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Account Type2 p3 s% g0 D, g# ?7 S3 Y* H
Accrued interest
: {) e: F4 I! a) pAccumulation * v2 }9 m% R8 P ^- `
Accumulation plan. X l. R9 e9 q* O [6 E
Active management( i0 \; h6 k! ?9 g/ C" ]
Aggressive growth fund 8 I) Z& q# s' S- Y
Alpha9 U( N. z) Y* r1 q* k, j
Amount recognized
: B6 [5 C5 N' L iAnalyst
' j$ V) E7 `# \) z% fAnnual effective yield ' _, @; ~) v& ?( z
Annual Maximum Payment Amount
# _" U4 n3 k' d# ~6 y: v+ VAnnual Minimum Payment Amount
8 \) v5 w# N' c3 s# p6 mAnnual report
( t" `% t) |2 g) P- IAnnual Return
3 y6 {& m: J( \& x! PAnnualize " d7 i+ X) y/ `, d. h! u
Annuitant
% ~( i, z5 K, ]Annuity ( N, {" m" B- J
Appreciation7 W9 l, \! `+ W% P5 N1 X( c
Assets 2 t9 P: W t' ^- q
Asset Mix
: N2 o$ F; U" c8 d+ FAsset allocation
, t0 f8 O; k, v5 LAsset allocation fund - j6 C5 _4 o4 I, P6 ^7 F
Asset classes . ~$ t1 i/ G2 P5 f4 p9 W; Z ]2 P
Assisted Capital
7 c* n+ F/ p7 P, O3 zAutomatic Conversion / q% I* u8 m; Y C
Automatic reinvestment
9 v5 f0 l* Z% D8 `Average Annual Compound Rate of Return & a3 B6 d# ]# W% ~3 b% b/ O3 _
Average Cost per Unit/Share
: O$ P3 {8 p1 NAverage maturity2 [. l0 n# t3 w4 n* J- c6 ]
Back-end load
2 W2 W! F3 z+ x8 CBalanced fund ! [0 f+ x& {7 F4 P/ r% G3 _, E
Balance sheet
! @& C$ }/ D5 ]Bank rate; ~. n; V/ O" Q( K% p1 D1 d- L
Basis Point " b. U- {! @& n! E
Bear market+ ?5 h, B7 N/ g
Beneficiary ( ]( [! L5 l. h
Beta
/ M0 ~+ R) }: x. s0 {# T1 VBlue Chip + K* k2 f) u! y3 ^" R( m
Bond $ b0 T1 I6 N* z
Bond fund
% ]- k" ^% ^' m3 UBook value
0 y$ r3 S1 M! e6 ]) u/ u) t5 I9 qBottom-up investing * U+ [. W0 l! ?" f& m) j
Broker
# @5 J% K" n f4 gBull market
" `/ u% K9 o& ]9 TCapital
6 V/ J2 k) P# I0 C: @; b- F- kCapital Gains) A+ U+ V% K$ J$ w0 O# c
Capital loss
) m' ^+ y6 D3 |* J: dClosed-end fund # ]* p3 P% U/ L ]5 U4 V8 h6 \
Compounding % ]( K# R7 }/ Q
Currency Risk
% J3 v: o# f- Y, ^ z% zCurrent yield 2 D4 g# Z/ ?) k2 b# s. e
Custodian
1 V O4 r1 c) d) _Debenture0 U9 F& i( D/ ?# h0 y+ b
Debt2 F7 N* B: b' ?8 c# [, i7 C
Deferral
$ E6 M1 g1 ~* W4 q1 U% }Defined benefit pension plan( _8 ]8 A: W0 r
Defined contribution pension plan( _" i* g8 f# C m8 O0 _( J
Discount
' \; @4 w$ _. v2 R0 m$ x* W! u3 kDiscounted Pricing for Large Accounts
5 i, G" i4 n) _Distribution History
) s* |8 R* w6 f9 @ O7 h4 Y' yDistributions0 C% d) |2 C3 X
Diversification. p. J$ K- X: G9 \4 q( e' J) D
Dividend! {' {% ^; V; b. [
Dividend fund
- X5 x: x4 o7 E* QDividend tax credit
% S8 r7 @* t2 X( }& g8 P5 j, y3 ^Dollar-cost averaging
3 ~8 t5 r' ]. B, fDow Jones Industrial Average (DJIA)4 x# U8 N( Z) o! V+ _4 h
Downside Volatility4 @6 H3 ~3 {$ [$ J: Y( |2 t9 T
DPSP (Deferred Profit Sharing Plan)
7 {) ^6 e) I& I( s8 q4 J' ], |# TEarnings estimates
$ y3 e# m1 u% [1 UEarnings Per Share
+ {8 C! V8 S. @Earnings statement' L' b, w3 J$ K' z- @ g
Educational Assistance Payment (EAP)& j% `7 s( ^+ }3 v
Education Savings Plan
' N8 h' M, h1 J i/ GEmerging Markets# d( ~: x( ^* W4 t
Equities (Stocks)
% N9 g* U- a2 O2 ]4 \3 r. E- _3 ZEquity fund
& a) I8 p, Q" p6 m# wFair market value% L. v8 G, |3 p6 m7 |7 @' h
Family RESP
! M( R- u& m- Y7 aFixed-Income Securities
$ Z/ l# @( a* T7 b: ?, \, lFront-end load$ e! V3 e( G' j1 ~+ a, J
Fundamental analysis% x" e" k2 Q F$ v7 D
Fund Number
1 }! i+ ?5 |& v9 D) PFutures' O5 z7 o. b, i/ \/ H6 A3 X8 M5 I: }
GARP
0 ]4 Z) E6 u& z; s5 d) R1 S1 QGrant Contribution Room
+ O! H' L' N/ T- b4 v- W+ ]4 t" G nGroup RESP
: n0 m# e+ O: l! n$ C' e: kGrowth funds ; f2 z8 W5 m4 Y; W1 B4 Q( N
Hedge3 ] G' R8 |, _$ F6 E. u
HRDC
& l; B$ V( l* d% k8 W; j1 k1 y' UHurdle Rate, ^1 q" N' M( w% i8 `6 g
Income Distribution- @5 k/ d' z( i% c4 B
Income funds q6 N$ v$ m& \. Q! r. l) s
Index4 `- D+ h, |0 N' K$ R* M
Index fund$ ?, a% Y6 T. W% a" n* Z( E8 p
Inflation
: k# ]! B8 Q. e# z- Q4 K+ tInformation Ratio
: l* s: \, Z7 w/ FInterest
# y, T) ~, u% \International fund+ b) e; J) p+ v U
Investment advisor( ~ q+ h5 \. k3 E: `. @" z
Investment Funds Institute of Canada (IFIC)
) d* i L5 W. L4 }& TLeveraging. A3 m9 `5 _( p5 p% Q5 x: ~' k1 T! S- l$ _
Liquid 3 l8 ]4 k( c: V6 m z# f3 t
Load
, W& M( k- }' a: K2 d. Q9 g/ Q1 OLong Term Bond: o$ T5 y N. _( v/ `$ q. E
Low Load (LL) sales option
( [ ^( N' e1 x, {/ x( ? fManagement expense ratio- @- v1 C0 ?; n0 q/ U8 x4 v
Management Fee
6 t" X: \$ j+ A2 Y0 Z6 r# s5 \Market Value of a Mutual Fund$ c; X5 w/ v# [& S- U
Maturity/ T4 t/ f) L3 T4 s4 c
Mid-cap! h3 b; i; _) l: w5 {
Money market fund: S' b, `9 k4 _5 Y6 y8 [- j: n
Money Market Instruments
5 k. @3 f$ g1 h) aMoving Averages) _8 B0 q) ~2 t: R1 j; F
Mutual Fund; ~' Y3 Y6 f9 ~4 u6 s5 }
NASDAQ9 ~# I7 W) N$ F* w" p2 o- l; M4 m3 i
NAVPU
m! K5 H8 d3 n" qNet Asset Value
( n# t4 U" o4 ]8 I ANo Load) i \# W" [2 v8 b; C7 j2 |
Open-end fund$ f* e$ R* ]- I
Options3 z/ Z$ n0 T' N) Y G
Pension plan
. j' |! {# P: `7 x" d) {6 c9 _Pension adjustment
1 j* J5 W/ e# [8 UPortfolio
1 M# R# l6 x. I; z+ P( f# j" t' ]+ Q7 g: pPortfolioPro
# R' Z5 X0 H F% U/ Y6 V& | jPost Secondary Education Payment
0 O; k2 {# ]& g8 Y, ZPromoter
/ H/ E) D8 K7 y* s1 APremium* _2 s6 [. z6 t+ O7 t* e4 m, t
Price-Earnings Ratio& @5 V4 q: o( \ ^, V, S
Principal4 i1 ]3 a. `4 X7 O, b" L9 y% x
Prospectus6 o/ k2 a' }- E& P
Quartile Ranking
7 _! x8 G$ R$ mRegistered Education Savings Plan (RESP)& p8 l% a' U3 a0 {9 a
RRIF (Registered Retirement Income Fund)
8 ~) U/ m4 P; R, } QRRSP (Registered Retirement Savings Plan)
7 g2 I1 ?' W/ h0 j! l2 t( T1 T, jRecession( `7 K* K% S9 ^( [& G
Relative Volatility- F7 |9 p1 a! C- l8 z
Return- ?( i! P; R( u) x6 a; E
Risk
0 d+ ~. R# T' _7 s, [8 }Russell 2000 Index # V9 _3 f" }6 m9 ~7 L* k
R-squared
* @* {1 x \ @3 f4 `4 Q3 M+ VSales charge
+ A" i, W: d: B8 P' G1 ASector Fund . L9 d( Y6 O$ ~/ O; N! y- G5 h
Securities
+ \( B$ k" r+ h( [# u( R+ bSecurities Act- o. a' H v9 i. p4 o/ T1 z
Sharpe Ratio
( |# F* E3 ]2 P$ Z; b! X; aSimplified prospectus0 K" D: S+ M7 x& {; H {
Sortino Ratio
0 W, F7 f8 n4 O6 W% z6 qSpecialty fund
2 t) K8 T' ^3 W" CStandard and Poors 500 (S&P 500)* W1 G/ L {( y1 _: c
Standard Deviation * Z7 k" A3 u" I# ]% P
Subscriber
0 l* _# h0 N- a+ X/ Q' `2 OTax credit
; x1 ^# \, _9 [- l. z( P, YTax deduction
, ]: y$ `0 L! O5 J( l' H! w/ dTop Holdings
" e# |4 E) u7 ^" B6 S) \Top-down investing
8 s5 Z& a8 a0 w7 n5 WTransfer Fee
* y- w( _% {* @# ETreasury bills (T-bills)
+ b/ v. f' V' U1 i+ _1 FTrust 8 C) l, N/ w: e/ h# Q5 V8 [& o
Trustee: {) r, u$ l6 l9 f* d4 O2 C* ]
Turnover ratio ( Y2 S( h0 y9 o. H- k+ Y j" u
Unassisted Capital$ r3 f% D, p% U- v9 K& Q
Underwriter# z3 k( z, R4 B) b( r5 l: R) J& G
Unit trust
: d/ ~/ p& i0 d3 A) G3 [Value funds
, h) k) ?# r! G, xVesting
8 s5 {; E6 X1 ]& ]; A" [Volatility9 b; c. e1 t& d4 n
Volume
- j6 s6 ]7 S8 d4 \Warrant; F/ i: b2 U, z& G( J! Z
Yield8 }0 _ k' j9 d H, ^& g @
Yield curve8 U5 a0 U& j, Q8 N0 O" l: q
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
