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Account Type
" n7 m2 J" ?1 d2 o& ~Accrued interest
; j: V: J) l/ S- {4 O! h) U+ mAccumulation
- ~5 l9 ]6 L4 m- w' }- k7 wAccumulation plan# E; d- j8 U8 i& @3 A2 k8 Q2 K& @4 ~
Active management3 s: n! N% o6 z! r Y6 Z4 O! x
Aggressive growth fund 4 O. [' F7 U* |
Alpha
, w5 N; s$ R' V1 B6 i* T5 s# VAmount recognized
' Q7 Z9 t( V% d. @2 T4 _: W$ |$ Q EAnalyst ' E: [) P/ v2 `7 {" V% ?' ^2 T8 z$ K
Annual effective yield
" F3 E' Y, R0 [5 H2 ~$ \Annual Maximum Payment Amount- S( U1 m/ g! V
Annual Minimum Payment Amount
; Q6 \/ S* u3 h! [Annual report
/ ^ f% c7 {; w' y/ Q) w9 aAnnual Return- ?# Z" n9 \. \" K2 B
Annualize / S% M! Z2 _+ L4 O
Annuitant
' U5 r( l2 g" V7 I5 }5 i9 zAnnuity
3 {' r& l, v4 M. ^6 d! Y& NAppreciation/ v2 z( q% R2 f
Assets . B/ |7 Y' J3 O. d
Asset Mix # `; e: m: Q! F. ~+ Y: j; w5 V$ ~
Asset allocation ; G* R3 T. i9 d6 U
Asset allocation fund
0 n2 |+ e, E. i' u$ P! HAsset classes : ~2 a" m. u- Q/ n1 k# k
Assisted Capital
) K: B* P* Q: U5 I2 L( F. i3 C8 ]Automatic Conversion + h2 h+ J: W- m' j* G1 ]
Automatic reinvestment
T! K, c3 v$ K0 K5 mAverage Annual Compound Rate of Return 7 o, o1 ~2 D) [1 S) E! G/ Z
Average Cost per Unit/Share
( G: V/ c6 n: T, u! T7 C8 sAverage maturity
3 K2 I5 ^! V1 p& x" {/ P* }Back-end load
( t2 B$ w$ ~( T t! m" a5 MBalanced fund 2 i% q) X( F- K, B8 T
Balance sheet
* b1 s% @+ u& Y9 j' ABank rate- T- V6 b4 y4 N9 r' I8 K' _
Basis Point
( P7 ]0 s; X$ [. vBear market
, B4 l y* u' m& \6 L6 ]+ k; PBeneficiary
4 G. }% t, G# t) VBeta+ A6 b6 Z, K% m$ X- ?' R! b
Blue Chip 4 o: _9 P" Z5 k' Q4 ]
Bond
4 T8 C$ M& g z1 O$ `. S/ `Bond fund 0 h, P' h+ W+ Q# V! P0 a! G2 h
Book value , x% F b# A1 L2 q. m2 Z
Bottom-up investing ! f+ D5 p! X; I, H/ w/ d8 b' N
Broker
# i4 X0 g( ~ KBull market
. t3 d- C9 m2 d7 J: `Capital
0 Q% H0 {% b, F9 ACapital Gains
# `. B3 f4 X" Y2 @! mCapital loss
9 a" a1 A2 x z0 G J, y" BClosed-end fund & g0 {5 W b5 X+ L( ~
Compounding - N3 k4 p t# ~' [0 d
Currency Risk
$ R: E5 U- j+ }' X, y" M- u% aCurrent yield 2 o, n5 R! Y# ?4 W0 O5 w+ X
Custodian
: h% R9 i9 g# Y) G; O& CDebenture. Z* R, U7 O, r a" j6 l# i
Debt
- r H2 X, J+ B8 H5 u# U ?& fDeferral' p& ^# N$ N4 { d/ D: M( m5 M
Defined benefit pension plan! p/ S9 a" d8 m* P5 q D# x$ n
Defined contribution pension plan! l3 P) |% v: m% M' F; i
Discount
& { x% `8 Q% L; vDiscounted Pricing for Large Accounts' i; M$ M1 e1 U; @ L. r
Distribution History
% f/ i! M8 T, B n6 b7 ^+ q# qDistributions8 y6 X! M( m5 R, {4 X
Diversification& ~1 V# q; _ j' @$ K0 _2 s% V1 f4 I
Dividend
9 l) Q# |0 I) o3 G" u" t4 aDividend fund
( [! B, K% l {- v; UDividend tax credit
2 A* l4 V6 @7 U3 ~Dollar-cost averaging, {" S& b, Z8 R1 h% Z& h% U
Dow Jones Industrial Average (DJIA)( f( l+ k+ h* i( _4 a$ F2 F0 @! `
Downside Volatility
( r; e4 F9 t& r: n; E5 FDPSP (Deferred Profit Sharing Plan)/ a m, `. v& E
Earnings estimates8 i. ?7 A. l4 k
Earnings Per Share
9 b& c6 M0 Q: \: F8 j2 bEarnings statement+ X- }% s) r5 j8 n
Educational Assistance Payment (EAP)
/ [* R- X; l& j$ Y2 h3 v5 C* XEducation Savings Plan1 U, n4 M. K D$ A! L
Emerging Markets, k/ q( z0 |) k3 s5 p
Equities (Stocks) 3 C+ R# w$ R5 e1 u2 f
Equity fund, ^4 g! p1 |$ `( B
Fair market value2 N* C" b% A% ~
Family RESP" z) k6 m2 r' Y+ }
Fixed-Income Securities
; h/ Q9 N+ p( I- ]1 v* AFront-end load
7 G( U X3 ~" iFundamental analysis
# L; |9 ~$ { U( L# u6 _8 _Fund Number
0 B* ~# b# o, n/ A) W. pFutures6 ?1 _; [/ ?' L: }3 K7 H! D5 ~% s
GARP3 t2 e {0 w$ z# V) b) _
Grant Contribution Room
: U8 Y7 X$ A" a7 k) _2 YGroup RESP* D( v" p8 A3 b: r2 ?
Growth funds $ E! ^+ S1 N7 ]8 p% H
Hedge7 O( Q' b2 o( H S8 ^
HRDC/ D) p6 y3 ^+ l- ]" d
Hurdle Rate
0 s0 d# g3 V0 k6 Z+ t; AIncome Distribution
# `3 k1 p+ H9 ZIncome funds 8 C. U3 A2 _6 K4 {1 m0 ^
Index
- i2 X1 ~7 b, I1 z( CIndex fund7 _# H% }! J) Z( x L0 O
Inflation , T+ {( }: |: B. \5 L. P' b( p: g
Information Ratio 0 X: s" C( C: a( ^, U8 d; E
Interest 9 }# R- ^6 c# B: t" J7 w* [
International fund
' C6 l8 \& K ? C) `" hInvestment advisor
; u. C' e+ j+ rInvestment Funds Institute of Canada (IFIC) + y& m, S0 K/ C; A% d0 ?
Leveraging
& h1 E( F1 C3 x! {# e" d* z9 s% ELiquid
/ m0 c# z7 y3 q( t1 Y2 zLoad
6 b: a0 J2 E/ E3 ?2 jLong Term Bond
+ q2 P, _/ [8 V4 t* u DLow Load (LL) sales option M+ C7 g+ ]6 d% V# T
Management expense ratio
% ?, }8 N% h( M$ b$ |! eManagement Fee G* M( j2 A a! t9 y
Market Value of a Mutual Fund$ t" V, J! Y' p0 R9 T/ V
Maturity/ [* q+ o* u1 Y8 Z: z3 Q! N* A
Mid-cap1 K+ V0 z. y4 b1 m' C- @$ O e
Money market fund, u& T \3 }( a. R/ X
Money Market Instruments
/ L, L: O* f4 g1 J* oMoving Averages
4 p; K5 v5 t) y# |Mutual Fund2 j$ S! |7 S/ y1 a1 d; R. r- W
NASDAQ7 D8 H" c+ R, w
NAVPU. m+ T+ X# D5 I
Net Asset Value
, W6 O1 A- ] H6 d* SNo Load
& U% N0 v5 A* I/ QOpen-end fund
/ N# g7 D1 L" V2 HOptions
$ c3 m( X6 o7 z( D6 J4 [Pension plan
+ `$ S& x% T* h7 S% `: Y, {Pension adjustment
+ C" U4 l2 V. S, a" Z1 [Portfolio1 f" i) l# q5 T% O/ f# V f6 `
PortfolioPro
0 Y) U8 T E; X8 \Post Secondary Education Payment: F: Z! u6 C# F) v N2 W; f" A1 J
Promoter5 @5 b3 r# d j& A
Premium
. G [( I1 M' { p' p6 C* ~/ TPrice-Earnings Ratio; {4 f8 ~$ H; L, m0 ?; L( V( f
Principal# y5 \5 q8 E" }& F( i8 z, }( h d
Prospectus
' ?! {9 m- k7 t; Z- [% t. M- HQuartile Ranking
6 t# s. f/ D, }5 H* y1 SRegistered Education Savings Plan (RESP)6 k+ l' b$ o9 `+ H$ U
RRIF (Registered Retirement Income Fund) * o8 h3 O& F( c& t0 d* ~
RRSP (Registered Retirement Savings Plan) \" [( X' n9 z" a& f+ ]4 r! w8 m. ^
Recession m9 d/ M7 r, z3 i' ]
Relative Volatility
: ^+ ^0 E1 w& ^2 L: MReturn1 g" S* s( ^# [4 o; v
Risk 7 O( h2 p9 S0 c1 \* E- K" Q+ q
Russell 2000 Index 1 u) N1 r: M) M) i0 l" H/ h$ r" O% m
R-squared" `! z0 n9 E/ W' ]' b6 Y, j
Sales charge' N2 H+ G. X* P4 K
Sector Fund " b9 m' d; b; a8 |8 W
Securities
4 O% m$ c Z& {; `; q) i9 bSecurities Act3 ~' m- G: d& H$ W+ J: P
Sharpe Ratio
& z/ z8 b# H* j* m; y9 QSimplified prospectus
7 z; }. l/ f) A6 Z/ y' ]% b. q5 ~Sortino Ratio
0 {( M$ s. j# a7 [( f+ g" pSpecialty fund
6 Q" D/ E* {! F* ?& `1 i% xStandard and Poors 500 (S&P 500)" a6 v) {% k% q$ J
Standard Deviation
# k4 L. t7 h% B. n$ u3 s/ ^. M" r, jSubscriber
% w6 Y% r* R4 w3 iTax credit2 m- r) W5 U u! z
Tax deduction
1 N! k' O: B P% T7 QTop Holdings% M1 }6 V/ r4 r' J6 r0 Z' X
Top-down investing5 P5 I& N. p6 R2 G
Transfer Fee
7 B* K- ] n" m: O8 O6 [+ Q+ O4 RTreasury bills (T-bills) 9 c) N0 S l) W$ h3 ~0 v
Trust
d7 z: A, E$ }Trustee3 {1 }6 F2 k. w7 o3 k
Turnover ratio + W' ]2 R& ~ B+ {5 |- ?
Unassisted Capital8 J4 ]1 T! a$ M' ?; @+ E
Underwriter
; \* E% F; J7 BUnit trust& C, c( v( ~" y- f H. h+ ?1 U
Value funds
$ H9 ]8 a5 @- \4 l9 P, b4 b8 sVesting
* A2 }: }* {: W( CVolatility0 ~! d; \! q! P
Volume
A) L* x* ^5 w/ YWarrant" R8 \8 c& r& }
Yield
& }: v1 N3 ^6 N" }Yield curve
N! H* q+ U6 ^0 a+ KYield to maturity |
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