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Account Type
" w, ?$ l, ~- ]3 K( n1 EAccrued interest
. X0 k" _3 {7 Q. iAccumulation
& m# H. [3 c [' Q. m4 m. hAccumulation plan
V* O1 \, o# P9 u) LActive management
8 [& Q3 I5 D0 M) pAggressive growth fund
% [% l4 Q9 _/ Y! P& _( ~3 CAlpha; Z5 {! N8 {% o% U
Amount recognized
' W, W3 C( n* G+ g: h9 KAnalyst
) G/ O; c( }9 i# U4 C xAnnual effective yield . o' |+ N1 s3 {6 i8 o( Z i
Annual Maximum Payment Amount
' J ^0 P( s6 ZAnnual Minimum Payment Amount
& p+ [) A! r- C4 R1 E" W8 k. `Annual report 0 u- H4 K. J0 Y
Annual Return
5 P2 m: N& _3 }9 z+ tAnnualize * H' B- q: l+ U9 w( i
Annuitant
" g# Z% F3 T# v, U6 mAnnuity + ~, `* Z7 |4 {, Z6 g+ Z; B
Appreciation
! R" P( K m5 i n3 J5 E% \Assets $ V( j/ A! \+ W& _- g8 ?0 F9 J
Asset Mix
- W+ J/ m4 H1 q5 w+ m0 k2 kAsset allocation ' j: r0 z0 z3 h6 T) M
Asset allocation fund 0 ~/ ^ [5 g9 X8 [0 s) _! j9 t* W+ Q; M
Asset classes
5 a* n8 e! \. M+ y: aAssisted Capital 7 j9 I' Q& m8 V6 q, x
Automatic Conversion
+ c# x. b3 L1 t: b& lAutomatic reinvestment
0 ^. ^0 _5 {4 \" N! F" T* I; }- JAverage Annual Compound Rate of Return ; O% r0 F6 C+ }" ~8 K- B. `
Average Cost per Unit/Share+ K9 m! k0 E* m5 t3 m& M# J/ b
Average maturity
; W3 H4 R& l: g& J% o, x, k0 HBack-end load
' B' h3 ]1 R/ H! X- X- gBalanced fund * t' V& x& F% S( e2 r. q; D! b
Balance sheet
. \. I) h. B. u' p1 j/ `6 P* xBank rate l" q V, x$ M. j, C/ C2 w. ?
Basis Point 2 Y; [, f/ i+ p8 G
Bear market
, m* {' [+ W9 \, VBeneficiary * L8 A6 x# B, q7 {4 d1 R! `
Beta( A' L9 W0 k/ _0 s4 N
Blue Chip
2 o0 \8 z6 ?8 V0 I* s0 tBond
: X+ O0 R/ e2 ~( `$ G( MBond fund
" |6 ?/ H* P% eBook value + ] A% w" _1 ^- T
Bottom-up investing 1 V7 m# T# T2 O( z
Broker
6 Y; d* n5 t h3 |3 }9 _Bull market
% `+ |. \9 ^0 E. X/ NCapital
+ S/ t& b9 Z% O9 eCapital Gains
/ j2 N& X) W3 S. sCapital loss " ~& i& B: I# K: B5 X4 W
Closed-end fund
' K7 B1 v! |; n3 F$ TCompounding
: {. F; R! H# Z6 C' |: \- C5 v% yCurrency Risk 1 m/ t$ ?' K' T5 p
Current yield
6 {% Y1 d% f/ ?' [% qCustodian 5 T. L2 q# Q6 b0 ^
Debenture0 O6 E; ^/ Q& e9 |4 k, u; i
Debt
- b% s9 [8 C" l2 BDeferral
6 l# l$ G+ [4 M. I0 |Defined benefit pension plan
W& C; F0 {, F; WDefined contribution pension plan
2 J5 ?7 U" B" c& W; QDiscount) X8 p0 m, g9 V. \7 x
Discounted Pricing for Large Accounts- Q! f4 U) H- e+ {, A8 c' D
Distribution History
: j. T6 I. L9 ~* `Distributions
) _ h% ^) g7 T" ]2 ?) ~Diversification" ?) j0 |" C! u( C" e. J
Dividend; B' D6 c5 v3 z0 Q
Dividend fund( X- W7 A4 b& D
Dividend tax credit
- W8 E2 Q& J3 d2 vDollar-cost averaging
( o% C, Z* m+ N# ^2 }; nDow Jones Industrial Average (DJIA)6 [9 N5 H5 v; t2 E5 @
Downside Volatility: F- ?6 `( h9 S! G
DPSP (Deferred Profit Sharing Plan)
3 O$ D# |( @3 t3 ]9 z$ {9 A7 s4 KEarnings estimates
5 M% v7 ?' W* J4 pEarnings Per Share+ A! M8 p6 [' G% B* c$ w
Earnings statement5 n0 I; {0 w- ~8 [
Educational Assistance Payment (EAP)1 _3 B9 G7 ^8 ~- w
Education Savings Plan
7 J3 q9 |; ?* K0 XEmerging Markets
6 M3 I9 h Y( R- o! Z1 {Equities (Stocks) + V* Q6 J% F; `7 r! C: M. h$ s
Equity fund
Y" x) { N8 P6 |# T4 ? OFair market value
* r) H1 ?, H; e. ]8 g, EFamily RESP
8 y# ~" L" t" j9 h& t& OFixed-Income Securities4 ~5 C: D9 j8 l4 Q- S
Front-end load) c" |7 `7 N3 \$ N
Fundamental analysis3 L- n1 s: a+ V" i0 F7 ~- i- K0 L
Fund Number R7 |6 g' G% s% |) G' {, O/ n! B
Futures
8 A- {8 Y+ H7 x$ h" n9 G4 @GARP1 F# B$ x4 w/ ^6 A
Grant Contribution Room) q9 E/ F2 C9 a8 l+ Z! z& K
Group RESP! B D7 W5 j7 D
Growth funds
0 ?, Q; D1 N4 U1 r4 J+ pHedge
0 n$ V! ?( A( {$ YHRDC
3 o" Q7 ?/ I/ d8 @: z3 |Hurdle Rate0 A2 u% l2 f0 O$ Y# N1 O
Income Distribution: G d! Y& {$ M. E
Income funds ( ]; C8 t0 B( U* w/ u
Index
. y; }5 x0 {$ b$ d* }, u }Index fund$ X9 C# R+ `( P7 t" i
Inflation
5 S$ C9 q! u2 ~) jInformation Ratio 9 y' j. x3 ^. D4 e$ J1 e
Interest
$ P4 \" J9 u: M. z% [International fund
/ o7 Q2 j, N9 n' ^1 XInvestment advisor
. z+ P- Y' }) O" O( C/ |Investment Funds Institute of Canada (IFIC)
j& V( Q9 L& zLeveraging: z/ } t! L1 g7 [! B% K M
Liquid , G; T' ?& u8 l: _! q2 u. M, C
Load " _3 \, e" h* R: F; g
Long Term Bond
1 o3 D! `, P, _( p Y7 A! r; dLow Load (LL) sales option% X4 }4 j. M" C. G3 W
Management expense ratio
& i) e1 Y F) P; C: Y3 o oManagement Fee
( U/ D K# ]1 U, n& d1 YMarket Value of a Mutual Fund) L. n. X+ K& W1 q! y& A
Maturity7 B% o/ U5 n3 A' A1 Q2 r4 h
Mid-cap
: r! X! Z! A. E7 TMoney market fund# M' a2 X, j W2 c' i
Money Market Instruments# L) m# I f& d2 N2 a
Moving Averages! X! I6 z' r0 b: H. Y
Mutual Fund
' n* M' C3 P, `; e3 pNASDAQ
6 q5 g0 v7 M! _NAVPU J2 z. p1 k: x* s2 P+ u% H
Net Asset Value
. y& X( `3 h* A; zNo Load* d% z3 n4 u2 x/ Q6 _! I$ C! P
Open-end fund
- i" M9 H0 c9 Y' Q7 N& SOptions8 t, }& i" t: d% D
Pension plan( y p! i" V% i
Pension adjustment
) R! J! C! K# x+ D9 BPortfolio" A2 o% o: `& h* G2 ?6 m
PortfolioPro
9 E1 K4 l3 K* r' HPost Secondary Education Payment* ^" A0 f4 Z& x4 ^( t
Promoter4 A! k+ K% d8 b+ f. l
Premium
! I9 }. r+ v2 v5 G- Y, x# PPrice-Earnings Ratio% I e5 V$ p8 m' m- J7 t: z
Principal
B. l. [' g2 h6 N$ [Prospectus2 ]& Y. I: x; J4 X/ f) L3 Y2 a
Quartile Ranking
& _2 z s1 f* wRegistered Education Savings Plan (RESP)
$ `7 [+ L" J" g. \4 A& r" C0 NRRIF (Registered Retirement Income Fund) 8 l4 C2 H5 _4 s
RRSP (Registered Retirement Savings Plan) " Z8 u$ Z0 V1 J* O s8 ]
Recession# n! c! o; L- F0 I5 X# T, r1 O# u
Relative Volatility$ J4 P4 y. V# r% N9 S% e
Return
5 e$ g8 M5 [$ z aRisk ( q! ]: |+ s8 l5 |5 L
Russell 2000 Index
5 I9 u- U( o) \. o" MR-squared
$ [+ \) N0 |* bSales charge8 A5 m1 z5 s+ q8 |. } L
Sector Fund
5 O! w* E. Y9 ]Securities
; \+ u5 t8 y6 G- ~Securities Act1 i) T- v( a! X8 ~ D6 m, B
Sharpe Ratio, `) n1 Y; Q" Y. d1 E3 e6 T% w
Simplified prospectus" o. _1 Y# F7 D' ^3 R* X
Sortino Ratio$ v; g" D6 P3 u1 D3 q8 r' a
Specialty fund
+ q! X. x7 \0 G- V2 IStandard and Poors 500 (S&P 500)
2 k4 _# W8 a' V; @4 q1 O R- pStandard Deviation
/ ^) ^. X# m8 [! U* H9 JSubscriber0 n/ r/ M& C3 G& F5 p, y4 i
Tax credit- R: D% I2 g& z" J
Tax deduction
; U, P% I# V$ q) JTop Holdings8 p! X* l ^, {6 v1 I) n1 `
Top-down investing9 a: ^& m2 ^1 M* W \7 }& o" C. I% I& X- B
Transfer Fee9 ^# v# M2 y2 y
Treasury bills (T-bills)
2 D1 K; f+ r/ c9 @: r6 Z; ^Trust
* h% _' h& R8 |( x( {' {Trustee
# p; n" i/ g" B. E& g. @3 bTurnover ratio 0 f0 h+ w- \9 I: U& x+ v
Unassisted Capital
/ h Q& F. S5 i `% q0 HUnderwriter
, I, ]7 Z+ D2 CUnit trust: R1 Y1 g( W# h) z5 x
Value funds
! t1 c W4 ]# d- T9 Z+ cVesting3 i3 ?1 ^" y" C/ O3 m9 a
Volatility: `' u, u8 n( H( p5 A3 P6 s2 W4 P
Volume
8 y2 T6 B: _) I& r* v: |3 lWarrant
1 H9 J7 _3 M0 LYield
$ M3 _; I& n9 p" sYield curve
1 ?) K, M6 b4 {( ?Yield to maturity |
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