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Account Type. G$ s, a- Z8 j6 e* p" ~' |6 X
Accrued interest
% k: L6 i( H! A }Accumulation
! r1 J/ ?# E7 n% K& O+ Q4 A1 aAccumulation plan |& K- t0 L( M! i' Q& X! K
Active management* |0 `3 |2 V/ u. g9 p
Aggressive growth fund " r( H- g( d) D; Y9 E' T* e8 c2 u" I
Alpha y6 |1 s- x) n8 d5 w: k4 i
Amount recognized
$ F/ X0 o6 x- DAnalyst % O5 {3 @# m6 N% W
Annual effective yield
* ]& i0 f; K- G: e. AAnnual Maximum Payment Amount
3 C% k7 U0 l5 `+ p6 ?! N+ D6 N( _Annual Minimum Payment Amount
5 D: _$ k i+ U9 d5 |Annual report
: h6 z; ~% u' VAnnual Return
2 g) K- J5 h1 d; H3 Y) pAnnualize
6 N$ R3 V$ Q5 h/ h* {Annuitant ; e6 V, u( w6 W, _( Z' E
Annuity . _3 a- L$ P @3 J
Appreciation
1 a; _& @" U2 e; j( y* B- lAssets # p4 m% A( M9 j( b9 H# [1 y
Asset Mix
# J! J% j( T* ~. F: YAsset allocation
4 X6 P) d/ a7 B9 L+ N0 H3 VAsset allocation fund
8 P/ W, D3 i: G" SAsset classes
( D6 _: n1 S, n- h& D# k a) AAssisted Capital
7 ]$ n3 i% Z1 V: fAutomatic Conversion
4 @! Z0 s% p, U- `2 qAutomatic reinvestment! B! Q0 F' C" W
Average Annual Compound Rate of Return
! g9 `6 y/ o5 n& E" ?Average Cost per Unit/Share+ z1 t7 x3 V+ k8 i# s( y
Average maturity
; p; H+ X/ c/ r! F! y" s3 tBack-end load 7 R* o( j5 j% J/ E
Balanced fund
8 g( q2 `, p! BBalance sheet 0 W4 Z5 z" M0 J) {3 h7 Q" ?
Bank rate
2 T( w: p$ j9 x; H, {4 R# IBasis Point
$ A( `0 I% _- H0 S. fBear market9 }6 p& ?) p* P) X9 o, P4 a' B" \9 C
Beneficiary , ?, E7 ]1 I$ k& f+ p! p/ ~$ S8 W
Beta
. X( ]# y& a. o: F% OBlue Chip
1 _: D' t* f6 m6 _8 uBond ( R/ F: R& N6 S8 b$ U* `3 L
Bond fund % E4 w+ F; Y8 n2 L6 S$ ?* f* V
Book value 4 d8 j7 d$ W# u; |, V C7 Z
Bottom-up investing : ?. }" `1 s5 ]- {
Broker
0 T$ m, A6 m6 {% b+ J4 T1 @Bull market! Q8 v4 ?# L' ~3 C
Capital
- P2 I, V+ b5 e; ^Capital Gains9 x5 ^7 C2 E. A x
Capital loss * d/ E5 \- F2 k
Closed-end fund 1 q! S+ N6 @" p* i# {4 j
Compounding
7 o1 b7 g9 l/ m( N. @Currency Risk
n" E+ ]8 ]; E5 h, mCurrent yield - g2 F) O+ `$ b. p% t* {+ f/ {, o
Custodian
7 U0 _* t0 }8 }+ K' EDebenture
/ r5 X/ E5 O8 F- SDebt# X- X- O3 Q) W% b) k
Deferral, ?& R" N& O* J
Defined benefit pension plan
: Z+ N- {$ n* L% D& Q$ y8 CDefined contribution pension plan; o8 \. Y* s$ v( Z( W1 y# N
Discount
- T4 g5 @) V0 o1 S* SDiscounted Pricing for Large Accounts; M S5 `( ]$ |/ N! g% i
Distribution History! T4 i. L! j, G& k" m
Distributions t) c4 V7 e- X$ d ?! {
Diversification% I5 p- y& v! `3 X5 n2 T, ?( U
Dividend
; V7 D" _+ M1 J' Q' U" l/ s' vDividend fund
0 p1 j( Y/ V( D2 N4 u. g% g: SDividend tax credit
0 T- k3 ~" ?5 [$ T* ?/ uDollar-cost averaging
4 x8 z% i4 z$ r TDow Jones Industrial Average (DJIA)
% V2 W; C# w1 p+ XDownside Volatility# |1 A6 j/ [/ P& ~1 m% B- J2 B
DPSP (Deferred Profit Sharing Plan)- Q, H% C+ ~4 Y7 S
Earnings estimates
( l: t# d0 f, |0 V. b! O0 F2 M" W% zEarnings Per Share- W9 L7 l3 h. D$ z- _. A
Earnings statement
7 [ \- g8 o) ^$ ?Educational Assistance Payment (EAP) \) {2 R$ ~4 {" F
Education Savings Plan/ i% ]% v# L% h. v2 Z
Emerging Markets4 r( a- s; i b5 w" M) b
Equities (Stocks) " u# ^7 p d2 V/ p+ V# E) d5 I7 @
Equity fund
. r5 O7 u4 A& I! YFair market value
" E) P: l! C0 U# }6 gFamily RESP
; Y& F; z" c8 I8 w! S) ZFixed-Income Securities3 j/ H9 ?7 @5 T) }' k; Z: H
Front-end load
# M3 F b, H8 x- uFundamental analysis. J, f8 L' T) K2 a' X& `
Fund Number
; E/ b' j# n# f" L6 o7 t5 ], `Futures
, D& ]; l* }+ T$ h9 y9 A6 k( ?0 iGARP
& a$ e; |7 A AGrant Contribution Room
; n" ^+ A9 g; S" nGroup RESP8 n% {5 [5 b2 Q) d
Growth funds
' I: s$ u* J9 _6 D7 Y8 xHedge
, D% Z K0 a8 r: t' mHRDC
" ?) A6 ^, M9 u, rHurdle Rate
* F- @) `9 A# V& PIncome Distribution4 i/ w' J4 l( J/ Z
Income funds ! Z* j+ g6 x' Z1 e, l
Index
( `! \9 {& y4 }$ mIndex fund
9 g2 \0 Z9 N9 Y9 yInflation . ?5 W( |* {% P0 B+ L4 S; F7 W
Information Ratio 2 D* v& X n n) r8 X0 S- @
Interest 3 \4 m3 e* U3 }1 H! ^9 \
International fund
7 r$ e* z2 ~: C+ `6 k9 \ t. aInvestment advisor( n2 D: w F) O# ]
Investment Funds Institute of Canada (IFIC)
8 d. `( _6 F7 O- K* X9 aLeveraging
% r' Q% l/ H5 g" }+ k: c3 jLiquid
! ?. m0 b; Y, u% c& C2 K- aLoad
_7 \; o! T' LLong Term Bond. [4 _" @& e$ b z: ~
Low Load (LL) sales option
6 J( d4 r; V) P% wManagement expense ratio
. P5 |6 S3 ^& t& YManagement Fee
% O) j0 R0 P5 S+ p7 FMarket Value of a Mutual Fund I3 j# i: C: _" c
Maturity
3 g& p4 K+ R- B& t/ a/ eMid-cap
9 o; G5 }+ y0 U9 A* w pMoney market fund
) `7 `. [4 K: SMoney Market Instruments
; I' c* ]: \' H+ RMoving Averages
% N7 @9 o/ E4 q1 \) E" D+ k! z2 @Mutual Fund
! c$ \/ s' |" @NASDAQ
: c1 C. i, \% B. hNAVPU& c4 D, q. B5 N5 h q" B: c* M
Net Asset Value
- h2 J" x! D. k1 c( C3 CNo Load+ H5 V. Y9 ~5 c' C8 Y: u0 b" [
Open-end fund
* u2 @& v$ j$ E3 e0 |Options
* O- A( x) ?- d) ^8 [Pension plan4 r o, J6 _4 Y* }; t
Pension adjustment
w d) e& P! Z* `1 }2 K/ gPortfolio- U0 }1 n0 @; H# |) w7 `
PortfolioPro' X% x( p1 W4 g3 K J& z0 f% n
Post Secondary Education Payment
+ E7 I% `' Y+ f' L% |. G# UPromoter0 J' i+ [7 Z7 g( x2 x5 F( k+ w# C
Premium
# ?- m. d; Q! H+ YPrice-Earnings Ratio& a6 B+ G* c& ~9 S8 t b
Principal2 h* |# d2 O9 X+ O
Prospectus
% E: q; d0 q# F5 A# ZQuartile Ranking. r7 L B1 V6 g0 P. r
Registered Education Savings Plan (RESP)1 Y7 R9 A' ]) Z* e8 @. S+ f
RRIF (Registered Retirement Income Fund) ' r4 e. U# e2 H& i( d# B
RRSP (Registered Retirement Savings Plan)
! T: r8 c+ P& mRecession
6 ?* F$ ?9 n4 k$ g1 p% nRelative Volatility
) T& o0 v0 S3 u0 D1 M3 TReturn4 I1 b7 L# D) X. ~) B% i l
Risk / l1 k0 Z7 \8 u
Russell 2000 Index ) P+ x) I. g! k
R-squared
% P! b O- R* `% I4 k4 f2 m% V5 H8 WSales charge) V" |" o, T: J9 y# {, Y6 r
Sector Fund . Y6 l! _+ f0 p" y& `" i
Securities$ c' o @+ r! s
Securities Act
0 G% ?, R" g- OSharpe Ratio2 @, k8 B: U' E# b0 H/ n
Simplified prospectus% ?8 Q! W" C1 ?1 B6 S( V; m0 U c
Sortino Ratio8 c5 i5 b0 r6 E
Specialty fund
; A9 _7 R% z0 T* ~Standard and Poors 500 (S&P 500)
% K" A+ p& J% N: v VStandard Deviation . y3 U. ]. l% Q2 l0 d
Subscriber
+ e9 g- B, M' M& H" o, n [' R- lTax credit
; L+ p/ t1 x* M6 c% ~ ETax deduction
9 Z2 n3 x- l1 u$ J% Z* {9 Y& DTop Holdings
- i y1 W1 x" R5 lTop-down investing
$ u$ [3 r8 \ qTransfer Fee4 z. C! H& |; ~( O3 b
Treasury bills (T-bills)
: q" N% S0 g! u' bTrust " B& i" M/ u( |4 Y) `# T3 K
Trustee: k4 h- ?# e3 ?% U
Turnover ratio
6 _: y S* a3 b: x$ U3 N/ lUnassisted Capital1 u2 Z6 E9 ` z- C/ F
Underwriter
+ X Q7 o4 d4 w, BUnit trust, L( B5 m7 ~, d% _* j( ]
Value funds ) }6 D8 j0 ~2 _; q' q+ z! g+ u! s- G: p- B
Vesting
4 ~: K4 v; a, k. t8 F4 r* RVolatility
T5 E" n1 F. uVolume 0 x( A C6 K% u' F
Warrant
! u& _, F' c( ~ S9 ^% f+ TYield
2 I: |* M4 P7 @. i. d% _Yield curve- R- e* A# d: t' g( t2 u$ {
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
