y7 IEquities (Stocks) % b( H8 ]9 z( z# T; p+ e
Equity fund
0 G! R( N, W XFair market value
. y3 ?( b( q; KFamily RESP, p! ?& V, H$ ^7 \. J& I
Fixed-Income Securities
2 _) w3 U' N. O& _$ Z6 RFront-end load
% J3 a6 n" x9 h% @1 [, VFundamental analysis
# Q2 q; {- y* }( w' \9 c+ aFund Number
0 V' k. w/ o$ P" kFutures
; ~" J' x+ Z% I$ vGARP! H, E+ Q+ M/ R2 I, m: W% T
Grant Contribution Room" R( G+ O" A* |' k7 L% N. ~; S4 V( e
Group RESP# ~( C$ y6 [' k( |* l
Growth funds
( z* L! f$ m/ L$ K* SHedge9 b" G! [, S8 Q. A5 Q3 G3 S T
HRDC
6 Z0 J# g* t( u z3 _9 _ d7 g THurdle Rate' E9 p& z. s1 d6 t; Z: C
Income Distribution
* S9 q# u5 U/ e t9 Y4 |Income funds
6 d( l# E# G9 x8 O8 K* e$ h9 aIndex
4 ?* _& b3 N: U9 XIndex fund
^* M* ?3 D3 r0 h, C3 r; b" j1 L/ v- KInflation . Q, {" B, y1 D {3 G: a
Information Ratio
) e$ k3 _! M6 u/ a/ `) ]2 h9 yInterest 3 V4 ~" N T9 c
International fund
% `; ^: W* e/ D$ O1 cInvestment advisor4 z8 ^5 g# ?' N. s/ ?
Investment Funds Institute of Canada (IFIC) $ G, Y) k) i, Q$ P, j2 x/ V: d
Leveraging
7 i* r7 E7 j7 i- F4 C5 X& GLiquid f& p+ A- Y$ N+ E6 s
Load 4 T. K7 v& ]) E' P$ _8 S
Long Term Bond J( `5 H! i: \# V) h( x
Low Load (LL) sales option
" D; j o5 M* G0 SManagement expense ratio
7 p& x1 Y" L4 {% l8 j, p% YManagement Fee) Q/ S6 Y& j z
Market Value of a Mutual Fund
8 L0 J; w' ^# p( uMaturity
N" \, e8 y' X& Q! c9 n9 ^, _Mid-cap
+ L8 U5 b: ^3 X0 d- fMoney market fund
9 \+ b" D, o) x7 hMoney Market Instruments
% |& g7 d, c. N7 e, uMoving Averages6 K& ` f7 ~3 t; W
Mutual Fund
5 G, B0 {' s6 yNASDAQ
7 ~. v+ J; d# p8 ?9 }, mNAVPU
# ]' c' ^' C" o/ V9 T' XNet Asset Value/ @% Q$ b* d$ y
No Load- X5 [0 X% W5 n* p, v, Y2 E
Open-end fund
4 q h; I0 ?+ u) J5 ~; WOptions* o' r8 A+ Q0 w, Z' D& M' |% ?8 G
Pension plan
' o8 n6 _8 V- U( z1 hPension adjustment
2 f+ L- z$ H8 Y, ^$ ePortfolio
2 k v) g2 m- i! n" F3 X0 E4 EPortfolioPro
% E4 S! h# P5 T* y( T0 s' B1 g5 TPost Secondary Education Payment
% T2 B* K8 p" D. z$ [; M( RPromoter$ ]2 V" Q7 F6 d0 O$ n
Premium! I/ i7 Z3 `$ n6 S: }* c1 g3 `( O
Price-Earnings Ratio0 B+ D, a4 L d( J5 {6 g
Principal# ]7 y& H* _' h/ P/ g2 B9 K0 r% p
Prospectus/ @# N3 W! C9 J, T2 f8 K$ Y0 W! w
Quartile Ranking- P9 \$ ?" b4 e
Registered Education Savings Plan (RESP)
) ]' y3 Z% H( j4 `7 ~RRIF (Registered Retirement Income Fund)
) R. [( j: p9 Q. yRRSP (Registered Retirement Savings Plan)
2 J# U* K# D$ ?7 l0 K2 `- p8 K$ IRecession! z! w5 L7 q9 ~' X) P
Relative Volatility
( e2 o' Y! w6 l) |2 W2 YReturn
1 O9 a" F* ?( G3 ]8 cRisk
( E2 [/ b" e( s* F/ \Russell 2000 Index
- _+ t) Y2 X1 s |* @- t$ q) MR-squared+ \- p: U8 ?$ e9 z: a7 p+ @( t
Sales charge/ X* a, y, ~# b: `+ q' E! h/ Z
Sector Fund " y. R* k2 S6 R) A9 @$ Q
Securities5 l5 j+ k* p' p1 V+ G
Securities Act
/ a( [) D- j c1 }, V+ ISharpe Ratio7 D ~( g# }. P, P, n% V
Simplified prospectus
/ v1 T/ ]4 `2 Z5 I" kSortino Ratio/ y; m2 a$ _+ U' @! c
Specialty fund( G8 H; N# j( y0 g2 A/ S4 l
Standard and Poors 500 (S&P 500)
! i* M y8 ?/ h7 NStandard Deviation
: b9 n3 W% u+ z- } O5 ESubscriber; o$ ~3 L* a/ l8 e
Tax credit6 ~' n8 w2 c* b: ]2 ?! K
Tax deduction3 I( `2 R( ^- a& g9 C
Top Holdings
+ H1 S: g6 D r$ g! \( JTop-down investing
+ U- P. d7 K1 l! M% Z9 A' yTransfer Fee
$ y W# c! G9 L& n1 T* Z b' Z) M" oTreasury bills (T-bills)
) X3 G; U2 @8 i0 Q: W OTrust ' l& i9 k W) w
Trustee
+ b; }0 N. `0 ETurnover ratio $ ]4 c6 Y, z6 L/ y
Unassisted Capital6 n: { J: b* |' @( V& _* Y
Underwriter& n$ o; q3 W; h8 e8 L* ?+ l( e# Q. W
Unit trust
1 t) Z6 n! ]& o6 Q) g' {Value funds 4 g9 N* |6 u- z
Vesting$ ~; x& H2 S3 Q2 c, X1 X
Volatility
. g9 p4 l: p {8 b9 ~Volume " i6 G4 k: p; Y
Warrant
I& I2 H& Y5 ?$ ?9 q b5 fYield$ m8 ?& z& B7 _# Q/ S
Yield curve4 |4 J6 [6 s( @$ a* x' c( D
Yield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
