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Account Type
6 ~+ Q. W8 W5 I2 `Accrued interest; G1 |4 w, R# e# `
Accumulation
+ P$ m$ k' Z7 F: ^0 _Accumulation plan: B+ W/ X7 A7 r. A. R
Active management9 Q* y. B. E1 T, O) a
Aggressive growth fund
- B. ?6 x/ X" M, _( U* {% E9 gAlpha# V) u D! E+ S+ _% Z
Amount recognized ! D% p7 `5 x3 A) S4 }- D _: j: E- |
Analyst
5 _" Y' r0 S2 ~( q6 r, a% zAnnual effective yield
5 T$ K- o9 K3 w5 ]. ^# V; WAnnual Maximum Payment Amount& n6 A+ F2 A0 e: W
Annual Minimum Payment Amount
% U, C# H% V! r' H( [Annual report
$ J7 W8 B4 I, ]2 KAnnual Return4 u: g* Y) J$ P4 |6 {$ Z% C& u. Z
Annualize 1 j7 z2 W$ S: v0 I* J' ?
Annuitant 5 \& l0 }, w( L; M! V" p
Annuity 9 K+ z1 a' ]3 K' L, X2 h9 ?* r$ _
Appreciation
, q! W- [) ]3 `# g' n8 YAssets . n( B Y1 x1 }
Asset Mix ' }% j/ ~ {- m4 I# v9 K* U# ^
Asset allocation
. U, A+ F/ j; m. P* N& ?Asset allocation fund / e$ I/ e* I: Q, u7 b
Asset classes
& s( H5 ^4 ]# \1 [Assisted Capital
7 P. x$ U7 ~/ B: qAutomatic Conversion
1 e3 P* R5 s- h6 _# jAutomatic reinvestment. ~ N5 v- J" R, ^0 D
Average Annual Compound Rate of Return
1 A9 {' c/ Y; _1 b; I0 k# m |Average Cost per Unit/Share% y" P7 D- B; |! x
Average maturity
( p' A- F) x% j8 B8 _& M5 CBack-end load
& i) B; \ l1 f) V& BBalanced fund
! H5 ?$ D1 g" X; i/ y3 l/ C) w0 y8 CBalance sheet
; D$ ^5 a( F% |, YBank rate6 ^& u* I$ F& z" M8 D0 V4 M# w
Basis Point
% f0 c7 ?4 }0 L( K! ?4 }6 ]* JBear market+ [* v$ k2 [8 U6 q, u" Z
Beneficiary
9 l& f" T, _* q1 r2 J. |) q0 xBeta6 t* O4 ?1 v9 f& |9 l
Blue Chip & H, i, v! Q* B& w
Bond 1 C1 r$ Y. E' a7 M% Y* L
Bond fund
' R/ K) f+ o9 H6 yBook value
y/ P7 A7 G; ?0 N# _2 M: E" uBottom-up investing
! W d+ g( m' |9 t- cBroker
4 b! h9 @; J7 g. S* Z) vBull market
! P u: K$ b. GCapital
( @; U% ~8 @' z) K) n" i* YCapital Gains# A4 c' l6 ]) {; |2 T4 j/ E
Capital loss 4 w6 X4 w. `5 ~+ f4 P0 f
Closed-end fund
/ V- y5 O5 I: s5 lCompounding + a c$ i6 K# }0 F2 V. z
Currency Risk
9 \- d1 W" V- KCurrent yield
- c# U V7 z" i' E4 E6 J9 n0 @Custodian
0 W/ d: H) b8 n0 SDebenture
9 u# ]0 {' ]/ w7 Y1 N8 h8 Y! Z7 YDebt
/ f; d+ G; l8 x ]% y6 B) kDeferral7 t% a. e) _. k
Defined benefit pension plan. P; j% E+ u0 N4 C: i( a9 o
Defined contribution pension plan, a+ }( x8 |' |% A7 [7 r; H) t
Discount0 R) s6 C6 t$ N, c3 {
Discounted Pricing for Large Accounts( G9 _, Q2 P, F% J( W
Distribution History3 c1 z+ Y. Y! f- @5 z! K5 | J, T
Distributions& E0 h e5 |" W3 K& p7 |: K
Diversification
3 }; A2 Q0 ]0 e0 C9 ADividend
, M% J, g4 w) z2 v& o+ NDividend fund
0 Q1 Z& P/ d2 `Dividend tax credit
# A: q: O1 r8 v2 V, L4 P A/ {Dollar-cost averaging
% ~3 n1 O& _( B! h& O+ nDow Jones Industrial Average (DJIA)( e$ x' \$ ^! n5 E
Downside Volatility
+ e2 h" y1 B' L6 ?DPSP (Deferred Profit Sharing Plan)
- ^" F' b) s& GEarnings estimates
9 V* @' r; K% a/ U0 c/ h0 T# XEarnings Per Share$ V: |: m; O) p, D- Z( \
Earnings statement
9 Q$ ~3 C, s& K: n7 g% V$ G1 MEducational Assistance Payment (EAP)/ S3 y. ?% ?/ e5 I9 w
Education Savings Plan' ]6 ] v' O. a
Emerging Markets
9 H2 m/ q0 N& H, k% zEquities (Stocks)
' @# D$ J5 |5 S. ~0 A+ o4 b! SEquity fund
5 r- m3 p, Q3 T3 \) |! z5 gFair market value
# {; j3 ]7 t0 h s3 xFamily RESP! k/ p! q1 H+ ]! E1 F% z
Fixed-Income Securities
2 h' C A- q& MFront-end load
; }( l/ e9 S8 w" |Fundamental analysis( }8 i. W) U' }" @' v" L( w; h
Fund Number) g$ A( k1 l: ] B
Futures, J* w8 g$ ~9 I- K5 R( {
GARP+ T* q& x( ?) u, B6 U" b
Grant Contribution Room; |0 W6 |; a) P. t+ ^" v3 [3 m
Group RESP8 M4 z0 N6 H% g8 Q
Growth funds * F5 @* i+ P, D
Hedge
: q/ z% p% |& s: L; EHRDC
2 V) b- c) K# F3 N! Z4 @Hurdle Rate
7 W0 H" ?/ S# s5 x5 D- u+ w8 lIncome Distribution
# w! r, T: a$ Q3 dIncome funds 2 l! p) C0 Y4 C9 A3 W, X
Index9 c% o: }4 a5 c9 e+ I) G. r
Index fund0 p q* P) R4 ^6 F: `
Inflation
% r0 ~0 H2 y) @( C/ z! x, N- mInformation Ratio
* m' z5 b- X7 d! PInterest
, J4 P$ }8 F+ z/ }7 U, f0 iInternational fund7 O( {5 M% _+ G6 D' U# K
Investment advisor3 I2 h- _* _0 R+ u
Investment Funds Institute of Canada (IFIC) 7 K3 o3 G, K% C, u
Leveraging
8 S8 V7 ^) `1 r9 O8 ^Liquid
1 [$ c) W; F6 O! l5 E3 ^Load
4 }' A# y3 e0 C) L7 aLong Term Bond4 Q Z& w$ j2 o; m* e7 d
Low Load (LL) sales option5 M0 _% F. s. t
Management expense ratio0 B, z! O' t/ N N- f
Management Fee* O: w4 G4 G( R! t- a. Y, B4 [
Market Value of a Mutual Fund
$ L: }7 s3 l. f; k) ^1 MMaturity
! C; B h8 `" l2 f e% s0 mMid-cap
+ S0 P7 O5 B/ A1 U" b' o1 r/ JMoney market fund5 b3 X3 {: W! n
Money Market Instruments3 ^2 P& s" v# t6 y/ {+ r$ A
Moving Averages9 m( v5 \: z; _2 T; o( i
Mutual Fund& r! a9 v% ^2 K; i4 ~! K. K9 T: Y+ k
NASDAQ
, Z; ?, G8 w7 `2 `& k. O: NNAVPU
* e' o" b; ?0 n5 GNet Asset Value: o: u7 w( T( r0 Z' L
No Load
3 E8 _6 w9 n9 A/ X6 A" S+ vOpen-end fund# J1 Z$ [ k) o9 p+ Q0 X, C# F
Options- m! y% p( t" z9 S9 q/ c2 ~4 E
Pension plan, i1 a7 U: q T. R! l8 c2 M. U* h2 y5 Z
Pension adjustment9 ?' ]' n6 g, T
Portfolio
0 U+ T4 ]+ Z2 ^PortfolioPro3 g' O: r! `$ `; ~9 m, h; {0 I' C
Post Secondary Education Payment
. w4 b V* A( w. @% m* l7 ? dPromoter
' u& s: l" U1 t) FPremium9 ?9 j! U% O: u b @( }% n' `
Price-Earnings Ratio1 J" y$ j& d7 Z2 a
Principal
4 F [; e0 @" x1 n( O8 N. AProspectus
7 s& s9 A& w, s' JQuartile Ranking
: f! r( ^/ a, G* P6 U" _$ ZRegistered Education Savings Plan (RESP)7 s: {/ l ^# f5 ~; n
RRIF (Registered Retirement Income Fund)
) k" J- r$ S* b$ K" \) bRRSP (Registered Retirement Savings Plan) 4 @4 [7 ~6 `# C0 F
Recession- T' {+ U" h( y0 z) X
Relative Volatility
/ b2 {2 S; \) ?4 I ZReturn
, A9 m' R. H1 V# n/ `0 q2 gRisk ' Q' `) R9 {1 m; I$ l
Russell 2000 Index ; ~) W T. M$ C2 Z
R-squared/ F: V2 ?4 z9 j+ E" R6 H; }. N4 Y8 I
Sales charge
! _+ `) B# h# r4 r i' i" lSector Fund
9 _6 e6 A, v; |5 k, w4 X BSecurities$ F$ d# \7 c9 t: a
Securities Act" Q7 n5 v& }: s+ j" R
Sharpe Ratio
" Q! i, ]. G; W$ [# G2 MSimplified prospectus
! F# G7 Y d. c( p: l8 ?Sortino Ratio
4 Y5 ?, m1 i: z" o8 g6 sSpecialty fund
& Z; E6 t2 W* XStandard and Poors 500 (S&P 500)
4 J- G) C! r2 I2 p+ G$ L+ P9 wStandard Deviation ' H( r, M& e- R1 E0 n
Subscriber
0 {% s- B# S% @8 A a. y6 VTax credit
5 k% q; _. X8 ~! G5 ~2 D0 H( xTax deduction5 @$ L: G2 U, y: W( R$ d& _. s3 f' j
Top Holdings
$ e4 F( h8 p! A& B; F$ QTop-down investing
2 ~2 M4 h: Q N" ?- c& [Transfer Fee! o$ \, |* [- M" p! R
Treasury bills (T-bills) s/ i" @5 G( U3 Y) a9 i
Trust 7 D- @! T/ i6 Q9 b. m+ ]6 I
Trustee
2 P4 e d! l d3 E& N, n! NTurnover ratio * }, L1 r$ O/ I" N3 c7 r1 @
Unassisted Capital
- ]& F/ w8 w2 c- i" P# ~Underwriter
+ Y+ C4 Z) V8 ?2 f% Q1 CUnit trust+ R3 D9 o2 \9 C( g
Value funds ' q' T( b: Z7 H p f' x
Vesting
2 }* m7 F$ j! h2 \Volatility
' X6 G. [' d* T0 _6 d' XVolume
* s) R% f( t8 U" f0 t* b( ~/ J6 {$ `Warrant3 \; v/ W$ r1 j' S& z7 N
Yield
3 z; D" G7 }% ~$ B! g3 n& f, C3 FYield curve
9 }, h' _. {% UYield to maturity |
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