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Account Type
! K* Y! I5 a. V+ ?, Z! g; tAccrued interest' L; a- ^; |3 h# w, ~9 ]6 T* ?
Accumulation
2 d( w8 L$ @2 C2 A. AAccumulation plan
, ~! P0 {0 Y# V4 zActive management
* |9 Q0 `* Y& e- b! [ n8 jAggressive growth fund
4 w4 }1 g# t; U' q5 k& o/ b& j* TAlpha
# C, w* K. ^) \Amount recognized ; W& @0 }3 s: L. Z* o4 [
Analyst 7 m8 L9 I! J2 F2 ^
Annual effective yield ' y: |- n# p' r% j* l% d
Annual Maximum Payment Amount
4 y8 c4 {2 x: }9 T. k6 g1 U- @Annual Minimum Payment Amount 0 V; r$ M0 Z) l2 @/ e
Annual report & S' N2 S9 C0 ?2 j* |
Annual Return
' l5 \3 R( M6 [9 h3 u# kAnnualize
3 N& {3 X- C6 h( O& b# NAnnuitant - R/ \( H. b+ `
Annuity
2 m3 ?# J! i3 ^0 r6 @Appreciation8 n+ R* E- ?# E" g& C
Assets ) L0 Q( }8 b) }6 {) u6 k1 Z2 _
Asset Mix
. ~$ x! _ k5 V+ u3 H9 y4 Y8 \0 oAsset allocation 9 J3 y" o0 y v& G2 [: P
Asset allocation fund % `0 j4 U- g; h% G% \
Asset classes
# n4 q/ Z Q2 `/ p5 I# iAssisted Capital
|' K, ^" O" q' ^Automatic Conversion
/ _+ V& H! g- p% TAutomatic reinvestment' C" c" ?& [0 G
Average Annual Compound Rate of Return
" e* n3 c3 k, GAverage Cost per Unit/Share* d) n% @2 ~5 Q& `8 a9 E0 l
Average maturity& h; G& I' ~3 q7 J9 ~: Z
Back-end load 8 @" `+ V/ h0 R' F; L2 Y
Balanced fund
8 p& A& H& U$ _7 B. Y2 i: g4 X0 j6 sBalance sheet 0 {* O& h- B3 s- ?3 A, g
Bank rate
; Y& d8 d, l# [9 E0 ?2 R: y. Y) HBasis Point . k! D, g Y b' }5 c6 _
Bear market9 h! l) Y F8 \: K2 _ i' a
Beneficiary 7 R& Z- |6 V, z# e+ ^
Beta$ _- |/ I/ y; }. @! g- C( }* O
Blue Chip
8 Y& Z; T1 T4 g1 m, k' U% g3 iBond ) ~2 n c! w# h, `6 w
Bond fund ) F W! R; @- }. v% m
Book value 6 A( _9 {$ `3 q, y
Bottom-up investing
' g' O/ T" v+ `Broker, i6 y+ Q7 o* Q; v! v; N
Bull market
- \1 m7 w# X7 `$ a7 WCapital
5 m1 w' P; {. @% {4 u/ ~6 |# [6 WCapital Gains$ B2 D, u$ ?2 @1 y- E; B
Capital loss $ F. K" R3 Q @, A; `1 X
Closed-end fund
1 ^, O6 H! s9 j( h; v. L' QCompounding
/ o0 n1 \1 U) w& e2 |" n2 x* Y" wCurrency Risk , C5 a% F: u; M& {8 |
Current yield & D: ]. W- [! M2 Y: b1 B
Custodian
- @7 }- ^' ?; u6 r, G- @' ADebenture
( ^( f: _0 L# G: P+ N% S3 A2 VDebt
2 `+ j# n/ g4 aDeferral; Z' f+ E3 j' `# S
Defined benefit pension plan
# T& _* L) q. B2 S5 e8 |Defined contribution pension plan3 e+ o! m# U5 s; g3 f8 l
Discount! c; ]5 i0 f: q$ W
Discounted Pricing for Large Accounts
( R8 V& i3 X' y2 T6 DDistribution History
. K6 i7 D: z5 r% _% X3 YDistributions8 H* j7 o* w& f5 j8 ~1 O$ |4 E3 l
Diversification# v% U$ I6 o u% D! `4 \" C
Dividend9 b L# E6 p. t. [8 y% v
Dividend fund# ]5 L5 m3 Z/ o$ c& e% O: b2 [, u
Dividend tax credit
1 q* j* _3 e2 D. ~" IDollar-cost averaging
{/ @! T, [" Z% q! B( X3 ^% PDow Jones Industrial Average (DJIA)( x$ k# W B) D) K
Downside Volatility
6 u. i- d" }$ ZDPSP (Deferred Profit Sharing Plan)
" V4 g$ h+ z0 J0 j3 W* W( Y; CEarnings estimates
& Q; ^$ N9 Q; s: k6 n/ pEarnings Per Share+ B1 d3 @3 g3 M8 e7 h# |
Earnings statement
: M' N, N2 Y- h0 _4 O% Y) j- WEducational Assistance Payment (EAP)
5 N, s. A. o% V* x+ mEducation Savings Plan
% Y# W- F$ o; S# ?- I/ {; B" fEmerging Markets
0 O) b4 Q# n6 a$ |Equities (Stocks) ' E/ s, i ^$ @7 i) {
Equity fund: p' r0 h% R( f
Fair market value
1 S, z" u: ?! w$ h/ B2 u: NFamily RESP
" }8 f( x0 H& B+ g* G6 ?: oFixed-Income Securities
3 A5 c" p% D8 P, `7 VFront-end load j6 ~+ S; `4 p) H- E
Fundamental analysis8 o3 U+ B% }4 h. _( X
Fund Number. O8 W4 t, }; j9 w8 L& D! q* G
Futures
" A3 L( W. z8 [( X$ A2 h) zGARP# g) O4 c1 {4 b7 a9 G
Grant Contribution Room {( z' [6 \) g7 F' |6 R* s; z
Group RESP
b! I+ p8 \0 MGrowth funds
: }7 g" P) C. ` @Hedge0 ?( C; n9 }+ Q: @% U9 D6 b
HRDC
& g- Z* i' r; f; E3 J+ IHurdle Rate1 Y# r; ^! W2 s2 n# n- F2 r
Income Distribution
$ M7 c' B9 A' O; z, L9 ?8 oIncome funds
/ e t" W* V( N! H8 F: cIndex
- j0 Y. X5 c Z3 B/ B/ wIndex fund
, w6 U% e0 _6 W0 r! ^+ `/ XInflation
2 t) w7 h" l0 @( qInformation Ratio
0 r5 r0 ^0 g! A% @0 s) `& FInterest - h0 s/ R% q- \4 S
International fund- _- t/ b+ r9 n
Investment advisor
( N) [3 ]0 ^! h; C8 zInvestment Funds Institute of Canada (IFIC)
4 V7 Z5 d; E: x. K9 X( G, pLeveraging
: m$ g2 ^, g) W0 C$ P: n$ U1 xLiquid ' B) o7 e6 U$ \/ p* ~) U1 p+ p
Load
' c* ~1 v9 |3 O8 F& E, @ H* xLong Term Bond6 A! Y7 T+ k/ Y* J9 x
Low Load (LL) sales option$ O; j, P4 t |) }/ ?
Management expense ratio2 }! p0 R" l' W2 f0 a
Management Fee
7 Z0 \, N' h IMarket Value of a Mutual Fund
4 }+ ?' r7 u+ T2 G; T. l" k/ BMaturity
3 i2 e+ \& K2 G+ W4 K! PMid-cap- \. J0 m( L& d; @1 {- c. A
Money market fund
6 k1 U8 b, J, A) D' @' {5 L; l; HMoney Market Instruments& c( k' g" F6 z( _
Moving Averages
. I+ ^: _3 [3 A4 d* F" i0 ^+ zMutual Fund1 W/ l* q1 a$ p9 N
NASDAQ
' T* B" @# o) y- Z4 V( g# _NAVPU
# _" P* ?0 g+ e, hNet Asset Value
+ O7 @* c k8 ^$ c- x4 n9 \2 L4 l( vNo Load7 V9 f2 _" u- C
Open-end fund2 C0 }, F2 q% R- J" r( O4 U
Options
: Y! k8 H6 p, l- cPension plan4 N# J: N) t0 Y1 R% C' g" \0 ?9 W
Pension adjustment
( x7 ?4 n5 \0 m2 _% @; mPortfolio
d6 |, l5 B. A Y) @PortfolioPro
- o1 [5 f E" J+ _Post Secondary Education Payment
# F1 J' g2 ~6 _7 y7 cPromoter9 V2 d# b. X3 q4 x& C
Premium
" M5 `* [# l3 RPrice-Earnings Ratio2 x& T; `) m# Q
Principal
. f( e1 W) X% _2 k2 ~Prospectus( ?, W* j6 ^/ ?6 d9 T* U, B
Quartile Ranking8 d) i; {& G! h% |; c" U$ ]7 q
Registered Education Savings Plan (RESP), i# g% }: q9 X1 T1 |+ j
RRIF (Registered Retirement Income Fund) 0 H0 Z! I3 @% d0 \, r" h& y# ]
RRSP (Registered Retirement Savings Plan)
" ]1 g. X+ _! \( |/ L* ^2 j1 {& @Recession
/ o$ X& Z U4 u, JRelative Volatility
+ h5 A8 ?5 ?; _Return
# d5 W" n ]% M4 }" D$ |4 ]( O+ Z# IRisk
$ Q A/ S, R) q3 P5 h' ]Russell 2000 Index + d, Q& j2 S/ X7 i: v
R-squared7 R: s7 P6 {) W1 W2 Q8 `) L5 r( A
Sales charge1 b9 l4 t6 p9 o. w8 U
Sector Fund ) U/ m! m& t2 o- g; ~% k& U( \
Securities" v s8 \$ ?% |8 T8 H& |4 }
Securities Act' r8 }, l% P6 z) Y% R
Sharpe Ratio, f r$ m3 v) M% r$ V( d
Simplified prospectus
4 h9 ~( U! R x$ j- p. LSortino Ratio
, t1 V0 P O1 _9 t% BSpecialty fund
8 V4 h# `$ U' g m% } T, J% IStandard and Poors 500 (S&P 500)
# K- i& E' l# x9 Z' z+ ZStandard Deviation
}( z2 [! b7 l3 R; NSubscriber
# Y; x n: o2 B: l5 cTax credit5 N( U( j& e2 U, m
Tax deduction+ J; Q8 O2 B. k* g2 p U0 {
Top Holdings l, q. U! E k& i' W, d$ G# Z- Z- M
Top-down investing
: l$ [0 `9 ~! D6 d* zTransfer Fee8 s/ ~5 ?# m9 F) D; P0 J1 s0 Q' p
Treasury bills (T-bills)
) D( Y9 A5 {( k- J5 p" c; ]Trust & F% N( H8 d, M/ ~" g
Trustee
t5 q* O/ }) c. D6 C' S; VTurnover ratio % ?5 D6 ~" T" p( U9 i
Unassisted Capital
2 F( Q& P) Q7 [. p0 L$ m: \Underwriter4 u5 N, E7 b% O: z! O/ s
Unit trust# Z6 N4 F* J* E, {- J
Value funds ( Z% b( ^* ` w3 J3 _
Vesting
* P3 u1 q+ R9 I v3 B5 n& b( gVolatility" d) C+ B* t5 H0 ^1 z
Volume % E+ }2 G$ W# ^0 p+ X9 l
Warrant+ I p/ ~# k* g; u7 [$ v# _
Yield7 I5 L3 o5 u. L( O# e
Yield curve
! c0 K" \$ C& j( B1 d6 aYield 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
