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Account Type
# {2 W: j* `6 V* J9 i9 }5 f4 D qAccrued interest! S) G( L6 m. C2 N( g9 V! j
Accumulation / l3 a8 M( d; t, B* o: c, r* A
Accumulation plan
~: m# K1 E8 WActive management5 V3 `% X8 {& E
Aggressive growth fund
) j& O' H( w1 r- ]$ j2 n" VAlpha
z8 D; C5 q1 Y7 L9 h% jAmount recognized ; x$ V! m o1 b6 e, c
Analyst
! O' F/ m M7 U/ I' G6 _ K1 HAnnual effective yield & P3 T4 B, @0 ?1 _% b4 ]" M
Annual Maximum Payment Amount$ r8 l9 y2 E8 ^$ P
Annual Minimum Payment Amount 0 y" @, O2 _: |8 ^0 L
Annual report
5 j H3 N1 K! M MAnnual Return8 H; B; e8 g( _" z; n: i
Annualize
1 K) u$ ^' x8 }9 fAnnuitant
# p9 U0 U8 ~! X3 V; L% e4 G) gAnnuity 0 [# G% e: K* u; J: m
Appreciation
8 X2 e& G, W4 ]+ _6 E, EAssets : Q' j2 E8 ?- b) Q% ?8 @, v' t
Asset Mix
- s9 u, j. L1 k" wAsset allocation - Q" }% T2 X% f- P, U0 |) S$ Z
Asset allocation fund & J. `7 v$ C: R$ w9 |9 J7 c/ v3 M
Asset classes ) A) `) x. t: H+ B4 x
Assisted Capital
! K3 j' Q2 D0 x x4 OAutomatic Conversion $ N w2 N: \( q0 ~! }
Automatic reinvestment
$ Q3 }- N0 t q. sAverage Annual Compound Rate of Return
! Y- V: u' a( O( H8 @, `) BAverage Cost per Unit/Share
+ A- k: p& W3 K8 k5 T% G+ HAverage maturity9 m4 [: r. [' k" v' d
Back-end load
6 I! z" C4 `/ Z1 cBalanced fund
$ W/ e2 ?3 Q* {0 YBalance sheet ; U: n. A2 _# B
Bank rate
& Y' N9 Y" D5 L; _8 \Basis Point
) S: _5 X' x! R# |% I: g/ {6 vBear market3 Z4 Q# d5 p; Y( L
Beneficiary 5 F, t; F3 l% a6 F3 y" X7 t
Beta( _6 A' j- e3 B
Blue Chip
& C5 [# U5 f4 BBond 9 G, g! ?( D# J
Bond fund ; t" X5 k# A3 Y7 j, J0 k- f8 E
Book value ( ~9 c2 K3 x) A* e
Bottom-up investing
! X* e0 O* [6 S9 H, q- VBroker
: j+ t8 s1 C2 s+ g1 K% a: i: uBull market* l: L7 X i* s1 ?) C
Capital * I' [# B& c9 g& _# N2 y! Q
Capital Gains. N. d$ `4 E$ Q3 Z; k- u
Capital loss + h v4 G# U$ Z/ l7 l0 T+ ?' g
Closed-end fund
: m* x5 c* l4 p4 }Compounding ( S! W" R0 L/ d, R; w
Currency Risk
( ]7 _) G- H/ eCurrent yield . N+ [+ D4 `) E9 ^4 f
Custodian / b y8 }; Y- ?
Debenture$ E- P% h1 G' l1 a" e
Debt
! }3 F( n9 u6 ~" C8 \1 u. dDeferral0 W* m- s$ k1 x. f/ L5 R D% I) f
Defined benefit pension plan% A/ C3 E9 v" ?/ J+ _, y
Defined contribution pension plan
# [, H- g8 N; ~# {9 j. a( e* dDiscount9 r- X5 E7 s }0 ~8 k# F
Discounted Pricing for Large Accounts, M/ A; O, i b3 i: H6 C7 l
Distribution History% Q G# C+ b$ z% R% b
Distributions
6 e' ` @# k! Z, jDiversification2 g) L% Q: B$ i* L) d: s
Dividend
0 o: M3 f5 J" ]4 Y* JDividend fund
& X2 j7 h" Z) F; DDividend tax credit
- y' C5 S3 O( u0 TDollar-cost averaging2 u4 B Z c. m9 m6 o, v4 E9 m' w
Dow Jones Industrial Average (DJIA)
( `/ j+ w8 |4 ^, r" IDownside Volatility
5 i b0 ?# a% E+ W6 N2 fDPSP (Deferred Profit Sharing Plan) A" z" |1 b# i( g6 q& k
Earnings estimates
5 u, U2 f3 A! w6 C5 L/ w4 P! nEarnings Per Share9 e) V2 ^0 \& ?! W
Earnings statement
& q" {8 y* q+ ~1 Y ~Educational Assistance Payment (EAP)5 [9 W8 N9 ]. o
Education Savings Plan. {3 m# r2 Z7 @# Z, W: _
Emerging Markets* H( i$ q% r. x# r) D
Equities (Stocks)
& K4 Z( Q+ K# T: q- W1 l: HEquity fund
! X. J4 w- D& C! W. `) Y4 bFair market value; c- q: |: Q3 f4 X( l( J+ [
Family RESP
5 Z3 A+ p/ x# H _% tFixed-Income Securities
- H! _; T; f' i4 V- \# G# T! r/ WFront-end load/ v N) b6 v5 ~8 ]# S
Fundamental analysis
( X6 i2 j9 M: g+ h5 b ZFund Number% n- p7 O7 ^' e, G
Futures
8 E- m8 i3 v* |' c8 VGARP
4 j% t" g) x6 Q+ zGrant Contribution Room6 W; Y' T5 ~; k: F
Group RESP7 \8 i- o5 ?8 S6 M( F! N3 A0 W
Growth funds
8 _4 G* i8 a' P" IHedge; D4 Z% E, E! k- j( Q3 @, O
HRDC* Z4 i) p7 d) x. r
Hurdle Rate
! h* X: \9 O. |$ z+ iIncome Distribution- d; m. v# Z2 m" T) ~# a q! H
Income funds / \3 K1 }- E; J* A5 u/ G
Index
! A% f, S0 {8 eIndex fund
- ]$ o7 F H d$ wInflation ( I# U2 ~; p6 m# `) p" l
Information Ratio $ w! ^) ^8 d/ S; K! q. }7 _
Interest
4 q g6 N; `9 r! ~- F. dInternational fund+ _' I! X: k% ^ s7 ]& p
Investment advisor
/ L8 M6 i( F0 k1 A3 |" l. NInvestment Funds Institute of Canada (IFIC) , E8 ^: `! d j
Leveraging
- c" A7 Y! k4 `6 ]' v C' lLiquid
' [ X- ~+ ]2 W$ ELoad 6 K' V% T0 m, N' ?
Long Term Bond; b+ d b4 y8 x
Low Load (LL) sales option: ?' ]9 d6 R8 L0 [1 u
Management expense ratio
7 h! i# }' F1 f& YManagement Fee/ I9 [; v) e; G1 b, |9 T
Market Value of a Mutual Fund% d& V" w& U. `- Q( ?: M4 e
Maturity
3 f- R a2 d1 t7 O W$ {7 O& I+ AMid-cap
2 J+ J, ^6 U" h9 A" e5 O: b) OMoney market fund* ^, z% \1 G$ ?: R" [; G
Money Market Instruments
* O f R! s/ G- @Moving Averages9 S' s7 c8 p9 G. |3 q
Mutual Fund9 w" U: l+ }7 D8 o6 b! b( r0 E
NASDAQ
5 K( a( ]7 q: q* W! n9 xNAVPU c, q t2 {7 o/ A# _ E. |
Net Asset Value; u* w; {( C |0 b8 g0 e% n. ~/ n7 ~
No Load
5 j2 f' J) Q" L3 J) M2 Q% q7 P5 GOpen-end fund) f; ?3 |8 H% d7 H
Options
1 l- b( ], p( dPension plan
3 a s: E' u. G7 b$ l) zPension adjustment9 f$ @) t1 I2 D3 t
Portfolio
! v: a0 T0 h/ n ]# h$ A; ~PortfolioPro; i8 [. p& o9 i
Post Secondary Education Payment4 J2 ^( K$ e3 k# V* ?' k
Promoter5 L. [# M5 q7 F8 W6 ~
Premium
, R* G- C) t9 f: KPrice-Earnings Ratio4 V4 i ^* k" t8 I6 s- j7 h( c" b0 [
Principal( R9 K3 r0 @! o) V
Prospectus
$ h, t6 _; C1 U7 K7 KQuartile Ranking
7 H/ M6 }$ F4 F% h( D- H1 ?4 mRegistered Education Savings Plan (RESP)
H m0 b+ J4 X; O( T9 b( V: Q [! YRRIF (Registered Retirement Income Fund) : z# x1 Y) X( E2 r9 K$ I# F
RRSP (Registered Retirement Savings Plan)
+ D8 [6 T; n+ K8 x4 Y' _1 H, {" [Recession
( }! k- g6 Y2 `1 G9 Y1 \: G/ iRelative Volatility9 ~; O9 H# a* z' N6 i
Return
' w: c9 W X. `1 a+ D! `- VRisk ! o( X. f4 w* X
Russell 2000 Index
$ F6 V0 J) s( ], {) J+ o _. RR-squared* e* V. t- p9 l
Sales charge
! _; g+ n6 o9 S2 fSector Fund
6 s) l, h% m" l. Z4 i2 E/ D, fSecurities
` b' t7 \" J9 c" NSecurities Act. f. s. h* G2 H: [3 W7 h
Sharpe Ratio
* [' U! j6 N4 d: vSimplified prospectus i* o( N2 F& d s* e* G
Sortino Ratio5 }1 ?8 r/ g) f& O8 ]
Specialty fund
0 o- F9 S8 y V7 O& w/ w4 ^4 J, }Standard and Poors 500 (S&P 500)
& \7 v \6 |: d" h0 M+ Q0 mStandard Deviation
' {& U. r- @3 R& H% YSubscriber
' B- ^, u2 Q- E0 r c" DTax credit. t9 \) h% }9 w% y7 @$ H8 [
Tax deduction
2 z0 A8 Z9 g# E* J/ kTop Holdings
* D7 e9 |+ n8 y7 q! p: \. [- BTop-down investing$ ^# x2 {8 ?) n, m3 k0 s' j" D9 z5 D
Transfer Fee% S9 [ d- o4 [' r/ _6 _
Treasury bills (T-bills)
- D* u1 t( k( m+ H1 n7 xTrust
/ {2 c2 ~5 z E6 Z. D4 }6 \" n0 c) vTrustee" k( T. B9 ^8 u* H% G/ C* m7 c s
Turnover ratio ! K- k1 @& w1 m( W7 `7 e
Unassisted Capital2 V8 H5 z( U+ v7 Q
Underwriter3 T3 V4 @. j& v2 t/ n9 |; _
Unit trust% r! T9 F+ ~: C' b$ f) l( C+ C3 L$ v! n5 n" c
Value funds
1 L# m& Q2 a, [9 k, f/ yVesting' H. t* K6 x# R4 N) e+ E' @
Volatility
- \. w t7 L- ] QVolume
8 T: O. \/ t; `& b H; G% iWarrant
/ w$ `" J& A$ x9 r) [, `$ S; z. X' OYield' D8 T* ?' u! V
Yield curve
" k' _. `7 Q; @6 x/ b2 DYield 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
