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Account Type
X4 \ L: N8 R4 V DAccrued interest/ b4 @0 V! I' h! C" W1 R0 O
Accumulation ! Y9 Z. s5 C1 @0 l" t% i% M
Accumulation plan$ O1 ^2 [9 G2 ~6 o/ r
Active management5 c4 a& C. F9 f: t
Aggressive growth fund
4 R6 M* j/ n* @, B& kAlpha" `" i# t+ M: N* A) }' @3 u
Amount recognized
9 x) o8 Z' v# F7 I. M2 j0 eAnalyst % `' b2 O- a/ I. Z! C, W
Annual effective yield ( |5 V" Z! p8 Q& S, ~ S# {( M
Annual Maximum Payment Amount1 E, I. d y* \/ a, |
Annual Minimum Payment Amount
x( m, s" q, s# |Annual report
' P4 s6 N n! i2 T. u, o) tAnnual Return
8 G% s/ w, T! y! B: D+ W1 }Annualize
$ {6 M$ y. _! n3 i) ]: y; j+ qAnnuitant 2 Z& t5 V; G0 \) m: P
Annuity 9 T7 S" h1 r! O3 x4 @
Appreciation
. W( |; O0 A7 B! eAssets
# q5 v; ]8 O, N7 d) {: J* M/ F' m. OAsset Mix
) C9 v! O, R3 j# {Asset allocation
+ {- w, O1 \; K! g5 D" ?Asset allocation fund
# K9 V7 E7 }) Y" b lAsset classes
$ u0 K d- k0 j9 AAssisted Capital 8 m2 y! H! `6 [$ e9 c/ S9 ?/ W
Automatic Conversion
0 {+ q u; B! J, M( }6 OAutomatic reinvestment
1 o P6 e% H( |9 _ f1 @; g# vAverage Annual Compound Rate of Return
0 C# A* s8 m" e& {Average Cost per Unit/Share, X4 q) v1 z5 e; v8 R' k7 p% J
Average maturity! J: w) }& B- K7 f& E. Y x
Back-end load 3 u& d* k* j6 `. _+ S2 e! A: \
Balanced fund
- [. ], r/ H) D5 o# EBalance sheet 7 Q, y7 L' u( _# [# f* a" ~* q
Bank rate0 R7 K2 f/ _& J" I" g9 `5 C6 d
Basis Point $ E* c9 F( d% n8 Y8 s7 ]
Bear market
0 V, R+ T: S" a1 {7 A1 y( SBeneficiary % i# b9 n+ [! _; `
Beta
; k/ p' `" n# Q3 FBlue Chip % A' n! N$ M( n; a- w+ [ i- E( n
Bond / i f7 R8 Q9 W' E) ^
Bond fund
: H- [8 j3 ~7 G! @# F$ E0 ?Book value
4 K( x) u5 p! _# nBottom-up investing
* i5 a# H C6 B3 L. U: W' fBroker1 d) R# R: p* V! k* P/ d/ ?
Bull market$ K4 C8 c2 w. D' r. @* X
Capital
/ q- ^+ c; v1 Z3 u: MCapital Gains8 R, H1 ]5 ?' I1 D! u0 O
Capital loss
/ _' M5 v; Q3 F: \% f+ DClosed-end fund
; l/ w0 V- r0 s* h* g- lCompounding + B( b$ I, \. `3 {
Currency Risk
) J& ~/ `: P6 I, p5 B" K* }Current yield 3 n+ G: y( r5 M5 y$ a) y* W) X
Custodian 9 {8 w/ l+ E" f! M
Debenture1 E+ L9 t; }9 M. b7 L
Debt
, k# I$ \, m8 _# }9 _Deferral
' n M* ^& V3 u. q- }Defined benefit pension plan' A3 J) ] l! F K! m2 x
Defined contribution pension plan& {$ A' i: D2 s4 t8 f' B% Z
Discount
6 B$ T( P ~! EDiscounted Pricing for Large Accounts$ U4 o; I/ M( N; ?5 t( R7 d
Distribution History
- P5 b3 w/ q" H8 J" JDistributions
9 K- Z8 D5 G* ] I yDiversification5 D0 Y$ `4 C B6 R9 R1 l K
Dividend
3 j0 g& h9 ?# |' u% dDividend fund- K% H1 e% e9 L# [& x
Dividend tax credit
! I0 p8 S" D$ z" [Dollar-cost averaging
( ]: g- M; P" U3 k2 w( y6 zDow Jones Industrial Average (DJIA)
8 G5 a ]# r* D- d' P# cDownside Volatility, o6 ?0 X& A9 t$ h; V
DPSP (Deferred Profit Sharing Plan)4 P! \/ I7 W" X0 B: {
Earnings estimates
# i& J, R( D3 p0 YEarnings Per Share9 I, r% E6 F2 R' Q, O, l) z
Earnings statement2 T5 y2 `* I: M4 F4 c6 L
Educational Assistance Payment (EAP)
8 x' m' Q+ v' ^; v( S2 o/ G9 b. mEducation Savings Plan
2 _7 s; @. s; A) V- E; cEmerging Markets
$ i' T4 F D; H2 [9 [ i, d3 JEquities (Stocks) 1 q. |& c) I( ^; X- h q2 O
Equity fund, V1 J/ i8 U+ r. m* z5 \! P- L% [
Fair market value
4 R0 y- ]4 U: _: H9 y' O @Family RESP# N: q% G" H X! g% v
Fixed-Income Securities
; m% M, n4 Q' {! e- @, |Front-end load' | K/ p+ y% Z
Fundamental analysis
* O Z9 r5 G2 ~Fund Number0 G y6 N2 U# T( R
Futures
/ j5 a4 G3 m/ s* IGARP
- h" U1 \9 Z8 P& x/ e, j& H ?Grant Contribution Room
. O* R+ K* u* w: L8 @8 R4 oGroup RESP$ @$ D( z2 W7 x7 a
Growth funds
/ t8 _4 @$ ?" y9 r1 E! q- G( rHedge6 p4 t! |. f& n; y
HRDC
) |9 G+ V4 v" E6 `, g b+ oHurdle Rate
2 Y4 S" u; Y" y' mIncome Distribution7 @3 \! u! N# L& L
Income funds ! W4 ^8 f) \3 E& S" D6 E, O
Index X# F2 E7 h8 L+ T0 H
Index fund
1 u4 G$ V% M4 w) OInflation # l6 h. ~* b' a* f3 }9 J* z
Information Ratio ! R2 i/ L0 h$ r+ U3 O
Interest - k% F* K- {3 l' a+ o
International fund
$ r* P F& E8 V* [* B4 o1 }Investment advisor
0 f% k5 ~+ h. wInvestment Funds Institute of Canada (IFIC)
) F5 @- H( t0 W" i) k+ k9 [) w* bLeveraging. K- l9 u: v. a2 ~
Liquid
/ `' L! c* W5 s6 ELoad
, e& T% W7 [7 D4 F0 x! ~3 ELong Term Bond! F* S* \8 Q( Q, V. w$ C) Y( N: k
Low Load (LL) sales option
5 O3 H5 o6 n; @Management expense ratio
( K0 P6 k9 ?! C$ VManagement Fee7 s+ ^! B- |% f4 @
Market Value of a Mutual Fund
) P+ \4 ?% d; I% JMaturity* i5 o e W; i8 H" j
Mid-cap5 o8 g% I' f/ S+ }7 @0 E
Money market fund0 \2 d+ n0 z" a' Z) k# \
Money Market Instruments: n; ~/ }" U" P& h( X# b! x
Moving Averages
. ?: E1 x, W5 @2 c; h; fMutual Fund5 I7 o: R+ y3 G+ t
NASDAQ
& L$ v' Q4 F. D/ y, N; SNAVPU
/ n9 R5 C8 ~1 x1 y. {( hNet Asset Value
# ]0 K9 G- B6 M# F2 B* fNo Load% }' i+ @/ x3 |! p& {0 p
Open-end fund; T+ ^: q: x4 z' Y. t- a
Options" c6 Q4 x S: w+ V5 b
Pension plan( \1 L7 m: S5 }7 k% I" ]
Pension adjustment* B) X# `, y5 [% v
Portfolio: M3 H9 _1 C4 f+ C: _9 N- E; d
PortfolioPro
8 \/ j5 A* p( M. J0 ?Post Secondary Education Payment
: l* e( |- n+ r: {Promoter
4 k5 A8 ^4 M1 @/ x* PPremium
2 _$ V1 t* x W- j8 H% mPrice-Earnings Ratio1 \* k& \* |3 H. K" [1 M
Principal5 t: ^. a: _. n9 C! a# N
Prospectus& w+ V' l. F3 s/ A3 g: G
Quartile Ranking
' ?& [+ i* O4 J- ~Registered Education Savings Plan (RESP)
; j* r5 v% t6 sRRIF (Registered Retirement Income Fund) 8 A, M% j: U* e7 ~6 C
RRSP (Registered Retirement Savings Plan) " J. _% ~7 X9 K# N: O' @( ]- U
Recession& W$ o; T( |9 P( g! F J. M
Relative Volatility
, q6 x r- e9 e. P3 j* S0 {Return( F, Y) `' Y, u4 z5 ?5 D3 A7 C/ D
Risk
5 U" K6 G+ a( @9 o! K1 DRussell 2000 Index
+ Z% u+ }5 f4 u3 ?! Y$ PR-squared
7 V0 ^7 ]' J1 D5 e6 zSales charge# s2 y7 j# e/ L2 g. L, S
Sector Fund
5 g4 q& {2 M6 w9 `; o" q& JSecurities" Z. g! u1 W9 j2 W
Securities Act
3 I! `1 y6 y7 lSharpe Ratio9 e6 \/ B2 E/ |" ~- A! A
Simplified prospectus
/ Z5 `0 I3 Q* {( K5 R; y. TSortino Ratio, C6 l: g5 p5 m) O) \9 T
Specialty fund
( U+ t2 O8 p4 B# N* \Standard and Poors 500 (S&P 500)
# j8 f8 h; ~9 B9 _" QStandard Deviation
/ m, u7 b( h6 _/ T/ u0 k+ kSubscriber+ r3 T" b' [$ b
Tax credit+ V" R: v- }0 r9 F
Tax deduction
6 U6 w+ @( B: bTop Holdings
/ M* Y; m9 r. h$ f UTop-down investing- C( {3 h/ O1 ^- S+ Q
Transfer Fee
5 {6 _: P2 j$ N+ `4 d1 oTreasury bills (T-bills)
3 q M# k! a4 l2 gTrust
. I: m2 _0 L$ P8 i1 K- I$ BTrustee
0 B9 y' I" N* v. ^% C; S8 ~Turnover ratio & O u$ q# ~! w
Unassisted Capital
+ K' k; q! ~; p: _Underwriter8 j: `0 m0 `; v1 U/ h2 W
Unit trust6 J ]3 l8 ?' ^" e- Z9 C; A! y
Value funds
+ k& L7 k7 p; n' g5 w- {' AVesting
. B% R# p( _7 l0 r' Z- KVolatility
$ a- m- J) ~ {* V1 q) |Volume
8 S( V: H0 c: ]. t, J$ D- qWarrant" j3 y! Q* ?3 q, B
Yield
7 x# z* `1 k9 H, U* @8 W tYield curve# r9 } f. X! i) P
Yield to maturity |
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