 鲜花( 0)  鸡蛋( 0)
|
Account Type# `% |4 R( Q- E2 X0 I# s+ C0 e
Accrued interest) x8 \) D% q0 N. ]7 Q/ {
Accumulation 8 {% s: A& g) f; w: N. E& M
Accumulation plan
9 n( W4 L# A% F5 LActive management x( ~* j/ h" z
Aggressive growth fund
1 ~' S7 J8 b8 E# B: SAlpha
5 r) T) S+ J; n6 \9 l& y7 V( ZAmount recognized 5 ?/ K9 ]4 B9 E$ y) Y' r8 l8 J
Analyst
& _6 n! _+ L9 T# A( H' A# AAnnual effective yield # j# S2 X, }" d1 g$ I5 t
Annual Maximum Payment Amount* P3 k; ~1 N8 L' ^' F) s
Annual Minimum Payment Amount / J& S! Y8 N2 B7 k
Annual report
* L8 j% V) E1 h% e8 a9 EAnnual Return9 u3 a2 T! w* D
Annualize ! u# z$ ]: }3 n0 v+ r2 O/ l
Annuitant
l5 @7 W/ O5 z7 ^% Z3 c* @, A, eAnnuity " f. k# s2 z% L5 E% _
Appreciation) r3 }* r4 f- v0 U& a' B
Assets
* y$ O/ f3 h2 s* a% yAsset Mix 2 A* |- N" L- [# }; @# q% O8 F7 `( [* T+ w
Asset allocation 9 l4 M, M; j. X0 S
Asset allocation fund / \6 o8 E8 p" @
Asset classes
% z( v% y+ k: W8 dAssisted Capital
1 C6 ^! X2 A7 JAutomatic Conversion 7 I8 U3 Y7 J* F8 s2 U4 r
Automatic reinvestment
' B- S$ u; g) d8 e7 [1 l9 a2 ZAverage Annual Compound Rate of Return
5 S" ~9 J6 n f; Z1 c* bAverage Cost per Unit/Share
3 i5 C8 b2 ?& n! w0 }Average maturity
p/ a0 O3 k4 }( S0 L* A4 f# ^7 fBack-end load * @% ~7 \- F; N! z
Balanced fund + ]2 P @3 ?# D7 z: M4 g" @' \, m3 f
Balance sheet 9 ~) B+ g# t2 N, N2 U: j2 G$ [
Bank rate
D, J( x4 J% i; E' \; y8 }Basis Point
& { y" F$ r& @) N1 i( M! o( dBear market' `) t+ C( s& ^' m$ w0 X
Beneficiary
) P7 P' D4 H( U# i" k1 xBeta
! F0 p3 E% C7 P# z* zBlue Chip ! n$ t( b9 u" V! u7 `, H
Bond 6 v# u$ w) z/ R& i( O8 @8 W
Bond fund , v- C/ I( F2 \. P2 v l* }
Book value
0 _; j* q" X2 {+ wBottom-up investing & O- A5 B4 k* t5 B. Y N
Broker
6 @; m. T" Q" u7 e( oBull market. ^* t5 u" y) h8 s
Capital ! G) Q2 t0 y8 X4 L9 m# O
Capital Gains! H* b# C$ P4 E4 }; J
Capital loss : D/ L5 p" Z1 Q" `* {. }
Closed-end fund $ l' [2 ?6 S! C, D
Compounding ! v5 i r- y2 G- b( Q5 f1 b/ i
Currency Risk
+ j0 n2 i" _0 W" U6 ?Current yield ' o6 h' E: {" j9 K* L- B: `* k& {
Custodian 0 u0 V( W1 c& t/ L+ ^% X8 m( ~- x0 W4 f
Debenture0 h1 v) b* K* q
Debt
a! A7 x m+ G( M f$ ?6 lDeferral
/ t1 m( |4 k! }Defined benefit pension plan6 @: @. L) Z2 s# n" e
Defined contribution pension plan3 r# J* n) h# v
Discount
4 }2 g) j Y; T) w/ Q; eDiscounted Pricing for Large Accounts
: w& j4 S" X0 R1 d+ H; j% M2 k/ ^; tDistribution History7 P8 f& x' |4 E, S2 T. a
Distributions& g7 G0 e' J$ I
Diversification
A7 w' B1 `& _9 D- V: e @Dividend
- |3 y! U/ E7 HDividend fund$ A! r" z. ^' k# X
Dividend tax credit: b6 g! m& S$ i3 ~3 O: Y2 E& y
Dollar-cost averaging
" C3 ^* t1 {3 L3 R6 zDow Jones Industrial Average (DJIA)
3 ^4 z9 E$ h7 z1 M4 I" i2 L& x3 BDownside Volatility* a, N& C8 p" ~ n- X' `$ s/ K
DPSP (Deferred Profit Sharing Plan)
: p1 x6 A5 b+ K. u) zEarnings estimates5 t9 L' g+ ]( p0 Y/ d' v
Earnings Per Share
" [1 S1 {7 i* c |; yEarnings statement
- B7 t+ h3 Q' p5 GEducational Assistance Payment (EAP)" z+ u3 T y% X2 i+ [. P o
Education Savings Plan q$ v5 l* j. M( k
Emerging Markets
" \, U0 }/ ]2 \, REquities (Stocks) ) C% N& s8 M/ h+ Y* h7 j
Equity fund. B: H3 j! U2 W0 J( Y3 U
Fair market value. x; ~; n5 W$ W/ n: v$ _
Family RESP" c$ }8 C2 a# d* X4 B- r
Fixed-Income Securities$ C7 V) r. x: M5 o, U, Q* {3 e+ {
Front-end load
' B8 G4 j, W) ^5 OFundamental analysis7 X$ r4 ]( v$ E% {. X4 P
Fund Number
. m; b) c) s) t" i5 B* M5 g dFutures) @& V' W1 R6 \. O8 S8 D
GARP3 Z1 h5 P, `5 }
Grant Contribution Room
) L3 _* T a5 u1 W6 OGroup RESP
3 w6 h4 O3 k5 C" H4 X; B, I+ XGrowth funds . J$ F2 h; T6 ]8 E V
Hedge; A! r/ I$ ]& O1 i
HRDC
/ T7 F7 A) z' M, x) JHurdle Rate
4 w5 A: p. H: ?1 ?2 KIncome Distribution
+ _7 l% |5 z# iIncome funds $ O. h" {7 p1 U5 ]
Index5 l! c8 L0 _& W. I$ W8 M7 R& m! `
Index fund+ u6 V/ o, j/ |% ?9 K8 d# |+ }
Inflation ' P1 G, W+ W2 R
Information Ratio 2 Z; ^% X0 C3 c- q4 u
Interest
5 ~0 U$ t9 s" mInternational fund* I5 K1 [0 d. D4 i. S/ }3 X
Investment advisor
) u& ? k1 m5 E4 Z5 v9 ~Investment Funds Institute of Canada (IFIC) 3 k; I" ]9 V- Z
Leveraging4 @4 v& b0 o) h4 y* ^
Liquid * r8 F: A5 {1 I' J
Load - J8 [- b' @3 ? u& v! G# D' S+ U
Long Term Bond
* r7 o6 {0 \. s( z- ?Low Load (LL) sales option
7 a0 ?3 C' K3 O- Y2 _% tManagement expense ratio
I, V; p q% o, ^5 r \$ s4 SManagement Fee
1 V! |8 o+ L9 [. l# X f$ |Market Value of a Mutual Fund
1 D& O) T) ^; ~Maturity' \# H- }$ c; F% I( N3 u
Mid-cap
; L8 A4 Q# I5 h+ T' r6 N) ZMoney market fund4 h, ]9 S& W6 @3 b" {2 c) H
Money Market Instruments: r2 C2 O7 |, Y: a0 p$ t. K
Moving Averages
\) T0 c% |+ A) P- {9 H4 {Mutual Fund
7 ^) t0 U* ?* P C( VNASDAQ9 T: f9 W5 O4 y
NAVPU0 P5 T. B2 P$ H a
Net Asset Value
9 s% E$ k* d7 o* }# D' h0 tNo Load* h1 r5 F2 r7 z& |5 d
Open-end fund
/ u) @, K2 L9 ?% F1 UOptions
/ L% N; _# _9 w6 E1 ~+ cPension plan
0 k1 Q5 I, ]+ W# EPension adjustment
, b+ t. u& k8 z. j4 z8 G6 tPortfolio
8 H- ^3 W! z% U) D- @6 ^: pPortfolioPro6 t r9 }, v& |# Q$ p. n. b$ {
Post Secondary Education Payment0 S3 G( h( r& a
Promoter
c X+ Z( Q; U! G0 DPremium
7 L f+ @+ j: I% P3 {5 y: M4 `Price-Earnings Ratio+ X/ {6 H8 s. c9 m9 m& w `
Principal5 {1 A" ^0 Z& Y
Prospectus0 i3 [; ]: p: H$ m6 ^5 ?9 _
Quartile Ranking
, S7 |( {; b' S I2 d/ @- oRegistered Education Savings Plan (RESP)' _9 O" `; o( t# t7 c0 M
RRIF (Registered Retirement Income Fund)
+ H- @) |% p8 |; FRRSP (Registered Retirement Savings Plan) + v; `% ^1 S% R
Recession
j/ w" _3 f5 _' [0 |4 QRelative Volatility
8 A* \$ u; G/ U+ Q _- ?* \Return
, l/ u* P3 \$ q4 w6 \0 G7 Q, u* J* lRisk 0 ?" N/ m; v5 q# A$ k+ i: @# U7 c H
Russell 2000 Index
" n% o: C3 \6 Z+ Z% qR-squared
' e% ]4 T1 J- r+ \: WSales charge
( L& B) k' ]) K- y' \Sector Fund $ v4 y8 U- K9 y/ _6 t. S
Securities
( M' a7 q: t: {Securities Act
& V0 y8 b/ |2 jSharpe Ratio8 ?+ f5 a7 S& i9 d8 l1 k2 n' |2 a
Simplified prospectus
$ g* u3 J! D+ q X; f9 h; e+ |" jSortino Ratio
$ L U, l/ Z& M/ s$ VSpecialty fund
7 v- T2 T" S, |- nStandard and Poors 500 (S&P 500)1 }1 J& M2 f4 F0 |5 _# v
Standard Deviation 7 {8 Z( _1 ]9 z3 S o) E
Subscriber
/ r. o+ i* H1 n9 eTax credit
; ]: x( U5 a* i3 PTax deduction! V; Q: j% e0 [4 }
Top Holdings
% U3 [1 A0 h) K! W* xTop-down investing
- J4 d& I' y9 QTransfer Fee& F: W! H1 W B4 L+ u' a& l. Z* g
Treasury bills (T-bills) 6 Q) H5 ]4 o5 Z, T
Trust
: {; `. F$ A0 V8 f) d% b. b1 cTrustee' q) E4 C! Y. ]# k
Turnover ratio : v( L5 n7 i7 _* a( P
Unassisted Capital
7 \/ J' z! T5 Y) _' wUnderwriter% L# s9 ]* ?% B- t
Unit trust- V. B7 i- a6 K" m
Value funds
0 S% L2 H; W7 ^# G) u0 VVesting
8 J' Y) V5 `( H& t! W4 `0 W SVolatility
# M4 d0 p$ m$ k7 TVolume " l+ e, w2 c; G; S
Warrant
! O+ {8 O1 X7 v1 U5 h# Y5 w( t% |& z' aYield
" \0 B0 e% ^" E5 H+ C" rYield curve5 t* r) D g$ e, ]
Yield to maturity |
|