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Account Type- ]+ d, N( x2 g4 t& f4 O
Accrued interest6 W1 A% j4 O2 k3 [1 m. t: ^
Accumulation ! w7 s$ V5 b1 E v" s4 G
Accumulation plan
# ^9 K9 W# Z6 K5 iActive management: w6 M, @: F# Y g% O
Aggressive growth fund 8 _2 Y" Z% I, `. w+ s( |+ z
Alpha0 a1 i& U$ a. E& R6 P
Amount recognized ; u% H( A( g% g0 r, t4 @
Analyst 1 ?* k* s4 n3 _& w4 M0 X K
Annual effective yield
. f: ^ k/ {! i3 xAnnual Maximum Payment Amount- B7 C" u) [* v9 I! ^- w
Annual Minimum Payment Amount " |: a$ `) j6 a, e
Annual report
9 w! o' g. Q, @# H$ e6 ~/ yAnnual Return: i/ P/ b! s& b
Annualize
3 H( n0 c8 a- r4 {) w' pAnnuitant
& ~; y' D) W, y! J8 P* C' YAnnuity
; T5 x, o; R4 ^! y* lAppreciation# W9 y$ S9 I0 r3 v( G- ]& k# _
Assets
, j) {4 n% a+ G/ b9 EAsset Mix & v# Q. Q' M* J5 Z( T
Asset allocation ( G9 f) d8 n6 Z
Asset allocation fund $ ^+ u! M) _& w
Asset classes
9 l( o: o' [* ]Assisted Capital
. R7 \3 T* F" h; e5 r; }Automatic Conversion
- |+ Q9 [3 { j. uAutomatic reinvestment
8 g1 e1 ^/ g( m( u4 j3 F, a1 UAverage Annual Compound Rate of Return
* z+ L! _( P- `0 N" r, JAverage Cost per Unit/Share& H' r* ?, }8 Y) k0 K0 _
Average maturity& l8 V. o6 r$ v2 q9 b; c. x
Back-end load
; e' v* F& k. j7 ]4 {Balanced fund . D. n; ] Y- {
Balance sheet
0 f, Z! z- u4 t0 S5 P {: X% lBank rate
' D4 y3 v% V) YBasis Point 1 J8 m9 T0 W1 o7 w; {, S
Bear market6 P2 N5 V6 ?( a) j5 K; S
Beneficiary
* {7 {, q+ Q# M3 \& f' }Beta
& e% n4 ~$ a( RBlue Chip ; `7 c. l/ ^) J' _ E/ a3 s
Bond 8 e: H$ ~8 u) c, g: L
Bond fund
4 B A" B' {- K9 r5 g* B( UBook value 9 ]* q7 V2 X3 J: }8 L4 C
Bottom-up investing + k" N9 ^5 \1 j, W6 S$ w
Broker3 l* K" V! @3 Q0 t$ L% v) C2 X4 R
Bull market
. c5 t" V% a+ fCapital - D7 [5 A0 O x C5 D; j+ w I
Capital Gains
8 f3 \: k1 z! R, g7 |Capital loss " G9 n6 Z) D5 q( J- B
Closed-end fund % X+ b9 C. W' B7 W) G5 m
Compounding ( f7 D& a2 N: g2 M% U: ]& a
Currency Risk & @1 K$ J# X( s1 q" h* s4 d
Current yield
' N8 e4 ?; _! L# s# `( D$ nCustodian $ K9 ?3 E2 F# z
Debenture
. s4 f/ p) [! v4 bDebt
: d" T0 g% z6 ADeferral
1 q% {( m0 K& t" ^) @6 A/ wDefined benefit pension plan
0 T- M: n7 T7 S! w4 p. wDefined contribution pension plan
6 M4 M! I: O. a1 h* nDiscount
) R, Y, Z7 D7 `4 ^4 ^' m; xDiscounted Pricing for Large Accounts- ^3 @- r e. | F8 \0 w5 H
Distribution History$ d1 o' A a5 U" n
Distributions
3 G1 z, p* k4 u1 |# w. t; pDiversification
( E _& @& N" b3 k3 p3 @Dividend. _5 k" f0 N( ~( _
Dividend fund
/ b* A% {3 J) Q$ D1 s8 hDividend tax credit
6 L# B ]" P$ {0 C( TDollar-cost averaging
' c+ o( o- Y% a6 W8 @Dow Jones Industrial Average (DJIA)
% P# u9 X& O3 f$ f% y* uDownside Volatility
; ]2 E4 y% t; w3 _* U; DDPSP (Deferred Profit Sharing Plan)1 U( T2 G3 w% i# J! A7 w
Earnings estimates
* W7 B! X, N3 m, H8 x4 YEarnings Per Share
# ~, b: Y( B4 k5 i2 TEarnings statement
: i5 x |4 {' M2 Q6 o8 JEducational Assistance Payment (EAP)
8 ~8 p# k j5 B6 @+ B. ]! t& HEducation Savings Plan) Y# `) T4 |" s5 E
Emerging Markets% S2 r( ]* M! B1 w
Equities (Stocks)
4 X) E1 F. Z% \ s$ \1 b' N$ N7 fEquity fund F8 a- ? i; a/ i8 K
Fair market value R0 G; W2 T) E
Family RESP- D8 g: Y" U0 y# m& r1 G
Fixed-Income Securities6 Z9 t, f: L, B+ u
Front-end load
4 d* l* f- p* c" }' P' |7 f( KFundamental analysis
2 h. |. o3 @6 Z6 h+ Y% [Fund Number. F, ?+ r G# L9 C4 P, `
Futures
( T& c6 I2 \8 DGARP5 A; _# Z; o0 c; }
Grant Contribution Room. z* V& }+ F" a; H) B+ ^* j8 T
Group RESP
2 w. G' \7 p6 w+ VGrowth funds
# [ ^: A" f+ a0 J' rHedge" F4 }3 ?8 C* z
HRDC
& Y& a9 I% y+ rHurdle Rate
. A& }: a$ B+ YIncome Distribution
2 A9 U' C8 i2 j: Z$ r; n; y# W3 T% fIncome funds
9 [* W; ^! p5 U6 }. i: @Index$ \" F3 t9 C+ h- Z, X9 J/ S
Index fund
* w2 K( X) u9 n8 }4 T- ]Inflation & G9 u" J! L0 H8 ]* E2 i
Information Ratio
2 C, J9 Q. \, E6 yInterest
: Q- z& w* P' _2 p4 m$ iInternational fund& o- N' k. P/ ]: x+ I' w+ W- Z: |6 O7 w
Investment advisor
. u! |' ^& T1 R- L$ V$ D3 g( n, u# GInvestment Funds Institute of Canada (IFIC) / H% h. ~# u! U* a, K0 a# A2 s+ A2 F
Leveraging
9 c, k: I1 t4 K$ ^' dLiquid . u: p* g( r9 \) o/ |% K
Load 2 x5 E0 x* Q @; g& X" J. x
Long Term Bond
+ X- `. z M! s3 u3 e6 }Low Load (LL) sales option8 K0 J" k: }2 _- o
Management expense ratio4 O6 |0 y' D9 o6 i: h6 n' E6 y5 B
Management Fee
- H" X4 S4 N$ _% i5 q, g7 o) b; j: `Market Value of a Mutual Fund6 b; N: L, P( ?7 V* p6 j/ V4 I* t
Maturity
5 T- x- @9 B( E. }" O0 ]/ ~Mid-cap$ T2 n! R V' N
Money market fund
/ A k4 p- [$ W6 }- ^5 zMoney Market Instruments
1 t& a9 y' O" ]9 P1 m( k' P+ QMoving Averages
, n1 C2 R+ N# w! D4 Z9 {Mutual Fund8 D' s+ i9 ~# ?- S$ i2 \
NASDAQ2 y% }4 U X2 V! J' [& s G
NAVPU- U; J8 N' i6 P/ @
Net Asset Value
' }. x' B( q. CNo Load/ ]" k; m' n/ C: r; A
Open-end fund4 L' Z5 I) z; {8 r1 _$ z
Options+ }* [" t5 O$ i
Pension plan. z* e) q5 B, {
Pension adjustment3 J+ _* O B9 U) R% a K+ R* l
Portfolio
( N$ v w3 {2 c3 L: C9 C# u, [PortfolioPro
4 ~" X, D4 K" n0 d* m! tPost Secondary Education Payment0 d6 |/ C6 c% Q% B4 Y: X! [
Promoter
" J+ u/ {" ^& e: n! G4 QPremium
# ]9 S: I; `: `! W5 L2 l) APrice-Earnings Ratio1 w p- G( J m, H" y
Principal0 \6 k3 B8 A' r4 ]8 k, g) M" u
Prospectus/ t& v+ |* A" D2 [/ r
Quartile Ranking
! q( Q1 a! R! E( y2 eRegistered Education Savings Plan (RESP)
7 S6 k+ s" f' Q, X3 Y& QRRIF (Registered Retirement Income Fund) 7 V* b; m1 `0 E
RRSP (Registered Retirement Savings Plan)
' k# s: ^& \" ZRecession
' j0 E" f9 K. w0 ^Relative Volatility
0 k4 s" ]. a1 j. p9 cReturn; V8 L2 q; O' Q% ~: X
Risk
& K5 m0 ]8 E4 ~$ f7 GRussell 2000 Index
% x9 N3 |% [% p" PR-squared
: f7 z9 K. f' J, HSales charge
5 m9 ]+ H; H& f8 y. nSector Fund
K1 ~3 N. C7 j c" w# mSecurities
x/ F8 V' t+ V$ w! H1 V1 YSecurities Act
2 L H$ K' M1 \, TSharpe Ratio
9 ~2 P7 s& I" k& uSimplified prospectus, }$ W! y' T+ b: ^/ ~
Sortino Ratio- _% s7 W/ D2 Y* U0 x
Specialty fund7 u2 _8 _& X3 R0 `- j$ |1 G9 h
Standard and Poors 500 (S&P 500)/ q. n; D* S" q. z4 K N8 P/ _
Standard Deviation
$ h9 S q( q: H8 D# M% G7 x9 MSubscriber+ x7 z2 |7 c; m3 [! s
Tax credit
' v6 |) p5 F" N" W. Z; q5 O' N3 {Tax deduction
7 c. W. M1 a6 Z4 }& D2 P9 {1 [( wTop Holdings
/ u# K: x6 }4 Q* Q3 j& X; _9 w3 gTop-down investing
2 {4 D; H$ R+ @, {Transfer Fee9 F6 |, _2 \, l( M% D
Treasury bills (T-bills) 2 j/ R5 o0 I$ g/ k6 _3 l V
Trust
3 ?- w+ j, O% |: V6 m4 {Trustee
7 i! |7 Q7 {. ~0 ~# J' `3 NTurnover ratio
% e ?2 }& N u. p# _Unassisted Capital0 J0 g, x& S4 y0 v1 w
Underwriter
6 W6 R) _$ ?% m+ gUnit trust. M8 v# M7 F5 B5 O2 q, J
Value funds
' `: V, ?3 N5 F6 F0 L* w- Q8 |Vesting
, G7 K% E# ~5 G8 X/ n [Volatility
B( q4 S/ s5 _0 z) z7 j0 ZVolume " ~" O/ ^* C- C6 h8 {
Warrant
4 B) S# H2 D& Y% u7 q6 S# a$ DYield
' m8 k7 u# K/ a- i& u4 k; D9 k sYield curve4 A: L+ M9 J, s6 i H
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
