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Account Type
- H; f9 X* N) M7 b, {: L% mAccrued interest
: E8 s4 j. d1 J6 mAccumulation
' c6 s# j- S4 F( ?9 YAccumulation plan4 V3 d3 \ ~' K! f6 R
Active management* U! d: ?9 C7 |
Aggressive growth fund
" U% P7 O" R$ }$ aAlpha! P( ^( X. l- x! i0 R4 X! m) s9 K8 l0 x
Amount recognized + v; s4 M8 p. V' Y$ B
Analyst ( T9 ^+ A& M- a
Annual effective yield 2 Y0 E/ {, C) Z6 d9 M& W) h9 o6 v
Annual Maximum Payment Amount
2 U& m# \2 |. J6 Y8 ?- WAnnual Minimum Payment Amount
+ s4 n$ s+ l8 k8 y: [Annual report 0 m8 `8 r* ^7 Y# w' M$ {
Annual Return
. j. p- S; n* e, d; i) }Annualize
/ o! W4 L1 y2 h2 [, `Annuitant $ H |5 j! C/ u: z4 F
Annuity
1 r1 y. P2 L7 Z" u# \; wAppreciation$ q2 }0 E& y, [7 x1 y; i
Assets
$ w" a+ D: d' H# bAsset Mix
" l2 K3 q, y; I% s; i' gAsset allocation
4 M7 L# s' y! p/ L- RAsset allocation fund
3 t- p. a1 c3 X& r4 ~Asset classes
; m3 _: |# Q7 @5 \# R R3 z( {" IAssisted Capital $ n( f8 @3 _' o- w9 X, s
Automatic Conversion + ~( `- w' [/ Q
Automatic reinvestment: I8 g7 K) A; l, f* _
Average Annual Compound Rate of Return ) I1 I6 J- ?* Y1 V) Y" s T5 V9 l) s
Average Cost per Unit/Share8 a$ F- B7 a8 a% Y: A& c
Average maturity
- C/ `" c4 b. d, @" g) a7 R FBack-end load
" v5 Z/ e$ o) y0 a# e- UBalanced fund . f7 U9 L* g/ u/ F4 l% S* }
Balance sheet 6 V# K! E# x- k& ?1 z/ k
Bank rate5 ]0 n, u9 y% R& P/ J
Basis Point * y; [# Z `6 M* [; x8 q: T* s+ U7 N! u
Bear market
) S, B1 I( u, N g8 ~Beneficiary
$ b- ?0 P! i9 H M) Q" t5 y' v7 fBeta; O8 e& D6 w8 s, Y/ E9 p8 |. h
Blue Chip % T. r X) M# w7 m; x
Bond
4 V% h: G. A0 wBond fund
) E( \5 `+ G- n! B6 ]Book value $ x% P& p+ I+ a( s
Bottom-up investing 2 ~1 h% B2 U, w
Broker
* E d$ E9 O! B, Y% pBull market
8 H2 L0 y& q3 f1 R% K, FCapital
& B0 M* Y" h7 a# X+ P4 f _, J( J# \Capital Gains' J" J' ]9 b7 M; m, g
Capital loss 2 J+ d& z! G& c H4 y9 j3 ~# a
Closed-end fund 1 v5 C- S, X0 I$ M5 t) [5 A7 o
Compounding ( L5 ]! b: V& i$ x) l
Currency Risk
: O' [+ d3 Q; Y' x8 ECurrent yield 5 ?- r+ S0 c7 f+ } d/ Z% [
Custodian
) W( q: N/ h! G2 qDebenture: D: v; K0 S& t9 d" Z
Debt
5 ~' ?- g1 ?* D+ I* NDeferral; ?" ?$ n- H ~* l, o+ T
Defined benefit pension plan/ I- k* I8 L* Q* N0 X
Defined contribution pension plan& B6 S, ?0 k) z! f
Discount! p8 R( Y- F( U% N* ? m- Y
Discounted Pricing for Large Accounts* r& S& C) P) V5 I2 b
Distribution History# B3 `9 C% r' G/ [4 c% ^
Distributions' _0 M6 Y. t! L% p. l& K8 T
Diversification& j) ~9 Y* y# e
Dividend
" p' B4 B2 j9 m ]1 V& n# K/ \Dividend fund+ a8 k7 F4 h7 h6 m0 b
Dividend tax credit
0 b! @9 X+ }1 o4 j6 hDollar-cost averaging; H# d" L0 V6 d" p
Dow Jones Industrial Average (DJIA)
& ^+ P6 O/ }, Q L- M: f9 Q0 UDownside Volatility
* @# r2 y _5 v; P6 H" V7 B6 gDPSP (Deferred Profit Sharing Plan)
0 q* b+ A) x8 k* S. oEarnings estimates7 T0 I4 u3 M; s4 M( A8 M
Earnings Per Share
( l% _4 Y) l8 i9 u+ ^Earnings statement
" }* D9 ]* O# nEducational Assistance Payment (EAP)
w1 [- w/ T" a! M$ M& G T2 cEducation Savings Plan0 c& J* X) Z9 H8 n. ?( t/ @( P8 p7 g( _
Emerging Markets0 M% {' b4 w9 p% J& g7 t j3 x* n; t
Equities (Stocks) 6 |8 [: z1 ?+ f+ y; A) K/ `2 b
Equity fund
3 _& \- y6 `8 z- [$ r9 ] u2 KFair market value
1 ^& L7 B" G2 t0 ?2 W7 ?Family RESP4 h5 z/ o! M& l6 l) @' _) m% Y
Fixed-Income Securities2 q H* |; V! L; j" p
Front-end load* l! S, l7 y) ]4 o, a* A, h
Fundamental analysis
4 ?: W, n- |+ w3 ?, j3 L# F9 gFund Number
4 V; v; j: F4 p/ FFutures5 ~# {# |# @6 _; L9 `
GARP
) B; s4 t+ ?% s1 GGrant Contribution Room
0 U& f# d$ Q: I6 P! J% X! Z" Q$ ?8 DGroup RESP
5 E; P3 P, C$ H M$ } LGrowth funds 8 U: T) z6 \4 O: G6 ^, J0 Y. Q
Hedge) t* [" g) p+ k8 W5 p
HRDC
. \+ n" s8 z. Z8 _5 e: D' NHurdle Rate
* W6 Q6 x/ ~8 X: l/ UIncome Distribution
, d9 m1 I3 O8 y M2 K! dIncome funds
* @6 G" |4 ^, h. ^7 w% RIndex
; }+ ^5 N+ [4 A: f# IIndex fund
8 l4 @4 x3 O* Q; _6 F. [Inflation 0 h6 Z" ?9 x r$ P; t" ?
Information Ratio $ [6 |$ s& ?; ~. N, `- m/ m: e6 D5 J
Interest 0 g9 E1 ?& M& Q
International fund
9 R& G4 P* K9 r9 T' F1 ^Investment advisor
% Z9 M2 b+ ^+ E. g' sInvestment Funds Institute of Canada (IFIC)
' N: W1 V4 u3 M8 s' RLeveraging* h: d& @3 e% Z/ | g
Liquid
; I; \9 ]- d4 y6 h/ lLoad c7 F" p0 O9 `8 n" E
Long Term Bond
5 L9 H0 y( c# N+ t/ CLow Load (LL) sales option0 D* G7 l8 X' L
Management expense ratio
! o# Y- p5 [# ]/ p( x& JManagement Fee$ e* |) u, ^+ g! |. x1 d
Market Value of a Mutual Fund- j1 U6 k, ?, l6 o
Maturity
$ T$ k# D( o' i" gMid-cap
2 J- [* j" ~ P, n, I' D! R/ kMoney market fund/ J: g2 A: c- ]
Money Market Instruments
+ J- d$ `% X/ E$ [) ~/ ^% q* qMoving Averages. t) Q$ P. v7 a. ~+ M
Mutual Fund
# x0 I. ^/ m* F1 {3 R. oNASDAQ
( l6 T; B: u" ?, T7 YNAVPU
8 Y0 ^) L* d' [0 _Net Asset Value
: a+ h9 N' j- R- s$ L7 d5 ONo Load
6 u1 g! E7 y$ P! b: x9 xOpen-end fund
0 e9 y8 X. Y L( q8 SOptions
0 }/ M( \' D2 {! W5 _4 {" K% n2 tPension plan
* x" X" |2 G6 c+ f8 Y) v# q$ D6 [Pension adjustment
. E) w# b2 p* O, l# JPortfolio+ P& y' r7 H" c9 m) X) o: p. j
PortfolioPro
2 ~0 Z5 q ]3 D" i+ _, `" W- xPost Secondary Education Payment
3 d; M4 R( F& x6 l. {" h; sPromoter
! e6 }5 B* N) z/ {Premium" O* g. y4 k: h f% ]/ D" s
Price-Earnings Ratio
: Z& O" m' J5 I- A& J- qPrincipal& r' _, Z1 _9 ?8 B% D t+ X0 ^! l" }
Prospectus
2 f/ C( ~: @0 D; E0 g; y, S/ |Quartile Ranking
' F5 i' Y, e" W. G4 f4 YRegistered Education Savings Plan (RESP)' F6 G/ r9 K: w$ \& v( u) n% I
RRIF (Registered Retirement Income Fund) 8 R* k7 x7 e1 m* {4 P
RRSP (Registered Retirement Savings Plan)
5 h1 G0 c. v/ E$ C4 `+ bRecession
. x) c$ q. a9 ZRelative Volatility
9 `1 u% K4 h* x& @Return/ e# p+ q* ~. y, c' ~
Risk
% w4 x( N) ?! zRussell 2000 Index
- m# r! `. w) B2 d9 yR-squared
+ P/ k* E2 I; n8 N4 Z8 }Sales charge& H0 t6 [ `3 G* L1 i* x# I' k
Sector Fund & @/ V4 ?5 X- m6 \
Securities* M$ n3 q9 Q i
Securities Act
( U) E9 F0 N4 X4 j8 z& lSharpe Ratio
) ]5 l( o6 M, nSimplified prospectus$ t! f& ^) \8 x3 j
Sortino Ratio, ^' [! h7 V' q
Specialty fund
) A1 \! D, V! }) K' i& aStandard and Poors 500 (S&P 500)& |8 f7 M1 f- M5 B
Standard Deviation ' G, i6 a1 p4 P5 x7 @
Subscriber
; Y. u1 r4 Q4 j |Tax credit
; M* i% V7 ]( N4 N! ]Tax deduction
+ x" N( F- d+ a' G1 kTop Holdings
3 c/ m9 ^0 A+ {! K VTop-down investing
5 ]! n6 Q* b+ I9 c( DTransfer Fee
1 X2 a2 P' K8 A0 j; p7 KTreasury bills (T-bills) 3 z: G" c& i0 b- r: B
Trust
' G2 a0 |7 K- D* P( C; pTrustee1 V* \7 E0 U" ~- [5 a
Turnover ratio 2 O: B: B( j1 Z+ ?+ o
Unassisted Capital
6 C; ? A: l9 ]9 A" _Underwriter5 A1 m) o4 z4 F7 d+ t f
Unit trust
' I( z' N2 j" T' \; t' \Value funds ; i1 g" U' F8 H# h* C; Z! o
Vesting" m5 ` r* |2 e, c, _: h
Volatility0 h( P+ a- [' k9 x, @8 C
Volume 8 w4 ?$ `4 Z& a
Warrant; Y3 m: p- \5 K3 W! o( A
Yield
0 l# _1 K: O5 ^7 _/ IYield curve
% i/ M9 c+ c8 [+ F3 T; w7 jYield to maturity |
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