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Account Type
; U \0 l' N; p* gAccrued interest: ^0 b3 z9 N2 \* S0 T
Accumulation
: S- ]5 B% `: }# h) B/ y7 yAccumulation plan3 a- R5 | W9 ?9 y& q$ f4 e
Active management1 k7 J! m- A1 `* S( z
Aggressive growth fund
( D% A4 r" ?; C6 i- N( V! H: _Alpha ^& x' `5 D' k5 p
Amount recognized 1 J: `! y9 Q" H6 e5 e- ?" |: T
Analyst
. ]7 Z( Z+ U0 ? T* uAnnual effective yield
$ j) E3 _( A; O% I# z2 _Annual Maximum Payment Amount: R3 X8 B9 W3 V8 \; S: Z
Annual Minimum Payment Amount
1 E6 R7 E) r1 xAnnual report ' A1 C3 t) @& q2 s% p# m! P1 E
Annual Return
6 B, c9 J9 p. Q: T8 C" kAnnualize
. Z. E2 `; g: O* X4 d3 O" m+ N mAnnuitant 4 A x! p+ d! P# X+ e& a7 q: Q$ y* i
Annuity % B8 V9 D: f; o8 Y
Appreciation
+ |2 i+ R0 j7 X8 d* h4 T+ gAssets # n0 L/ M9 F2 Y8 W! w$ w7 [3 R
Asset Mix
3 { \2 r& V" e% CAsset allocation
7 w* j# A, S+ f/ g! B1 n) OAsset allocation fund % d$ \0 L8 `$ p) Q- Z! \7 {8 x% J
Asset classes % u$ b6 t/ C* I
Assisted Capital + e) t) P% Q2 J g) W/ R
Automatic Conversion
0 ~( t2 O' W! d+ n9 _9 OAutomatic reinvestment+ ~& k, R+ w, n9 H g: |0 O
Average Annual Compound Rate of Return
F' Z1 P9 F5 @; KAverage Cost per Unit/Share H& |- g* `$ I$ ]0 y" z- o! D
Average maturity- z( |/ O8 @& |3 ~
Back-end load ; C) V) T# @2 d$ ?' }
Balanced fund & p; v% n, F8 G4 N
Balance sheet ' k6 T8 |' _9 `- C6 o- u& L
Bank rate
- J K0 S* O7 f% jBasis Point % o( [2 |8 h0 k: w, `
Bear market7 O6 L1 g% N$ G
Beneficiary " s( e, n/ l& P
Beta
4 O1 ]: m) |' {7 l8 U4 Y: ]* lBlue Chip
/ o' Q9 P$ {8 c9 t: _1 J' r. PBond
# u B2 ]9 r/ {- Y* HBond fund 6 N3 r" \/ f2 e& \" ^1 B4 H% \
Book value , f8 ~9 ~; F' @9 B; R3 o$ V8 I
Bottom-up investing & u6 Y4 f! G0 O0 z
Broker
6 `- r* T3 i. y) ]9 C; LBull market
: l0 C; w2 R6 xCapital / k2 D3 z+ N: ^% ]
Capital Gains+ g# R$ f/ @; H. K: W9 i( b
Capital loss ! S6 z" X- ~* C8 {3 J
Closed-end fund - F a/ C& t* o8 J. N! f, q
Compounding " z0 l' S; d% o2 Y
Currency Risk
) e& f! C% J8 ^3 w8 PCurrent yield 9 M- |$ }1 ^8 B# D
Custodian + T4 y! m' \% o: Y. s* X
Debenture
5 x s* |; W6 c3 ^Debt4 j+ h% P3 L! r% v4 n
Deferral% {* I+ z2 V% f+ {0 k& n1 \, Z+ ^
Defined benefit pension plan A# c) I. t: F- p4 |
Defined contribution pension plan
) m* W5 s, Q+ s( N1 u) z3 kDiscount5 f E4 b4 m' i( `$ K
Discounted Pricing for Large Accounts3 I" Y+ M) F" g1 q! \, D1 Z
Distribution History5 k7 Y/ T' ?* S. X% C
Distributions* H* t3 G0 r5 X% Z7 \, U
Diversification
! Q$ s, B2 x( @. g: r1 j. ~! @Dividend
) Q. U( m4 c; hDividend fund$ b: ] e- e* W6 k$ e
Dividend tax credit* r/ e+ D3 y1 g2 M( S( k
Dollar-cost averaging
# D7 n# o; f3 d% |1 GDow Jones Industrial Average (DJIA)
' X# i8 j' W( yDownside Volatility# x' \/ ~ p/ G8 |$ F" N: B
DPSP (Deferred Profit Sharing Plan)
2 u2 ]& t- e8 `+ R; `) w c" t4 gEarnings estimates
( u Y v3 N$ a' z' LEarnings Per Share* _' O' O+ o# s- z z
Earnings statement
. s) E* z1 m- \8 M2 |) a" X+ ^' PEducational Assistance Payment (EAP)0 O! k/ n3 z* p7 j$ H
Education Savings Plan
9 a; N2 [; K) i' ]3 J& A- bEmerging Markets
% ^( A/ \7 p* i" I% PEquities (Stocks) , H4 K+ y' z' p8 n8 E
Equity fund
5 p- t e; l. f. x: c& E% h* ^Fair market value
3 Q) j8 }; Y" A# o* `. U- i& _Family RESP" u) r! m; h8 T# s; e" u, @' M
Fixed-Income Securities
( v* }1 z' Q2 P+ w0 R( p; hFront-end load
" s0 _5 K. O" WFundamental analysis+ j( N1 B; T/ c% V) `! g2 @1 x
Fund Number3 c: u$ c. N, n4 [% b v4 h! L
Futures$ m# t& t4 L/ c9 ^. v
GARP* g) A- U6 V( u& w6 g
Grant Contribution Room; H( h: @. S4 B
Group RESP# O! i$ `8 ]% C
Growth funds
% Q1 B: g# J5 g5 S5 z7 D. QHedge7 m* m1 P& V1 X- c4 K* r( v
HRDC; ~* u. Y; i1 Y0 e8 F2 e9 D) Q
Hurdle Rate% k& r' s. H: {3 q# a" Y) W6 p5 E+ |
Income Distribution' C: G4 Y; y: n! |. K
Income funds
; T# Z0 u1 @% h% W6 JIndex* Q3 [! U9 ^ \6 s
Index fund3 U% Z% K( @( j: {' d2 ]
Inflation
5 y+ i: P% z$ V: g) J" \/ yInformation Ratio
. c! P4 p9 i' U5 K' C! MInterest ! N/ p% @( Z) j* {& Z, s4 T
International fund
& C# w/ m" p- ^+ V, _& UInvestment advisor
4 ^( g6 j. z5 g! GInvestment Funds Institute of Canada (IFIC)
5 ^+ q' i5 c+ j5 _Leveraging, p: U" n) U7 h0 I- g
Liquid ' T! z% e9 S# J3 s+ w; b
Load # s: B7 a V& W, g" J. L
Long Term Bond
& Z2 {! M) o( v9 i8 K6 \Low Load (LL) sales option
) ?; Q* L6 g# f% h& B3 j9 g5 ?7 X2 bManagement expense ratio
+ H+ V. \- Q/ z) uManagement Fee
# |: S+ D# h$ }" U0 a" ]) bMarket Value of a Mutual Fund
* y6 G/ j4 L- [; p, J! N* a& ?6 nMaturity0 a3 {* `! W, j+ }
Mid-cap
( J$ o0 R p! H! J$ Z" P3 h! \; A6 c' IMoney market fund
$ L- _+ @) ?3 w" F1 O5 F! gMoney Market Instruments
: Z8 n# H2 T( z) p0 X& fMoving Averages
& ?8 N4 H& t) e- @; a5 t, ~* UMutual Fund) x7 s5 q9 x; S7 V, N0 {+ k
NASDAQ! s/ c. S0 F, [, Z8 r, y9 L5 [
NAVPU
' z$ c" X) D" C p d8 aNet Asset Value4 W, @4 d7 @( C" n0 o4 D9 c! ~2 M
No Load) M7 N- F' \, P, b
Open-end fund* R6 b- T ^, O& j: u9 d+ z
Options0 w* {5 K! o2 U
Pension plan7 ~) B0 k' s: ]- j, ^; A: F2 u' v
Pension adjustment2 n$ o' v) c9 E( T3 I5 x; X% ]
Portfolio3 M0 e: n# T: I, `8 p+ Y& u# v
PortfolioPro
b g- H3 I7 V E7 W: v6 CPost Secondary Education Payment
5 j! D/ U3 G* Q/ V+ F0 F- o' S& oPromoter. k3 N c! l+ V5 h0 Z
Premium
, q5 N8 b# r$ OPrice-Earnings Ratio. g: m+ c4 b8 o# G) ? O( H
Principal6 @0 x) X& `; W! ]( Y
Prospectus: e! Q. \8 ^3 T, k; F8 m
Quartile Ranking
' T" r6 X h N! pRegistered Education Savings Plan (RESP)
0 J5 f3 @6 s M% @# NRRIF (Registered Retirement Income Fund)
# a! f4 Y* K! w o4 sRRSP (Registered Retirement Savings Plan)
$ b6 K, B# S! e9 M+ m' ^2 b4 R$ n, ~% ^: URecession- o7 O. M; ? O: Z( D& U2 V
Relative Volatility
. Z1 N- q3 |$ r/ m6 A4 iReturn
! W0 Q7 ^$ g. K9 vRisk
9 `$ h' f# @$ VRussell 2000 Index 9 E5 k# ^1 i) l j
R-squared8 _8 o( u% }5 c$ N! o
Sales charge
" Z3 N( w* R: H' |5 c5 k+ bSector Fund 1 b# f: p& L9 `& c: t
Securities
$ ?$ f! M) X- W, _) o- wSecurities Act
$ f' R! q D% [" BSharpe Ratio, V$ l' j) b, }* j/ Y: `! u
Simplified prospectus2 _6 S4 F3 X0 J* [% f
Sortino Ratio
/ ] e" x* \, N y# r2 ZSpecialty fund3 C7 s( {7 h+ P; r; Q9 k# k( Z
Standard and Poors 500 (S&P 500)$ r4 L3 L7 `% c$ D( p9 X( n( J) F
Standard Deviation : ^& R+ z3 ^/ t
Subscriber. B/ C# ?5 G- U/ Q) n) B1 l
Tax credit! P7 v/ K- e5 C, T' n
Tax deduction q# C5 s2 v- O, |
Top Holdings
" `2 s. {$ ~8 V. CTop-down investing8 N. H# ?5 [0 D0 Y( \3 o
Transfer Fee+ I6 O) T/ F8 p6 I8 `) P
Treasury bills (T-bills)
$ T" d. c+ S2 {+ ~8 [Trust
; ] e9 G3 l3 S' \( FTrustee
. I( Q8 t( M9 b( ^Turnover ratio J3 G+ X- l1 }( |0 `0 \
Unassisted Capital0 L5 ?6 [% m7 _: r& C8 U& ]8 V
Underwriter
) x- O7 c# \& _* MUnit trust' s: y8 p; x& g! R
Value funds
0 y+ T$ A9 M+ Y6 P- O: sVesting$ U& Q7 r4 {: \7 g9 N% ?9 I O
Volatility
) v/ I V; J6 F* j" DVolume
6 V0 J# E) Z9 K. Y% K4 {Warrant
) i; L9 M Z0 A# o5 wYield
) D% a h& T( _. G- t$ n/ `7 ?Yield curve& @4 P! r& V+ ~ R
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
