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Account Type& a( h0 F5 F w- O8 U5 ~' Z5 l" @
Accrued interest
5 M- ~4 ^* ]3 j: G2 D+ r, jAccumulation
" a% v7 k7 c1 |& S$ f; z" VAccumulation plan
; a6 g3 s8 D, k4 l# \0 zActive management4 J, n6 `+ g9 D" M
Aggressive growth fund
3 h5 Z5 `! f9 E* H/ F0 T. mAlpha
% W% P! r% q2 |5 ], T9 M: |Amount recognized
3 @5 I8 ~. T. I! {( M" ?0 BAnalyst
4 e, S% X2 e: |Annual effective yield
, K/ ]1 b/ [7 z) j, C6 o9 f. WAnnual Maximum Payment Amount
4 d6 V# k% f. {# s$ `/ C0 T9 j9 ?Annual Minimum Payment Amount + Q7 r: E8 t! F3 S
Annual report ; l/ E9 y. M' j6 ]
Annual Return: C" F. Y* X ?5 W( {' V7 t" T
Annualize * z5 j) ]- V! Z) p
Annuitant y0 Q# V* E: G* f% B
Annuity
% w6 f- }2 g0 |! WAppreciation4 y/ `2 ^$ q& q, |/ A' f
Assets
) U C, y4 T5 \, S3 zAsset Mix ( f1 C: R$ w9 c6 I- \: G
Asset allocation
! ?' w9 V* e9 ~: p) [) W# S XAsset allocation fund * n, Y% ]& ]3 B( [" K7 r
Asset classes : ?* s4 k, e5 M! M
Assisted Capital $ {" i0 n( ]) P$ \
Automatic Conversion # Q) U, U! D, y5 E. u" P! u
Automatic reinvestment
2 [% }$ @. r& W$ k6 p1 qAverage Annual Compound Rate of Return
3 N% a6 T2 X7 }: U( L, u6 \5 X5 ?; vAverage Cost per Unit/Share: Z/ |4 D6 p8 s: M `5 _
Average maturity3 Q/ T# W5 c7 f G9 N$ R
Back-end load
, m+ j [4 m" z1 Z# n* jBalanced fund 2 Q2 X2 a i2 `0 }& x. h& S- W
Balance sheet $ _; W; M( v, X% A
Bank rate
, p( o8 N9 s9 l yBasis Point " L" T. y" W: _
Bear market4 @2 B) [2 j! k, g
Beneficiary
5 h* _1 B7 t* ]% @Beta
. f8 K; ]5 H- c" T6 f0 M0 q. SBlue Chip
8 ]% s# u+ n6 lBond ( M9 J9 Y H- B
Bond fund
8 h. F3 w+ ~5 O' P; m" fBook value ! N% a0 k' V- \+ j. ^1 N
Bottom-up investing ( w' D/ T2 G4 [/ b
Broker7 J' z+ c* e5 U `. I
Bull market
3 u3 B& P3 x& x( `9 D7 n1 [" ]3 _Capital 2 }, z" \5 H- A7 l( K/ h' Z$ H. @4 n
Capital Gains
, X& e; W( _) `. A8 ZCapital loss
, p' E [. q# y/ ~Closed-end fund
4 `3 J- K: @8 B6 PCompounding
, P! O6 @! b$ O$ A4 B; xCurrency Risk
) l/ a) `" C. eCurrent yield
c# d. r6 P! H8 vCustodian
; w7 [! d5 G8 H+ C. V! TDebenture' Y8 Y! ^3 w$ r
Debt
`& d! N) x+ X |* _: p CDeferral) V6 H6 t! y/ v6 n
Defined benefit pension plan
. B2 S5 Z% O% t, z. \# q8 f* W! KDefined contribution pension plan
* t+ O' ? }- k( UDiscount
( \0 i8 H/ w+ H% bDiscounted Pricing for Large Accounts5 n+ a' c1 u0 m2 ~. y9 k7 X- l7 |3 E
Distribution History
; \& H8 r1 s7 L( ^( S# j) b7 _Distributions0 E6 y4 v# G C; V8 h( m$ `5 V# V
Diversification! q" m- G2 h1 w) B$ I/ J0 F
Dividend) |4 j" I; a! j5 V
Dividend fund
. \1 w5 j' C' {. `* f" mDividend tax credit
" y o" U$ L: V6 v8 q0 O t% YDollar-cost averaging
: y$ z0 u0 `4 \4 kDow Jones Industrial Average (DJIA)
9 ], f+ u: J4 I# KDownside Volatility! r3 j# s' Y' j; R' O8 c1 X
DPSP (Deferred Profit Sharing Plan)/ e" c/ J4 ]4 @# ^3 v1 @
Earnings estimates
" N4 g8 N# j6 ]0 n! N o) x! kEarnings Per Share. O, t) j5 t/ l/ e/ J! M. U
Earnings statement6 R y& T" b! ^$ T" t4 Q; Q, G
Educational Assistance Payment (EAP)
5 D& }! B6 {0 g6 r1 tEducation Savings Plan3 P$ Q. y. v% S; ^! P8 S: m7 m9 }
Emerging Markets
# k6 V% V0 y3 {. M3 d) \Equities (Stocks)
* ~8 p0 V' m0 l) dEquity fund& e! @! A7 Y" Q! B4 I
Fair market value
4 e: ?, N' k' s8 w) d8 ^) y7 GFamily RESP
0 ]2 R! C4 L! W( S. QFixed-Income Securities
$ _; A3 j9 ]& s5 s8 ZFront-end load
- Q3 x& r# E* Q ~! l6 ^+ @Fundamental analysis
8 z) `+ J* H8 B5 a4 { k- YFund Number# X5 W; T9 C0 J3 E# l. \* |
Futures
9 s! l1 m5 ]2 t. W/ k8 k- OGARP
/ y9 g& Y6 D2 v! L4 O* ^Grant Contribution Room/ f) i3 c4 l: u3 M$ R
Group RESP1 A, R) P: \4 c0 c2 t; p, d8 r
Growth funds
4 d3 d5 g2 C7 x/ ]Hedge
; Y" v7 e0 P( N" v- }" J8 L/ EHRDC
' i0 d' }1 X- a1 K9 ?9 I5 P6 Y$ ?Hurdle Rate
5 ^$ F! f- ^( a! F/ m$ VIncome Distribution
/ J3 a4 A8 X! a- g+ zIncome funds
8 ~# D+ o9 r2 O) g% p2 BIndex
& Q: q& Q# P* ?9 N& ~Index fund! ~& v$ B8 H) n0 v- `
Inflation ) l, f- J4 E/ G( ]% i$ R+ h) F
Information Ratio
! i: p# y, f1 D# e' }* |7 W) x& IInterest
0 i6 J, `) h, u4 gInternational fund
9 H- {( J. z7 S# g/ dInvestment advisor
1 {; H# Y( s4 q. b" w( `Investment Funds Institute of Canada (IFIC)
8 k! i# x: W/ }) j) N5 [2 L8 f* {3 ?Leveraging
+ A4 j* Z2 V& s" k6 [9 E: g8 o& ALiquid 7 [ q/ l& H8 b: ?& Y
Load
, [2 K) _+ h4 o' OLong Term Bond( R9 d9 ^1 v% d! @* h+ P
Low Load (LL) sales option6 B+ V! E4 Y! w& e7 w
Management expense ratio4 V( l: S4 ~- _% I& o
Management Fee
9 X0 f0 [3 O, SMarket Value of a Mutual Fund
# l3 w9 K! z3 t/ BMaturity
( j* Z1 w, r8 U/ J. g3 V* x! C: FMid-cap1 J) b2 C# e& C+ ]4 F$ l+ W
Money market fund
5 ?" u. F9 Q' N+ O6 h+ KMoney Market Instruments
8 ^$ p0 d1 r0 T$ ?& V3 S+ P2 C6 v$ UMoving Averages- v1 f, d/ s' R. M# J8 L( V, e
Mutual Fund
! O( f: [$ `. p6 s$ `& t# J, v; ENASDAQ
A' y" u2 q, J- C3 sNAVPU1 _: {$ c+ b* K
Net Asset Value! S0 P' d9 ^& e6 O! i2 [9 l- c
No Load$ g6 p4 ~! P& T i! \, U% G& a* \
Open-end fund9 {& A7 i8 N$ ?$ g3 w9 u
Options
& g( ^8 \- B% Z& x- T! s* F6 qPension plan+ ^) g- r! R$ A
Pension adjustment1 n8 u, E$ s7 U. D. }
Portfolio8 S1 x" E ?2 h) V0 Z/ q/ r8 }+ P
PortfolioPro; {% o1 ?3 U/ y! M9 O# E
Post Secondary Education Payment
7 a% m" `; g( x3 G6 a$ W2 FPromoter
! s( }6 g& G- wPremium0 \. h [! S0 e. ~
Price-Earnings Ratio
, F% K+ f5 r/ B @Principal, Z& U' K6 X) ^/ B
Prospectus$ R% S- P9 ^0 E6 A/ g
Quartile Ranking" s+ r0 W% M5 y. c# _) @
Registered Education Savings Plan (RESP)
" b+ s/ b& r5 E) i+ D& O# ^% HRRIF (Registered Retirement Income Fund) 6 @& c- p# t8 u+ {% u+ b) l( j
RRSP (Registered Retirement Savings Plan)
" P( l. j0 ?) ]4 b" S" zRecession2 u0 o9 u$ W& Q! x- U
Relative Volatility! |* @% b4 F* \! U+ @) [" E- Z: s
Return
- ~+ v& P6 g( `' k U% hRisk
: c+ A5 y! v' S! u0 o6 sRussell 2000 Index
! b' p2 x1 G3 K3 h4 |R-squared1 f8 `$ V" W0 z' W' s: R: E
Sales charge6 z5 c: i7 t3 ]8 j! k
Sector Fund
- B' T! \9 ?3 `( W8 F, h4 RSecurities4 O6 ]7 m5 [8 ^- w7 P
Securities Act
5 B( J3 N z* K e" c$ ?& L3 e. N$ cSharpe Ratio& ~# y. J' U$ b4 w
Simplified prospectus4 F3 L% H" L1 c. }: g3 D& P) ~
Sortino Ratio
1 A! y' r. y7 u3 ?Specialty fund; F! R3 j* S9 C1 }0 b0 O7 d
Standard and Poors 500 (S&P 500)
- G. `4 W7 b6 B# c9 ]7 e: E5 ?8 Y( vStandard Deviation
w) c1 W. L# ~9 `. qSubscriber
% ?; d4 g" F' ?. _( ]$ jTax credit, N( L; O" d1 H( @4 y
Tax deduction5 U C5 o/ _9 b1 X
Top Holdings
. ~- o8 C# B5 w: VTop-down investing6 n6 h/ n0 E- r9 a+ j& h; v
Transfer Fee
. e2 i0 m3 P6 _. O& a9 _Treasury bills (T-bills)
! q( Q% [2 J1 [5 _: UTrust
+ ^' w( _' N( T4 XTrustee& ~+ H' [2 n' A& n: ~7 j, ^& a
Turnover ratio
3 G' `/ T; q. o# [& H- lUnassisted Capital# e4 ]2 J$ u* S9 ]8 O& S
Underwriter% a* S! |! w. ?" K
Unit trust( }/ D3 N8 N3 o7 k2 c
Value funds
7 n% z- g, R( V/ rVesting8 M/ J5 R6 Q8 c; D0 p Q! f* I
Volatility
8 w$ K: B$ A/ @Volume ' |/ g1 x* ]4 e
Warrant
/ i% F" l2 g1 R" q6 G/ t4 S* w$ S dYield- r1 N5 ]3 P6 f; F7 c4 L) ]' ~' L
Yield curve# h" P2 w/ q; E$ I* }1 ]( X) ]# `
Yield to maturity |
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