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Account Type) M5 E: R* n5 }4 a8 X; @5 d
Accrued interest0 z s; b R$ F" D0 K3 d
Accumulation ! s0 v4 S- N2 G+ F
Accumulation plan
6 V4 P- c0 b8 {: l2 m* r6 CActive management7 ?6 t! {3 _0 E }% r* p
Aggressive growth fund
; N! k4 Z( {/ L$ T& J" C' BAlpha
5 R3 S: Q& n6 E2 ?. ?Amount recognized ! e4 u4 w4 a9 U9 l! y# h+ b
Analyst 9 S: o7 _' q! M- W
Annual effective yield
( v, B9 p- E+ l4 B5 ?" j" o' m# YAnnual Maximum Payment Amount% w, h+ ` w: B
Annual Minimum Payment Amount
) o2 |4 M5 D3 _; uAnnual report 9 d. `5 n( @( X* \
Annual Return
+ E1 |1 @+ J# P: R4 LAnnualize
/ R( Z3 a) p! A* |Annuitant
( l/ T# h0 {8 J3 dAnnuity
/ Q) v4 F8 i6 J1 f" k) k" kAppreciation: f/ W# J# `: c* Z% W: e8 G- `
Assets ( } W. H Q: c' P" I5 C
Asset Mix , j, O, v8 F+ ^- T
Asset allocation 1 d5 l7 l; P$ F' S' h! ^1 U9 \
Asset allocation fund $ f6 Y' S" ~' O( G
Asset classes
3 n$ U0 N/ l% {4 U" A1 j& fAssisted Capital ( |, d6 ~) `- K; {6 Y" Z. z( v' i# A
Automatic Conversion * c6 j; s0 w* i7 h
Automatic reinvestment0 E. c, b/ v: X$ @0 Y8 _2 l4 s
Average Annual Compound Rate of Return + i! j- _+ s i1 D w" n: R
Average Cost per Unit/Share
/ t$ M* F: \2 Z9 m9 v$ ^Average maturity, }- L$ L7 a: V0 t3 u) Z, V
Back-end load
! Y. i! s3 _$ t# m$ v0 H) Z, LBalanced fund ' s8 [( b! x- A2 E* W
Balance sheet
. T" s& Y: G5 W9 T' H4 R, {Bank rate4 W Q. V' F9 i I% V% l
Basis Point $ |+ s' b( A" O! F' |
Bear market/ y; Z7 ^ v. U: o, W
Beneficiary 4 F8 q8 F, j$ Y! ~6 U( }5 E5 o4 @ l
Beta
; X" E& O4 U3 T6 A; d; {* {! lBlue Chip
! X$ }) ~: J1 |; @; `6 h; zBond
7 Q* s5 X! S( a$ [Bond fund 1 i- S3 i# k3 v$ m% k( \
Book value 6 l' O; u p) v+ }
Bottom-up investing 0 F x) u9 f# i2 N$ g
Broker
) X @% v3 B- r9 ?3 NBull market8 o1 F" Q+ ~: c
Capital ; T+ {/ ~' c& o) v4 g6 o
Capital Gains
3 d) s* N. [, [5 JCapital loss / k3 e& v* W( C
Closed-end fund ) ^% o0 V2 a; D
Compounding + ~$ _: p* P1 Y8 h1 q( F! l
Currency Risk
! @; F; {9 |/ N+ q9 ^Current yield 8 _& M6 u' ~/ K0 j+ L
Custodian
2 P# F) _' ^+ rDebenture
) p$ t4 {4 H( X* W q& YDebt( w) P: w4 w/ u! a- T( u! i
Deferral( p# W8 c7 I6 r
Defined benefit pension plan* J, _2 E1 V1 O# |& C5 K R
Defined contribution pension plan! e6 n/ ^2 Z1 |- [7 L8 m1 M
Discount
9 t& p4 I2 K3 BDiscounted Pricing for Large Accounts% e! U! J, j/ b' H+ b
Distribution History
1 p) \8 u& l l+ R7 B/ [Distributions9 j1 M' L& V) y2 ]
Diversification
; l9 h' ?0 l! xDividend
# E) t. S& }! Z& Z1 CDividend fund
7 U. t( s- C7 a9 I+ w3 y7 NDividend tax credit
; z2 m! ?4 Y6 i; r! f7 Z/ vDollar-cost averaging7 S/ W2 y! p; V# y: f! j5 R0 T
Dow Jones Industrial Average (DJIA)
: N) a" s' @8 ]% a' EDownside Volatility' a! e" a6 y& |! N, n9 `
DPSP (Deferred Profit Sharing Plan)
f3 \6 }: y" O$ yEarnings estimates" ~2 x% ~5 w2 e/ z2 O" B& C8 g$ m
Earnings Per Share5 M; L( O; s) u" R7 f0 z
Earnings statement# |5 u4 O$ q( i0 s. j0 z
Educational Assistance Payment (EAP)9 z1 {: J/ z7 F! N- v" A: ^! z) G: [0 B
Education Savings Plan
) @3 L% _3 ~5 L% _" T- H! ]0 XEmerging Markets
6 {+ E. X9 n3 cEquities (Stocks) # D! Q$ a5 l" N" Z4 h' U/ P
Equity fund
& V; @* J m3 ZFair market value# ^9 I6 r0 x. D+ M6 D9 i
Family RESP
8 t: F& j4 Q3 m* ]4 p( P- yFixed-Income Securities, k& Q* F) ?) Q0 l# O6 Y% ~% |) M
Front-end load
: p7 q o) s: }; }4 D8 xFundamental analysis
5 c" W1 u4 x% L% r) J! C0 d4 fFund Number' U* s# n- Z# O& j* A
Futures
7 a; S2 k$ ]5 z4 H2 M# i! r1 s: sGARP
# W% [" ?0 f9 tGrant Contribution Room2 u8 F% a* \! F( `: u
Group RESP& o3 Y5 w" d# {; a; P
Growth funds 5 y! }& n w- F
Hedge2 q; M1 K o) [ `( d
HRDC
& X/ Z1 {( j' \$ U0 ^! S+ F% P' C) qHurdle Rate+ y$ M1 E; F6 N) w
Income Distribution
+ H. g9 h/ H# J5 Y5 l4 k% ]) iIncome funds
( u0 `% S' h% L+ T+ F0 KIndex& j& z) A( c+ w c, N- N& c
Index fund1 Q2 m p4 `6 d4 {$ W2 F
Inflation
" E0 m Z/ ~$ P4 r# q0 ]. \Information Ratio
0 [6 `' O5 Q6 X' K5 m. V2 VInterest
4 R6 L5 [- U! @ QInternational fund
$ }0 r' x* W% ?3 ~Investment advisor4 @* I" [" X x& j. f9 R- L
Investment Funds Institute of Canada (IFIC) 3 b6 G8 w" V1 `! |! @" N) N
Leveraging
Q4 H7 Q- L! A$ I( a; ?) XLiquid . k# O' {9 @( q, O, `
Load
" V6 U: F d5 s# e9 BLong Term Bond; B5 G0 X- Y0 m- K B- v
Low Load (LL) sales option
4 T8 k; e g+ W% k! t4 [- t# RManagement expense ratio t+ N5 Y6 j" T' r6 E
Management Fee
% Y# S* o N! w8 j8 O0 `Market Value of a Mutual Fund/ y2 a1 @) U- t; t- N' X8 I
Maturity
" Y3 b: T" B* \, sMid-cap2 d0 s% u6 ~* b3 t
Money market fund. D) M3 V# ^8 p% G5 z4 m' j- G
Money Market Instruments) R# S$ k. H( l% q0 S
Moving Averages
# q6 u# M- ]2 {6 Q8 y( f! tMutual Fund
& E. \9 ^1 `, F$ nNASDAQ8 z/ i* p' ]) G6 o, v/ d7 K. M
NAVPU
* k: D. E4 m; zNet Asset Value8 |/ Q; ?/ N- Q
No Load
: N6 C! D g7 s) P: l3 DOpen-end fund" Q( E0 y% }8 x
Options, t$ J% e* B4 D, T0 X
Pension plan
2 e" j6 W; F+ E, DPension adjustment$ j: O" X4 @9 Q& J
Portfolio
% o/ u8 ~6 A7 Q& v" Q4 N! O+ [. x' ~PortfolioPro
]2 A7 _. ^( y% u% q* f" S2 T3 T, YPost Secondary Education Payment: N' o( X8 a7 \# ~0 p8 r
Promoter3 {, n* A! y" c# @( z! Z1 O2 m
Premium+ @! D: S+ v/ _& g' j1 N8 M
Price-Earnings Ratio
# b# {9 ]0 u1 b/ c/ j0 p/ QPrincipal
2 c, C4 e! r/ V9 Y6 ?$ aProspectus: `$ h# r3 ^' R2 e* b) r0 R3 g
Quartile Ranking
+ q6 R0 Q! M m4 pRegistered Education Savings Plan (RESP)
, s. }/ K) m: [8 I& n8 {RRIF (Registered Retirement Income Fund) ) E- e! W! f5 r
RRSP (Registered Retirement Savings Plan) 4 p1 u% W+ L8 `$ e) f, m: X/ w
Recession: A- [) p' }: Q) J3 D
Relative Volatility
; b' {# Q" ?& o3 J- x. \$ t/ [Return
( O' f5 o2 ]( X4 r3 X2 u& eRisk 6 B9 B5 [! R9 j8 _/ K7 Y
Russell 2000 Index
9 l7 Q2 L3 e; [4 o2 b2 oR-squared. c( ]- i% ]9 D
Sales charge
7 _6 A5 o9 R* I7 q1 Z# HSector Fund ' s1 W5 A2 f2 s$ D- n
Securities; `1 k2 q2 i: x+ [8 T/ j
Securities Act
3 f& j: R& E% L- a* USharpe Ratio6 m" H4 d, [% W
Simplified prospectus! {( S r; `+ s% X9 N* q9 p/ [2 b
Sortino Ratio4 t( P. t1 h I+ J
Specialty fund" e, R" I1 n5 p. R
Standard and Poors 500 (S&P 500)
9 Z, }6 L9 v/ E t6 k- B- C5 bStandard Deviation
) }, y8 h4 d+ d6 [0 nSubscriber
- \1 `; p0 F' c5 U8 {% v( XTax credit
3 \/ N5 a: `: B c& O: ^! I5 {6 F1 TTax deduction
; c3 q7 m3 {. ~0 E- C4 H6 zTop Holdings
. a. x! i/ L- n/ ]Top-down investing* B8 k: N' ?& _/ j, _! S
Transfer Fee
8 t0 ]% T4 E3 vTreasury bills (T-bills)
3 w0 R/ S! q4 `' S/ I0 pTrust 3 K) K* q5 A9 x9 @% K: G5 v2 c0 m
Trustee9 w: E' B+ w, g+ Q3 ]
Turnover ratio
( g' n- V* d/ U% vUnassisted Capital
$ `6 a" y, c1 ]& D3 _9 _Underwriter* s$ m& \1 ?1 l2 Z* [# O# _
Unit trust \% R/ e q" c/ i Z
Value funds 5 `' a2 z+ R4 T' |
Vesting! A, b; P9 ~5 G9 @2 Z+ A/ R
Volatility* {) {& T+ a8 X' `+ [5 z
Volume 0 X4 F( H" z7 z: Z! h
Warrant
2 z2 |2 l/ \0 Z) j, |" |Yield1 b0 n% Z8 \8 e' \" L3 m. |2 F
Yield curve
9 Q5 M' j; P% F7 _; gYield to maturity |
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发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
