 鲜花( 0)  鸡蛋( 0)
|
Account Type$ s" x2 z: ^, N! u
Accrued interest |( v# I$ H$ g' [ Y! B
Accumulation ) H, q' i4 n2 l+ p. S9 L S
Accumulation plan
" }" T+ O/ L2 m9 F5 \( vActive management9 N0 a r. d0 I0 O0 k! d
Aggressive growth fund , {% X, K/ C, w; c
Alpha/ x# h; H+ g3 P' @6 |
Amount recognized % d/ m; F# N, T9 Z
Analyst
; M/ O. J2 i' C% H- gAnnual effective yield 3 k' g o+ G. B- {: v
Annual Maximum Payment Amount; r: q- u, N ^/ I1 o6 n
Annual Minimum Payment Amount
) l$ z4 `3 t: {& F- g% _/ _) E" WAnnual report # A( O1 v' Y8 M' t0 C% n0 ~. o& @
Annual Return& R6 L: v$ r7 P6 g& c: c
Annualize
) G9 @1 y @" J* Z8 PAnnuitant # a0 h5 e! h5 w: S& A9 u
Annuity . n- W& D. U* H% ]( U, L8 Q. e
Appreciation4 V$ N. {# g9 q# [
Assets 6 ?- z9 |2 C. {- b
Asset Mix " w, ^, }! \# b( g
Asset allocation 8 T* p+ H H& U, r
Asset allocation fund . c2 Z" J% B5 @
Asset classes 8 }: v+ s- _. P! ?. m$ H
Assisted Capital
% E* w# K6 C# G; M/ FAutomatic Conversion
0 y( i! R( T( u0 i9 OAutomatic reinvestment
& F4 j8 `8 u3 k4 SAverage Annual Compound Rate of Return 9 h( h/ D( D) ~, N
Average Cost per Unit/Share+ G. f& J b" ]7 Y5 H
Average maturity+ }9 P$ n5 d0 F6 @; S' j
Back-end load 7 X* A+ S O- n* H
Balanced fund 2 O) m) e7 p' x3 |
Balance sheet " t- f1 B3 h9 x3 F8 i1 |/ b
Bank rate/ P& [( A; _9 F8 c- ?; r t
Basis Point ; a* g- t! g. [8 Y+ l9 ]$ U
Bear market5 W) @3 ^, V- v' x
Beneficiary ; O) O' j/ \7 }
Beta
7 ~, p( j. {# l- ]+ lBlue Chip
/ ^7 g: R# J) p, X/ vBond
/ Q2 `' Q6 `4 h- }4 RBond fund
1 m$ c$ c; Y" X C* nBook value
, ^% {7 h# \% S+ GBottom-up investing * t% O7 B' v( ~+ k
Broker; P4 Y, ^ C6 @/ R. w; x7 L D
Bull market
2 I, h( c+ U6 k; n* ZCapital
( B" o. M2 z/ rCapital Gains
/ C! N- p2 f7 c& r' K& ACapital loss 5 r: z$ b. |: n
Closed-end fund 1 k7 b8 o3 Z9 r F
Compounding
6 R8 v: `+ m7 A( I( l7 QCurrency Risk 3 D! }& r0 r+ m0 {, _4 S7 { o
Current yield 3 h6 m" q4 l& a3 y6 w- P' T$ m1 [
Custodian
; ]) Q# h3 R. `- O/ CDebenture
. X1 d6 }) q& U% I, G2 E- ^! uDebt% u6 \5 q* L% h" Y; i9 _3 I* ^) U! R
Deferral
|* X4 d7 v% O u" N/ `Defined benefit pension plan
+ Y( S& f4 a! p' EDefined contribution pension plan
2 k. U% s6 d3 m. H# a- ZDiscount. Q: i' _1 f( J* Y+ V
Discounted Pricing for Large Accounts
, D( w6 _9 p, k+ C$ P2 g7 S$ bDistribution History
, k2 H8 [ S9 Z }& ODistributions
: b& G y; ]& m$ ?4 nDiversification
: U- A8 f& w6 Y# Q/ i3 k3 W, fDividend
7 e& v5 f( r! wDividend fund
T, k1 Y0 V$ l8 X" MDividend tax credit1 L- O# Y G- R4 @+ \: I
Dollar-cost averaging
( ]6 H8 W8 U* S. O5 I7 IDow Jones Industrial Average (DJIA)
! Y! G5 M- ^/ _. {$ XDownside Volatility
6 I, W4 i* ~2 dDPSP (Deferred Profit Sharing Plan)# W! {4 B1 l$ }# }3 c2 D9 S( J: w
Earnings estimates
6 D/ j" W3 B4 o% nEarnings Per Share+ j+ n1 V" T% W. [7 f$ z$ m f
Earnings statement% S( L4 T* H! R5 o
Educational Assistance Payment (EAP)
7 a3 Q2 w: B0 z# B f) O5 iEducation Savings Plan; K8 ~: z. a8 J3 ^
Emerging Markets
) Z0 b" X* x% x& y3 a. b' @3 H( |( j; cEquities (Stocks)
) j* Q) [. [. U/ Q* C2 kEquity fund) L6 p! d# q; P* Z9 x
Fair market value& R2 {2 W/ v; O8 I
Family RESP
; }( X$ Z2 w* s/ O2 U, d/ rFixed-Income Securities1 j5 ]/ B& n$ T
Front-end load
y4 ~) T" t# b- v0 ZFundamental analysis* |. ?- a e& g
Fund Number
6 r# i& m- Y8 v4 Z5 R& yFutures3 n2 D% a( G% P& n* p% R- B! ^
GARP
* x6 }2 \3 U' k7 `- V3 j7 N" FGrant Contribution Room
# e' h" s3 _; }) L& q& ` C" P: K; SGroup RESP
) }+ r1 v+ y6 S$ P lGrowth funds * l3 l) f! b7 ~: T0 z
Hedge, g F( _* z! M1 P( T6 d
HRDC
) ^7 e" F' [% r* C' n4 ~Hurdle Rate
, Z2 M- g* P( f+ U+ U% _, F& _Income Distribution0 ^, C7 t: o8 w. F2 a; s, x1 m8 \
Income funds
. i; Z) o2 G6 A' ~Index) _: G. t' A; L9 [! s& `
Index fund( O0 y2 A) h5 }: W5 q
Inflation * k$ V# C1 n' w3 Z h! }; r
Information Ratio
* R5 M0 Y$ \) y1 [* ]Interest / p4 U l% y) |- C$ Z1 D" Q
International fund
4 N3 O& f$ p/ d2 n) BInvestment advisor' y1 l e3 y, [ w. e1 q7 `
Investment Funds Institute of Canada (IFIC) ( x d: k9 Q3 `- A" a9 ?
Leveraging
0 s3 L0 b7 U1 F8 j. p* ]Liquid 4 B9 C' Z r) `# p' f9 Z
Load 2 ?, C: |4 Q0 Z; n
Long Term Bond
: j/ T6 U$ z: X, ~1 U) Y* ELow Load (LL) sales option( Z3 H: `( L$ H h% b3 v6 q
Management expense ratio5 g Y* f( h: ~
Management Fee
& m N" B7 i: iMarket Value of a Mutual Fund
4 h; T6 G6 @1 M3 {Maturity7 n0 h( G. o( I
Mid-cap
4 w% o7 [: b/ AMoney market fund8 M: M: [# p c) l. q8 q% `$ m4 Y
Money Market Instruments
6 z) G+ j' l5 b. R0 }Moving Averages
0 e6 Y* ]; \2 L" n( zMutual Fund, g$ m4 b* B. I: t. [
NASDAQ
2 f( B% B0 U- F" w9 ]NAVPU4 }; B, s+ x0 y
Net Asset Value
: [4 B3 e8 p) Y$ O/ v) h% XNo Load. j/ z8 k( b1 {# U, a* x
Open-end fund: ~) Q Z" H: V* i! r U: i
Options
7 B0 W7 L( G! yPension plan
4 ^# T6 @- K9 s) Q# WPension adjustment, b/ j; D7 j1 j3 R
Portfolio+ W4 p; i# a; g+ p |/ U4 C/ J
PortfolioPro" Z( C4 F. q0 T& Z7 U
Post Secondary Education Payment
, @9 V3 B& ~9 c9 G. v# e9 v# @Promoter
7 I+ `' ?3 s& ]3 B5 K' j% n& T% v4 EPremium# ?9 H' \2 y2 W) L ?: ~% X3 \3 U
Price-Earnings Ratio
' w. n$ u% _5 r" \/ s( ^: ]2 YPrincipal- H R9 k2 G) b: C& B2 P
Prospectus8 @/ v6 e) V; |3 I9 g
Quartile Ranking' H3 t' t- o4 q
Registered Education Savings Plan (RESP)- t+ U5 f( ?; h& T$ q$ Y1 _6 p
RRIF (Registered Retirement Income Fund)
' y8 t8 a \. W! w4 Q7 ]" TRRSP (Registered Retirement Savings Plan) ( |9 R9 r6 _. L8 y
Recession
- M- O' M2 d$ A, pRelative Volatility
* K9 n5 w9 _' }6 rReturn- `9 W7 B; k/ p
Risk
6 l w* X! E1 j# jRussell 2000 Index
- @: B b$ K1 c0 E: gR-squared
0 x; S* x# K- d) G5 y1 CSales charge
6 }, U6 Z& N, q0 N3 I3 Y" sSector Fund
^( g2 y$ S: q6 Z4 A" XSecurities
, V" d4 x/ `+ e& W, n+ KSecurities Act1 U, l6 i' S& D! L3 O: \
Sharpe Ratio5 `9 O! [* k; }3 U( ]% H1 ]
Simplified prospectus. i% Y& ~" s5 M3 ]3 P: w) a7 w
Sortino Ratio
* @; P9 n' G! x4 ^2 @; r; @* }0 jSpecialty fund: j2 s6 j% x; R# G
Standard and Poors 500 (S&P 500)
- x3 z# @4 Z+ L2 G# n% |2 [Standard Deviation ; M5 j9 D$ U* f, j! H( F6 A7 @
Subscriber1 j( J0 `% X5 C d3 G
Tax credit
& q! K" y# N7 ^Tax deduction& K; ]% R; b# M" d9 D
Top Holdings, B6 `9 C6 W6 G( u1 N
Top-down investing0 {3 ]0 j' a3 T; x* w! T
Transfer Fee
! R, s4 O8 r; R1 q$ ~, ZTreasury bills (T-bills) : ^6 P; ^+ \3 b/ I8 {
Trust * S" v+ U. I# o' \0 e
Trustee6 n& P9 @9 P9 E& E( L0 t2 D
Turnover ratio
' P% u0 A* k* I+ @' a# f k# @Unassisted Capital
2 `: G0 l( ~! N: v% bUnderwriter/ h% e6 V; M L0 |- z
Unit trust8 j7 C9 c0 v F- `, W8 O
Value funds + `! l" z) M0 X4 n M6 u7 p
Vesting
3 l+ y/ w0 n# d/ F8 w: B) Q9 dVolatility
# U) r% }+ q/ \Volume 6 {$ d# f I% a) ^$ h/ c. U- s
Warrant
7 U' l' f1 V; D j6 ]1 P; ^Yield
) ?# V& d+ [3 s1 [Yield curve
- Y9 t" E" p9 [* \4 f {+ j& \Yield to maturity |
|