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Account Type8 b5 v: r- [" l \
Accrued interest
: C# @# @7 q6 V/ a0 ]" VAccumulation
8 J7 k5 O& b8 C" K+ h( W4 M0 X- BAccumulation plan
1 f. e( X+ I# H T; p- ?, [% KActive management. w# i$ p# X" o8 A, Z
Aggressive growth fund
! u4 R# \' j+ B" tAlpha7 [- @8 [3 {/ z! ^+ ?$ l
Amount recognized
# F2 M1 i% P F$ q" P' c7 XAnalyst ( L# s5 d7 i/ v9 E5 E8 j
Annual effective yield - c* j5 N; S3 f) x
Annual Maximum Payment Amount7 A' g$ u5 K7 t; D) h* i
Annual Minimum Payment Amount
) y# D$ `+ \* b9 Q7 _Annual report
+ Q5 D1 R0 V/ ^0 ~, `( _3 EAnnual Return/ G, a; u: A. j1 I
Annualize
0 C6 ?5 v& ]+ _" }, _) yAnnuitant
* q, z7 u) H9 rAnnuity " e& _" m, W& ]! f9 |0 b
Appreciation
9 Z7 r+ v% I D! d XAssets 3 }/ a1 c9 h& l* W9 p8 v$ U
Asset Mix # u) |8 W# {$ P! b
Asset allocation
3 V1 u$ [" l" b% l$ O, vAsset allocation fund
' N5 B1 b0 o5 X' @- L) @; V3 I4 |, Q9 [Asset classes
$ ?, e! Z; t) F0 i3 W+ U, mAssisted Capital
1 _* F' _, h) s- rAutomatic Conversion
- Z0 Y+ S( }) L3 ?+ HAutomatic reinvestment
; Y; e/ }- i s9 ZAverage Annual Compound Rate of Return M; f% |3 B/ _% [1 R/ R
Average Cost per Unit/Share3 T1 t0 b) f- [/ b' }: l6 }
Average maturity/ j* }7 S: ~& P9 h) o
Back-end load 2 O/ b; {4 z# g: p/ B. N$ ]9 j
Balanced fund
7 R' v9 I3 }1 c- V) _/ F" ]$ ]Balance sheet 8 S0 S! X# c7 e- F+ E% D& e
Bank rate9 e" Y9 l$ R3 j8 g+ o& D' M- u
Basis Point # N j+ T; e* J$ |# F+ e$ u
Bear market: i3 n9 \" ~: V6 m% }- j& W, D
Beneficiary ; r4 W2 V0 S1 @; Y, [
Beta# S W3 [ d( R$ K8 s( i& r0 {, r
Blue Chip 8 U- w! H2 I5 T2 e
Bond ; T9 L/ ~1 ^: w6 a) ^7 |7 \5 ?
Bond fund & \1 N, Q/ L. k! L% |
Book value % o! V% P( T$ V5 \
Bottom-up investing - r( |! C7 z2 O: k1 ~" z6 T
Broker
# F5 d* b' `' p4 k6 y0 q% @Bull market
" G4 w$ K" j$ j8 I4 N x! SCapital $ s2 T, K+ n0 ~% F6 ^" r0 Q- g: I( X) P @
Capital Gains
) r* ]6 K( }* I( H2 m: F) FCapital loss , |" o7 v% J! N5 r' J- X- S) q
Closed-end fund 1 {% m- }( z2 {+ Z& c# S% o; z
Compounding
/ X; Z: O3 n) `+ v+ ?Currency Risk # J+ e& { T" c$ C V9 k8 y. @
Current yield " g; L: G( K! i- m1 `' L- h/ y( }
Custodian
7 C+ }' S$ p6 _+ WDebenture8 v* `2 u+ f1 U$ d: Y$ C
Debt
8 D* n( |+ T: D, L( L$ ?Deferral# m9 m; p# H+ r2 v2 n
Defined benefit pension plan, O" U0 q7 S& A3 i
Defined contribution pension plan
& | w" g: ]& B7 ?: f7 p) e% lDiscount
9 `8 Y% m, H0 L) hDiscounted Pricing for Large Accounts, C6 }! i; v6 p8 `$ k; `% q+ V
Distribution History
! D: p( X- l; qDistributions
; F) {$ p' G& g5 ]. k( ^/ sDiversification
7 [0 `/ X' L) G& gDividend
1 j* y _. k& K) y3 g& q4 x5 P7 I, TDividend fund) ~: W7 P5 J4 t p
Dividend tax credit
1 Y1 d: m) I; j# HDollar-cost averaging
0 o: T p) s' p& o2 Q! wDow Jones Industrial Average (DJIA)6 \7 @' x0 a( e0 b F* m1 u' G
Downside Volatility
, C0 N7 t, S: r4 {4 Z3 GDPSP (Deferred Profit Sharing Plan)$ d+ e6 u# o/ F P- l% {
Earnings estimates
" X0 w3 K9 {2 o0 N+ zEarnings Per Share
6 I& n4 h7 S' w+ @7 Q" r( h; ?4 nEarnings statement; o7 {: v' t7 ~, R! ?8 ?
Educational Assistance Payment (EAP)! N6 b! o! v8 k- D8 c
Education Savings Plan2 Q7 o1 p- T" C1 l; q# h
Emerging Markets; q( O& n( z+ g
Equities (Stocks) ! a7 f ]' Q- @
Equity fund
- g; z) Z9 s# S) pFair market value9 C2 F# J8 G' t
Family RESP5 T2 z. c9 Y* V' Q2 r: L( m
Fixed-Income Securities
+ l" }7 z/ A% P7 @7 A, oFront-end load
G% h) {$ x2 ^2 f) `Fundamental analysis( s9 D- ]2 O8 D. f' s: E9 _
Fund Number1 p. Q/ x0 m5 e9 Z2 H- b
Futures
$ k! Y2 Z7 @) ]GARP( `9 p. F W. D2 O
Grant Contribution Room$ `; U# j; w1 n2 U! J3 ^
Group RESP8 _9 m3 X) F2 g- R2 v
Growth funds
: `- u2 ]+ ~9 M/ lHedge
+ Q% V; Z o+ X8 Y% C! d/ ~* CHRDC/ E. c! G& U* @$ g; T
Hurdle Rate
. u* G8 e1 C8 L$ k8 h* K6 kIncome Distribution1 i5 w* w' G" o8 G; {
Income funds $ |% m1 X8 J5 d5 J' R& u( N+ Z
Index0 [: \* u& m$ I; s
Index fund4 X& D; s- s# ]6 ]' L# u
Inflation
5 c6 n3 F: T6 Y) M; y v! BInformation Ratio
3 E9 Y) V/ x6 D5 v& _" MInterest 4 N% q6 J( P* l
International fund+ X9 l9 K! w! w% w* @7 w5 I
Investment advisor* G F8 }: Q" Y) T7 W2 a
Investment Funds Institute of Canada (IFIC) * z a4 R+ f3 w' A% O; o U9 J
Leveraging8 m+ s1 J" _; u- c
Liquid . i% q) e- y0 s- ^7 V) O- L
Load ) M& r2 g$ i. Q- t( ?/ L% C; b
Long Term Bond
8 i" f3 V9 f, wLow Load (LL) sales option( _1 r8 X4 g* A. G0 w
Management expense ratio
3 T0 K: J0 s, I9 f& h* ZManagement Fee
( F" R: C8 E' V5 r! |Market Value of a Mutual Fund
) @, D9 \, A; a3 ^ y" S/ GMaturity6 y! N$ n" D! `! y
Mid-cap
3 \0 a# ~9 c5 i5 KMoney market fund, G K* S& r( u
Money Market Instruments4 j" j. R$ a8 |/ K( g" Z8 k* V( z
Moving Averages
- |1 u0 {- m: o4 x7 EMutual Fund
! |( N. z9 k5 NNASDAQ; u* D F. i* f) `! C! n; G( @ P
NAVPU- y. L8 N5 _2 ?( q# c$ i4 l9 P
Net Asset Value
4 E! E9 W: V+ [. O! J& }' E1 I) d8 p# ?No Load
0 u5 z1 ` A: k2 B( DOpen-end fund
0 M8 }' q& y/ M4 zOptions/ R2 x' S7 s2 s
Pension plan3 N; C% @( Q8 c5 V2 A
Pension adjustment
4 C7 g- [8 }- R, I7 XPortfolio
8 E$ P- H3 U1 Z: ~! g8 @! ~" p/ @" yPortfolioPro6 T6 h$ o6 R) k! z& |
Post Secondary Education Payment+ \% u; ~; D/ H* E/ j3 Y
Promoter
) F2 @8 q2 d' H1 c6 RPremium" [( b, x7 [. v
Price-Earnings Ratio: X( H! t% G3 i" q
Principal1 z, X r" j! @! `
Prospectus
8 `3 Y' F. `: w4 Z9 bQuartile Ranking4 t( y! F D/ e' D% h3 n( x$ {
Registered Education Savings Plan (RESP)
) e0 f$ G. L8 N) SRRIF (Registered Retirement Income Fund) # A- ^& f0 X4 [5 A
RRSP (Registered Retirement Savings Plan)
2 i# \9 ^5 ?" R- T7 lRecession
/ H, a& N: `1 y1 R5 ]* i, eRelative Volatility
( t* k& P7 H5 W5 C' H$ b' }Return) O1 G( ?5 ]' W
Risk ( g5 E! J8 E7 b4 L, f& ?7 p
Russell 2000 Index " q; z! G: x+ p/ r. x8 l
R-squared
( `; H7 y* E, M3 lSales charge
1 c: V6 D8 ^ L. x8 USector Fund
5 Q, W' ~" x" r, w7 P! `; [Securities
; A' n) ]* _# F/ ~. g& Q9 P, Z% QSecurities Act
6 N2 a6 B# M$ ]% u& KSharpe Ratio1 H! E! C/ ?( d, ]% T5 ^3 v
Simplified prospectus( H1 u8 p6 p) e( X$ d9 m7 G9 d5 b
Sortino Ratio
) j2 H9 p! W3 x j/ E- q" t/ kSpecialty fund
5 Q; a/ h0 ~2 J7 { C2 Y/ CStandard and Poors 500 (S&P 500)
8 `4 R p' s+ Y* q: \! I7 k& bStandard Deviation , Z; |0 ~: j3 j& [, o+ }5 k8 E. J( s
Subscriber* q+ u( ^" r, c& x, r3 |& g
Tax credit$ B8 ?2 q* i \
Tax deduction, L/ x; v/ U9 M9 ]& C( D1 g" h
Top Holdings
9 N2 O+ Z6 o) X5 `, t9 oTop-down investing
* v' I, V: i$ ]0 RTransfer Fee& G( e5 K- q9 S& n( X/ i
Treasury bills (T-bills) * i4 v( t7 m0 L- w, l
Trust
$ t+ _; G/ n! \# }! kTrustee& e6 m( V$ D3 Z. s+ t
Turnover ratio 4 K7 U5 G8 g. Z7 F, P1 e
Unassisted Capital
( a7 ~1 i& c c7 h. D% X, b; G) uUnderwriter
/ O$ a2 t" @ g+ p: DUnit trust
; V5 u0 b8 l0 ~2 D/ Y4 }; EValue funds
: }2 y! F, e" |" o5 B% FVesting8 h* \3 x1 p$ O0 d8 s
Volatility& R) h0 k6 g9 E) d) c2 d
Volume $ T4 P T/ L" \6 Y
Warrant) Q, T, V; K) F# U
Yield# X: W9 q# M; B
Yield curve
) O1 U' b0 c: K& o( _7 T+ aYield 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
