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Account Type. [3 ]; M9 r0 i0 m
Accrued interest
; i8 p' _: w/ K3 R' L9 a. r- UAccumulation ! ~ u6 E/ P* R* {# y' @8 G
Accumulation plan
q8 T; v' S k3 b/ Z1 E/ I; ~Active management
( P9 u% F/ K/ X3 B9 \Aggressive growth fund
+ L& l( ~) Z3 H: R3 g: [Alpha
8 b$ Y" ~) l1 F/ j1 _: oAmount recognized
4 O+ B: U6 E# m4 K8 X5 tAnalyst 5 M! O: q" I6 `. g1 k
Annual effective yield 8 G" L) x7 u2 l; Y5 t+ b
Annual Maximum Payment Amount3 P7 H9 R& c# X8 u' ?
Annual Minimum Payment Amount 5 W# m) [% C$ l' X* g
Annual report
( G3 ~5 N9 `- E( S2 RAnnual Return
7 h, _1 j1 x* `* JAnnualize
: ]( P7 X# D/ C7 M1 T6 mAnnuitant
, v5 x) I/ O( n/ A- _Annuity
& [3 a6 ]! V; yAppreciation# @' \$ n9 `- h) @. a! ^9 S. ^- X
Assets
@% | i' _5 s6 _+ }0 xAsset Mix
3 g0 f; u7 Z$ i' K1 A6 v9 kAsset allocation
8 g/ E! a* Y% |& W9 I+ {' W8 z# CAsset allocation fund
1 J& t" c8 M# Y/ nAsset classes + u; I1 k3 J' ^8 x! X1 q0 ^$ P7 H
Assisted Capital . \1 o* B4 j* g: W9 H w [, _
Automatic Conversion P# E( t" G& W R+ @. w
Automatic reinvestment6 G: |3 g0 ~, k, a4 Y3 Q
Average Annual Compound Rate of Return
5 }$ L6 p. G0 hAverage Cost per Unit/Share& Y4 W: J- ^5 {$ |6 ~& g6 k3 ]
Average maturity( A U a* r% E$ l8 d0 }
Back-end load v% S2 J0 m, C0 l4 y: I
Balanced fund & c8 f8 V- ?. x: W; ^
Balance sheet
! r3 d7 k2 O* T% G: `/ |% H6 gBank rate
% q0 f) _# b8 |+ R3 U( p0 y$ ABasis Point f) H6 |6 ]0 Y
Bear market8 T* ~1 r4 R; y& E/ O
Beneficiary 1 N# [# X4 t- f5 s; B
Beta/ G! O" c2 |( R' o5 d; D( g
Blue Chip
% A' j' h& S$ N1 b: O8 i, `5 ~Bond 8 ?6 o) Q" V9 @6 C
Bond fund 7 }. j' g, g3 O$ V c
Book value 3 T' c! E: @6 y0 l2 Y/ Y# J
Bottom-up investing
/ I. G8 p9 _3 W5 q2 r4 l2 RBroker# m2 v* m3 Q- Y9 `' _/ i8 q( u. [
Bull market6 [% J) @+ ~/ X9 R. U
Capital
5 |, |3 B3 n6 L' PCapital Gains
! z z* l* y% M; `; MCapital loss
& C( C" x' }" m [Closed-end fund 5 Q2 P: U- {! K
Compounding : k" d/ a- h9 D- Q9 j8 C* G% _
Currency Risk
- y" S' R1 D& u+ ^/ @5 }Current yield
2 }2 B3 t; B" F, q8 N$ b( |3 ]! F5 YCustodian
* X7 m7 o6 c% I5 i0 u6 G y1 G3 {, e+ ADebenture
4 `) D5 c! ]8 b4 V9 a, m9 yDebt
3 {. k7 q: h7 `2 i- A7 W$ C- `Deferral0 z* H: ]2 H) H8 u( V1 F6 m- I
Defined benefit pension plan
0 A" S' O' p& I4 Q8 g8 `" {1 ]) O* }Defined contribution pension plan
1 `# q5 k2 z! P( b) cDiscount+ X" x6 h/ y" f
Discounted Pricing for Large Accounts
, R) J0 g6 ?* U, [! pDistribution History6 z6 A$ w% f1 u$ ?- N U h# C
Distributions+ [7 z2 r6 b j
Diversification
& D/ h* T& h9 ^% A+ }% h) B% v$ C, i- YDividend
; {7 V s0 T( L- k1 w7 K( \/ gDividend fund7 _; i8 Y# v- X4 w! P* I5 q
Dividend tax credit X: j% h% t. N' q9 c3 o: b' M
Dollar-cost averaging
4 U/ P* b1 y o. nDow Jones Industrial Average (DJIA)6 Z T) _7 p4 ^& K
Downside Volatility4 b9 {$ B. v3 ^8 Y* _+ ^9 ` c
DPSP (Deferred Profit Sharing Plan)
7 @0 H, u1 ^$ w N6 t8 qEarnings estimates
Z5 |8 T3 M4 X2 r4 W0 HEarnings Per Share
/ z0 a: @, T5 A" k; o! t" K9 gEarnings statement8 z* s- m+ W( N
Educational Assistance Payment (EAP)
+ [6 b7 k5 M+ d3 c8 `6 ^- `Education Savings Plan
( m+ x+ `0 A( l( XEmerging Markets
$ j8 B. S$ X6 h! Q. CEquities (Stocks)
; c4 s# z7 d" I: v) D/ tEquity fund
* F) w# h' ^4 ], S+ ]! tFair market value
3 M/ [2 Y2 Z6 gFamily RESP
1 F8 a3 m$ p+ IFixed-Income Securities
9 v' z+ G' z y( s2 w4 nFront-end load; M/ I4 `) a) w" H0 u/ P9 [
Fundamental analysis1 X+ _- `' o9 N& U& ^+ N, ~
Fund Number8 G: B, S( U9 T5 D
Futures
; m1 @$ L3 L" xGARP) l: t% q# G+ n) H
Grant Contribution Room5 Z, F) ?& J% c! ^
Group RESP( q- D2 N2 w* b5 g
Growth funds / ^+ h9 k# o! ~3 @/ C& w
Hedge
( M9 g" x! ^! m: M6 ?/ UHRDC
" L+ H6 Y' ?- O9 _, ]% GHurdle Rate
. q6 T$ X9 V# OIncome Distribution9 t9 r) u, O. B; T- M5 B% U
Income funds
" f/ q, i& c3 ?1 IIndex; t8 i8 B0 S& h" b0 v( Z
Index fund
- O7 k. k$ h8 A3 n8 MInflation
9 B& t$ X9 B5 k9 J+ E; ?% J5 t: D. YInformation Ratio
. |0 i$ X, U3 c6 J' W2 Y9 iInterest
4 M) }+ {. _. S0 C: ~6 |, aInternational fund4 B7 b1 A$ Q0 a }( J
Investment advisor
& V/ y# o$ z' @0 {& S3 I- qInvestment Funds Institute of Canada (IFIC)
( P, j$ c' H0 w8 ?) MLeveraging
& C6 N) C0 C! @0 ZLiquid
* b+ B/ u8 s% x3 p. F0 YLoad # l. W7 i" g' B6 F
Long Term Bond3 E9 u4 g+ X5 m( h& a6 Q
Low Load (LL) sales option1 b6 N) L) ?8 ?2 ^6 E
Management expense ratio
+ C; t8 c4 j- qManagement Fee
( P" \9 ~" J0 t& X8 g# V. AMarket Value of a Mutual Fund
) I; U' b- `. j4 f9 z9 g# t5 dMaturity
% g" D% d0 Z* J" X0 O3 E1 XMid-cap" W% ^0 w* L' u" e/ V) Q; Y
Money market fund N6 d) c2 Q7 p; Q$ E6 f8 I+ i
Money Market Instruments
3 a: e% g3 x3 y% T$ c& VMoving Averages
" S& \9 }5 r% M4 l. pMutual Fund/ m+ _7 n/ a k' h' N
NASDAQ
6 V3 W& n1 N6 h1 L. wNAVPU
6 z" H! o" V, t+ cNet Asset Value1 P6 j0 z; p I) s' {0 M" M
No Load" z% n/ m+ C6 i2 l C
Open-end fund
: X( E; O$ C2 k0 M0 hOptions. R9 {0 C0 C X/ m
Pension plan
5 O. S. _5 x# i* p. |* YPension adjustment4 q. g( c8 a$ H$ D" n- y, r4 t2 b' z
Portfolio
/ v* V% i1 f* {( ZPortfolioPro
- l7 Q/ f( M* e" T) m; `# }Post Secondary Education Payment
! H# J0 t$ P: I6 X; u, B* ?8 vPromoter
+ P, W- U2 I, J5 `) R* _Premium
7 @, H( a4 Z0 Z7 P L8 `1 LPrice-Earnings Ratio
$ h7 V. m6 @; |2 b e0 SPrincipal
% d( ~7 p" J9 `4 Z. a, T! f) oProspectus' p4 ^9 K! a- \. s( W* [/ E6 g
Quartile Ranking/ H- E- R* F1 G3 g( q
Registered Education Savings Plan (RESP)
; ~7 q- E' g7 y+ \9 f+ a/ SRRIF (Registered Retirement Income Fund)
/ S+ b% r; W7 j/ C1 T( X+ ~. VRRSP (Registered Retirement Savings Plan)
) k# t4 @5 N9 s6 sRecession" s& ]! C7 N8 o2 H, r
Relative Volatility
" y4 \. c8 K& f) b7 B3 z( p# YReturn
2 d6 Q" m5 S, O" u7 B3 V7 zRisk
( q" H. S0 ~1 S* W1 a$ Q/ g5 f8 ?Russell 2000 Index ' h& a, q* [; K) f
R-squared
$ ^3 J' q! e4 S q, [- eSales charge( u$ c% H! }6 m( i
Sector Fund
" A' ^: {; j; v" PSecurities2 \, B5 i# T, R4 g# i V8 G
Securities Act
9 s% B: T& r$ B3 s0 P5 _, \Sharpe Ratio9 i1 T# Y& k& ^! V I: I! e; l
Simplified prospectus# g$ t& Z' q( D& d
Sortino Ratio( ?% |7 A2 `1 e; X1 K( I# q
Specialty fund
/ }3 Y7 ]9 v2 [; f9 \! \/ |Standard and Poors 500 (S&P 500); H7 B1 ] C1 k3 G, r' ~1 a
Standard Deviation # t C4 {4 m+ Y: D0 z
Subscriber( F) R1 P: I% O6 t& E: \
Tax credit
4 _! r/ C$ X. O1 _/ p) QTax deduction9 i! q" s0 i# I
Top Holdings3 X) o G' n: \/ x
Top-down investing- ?3 t3 K p; h1 T6 T5 W
Transfer Fee9 S( k- [% [$ ~: b
Treasury bills (T-bills)
7 G! t( }0 A. ~Trust 5 g7 {. G2 N$ H0 S
Trustee
5 z4 ^0 ~& u: E8 ]Turnover ratio ) @5 C: C7 V) q% p* c( v T$ Q' r
Unassisted Capital
. Q& R6 F8 v u$ ]Underwriter
. \6 i- H$ U: ]( s6 F4 y9 fUnit trust
$ {) L' p$ H) P7 g1 wValue funds 1 v1 L+ L+ M6 n# ~3 u
Vesting$ S9 D, N/ W' f- E" L
Volatility+ Q3 Y" M) s0 T- ^
Volume
8 e+ {2 M! Z. K' d5 zWarrant% _! Q9 f9 }4 u' a' p2 ^
Yield5 E I5 i/ u+ T$ Y' c8 u! Z
Yield curve
) j7 S: I8 W9 t) n7 r' Y5 \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
