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Account Type2 O. ]5 Y7 v' z. N5 A5 x
Accrued interest9 p5 V: R9 V8 y+ M
Accumulation 0 N% G) X/ [/ _+ Y7 E
Accumulation plan# y1 A3 v8 X) \1 A* e) C7 m
Active management1 n+ k# H6 j) ~( g% C
Aggressive growth fund
& A2 ^8 d. [* a5 ~8 [' vAlpha* Y" j( ^7 c6 }
Amount recognized + E/ G, R/ q/ ?" ]; `6 f
Analyst
# ?8 y3 B( y4 _/ J$ h, XAnnual effective yield
8 @) a5 S8 R1 ~# h& T' K, mAnnual Maximum Payment Amount6 E- I5 }+ p( }- N7 ?
Annual Minimum Payment Amount
; _# C# M- I5 S7 W$ }: F% \Annual report
) E( c# ~* ? y oAnnual Return
; @9 ~( x) S; ]8 Y. t5 i% t. s: i* hAnnualize $ Y4 d3 |) \" u3 D, n
Annuitant 4 T$ w3 ~5 U, F4 G1 N: _
Annuity ) S3 d5 t+ v, v/ u% n) l
Appreciation ^( c! j: C# j" V" O& c' K
Assets
- Q9 y T R: G" i5 I, BAsset Mix " V7 |1 k% @# E. X. ]2 j, h
Asset allocation & k+ K) ^" x5 W% ?1 ?7 z
Asset allocation fund - |. L( @' n6 Z: A; |
Asset classes
4 Z7 U( m0 P5 a6 rAssisted Capital
9 ]! S1 g0 M1 _# Y$ rAutomatic Conversion d+ G- K! c3 J$ B* f6 H+ |
Automatic reinvestment# r; U& o' P. J/ n
Average Annual Compound Rate of Return % r9 M5 B& v' ^/ u* w: k" r* A
Average Cost per Unit/Share
% G* B6 n) ^% _* ]Average maturity Q8 o6 u. D6 y: ~. L
Back-end load
+ f$ w* j: c% w0 g: TBalanced fund
3 V4 ~3 i/ F/ V" mBalance sheet 2 N# I# l$ m) @1 {( Z( @
Bank rate9 E. o' |& m; p: A" a* ~8 z
Basis Point 6 V9 I+ u( l) {/ \) F+ ?
Bear market
/ y* Q. e9 u; YBeneficiary
# H& j5 n3 N2 _$ p- r- _Beta, t {, W% p( W' ?
Blue Chip
- P: u% f0 S% J% _& F7 R/ n: WBond
+ N: V" t, e; D \ X" R XBond fund
$ f" d8 R6 k6 j7 O7 z7 [; gBook value
t P, E% R8 N1 x0 {! Y$ @Bottom-up investing
5 _3 O1 H) Z1 [2 ]* TBroker( \' N0 j% y w; c* P7 u! i
Bull market
8 k/ I. H6 g( e; kCapital
0 r3 }2 T& O+ a6 LCapital Gains
6 t$ M0 i: G5 Q! I3 m/ f6 v+ zCapital loss 8 K: J/ H8 R9 N- ?: J: n) i5 E
Closed-end fund
$ @6 o# T( j2 S& lCompounding
7 E# i& m6 A, S( xCurrency Risk + C7 u' ^6 W1 I7 Y+ ^
Current yield
9 q8 d' i, D8 W5 {Custodian
/ T. ?# m/ H0 l3 x- r! LDebenture
+ K( ]0 m6 |! hDebt& v9 t6 N- b$ |4 s) h) r, L
Deferral: x# W) l9 w( a- |9 d# m, e, d& E
Defined benefit pension plan
( T" ?5 ^' u" K- A O5 XDefined contribution pension plan4 y3 ?1 h, a7 Y# |* X! g
Discount
6 B- G: d/ Y' N1 ]* U: `# ODiscounted Pricing for Large Accounts
" k* D0 J1 { a2 y' C9 Y2 ?( lDistribution History- X& c# R! D0 D
Distributions
# v% F- O" d, ^! e7 s! sDiversification8 F/ [2 B# a! g- M/ J
Dividend' f& y% v, j9 D Q, D
Dividend fund% x7 |) ]$ I' g8 U- I' f0 m- h
Dividend tax credit- G8 K& Y1 |: a
Dollar-cost averaging1 j' B3 E M& P, w! R% [4 y$ C
Dow Jones Industrial Average (DJIA)
4 x/ r3 Y- D f/ B2 W8 ?; LDownside Volatility" w( h, E( o& e1 L8 l4 e1 A( |1 R/ [
DPSP (Deferred Profit Sharing Plan)
! T" o4 v, w# Y. E% I& pEarnings estimates
# m: b- j6 t6 b; p' h3 P" wEarnings Per Share
& e/ V+ O/ h% i5 @. v- X% mEarnings statement
, z$ R+ x+ O5 JEducational Assistance Payment (EAP)
. ~& N- U; V( ~) T$ p0 }Education Savings Plan
0 [1 a" o% \6 i/ c# _Emerging Markets& J- g' }) \3 F
Equities (Stocks)
: F, N. `, A- v3 c. u4 QEquity fund
4 r( d1 \6 A& ]; f' U, ]1 c0 cFair market value" j3 L9 A# @+ d, _0 Y7 N. F. r' }
Family RESP
* s- E) l6 S5 ]# t) X/ ?Fixed-Income Securities0 z# s9 g8 i7 v0 R
Front-end load
& ?2 }$ ?- M; R# u8 gFundamental analysis$ _2 k' E6 x+ E9 h w- U' \
Fund Number
$ z7 }7 \ D- f. ~Futures s) |* N3 D( T
GARP
5 W/ u7 H& p" ~1 h) z! jGrant Contribution Room
' W9 e7 X) @5 P$ j1 v; yGroup RESP
5 c2 p. t- W" m4 }6 V# i: {' DGrowth funds 5 T- j. g q( ?+ o& P! h
Hedge2 {% d6 e. c6 j; x: Q. \) l9 E
HRDC- S+ \0 W7 F1 k: e6 l6 P
Hurdle Rate5 y5 |4 [( }% o# F: e
Income Distribution' i0 F, z% j7 e7 T0 o
Income funds
4 f, P! m7 k- E6 G8 ^+ K/ nIndex3 s! `. I# m% y# K0 i/ P9 X5 P
Index fund' N8 p; l4 T& t* s7 p
Inflation
6 W3 b$ ]" [; m& Y6 VInformation Ratio
9 T: ?9 O* j9 J' nInterest
2 W& H' x# W8 x% BInternational fund4 j; w& q7 ~: j1 L; O. l
Investment advisor$ g: R$ a. v. S! k0 [6 Q, U
Investment Funds Institute of Canada (IFIC) ! A! D( m4 c3 }2 P0 l) y0 k
Leveraging$ w5 q! y2 v2 |; P: f
Liquid & ?2 ^1 u6 Y" F8 c. i) c# c% s/ a2 a; B- P8 P
Load
7 S( W0 ?9 l5 I ?& z) Q/ l1 d4 iLong Term Bond6 @$ c* k' S, N( b6 Y0 @
Low Load (LL) sales option
9 n2 @: c. L; j) H2 v* ?3 EManagement expense ratio
5 r6 O7 i ?# Z2 ?7 dManagement Fee& ?) U. L$ h" R4 S3 g: b& b4 \
Market Value of a Mutual Fund! e1 e$ z+ j0 L# P
Maturity0 _: {5 G( U0 k8 {% o4 r* q
Mid-cap) T3 Y9 P, E# D9 p
Money market fund
* A! |, [) E, l1 t- w9 d KMoney Market Instruments! a) _# |1 [4 Z4 J- \$ h: V3 @
Moving Averages8 s- Q- `. p& D! y: g) `0 R
Mutual Fund
( |- W k+ f N. G5 {NASDAQ0 `3 T3 ^/ u" U8 G- H. _4 ?
NAVPU
* G" W( Z7 \$ R: I! s' \5 k3 RNet Asset Value6 T9 f# J4 z) A3 m: v$ a
No Load1 b+ _1 p: ]) G9 g# V+ U
Open-end fund' ]3 F& I5 F6 }, X
Options
9 {2 E+ a* J0 NPension plan
9 K1 c, j' q6 TPension adjustment- |! Z3 H, _$ S) ^" V; ]% O4 Y
Portfolio8 f+ B; E. b; U, ?: C
PortfolioPro
0 O' r/ W4 u \% q O, S* yPost Secondary Education Payment' M) E6 V5 Q) `7 a
Promoter
' [) j% a: S* [2 }3 M5 R7 S TPremium
' p7 u A* B$ P8 g6 S. o1 H/ cPrice-Earnings Ratio0 K/ g9 F c$ n* u
Principal Q1 g( d7 d9 a
Prospectus
' w) L8 y* X2 H2 i/ Q# dQuartile Ranking
2 D1 V, f7 m1 T6 P1 mRegistered Education Savings Plan (RESP)
/ D7 n+ ]; A) }2 T8 y5 {RRIF (Registered Retirement Income Fund)
( O" H% _3 g& Y" Q, ?6 pRRSP (Registered Retirement Savings Plan)
- `6 r7 y. o. J# p: o) R! iRecession! K# e) }# I( Q
Relative Volatility
" R( }" h C3 F- s" B6 w1 RReturn0 R1 E H% ]) c" v) Q
Risk 7 q% Q9 t8 r: |" J3 i6 m
Russell 2000 Index ; ^2 c& N2 w- M8 ^9 v3 ]3 U
R-squared
M* F* }" ~1 O+ X' OSales charge
5 _9 q) ] J1 _3 K' S8 H6 Y6 c- H$ sSector Fund 3 c: D/ ^$ ]9 ~2 K4 c
Securities
2 c2 y# D* B- e0 `+ [7 rSecurities Act% ^- @3 R: l7 N% H/ n! ^( v* o8 p
Sharpe Ratio
; T: B- @: B6 F8 {+ Y' p7 [& ^Simplified prospectus
4 m% R" X" e8 h3 L) C3 v% XSortino Ratio
/ ~$ m. o3 A* QSpecialty fund
' _$ j) T' M$ U' u" |Standard and Poors 500 (S&P 500)5 Q6 Y) t( \7 Y* Z2 N k: o8 h P
Standard Deviation $ Q- R) q, v( E5 N, J- e2 \9 o
Subscriber
0 W1 ^- N- l" j, c/ TTax credit
: x5 | Z, R. D, G$ `( s2 D! e+ wTax deduction7 g! g/ e6 N; P9 L5 X
Top Holdings
5 l9 F; @) }% L2 ^. m; PTop-down investing8 }& \7 C2 j" h: y: _) i
Transfer Fee
; d3 d/ _0 s2 B5 T+ ITreasury bills (T-bills)
- i' W2 l) [8 |2 v0 F$ @Trust + g6 r) z* q! j( H1 p
Trustee
/ Q& @& u7 f; Z0 b4 o' s4 @2 J( ATurnover ratio : A4 M0 T5 N! T% d. a" [ d) O$ i
Unassisted Capital7 S6 t' H' \8 S) X) G% U- I
Underwriter
% h- m. G7 l* T3 w- ^7 J" YUnit trust
- { S- L8 p! w3 v% e s8 FValue funds $ o/ p ~( w, z% |2 }" L
Vesting0 V- l8 l- Q1 s3 J* A! u
Volatility+ T6 {, c2 h2 j* o
Volume
9 U/ W2 f& ]- D* U2 vWarrant
P$ {$ b2 u5 n7 E5 n7 u- hYield! e4 S5 O- O, u! b% [; q
Yield curve$ ^8 }; v! q, W0 b1 d# d
Yield 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
