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Account Type
1 q. ]9 S8 s" M5 y* e8 }Accrued interest
. T" b. W! @, c9 Y# e( v# T [Accumulation
9 H% a6 l2 ^. kAccumulation plan
/ l& B5 |# P) v3 P/ D# MActive management7 n- ~9 F1 f% \5 M1 b
Aggressive growth fund 5 Z2 x' X9 ?1 v- X1 Y0 Z# J$ X
Alpha
' b& u9 P A- @Amount recognized
; o/ b0 x8 {" {% l/ w& A+ U8 lAnalyst
( ]- {9 ^! _2 F, k2 sAnnual effective yield 1 d( t h& [% O9 U+ o* h' q) Y- O
Annual Maximum Payment Amount! I; f! r2 p2 m9 G. M! i# ?
Annual Minimum Payment Amount
[8 W! ~( \) b8 p+ bAnnual report . \( T6 I2 Z, Y) g: d- ~& s1 v- i8 V
Annual Return6 y& C& r5 G& ~" k% m% N
Annualize
( H" U0 y# o* c3 IAnnuitant * \% V) q k9 X4 y
Annuity
/ K+ m& f0 \. I1 C& T$ h0 e! G' RAppreciation9 N7 d" \5 T6 I
Assets
' M. ~8 t6 e. Z5 q/ @, R+ RAsset Mix
- B M7 L. h8 M8 _" d. X2 oAsset allocation
% r1 R S6 z/ u" @4 O' [+ b+ C/ |Asset allocation fund 5 u2 S. f4 F% `! f; G
Asset classes : N! [7 a) R3 p5 s
Assisted Capital 0 p! \, y' a1 N/ E$ f' f% `6 E
Automatic Conversion
' S$ e: i% D. d* l1 W- wAutomatic reinvestment
8 G0 E O2 `" n8 XAverage Annual Compound Rate of Return " Q1 I. ]. ~) K( ?. B
Average Cost per Unit/Share
# J) a7 J* [) D5 o0 N4 YAverage maturity3 d/ n4 N- H& ^; U9 a
Back-end load
! X8 [( R9 C* `5 b/ wBalanced fund
3 n% h( S6 o2 ?2 t1 ^% U6 zBalance sheet
, r7 k! s4 ~7 i8 s* rBank rate* H3 v0 }' N8 S0 _# ^# m
Basis Point 6 Q, b) x& N+ m5 [
Bear market9 C* n' v9 ~7 R: k# O
Beneficiary ; p5 T( C, x& O
Beta
' a" C' b8 `; c5 gBlue Chip
, k+ Z; o" Q, W2 |Bond
! u, k1 s o9 f8 \% N- \Bond fund % m( }& v% Z* S n, d; x5 W$ j" j
Book value 0 U0 j' O8 G6 N6 a9 k
Bottom-up investing & m1 P; S! f& A* S. ]: l
Broker# Y% v4 G- ]% w% D0 L, O
Bull market8 N1 g1 L+ _1 d2 \. W8 d0 y! `* M0 ]
Capital
+ r7 {& i' U) r" }/ g0 yCapital Gains9 \ W: q) Q9 L8 f& X# _: w+ f, T8 @
Capital loss ' w; u8 x7 Z8 O% {
Closed-end fund % e. z, t& n- Y9 t1 F& B
Compounding
' D: q! Z5 w) ~$ s; \( p5 yCurrency Risk
) ^' B3 j7 U' i2 K5 L* H3 X7 e( dCurrent yield
7 i9 H t4 H1 v$ v7 A4 KCustodian + J. e$ ?2 t6 V2 [" N1 a# w6 ~
Debenture' R7 Q- D- M, K: \! _* x
Debt4 {% U8 q# k6 _ g$ e2 M
Deferral6 M' U* w! I1 `7 v6 Z* O
Defined benefit pension plan: c: }$ Y2 ?1 n' q
Defined contribution pension plan
: J9 a! ~4 k3 X1 EDiscount
* R) g9 o: E: b$ ZDiscounted Pricing for Large Accounts
5 j3 Z4 B3 U4 n [Distribution History
+ R* N" l' _# X: g: K7 J. UDistributions( Q1 m. F8 [! y# Z' x
Diversification5 d: o6 _1 {) v6 ~% R K8 g2 ^
Dividend7 c1 h6 A/ O" m
Dividend fund
6 N: {1 Q; ^6 {8 @- m1 UDividend tax credit
; h2 H) z, b+ s( A$ y$ {2 SDollar-cost averaging/ {5 O- W3 F- e# X# Y& D
Dow Jones Industrial Average (DJIA)
3 H* A, b$ c0 ^% fDownside Volatility' B& A0 g9 z$ Z$ W T+ u* X' i
DPSP (Deferred Profit Sharing Plan), Z" Z0 |+ Q P! ?
Earnings estimates
5 z9 f& c+ W3 G5 n- XEarnings Per Share
' h. {8 [" L+ d! A7 lEarnings statement. n7 q& ~8 b1 e! n% m
Educational Assistance Payment (EAP)- l5 `8 V1 `! a W. J8 [* A
Education Savings Plan$ U6 ]2 w7 u- k- i4 `; G
Emerging Markets/ Q4 o( H+ S# Y% O4 L% \
Equities (Stocks) ! l: R" O" |. V- c9 _( Z2 m0 p. W' y& m
Equity fund
8 a+ P) u9 H7 JFair market value
! }( `# E2 B# k) }! r# mFamily RESP
: E' s! F0 D/ S& qFixed-Income Securities2 ^2 d1 c4 Y8 D/ L5 d
Front-end load; } b0 j! v3 D6 l f+ _5 L
Fundamental analysis/ k4 k8 p- c! d7 b( I3 [% u
Fund Number( u4 i# d2 ]- y! Q; K/ _
Futures
9 `7 l: z* Z% n" o2 Y7 mGARP# X4 e% w3 Q) Q J% K7 x
Grant Contribution Room3 g9 ]2 s' w8 z/ D
Group RESP, n0 b3 q7 @9 n2 o8 V5 P2 }. H
Growth funds
7 ~( p2 z1 x5 r0 t6 i- Q3 LHedge
5 {- e3 J3 P2 R& @HRDC
5 O. g" B# `" Y& K/ dHurdle Rate
+ C, h$ t, f* d: @0 C9 LIncome Distribution5 x4 w8 ^# B, R; q0 B7 B
Income funds 4 t+ E; y. N' L0 |
Index
( E7 w1 W% F8 S4 M( M# s* P" E. lIndex fund/ c* ^7 H/ q% v: ]( ]0 z% @. r. ~2 l' p) m
Inflation 8 r$ K( H3 {% Y3 ]" J; M
Information Ratio 2 g( t; J) K- n
Interest # W& y' \; ~9 H" U/ ~* ]1 D
International fund( f5 H8 q; ]8 m( q* {
Investment advisor5 }1 q5 }2 S, R6 z5 ~) a: P
Investment Funds Institute of Canada (IFIC) 4 o6 [" p% y2 P& [/ W8 Y9 x' a
Leveraging
1 U' c- b& K/ Y2 E" T) [/ jLiquid 5 L5 [6 }6 H4 _' Z, r$ y7 i1 Q- s7 D
Load
5 h8 I, `- S" o+ Y! ~Long Term Bond* L, R* k( g* e4 R G* Z
Low Load (LL) sales option9 c2 f7 C( c& K$ p5 z# x9 W
Management expense ratio
$ R' M& G* h3 I$ ^# z0 t3 k( a/ u$ mManagement Fee; W$ {, i1 v! ^/ o2 i3 z
Market Value of a Mutual Fund9 e0 y# K( j$ [! L7 C
Maturity
6 S3 e( P+ W' c6 c8 u. b: CMid-cap+ w9 l* n' J' z4 \
Money market fund- `( B( V& u% ^
Money Market Instruments
+ P' Y4 d8 Y8 L* lMoving Averages9 P9 Y) ]- }. G! e4 l
Mutual Fund( H. Y7 t' h/ X6 L) W
NASDAQ7 r5 g; b l+ p$ a3 q- F4 Q
NAVPU) q6 \& R$ i; r9 ~8 n
Net Asset Value
2 z3 ]0 E+ @ y7 tNo Load
0 W9 T+ m2 X S# M5 b; Y. yOpen-end fund. B: n% d- q9 r# C0 B
Options
" o0 V$ C% D5 Y* sPension plan: R2 n$ u* Q. e4 N6 n# x2 H Z
Pension adjustment
- W1 L; z/ z3 u+ q+ a; m; jPortfolio7 L8 j( @* P+ u" B+ O8 U. V! g4 B5 s2 w
PortfolioPro
5 W* _- |/ j: G' |+ jPost Secondary Education Payment: j' L0 P7 J5 H5 p# C9 `
Promoter: g# b; J Y& V+ c) u
Premium
; Y7 ?3 {1 C/ h, @9 U8 UPrice-Earnings Ratio$ R. a2 F9 l( d5 \- h6 ?% u- b' n' @
Principal! k) C& }. _3 W
Prospectus
% }) V$ t) F0 W% A7 |" D! pQuartile Ranking0 Z" X" `9 q- l$ u
Registered Education Savings Plan (RESP)
3 @- N! ?/ U# l& \RRIF (Registered Retirement Income Fund)
; W# j+ I& a) |6 C. yRRSP (Registered Retirement Savings Plan) ( l9 Q0 i0 y5 g6 C' t, }) a
Recession, X7 N! E; B- w1 C' E" R( u
Relative Volatility" l7 O" r$ W' D' {" d
Return$ F4 y7 I( A1 K* f! \
Risk
$ Z! e- H, I/ g: h; _Russell 2000 Index 9 ]# [% M5 X h
R-squared9 Q4 g1 H' _% h4 b1 j- `) Y$ Z
Sales charge" h5 `# Z% N- i" M
Sector Fund
4 x1 W4 z# h+ O( _' ~/ j: QSecurities
6 t% i, J9 t5 I y) Q, R! ~, oSecurities Act
# U' D: \: l9 X, GSharpe Ratio) M, ^7 s5 x, \; C3 w% S
Simplified prospectus
3 Y' w% F( F8 i$ E( e% PSortino Ratio& a) B( C! K3 c
Specialty fund
8 ~3 Y, @: y9 V" r8 YStandard and Poors 500 (S&P 500). i1 {2 ~* B3 t0 P# k1 D$ N: D
Standard Deviation
, z3 X0 `/ O' o) c+ \- j( u! g$ oSubscriber c% R) O8 {1 a) v* t
Tax credit
2 _* A" I& ?! A/ }- [Tax deduction
0 a" t4 O! ?9 l' V, ^, aTop Holdings) ^2 l5 K! \ x
Top-down investing
7 ?& E& H& I4 P1 Z3 s; h& E" ZTransfer Fee$ Y- ~+ W8 ^- u( v) H6 H
Treasury bills (T-bills) 3 J/ e, @; L! @& w! n; I
Trust . R y6 A! p) b- M, P
Trustee" _7 |0 n( q% B7 ?) B
Turnover ratio
. x$ ^, [- ]& C1 @% MUnassisted Capital
2 N' j& g$ h$ q! @* R; VUnderwriter
* z, j4 U8 s/ z7 @2 t6 `- A kUnit trust
! o; s+ h8 w7 z' l$ C3 m; n, RValue funds 6 v6 w0 p* [% ?. e# r# ~9 k4 u" U
Vesting7 D4 {! l% Z! B1 O3 d) I$ r
Volatility c- W: B! C$ V& }( u
Volume
! U* O* j7 a' T/ YWarrant* H+ N& }$ Z3 t: K* X# y. q
Yield2 G! o( ?1 q# D3 i5 |0 M
Yield curve! }. Z/ G5 `: N4 {
Yield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
