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Account Type
, h. ]1 X$ p, `+ t# ~7 UAccrued interest. I6 n- ~0 `' b9 b/ @( J
Accumulation
$ f S! A) G6 S- K9 ZAccumulation plan0 q/ W' `% E4 R K, S% ?0 J
Active management
' {1 a# F6 V( YAggressive growth fund # L5 c& _* n/ j: x" U% m( x
Alpha
0 B4 l1 G8 I, `5 Q; L( JAmount recognized
/ a2 u( a& n. U zAnalyst 6 H2 H7 z G2 _' i# r8 {
Annual effective yield
4 Q3 b( n* O, R2 y! w$ k0 aAnnual Maximum Payment Amount
5 ?1 d5 V1 F8 y# l% v( K# t, EAnnual Minimum Payment Amount
. S3 k$ ]1 M5 z6 F1 ?) }6 w; P8 x- p6 WAnnual report % A' _) x8 A0 R3 a& u1 Q' B2 a
Annual Return
) q1 ?7 Y/ K$ h% I& W8 y0 V" lAnnualize
* t7 u% ~; c: Z/ @. LAnnuitant 9 l# J0 M* M6 }$ M% r4 j/ q
Annuity
. N1 a" \; H0 JAppreciation
% l) }5 F& Q0 a- LAssets
' k+ e. ~/ U9 x& f6 hAsset Mix 4 Q- a/ `' ?; ~
Asset allocation
+ z, ~4 M5 @ OAsset allocation fund
/ Y- S, K2 I$ t' R7 O+ m1 QAsset classes ; E5 N" D5 _+ I4 X- P
Assisted Capital
5 p. w. o( ~# g) i/ UAutomatic Conversion 5 q1 m8 a0 Q5 _7 v0 i1 ?
Automatic reinvestment4 N8 x2 J9 {& w3 F$ F2 d
Average Annual Compound Rate of Return 8 R- N% p' Q& r2 @
Average Cost per Unit/Share
. |# U9 M# l5 J2 t! jAverage maturity
) S8 f; P2 k, @* u) ]Back-end load
" i( J/ Y! i- e: ]. BBalanced fund
. G% J6 |" r0 L- f- y* z: a. uBalance sheet
1 d8 Y. r: T% H+ y8 E, oBank rate
, g" G1 W5 w/ W; u; ABasis Point : _$ X, c2 w! R" J# t' s
Bear market( y; I8 U J! v( B3 p) B' { k/ R
Beneficiary
9 @/ e4 ^+ R7 J# p& N5 M; {( `Beta8 @" Q+ i- Y2 j& O' {! x7 x8 h1 o
Blue Chip
: c4 y: X6 }9 G7 `" jBond $ h5 y5 ?6 f- ^
Bond fund 7 q: A7 R9 k' c) N) ?8 R) w/ i
Book value
' h& F- H! V5 q5 Q! n9 g7 lBottom-up investing
7 A6 q8 m/ [" Y$ p; z8 f, fBroker
" X1 c; ]+ f# g% o$ v& BBull market* ^$ j* g& z; e; E) T
Capital
& B4 A, D4 d# A' f+ ?Capital Gains- e1 @+ t3 _1 E! F2 H) L4 N
Capital loss
5 n8 V- A8 D4 kClosed-end fund + }6 |. h+ ~! x; r( g( k6 l
Compounding
# b. p6 j) U# [, r+ MCurrency Risk
8 E7 \# N! \+ b8 z! A# {Current yield
6 M/ P N; K' vCustodian
1 q2 [& p" E) gDebenture
9 [% t9 \- g1 a* n& P) yDebt8 r& ]/ U4 y' d# _" M2 F; o: X
Deferral7 F. k7 Q) F& S9 V7 C9 X/ a
Defined benefit pension plan; N1 K x9 k. j3 {3 O/ u
Defined contribution pension plan
' y9 M( k5 e4 ~" FDiscount/ c# F1 p. n* M$ Q* b
Discounted Pricing for Large Accounts
8 ]7 r- y- J" e) C' F/ ADistribution History9 N w# Q$ N7 n9 S
Distributions; `, m7 {4 {) i: U1 i: @
Diversification2 H, H2 H$ k9 ]4 |
Dividend
- e7 ?9 d4 K! p! O. t' J: RDividend fund0 p* z7 Z' d8 ]- q) [8 F) H6 v- W4 K
Dividend tax credit2 d3 ]. r0 w2 h* s5 d a# r% d
Dollar-cost averaging4 @$ _7 t, ^0 M$ c4 ^; x% e; n
Dow Jones Industrial Average (DJIA)
$ I9 i0 G# F& a! h8 ADownside Volatility, g- M+ h, |6 M
DPSP (Deferred Profit Sharing Plan). x# i3 I6 _7 g, Z, G
Earnings estimates1 Z9 m- M) R k, {8 [3 q
Earnings Per Share
7 M p# v% W% o% m( O, jEarnings statement' p; ?6 E. n0 m$ l5 p6 k b, B# f
Educational Assistance Payment (EAP)/ I0 Y- B& T2 f5 Q! t3 S& f
Education Savings Plan0 X7 p! u7 s& l# ~2 z4 e
Emerging Markets0 l9 \! n; c4 w+ R; Q9 ?) M0 }
Equities (Stocks) % V4 ]+ W: m- c$ J n, E( u; B
Equity fund# G2 |2 k1 K1 W# B" C
Fair market value
2 v7 r1 r3 ]3 \& Y' u' C7 cFamily RESP- ], X8 o o- ]: A# B/ Z( q
Fixed-Income Securities
- l0 i: {, y, aFront-end load
`# n0 L/ [3 T7 ~Fundamental analysis: h X6 E+ `; w& S0 S9 _
Fund Number
5 n9 U: i7 Y F' PFutures7 f+ U, ?! h6 ^ f
GARP* W/ r7 X5 E: N' n# C
Grant Contribution Room
- N: h" Q+ t9 W' }$ ~Group RESP
/ K5 i& N" {. B- @6 X lGrowth funds ( ~$ i" e/ B+ {1 A: n% Y9 _9 Z
Hedge
5 p9 Z" k9 S* ~: j* rHRDC
/ W- \ R" a4 ?% QHurdle Rate, Q8 u3 f9 \; n- E
Income Distribution
* e4 U: D; a' p% |: c [+ S2 ^7 ^Income funds
" u" Q; i' d4 O8 ]Index
7 [5 Y# Z# `; ~# m& p3 p0 wIndex fund
$ Q+ j. k# m( q% H s5 ~7 z& h3 a' g7 nInflation + p$ U3 v2 t; P, \/ c; q) X; N
Information Ratio
! h w- X0 ~1 i0 T$ M3 t5 xInterest 6 K+ I# P0 |( D' k7 U$ o
International fund
0 k2 M3 S. I! `; oInvestment advisor
# |& m, S7 i- fInvestment Funds Institute of Canada (IFIC) . X8 ~4 }) H: V, J/ o) c2 U! n1 P
Leveraging; B/ t0 E- z: j. n& S& X' f
Liquid 0 F- _' s0 U5 V$ B/ Y! P
Load
: U3 v& }% {5 M; vLong Term Bond" b) X2 Y% b% t+ Z4 ~
Low Load (LL) sales option5 c ^$ @% X I$ M+ Q9 u
Management expense ratio
# |) u7 n# E! g9 q& qManagement Fee' D, X! b' G+ c2 B* S0 Y$ O
Market Value of a Mutual Fund
3 b+ e, K7 v: l8 o2 G9 EMaturity
# Z3 p/ S8 t( F% m' p/ S# [) RMid-cap
( ~( z" j4 e. I' @. j7 u7 k/ r, G+ F- hMoney market fund6 D4 ?0 @7 b2 q) W3 T: Z
Money Market Instruments
2 E' F6 I' l+ o- O4 bMoving Averages
( W' d8 j, ^% z- j: h: hMutual Fund! u2 w$ j# y" P1 f P3 C# `
NASDAQ5 G: K& u. ^0 s, Y& |
NAVPU
# d& E6 d) t: P u1 p. O% INet Asset Value. w5 M% o o G/ E" j
No Load& ]* V( r; @3 x1 F
Open-end fund) I" F( s, W7 R! S$ _! W
Options
1 A2 b, y, H8 Z0 C7 m! NPension plan D6 m5 I6 f! i9 T& n" K) B
Pension adjustment
0 I7 o/ u( X5 u' I" I1 YPortfolio; y. o+ K! Y3 p0 t! D. V
PortfolioPro
9 w) ^8 z5 ?. e G9 h9 JPost Secondary Education Payment
. |0 ~+ l3 u; D$ P5 R7 B6 xPromoter
9 b- h! d; A- j4 u4 t5 YPremium5 Y2 Q g- m! U- M" }
Price-Earnings Ratio$ K L( D. U- }! S
Principal
^8 `7 z" ]3 m1 Z2 b1 g) EProspectus) }; C( y8 h: P2 o
Quartile Ranking8 z+ Y9 H" M3 ?: K
Registered Education Savings Plan (RESP)
* H- E8 T' z( lRRIF (Registered Retirement Income Fund) 9 P( K5 y. z# Z# v! ?
RRSP (Registered Retirement Savings Plan) : B y5 b3 c% `; U& c8 x# X
Recession
+ u/ S4 x% J2 q' f: S& n8 J: g2 v. \Relative Volatility
3 @) m& u6 C9 v. M4 b) TReturn
2 k) s" l2 r; `Risk
+ s% \9 T* n8 Y3 L' H: z: zRussell 2000 Index ; W. L; H' O$ K( I( r$ {% X
R-squared
$ f4 Q }9 C* B+ |% i qSales charge
0 G7 |) r9 U1 {: Q" d8 pSector Fund 0 @$ w' h- ~0 Q
Securities# m+ }6 t2 n& K
Securities Act
2 \+ T$ p5 z! |Sharpe Ratio8 U U9 u- x7 M! u
Simplified prospectus# {% [( E3 L! D- g9 U2 H" H6 @
Sortino Ratio3 F5 n* t) A+ E: [/ D& S
Specialty fund' B. R: F2 L, y3 S( Q
Standard and Poors 500 (S&P 500)- U( ], F+ U' T! \3 ]" q" X6 B! U
Standard Deviation
. s( M5 H, A& Y% d4 NSubscriber
% t# y& U% a& F2 ?$ xTax credit
% G9 W- m# e* t2 j. OTax deduction
$ g8 ~" m: R k/ xTop Holdings6 g' s7 F2 {9 W- H+ p
Top-down investing" x/ `+ M* H" V+ K) y3 ]7 }
Transfer Fee
" P0 o8 u# f# X( zTreasury bills (T-bills) 8 ^ Z. M. N& ? ~9 c, ~
Trust
6 K( y; c/ N& ?8 i" w' JTrustee
& d2 I5 [" a8 O# hTurnover ratio
6 U* B* a2 F$ q! z EUnassisted Capital7 s& R2 H7 [# C. k& W; E
Underwriter, ]7 i) b/ \& I7 Q5 E3 K
Unit trust
6 B4 P3 u) o5 t% T* I# t7 i1 kValue funds
1 d A, @) s) {/ q" a; VVesting( Z4 H0 ] g0 r, O5 a7 q6 o
Volatility
! H6 V# Y* w8 G. k* H1 X3 yVolume
6 n- J/ E- \, d. D7 vWarrant
% d: X$ Y6 `& Y# J; w8 hYield
: P1 w3 i3 [) V+ b FYield curve/ h0 j& Y Q3 n# K7 }7 h5 T
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
