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Account Type
2 s5 n$ U% k. B6 n" d3 I7 U3 p: LAccrued interest* E( n# B1 d' \
Accumulation % @3 @0 m. E: q) t, f- @1 ?
Accumulation plan7 @: M H* Q* s" v+ V+ o5 n" n! R4 {
Active management
$ r9 C& ^, N4 I+ w cAggressive growth fund
) z. i( X" B' M, G9 u" {# QAlpha* }) D# s9 D- r; y* u9 F/ S6 B
Amount recognized 2 E) \1 Z$ w! I$ y' Z" R: j B) e
Analyst 1 u, [3 \/ a- g ?" a; W. ^
Annual effective yield
; _# }0 s' O: [; ?+ e5 _0 oAnnual Maximum Payment Amount( Y9 s! J% x# } P, q! [" w
Annual Minimum Payment Amount
0 [/ d3 ]" s* K) wAnnual report 1 W- G, B% q5 {8 ^4 m
Annual Return
+ Y7 I+ }, T7 c8 QAnnualize 3 F! R$ i: |0 ?9 g" \3 o7 P
Annuitant
- W% v& \5 N! F- ]; _( a1 D, MAnnuity
/ U5 R+ I2 e# @5 tAppreciation) }) L* k0 I0 B6 R( N
Assets
* p/ y1 T" e$ q- h3 Z# CAsset Mix " |/ h2 {6 G; i& {( J, {1 w
Asset allocation
0 U1 A, x" i: j" ?Asset allocation fund $ |0 |: N% T) j1 ~) ?2 R% L. v
Asset classes ' _6 K* _% @+ y: i, D
Assisted Capital 8 ^. ^4 D; d3 F' `
Automatic Conversion / e4 O1 H! D' f1 {
Automatic reinvestment, B* L! v+ T* l. f/ {, w
Average Annual Compound Rate of Return - V% c$ G' L+ Q! l+ y: x+ t
Average Cost per Unit/Share4 i( q4 H Z2 J9 N
Average maturity
+ ~: Y' {; Y8 n ]5 {4 k% KBack-end load
6 g) s! F7 n8 y5 x# Z9 t4 |Balanced fund & G( d+ F# A# _" i+ f
Balance sheet
* A9 z) g, M$ m/ lBank rate
+ N/ s; I4 P1 k h% Y3 zBasis Point
8 g0 N* f% C) Y) ~, o% H# b9 Y1 U1 KBear market
# ]: G4 c% B+ \Beneficiary
9 ?3 H- E0 e- l; k9 n( u% eBeta! ?% q2 p; P8 S$ r
Blue Chip
% X" K! F4 O" u1 o6 VBond 3 D4 k4 w# X% i
Bond fund ' @) ]2 E( E, a: r% s& r$ o( u
Book value s i6 ~/ C! G3 s
Bottom-up investing 6 V) X& W% D1 F5 l/ k# g6 e
Broker0 L. @% T3 u: g/ w
Bull market
- R; J! G+ b$ NCapital
, }8 E! E6 |! T& @( `$ J- YCapital Gains+ ^1 I: G6 s0 D2 D# n: J9 X9 k z
Capital loss : j$ F* T% ~; K- s; u
Closed-end fund 1 f) S6 J5 z$ g& `4 I( p; b, ]
Compounding + n6 @: f& X6 n' A1 D$ z/ r
Currency Risk ) g+ x6 ~8 M% y$ R/ a6 @% V( F i+ x1 w
Current yield
; D9 q9 s( j$ E. J3 L4 ^/ x. O* {Custodian
3 { P$ `. R' y( L7 _Debenture
J& Q9 ]+ k/ v; B; [2 {0 I) I* Q8 MDebt$ Q( w. P2 W3 ?$ Y9 `
Deferral) Y& l6 B8 D8 p# B& d+ d
Defined benefit pension plan: T* J R3 G: G, K7 z* D" i
Defined contribution pension plan9 \4 E( X# T, X4 U5 I. _
Discount
* p( q4 D7 a m. V9 g/ D" c, o' r4 x- L9 nDiscounted Pricing for Large Accounts
}+ C! [4 q; K) EDistribution History
6 B$ R+ ` v4 C# P* _) B: L3 kDistributions
+ M* [1 ^+ e& Q2 r. W; P, pDiversification) G0 J0 I7 r, @# v2 Q
Dividend, I( J5 C9 f0 f' {% p$ t8 W
Dividend fund
" Z) D0 \" j; ?$ ?" bDividend tax credit
8 f" t$ P' z% y( {! EDollar-cost averaging
4 y/ A# P( n, f. f( ADow Jones Industrial Average (DJIA)
: i2 X2 G& i* Z! R% h/ ]6 B. a jDownside Volatility2 x1 Q! E4 v8 c; B
DPSP (Deferred Profit Sharing Plan)
" H# r1 F! i, ]7 W* ?6 T3 x- O) [4 fEarnings estimates( P/ k! S" [; q/ m; ?% r
Earnings Per Share
& i2 @- ~: Y) N+ q4 }5 KEarnings statement
8 X- g6 K" O6 N, j. ]) rEducational Assistance Payment (EAP)* `9 y Y8 N8 N( i8 _- D
Education Savings Plan
, w9 t- w+ ]- A) E: r) i' N) kEmerging Markets3 C3 N" ?- D, }+ v F
Equities (Stocks) , b% x7 E- k8 f( r
Equity fund
. S' m, u0 f& ^4 w' L/ N" sFair market value
6 o+ M/ C* Z0 s gFamily RESP/ B- O: D' x8 h( h3 E
Fixed-Income Securities
) O3 A7 \, X1 n3 O. ]" WFront-end load$ \! |/ M2 M( q5 t P$ `- n! q) c
Fundamental analysis5 G5 V: A0 f5 O! o, i
Fund Number
! }8 e* G$ c. U* W3 ^Futures
$ y5 E: U9 j5 N# r/ _GARP
h1 g, a! g" a& CGrant Contribution Room
& t/ ?8 \" ^" P) t! RGroup RESP
, g# O: R% h7 _. NGrowth funds " p( E. E8 t$ F0 v
Hedge$ }2 _ o( `/ ], n) t7 K* ]
HRDC
. p/ e; G3 t- @) rHurdle Rate- k% m. o1 X& k- O; D
Income Distribution
* @5 E8 L0 x- `$ z9 |Income funds * \7 S6 ?& O n: b& w9 G
Index" K X2 r' z: u1 i
Index fund# U' K: e$ J# U5 W% _$ F! L
Inflation 4 k) S( n: r! c
Information Ratio $ `4 u1 u( u8 g3 ]0 z6 X7 L
Interest
* A$ `' G( N' c- {: F5 MInternational fund
9 A. B* t& x8 SInvestment advisor
2 e9 ^! [9 Y5 X/ |& Z9 _Investment Funds Institute of Canada (IFIC)
9 }- T0 i" r3 pLeveraging" W2 H- \3 s! S- m9 }: K
Liquid
7 W) a' F; v+ q; cLoad
4 f% z" z* X- }/ hLong Term Bond. Z4 k6 C) K6 Z" ?* l. f9 g
Low Load (LL) sales option* I# G" Y2 a7 F% N2 J; i6 ~( p4 G
Management expense ratio
: N+ }7 W, ~. [' h$ p, u. jManagement Fee* `4 k$ u/ R' n6 J- m
Market Value of a Mutual Fund3 J/ c) [- T- q; x- N
Maturity
! F9 o) }8 h' g3 OMid-cap
: M# _! v, s. ^8 xMoney market fund4 z( ~# b7 A0 L/ E( U) }
Money Market Instruments J9 ~5 {( @7 i% `
Moving Averages
7 ?6 K0 P- B& m, _* f2 {* F5 UMutual Fund
+ S0 k u A$ w$ i( \NASDAQ
P5 X d' S# X8 `9 s2 v4 B+ vNAVPU
8 Q8 J4 N# U! A [( WNet Asset Value; H N3 L) x8 b6 D
No Load
/ u9 p Y. }1 \) ]/ R; k# n/ lOpen-end fund e1 D" C4 z5 r1 N1 c: j
Options
& q4 S& Y( M0 H, N7 O6 t$ WPension plan
. p9 f+ y3 p- @- v |1 qPension adjustment
+ c8 s z% h/ Q I3 cPortfolio
5 }! q! r* g8 O1 f( u8 hPortfolioPro2 i; {' K# ^- I1 q6 |& l+ R, r
Post Secondary Education Payment
2 v4 I8 r1 Q* O, t1 NPromoter9 u. b2 A/ Y1 g/ \
Premium" P+ T$ _2 u5 z5 {: b9 h
Price-Earnings Ratio
3 D' C: |1 u0 c" DPrincipal+ E* ^, G4 \( N1 L$ v
Prospectus) A$ T% _( v$ }
Quartile Ranking
6 C+ b# q3 g& Y6 j% DRegistered Education Savings Plan (RESP)
- x$ @5 D: Z6 y( E+ \$ T# NRRIF (Registered Retirement Income Fund)
. k# {: @* Y$ }- @# Y( _RRSP (Registered Retirement Savings Plan)
( j( B: g" ^4 l. z/ R; \Recession2 d3 \, P% F; K9 b0 F$ h) U
Relative Volatility
" D# W7 }6 C1 W- D( ?6 }6 `! vReturn; l2 _; {, M9 U( a, \
Risk
& V9 K+ w1 b" ~# T# i% R+ ZRussell 2000 Index
# O! Y. Z$ c; x" m3 p4 | m( TR-squared
. f3 K! R+ |$ A' J3 F3 MSales charge5 F& }3 ^( n1 A$ x( O0 T
Sector Fund # ^. k; }9 n( G
Securities
m+ x7 q9 r& G9 U1 ^" ]Securities Act: f& T6 m9 S7 }+ e! S
Sharpe Ratio
7 T( i' o( Z6 m2 U( d2 f, ^4 aSimplified prospectus
3 Y$ a9 a8 n. I$ b+ E0 w. u# lSortino Ratio7 _1 g. w- w/ ]( L" ^
Specialty fund
, V# n9 V7 R. q1 K, n6 lStandard and Poors 500 (S&P 500)
$ J7 Q7 [* b$ n# ~( q4 e% T' B4 NStandard Deviation " o( j r: R9 E+ m. v, F9 L ?/ Q7 f
Subscriber( T% [5 `* q, D2 q. L+ O
Tax credit7 E! W4 o6 v' h1 d
Tax deduction, O) I% a/ W2 q4 u! P. a
Top Holdings3 U9 j8 e# y& \1 r1 a. H
Top-down investing
8 ~2 {, I# ?+ d3 [2 I9 @Transfer Fee
0 p7 \) m9 s6 NTreasury bills (T-bills)
+ z' N& H+ A8 t( `( U/ B: STrust ! O5 T! V T- ^) w' v
Trustee3 z* O, h; {8 o& I3 Z( ~" X
Turnover ratio
" j4 x9 y8 h8 t% `: ]6 }Unassisted Capital
6 x K5 |7 s/ w* k Q1 M9 `Underwriter
; _* T) m. [! l5 M F/ C6 VUnit trust7 F/ ~6 {$ q- J j/ s& D
Value funds . @- b7 s2 b8 Q" \( \8 d+ ?/ I4 d7 m
Vesting8 t" k1 T! s" d5 H, f
Volatility' i) Y& \* X; P. ]5 x; ^
Volume
+ Q3 V+ T' x7 O+ r. L4 ?3 U% ~$ AWarrant% S2 i* W4 z: ~5 N
Yield
! K6 Q9 B+ v6 \; W0 j8 jYield curve: }5 i4 ?7 V+ @4 d: ^
Yield 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
